Connect Klientele to Claude.

• A Klientele workspace on the Team or Agency plan, or the 14-day trial. See pricing.
• API access switched on for the workspace. It is on unless an admin turned it off under Configuration → Advanced.
• Your role decides what Claude can do. If you can't send invoices in the app, Claude can't either.

Claude on the web and Claude Desktop. Open Customize → Connectors, choose Add, then Add custom connector. Name it Klientele, paste the connector URL and choose Continue. Under Authentication, choose Sign in now or Sign in when needed. Under OAuth client, leave the default, Use Claude's published identity. Register automatically works too. Leave Request headers empty and choose Add. When you sign in, the Klientele consent page shows the identity was published by claude.ai.

https://mcp.klientele.io/mcp

On a Team or Enterprise plan, an owner adds it first under Organization settings → Connectors (Add, then Custom, then Web). Each member then connects it. Once added, it is also available in the Claude mobile apps.

Claude Code. Add the server, then run /mcp inside Claude Code and choose Klientele to sign in.

claude mcp add --transport http klientele https://mcp.klientele.io/mcp

Claude opens Klientele's sign-in page. Sign in with your Klientele account, pick the workspace if you belong to more than one, and choose what Claude may do:

• Read only: see records, change nothing.
• Read & write: create, edit, comment, send and accept, one record at a time. Never deletes.
• Full: everything your role allows, including delete and bulk changes.

Choose Allow. The connection then shows under Settings → Security → Connected apps in Klientele, with what it may do and when it was last used. Klientele never shows your password to Claude.

Start with one of these:

• “Triage the new tickets that came in overnight and assign them.”
• “Write this week’s status report for Acme Corp.”
• “Prepare draft invoices for September from unbilled time and expenses. Don’t send anything.”
• “What’s on my plate today? Start with anything overdue.”
• “Which retainers are running low on hours this month?”
• “Move TK-2026-0142 to done and log the resolution notes.”

Use your workspace's own words. These are a software team's; a law firm asks about matter tasks and matters, a clinic about care tasks and care episodes. Claude learns your words when it connects.

Ready-made prompts. The connector also offers four prompts. In Claude Code they appear as /klientele:<prompt>:

• weekly_client_report: A client’s week: what was opened, finished and planned, hours and invoices.
• month_end_invoicing: Finds unbilled time and expenses and prepares draft invoices. It never sends them.
• triage_new_requests: Sets urgency, files each new item under its engagement, assigns it and moves it on.
• start_my_day: Your assigned work by deadline, unread mentions and client replies, and any running timer.

Context Claude can read. Your workflow and nouns, a client brief (contacts, engagements, open work, billing) and an engagement summary. In Claude Code, reference them with @klientele:.

Claude asks before it acts. Anything that cannot be undone needs your yes every time: sending an invoice or a reminder, approving an invoice, recording a payment, issuing or applying credit, publishing a share link and deleting records. When your workflow needs a field before a status change, such as an assignee or resolution notes, Claude asks you for it in a form.

Money. Klientele records payments you received elsewhere. It never moves money: no tool charges a card, triggers a payout or calls a payment gateway.

On Claude web, Desktop and mobile, five answers open as interactive views. Buttons in a view call the same tools Claude uses, with the same confirmations. Claude Code shows the same facts as text.

• Request board: Open work grouped by status, for a client, engagement, cycle or person. Open a card or move it to another status.
• Invoice preview: Lines, tax and totals, and the approval state. Approve or send it from the view; Claude asks you first.
• Client health: The verdict from your workspace’s own thresholds, the reasons, and the figures behind it: money owed, overdue work, SLA breaches, retainer and last contact.
• Engagement burn: Hours logged against the budget, per person, with AI sessions shown beside them and never added to the hours.
• Weekly status: Opened and closed work, what is open and overdue now, hours per person and AI sessions.

Ask for one by name, for example “Show the board for Acme Corp”.

The plugin bundles the connector with a skill that teaches Claude how Klientele works: your workspace's nouns, the workflow rules, AI sessions, billing and client reports.

Coming next. The plugin's public repository is being prepared. Until then, the connector above gives Claude everything it needs.

In Klientele, open Settings → Security → Connected apps and choose Disconnect. Claude loses access at once. A workspace admin can disconnect any member's app under Configuration → Integrations → Connected apps, or switch API access off for everyone under Configuration → Advanced. Changing your password disconnects all of your apps. In Claude, remove the connector under Customize → Connectors.

What passes through the connector, and what we keep about AI sessions, is in our privacy policy.

• Claude can't reach Klientele. Open mcp.klientele.io/healthz. If it does not answer, the problem is ours; tell us.
• Sign-in fails or the workspace is missing. The workspace needs the Team or Agency plan or an active trial, and API access switched on.
• Sign-in stops at “This app could not be verified”. Klientele couldn't read the identity Claude publishes. Try again shortly. If it keeps happening, set OAuth client to Register automatically in the connector's settings, and tell us what the page said.
• A tool or action is missing. Your role, or the access you chose at sign-in, does not include it. Disconnect and connect again to choose wider access, or ask an admin about your role.
• Tool names changed. Refresh the connector's tools in Claude and approve them again.

Still stuck? Contact support.