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Getting started with connectors in Claude.ai

TL;DR

  • Claude's Connectors integrate external applications and data sources, transforming it into a more effective productivity partner by providing direct access to your knowledge and files.
  • These integrations enable Claude to perform actions in connected sources, generating more knowledgeable and useful responses while maintaining full context.
  • Connectors streamline workflows by automating tasks, such as creating release notes from sprint tickets or generating reports from spreadsheet data, significantly enhancing overall productivity.

Takeaways

  • Claude Connectors allow Claude to access your data, files, and perform actions within supported third-party applications and web tools.
  • Connectors make Claude more knowledgeable by providing it with real-time access to your specific context, helping it analyze data, generate reports, or create presentations.
  • To begin using Connectors, navigate to the "Search and Tools" button in the lower-left of your Claude Chat window, then select "Add Connectors" to browse the available directory.
  • The setup and configuration of Connectors are handled safely and automatically via the Model Context Protocol (MCP).
  • You can verify a new connection by explicitly asking Claude if it has access to a specific tool, and manage permissions by clicking on any connection to toggle access on or off.
  • The Connectors directory includes categories for Productivity, Communication, Development, Business, Automation, and Desktop extensions, allowing integration with various aspects of your workflow.
  • Connectors enable powerful automation, such as automatically pulling completed sprint tickets from tools like Delinear and using a stored template to generate product release notes.
  • When both Connectors and web search are active, Claude intelligently decides which sources to use, but you can always provide explicit instructions in your prompt to direct its usage.

Vocabulary

Connectors — Features that integrate external applications, data sources, and local files with Claude, granting it access and permission to perform actions within these connected systems. Model Context Protocol (MCP) — A technical protocol that safely and automatically handles the configuration process when setting up new Connectors. Permissions — Specific authorizations granted to Claude through Connectors, defining what actions it can perform and what data it can access within integrated tools. Context — The complete set of background information, goals, and ongoing details that Claude maintains and utilizes across interactions and integrated workflows. Sprint tickets — Individual tasks, issues, or user stories tracked within a specific development sprint, commonly managed in project management software. Release notes — Documentation detailing new features, bug fixes, and improvements in a software product, typically prepared for stakeholders or users. Delinear — An example of a project management or task tracking tool that can be integrated with Claude via Connectors to access and process work items.

Transcript

Connect the tools you already used to unlock a smarter, more capable productivity partner with Claude. Claude can help you write, comment, create, code, draft, design, and so much more. However, it becomes an even more effective partner when you provide Claude More Access and connectors make this possible. Connect supported apps stay of Claude Access to your knowledge and files, including permission to perform actions in connected sources. Connectors make Claude more knowledgeable, which means more useful responses for you. For example, with file handling capabilities, Claude can read your uploaded documents, analyze spreadsheet data, create presentations, and generate reports all while keeping track of your broader goals and maintaining full context throughout the process. To start using Connectors, navigate to the lower left portion of your Claude Chat window and click the Search and Tools button. Once the sub menu is open, you may have some existing Connectors, a button to add connections, and a button to manage Connectors. Let's set up a new Connector. Click the Add Connectors button. You'll see a directory of Connectors that work with both web tools and your local files on desktop. The directory includes Connectors for Productivity, Communication, Development, Business, Automation, and Desktop extensions. Go ahead and choose a Connector to get started. Follow the steps for your specific Connector to setup. This process safely and automatically handles the configuration via the Model Context Protocol or MCP. Once configured, you're free to start using Context and Performing Actions in your Connected Tool. The simplest way to ensure your connection is working is just to ask Claude if it has access to a specific tool. When you click on any connection, you'll see exactly what permissions it has. You can easily turn these on or off or browse through them to get ideas for what you might want to work on together. Later, if you need to add or remove Connectors, or look at a detailed list of available Connectors, you can navigate to the Manage Connectors button. When Connectors and web search are toggled on, Claude will consider whether or not it should use your sources to answer your question. You can always add to your prompt explicit instructions to use one of the other. Connectors don't just bring context to Claude. They create a dynamic bridge across all the tools you use to get work done. Let's see Connectors in action with a real example. Say it's late Friday afternoon and you need release notes from your latest sprint. Instead of manually searching through tickets and trying to remember what each feature does, simply ask, pull the completed tickets from this week's production sprint and create product release notes using our standard communications template. Watch as Claude automatically connects delinear, identifies your completed sprint tickets, and pulls the real feature descriptions, bug fixes, and improvements. Next, Claude finds your release note template from your files, no need to search through folders or remember where you saved it. In moments you have product release notes that include actual future details, proper formatting, and your company style, not generic descriptions, but the real work your team should. These notes are ready to share with stakeholders, complete with accurate technical details and professional formatting. The same approach works across your entire workflow, meeting notes become project tasks, project updates become executive summaries, documentation becomes visual designs. Claude enhances your productivity by integrating seamlessly with your digital tools. Connect your workspace to unlock powerful workflows and automation. Visit claw.ai slash directory to browse available connectors and get started.

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