What Claude is good at
- Summarizing a client or account before a meeting
- Finding overdue invoices or follow-up tasks
- Drafting notes, updates, and internal summaries
- Answering questions about workspace data
How to connect it
- 1Open Settings → Connect Claude.
- 2Approve the connection flow.
- 3Confirm which workspace Claude should be able to access.
- 4Test one read workflow before enabling heavier write access.
Control model
Connected apps should stay intentional
Use scopes, confirmation flows, and grant review surfaces so AI access stays bounded and auditable.
Example prompts
Once connected, try these prompts to see the integration in action:
- "Who owes me money right now?" — Claude queries your overdue invoices and returns a summary with client names, amounts, and days overdue.
- "Create an invoice for North Coast Creative for $2,400 for the Brand Strategy Sprint" — Claude prepares the invoice details, asks for your confirmation, then creates the invoice and returns the invoice number.
- "What proposals are still pending?" — Claude lists all sent proposals that have not been accepted or declined, with amounts and how long they have been waiting.
How to revoke access
- 1Open Settings → Connect Claude → Tokens.
- 2Find the active grant you want to revoke.
- 3Click Revoke. All tokens for that grant are immediately invalidated.
- 4Claude will no longer be able to access your workspace data.
Privacy and data handling
When you use the Claude connector, Ratio shares workspace data within the scopes you authorized. Anthropic collects all tool call parameters and responses — see our Privacy Policy section 6 for details.
Ratio stores OAuth grant records and an audit log of all connector activity. We do not store copies of Claude's requests or responses beyond standard operational logging.