Claude Connector
Written By Timothy Murenzi
Last updated 8 days ago
Connect Claude (Anthropic's AI assistant) directly to your Workroom workspace so you can ask questions about your projects, invoices, estimates, purchase orders, contacts, and timelogs in plain English. Claude pulls live data straight from your account through a secure OAuth connection — no copy-paste, no exports.
What Claude Connector does (and doesn't do)
Does:
Let Claude read your projects, invoices, estimates, purchase orders, contacts, and timelogs on demand
Answer questions like "how much have I billed Smith Family this year?" or "which projects are over budget?"
Add notes and tasks back to your projects (write actions)
Pull data fresh on every question — no stale cache
Authenticate through OAuth so your password never touches Anthropic
Doesn't:
Edit your invoices / estimates / POs (read-only on financial documents)
Send emails on your behalf
Run reports outside the connected modules
Work without an Anthropic Claude account (free or paid)
Auto-act without your prompt — Claude only does what you ask
Where to find it
Settings → Connector (or App Marketplace → Claude × Workroom → Integrate)
The Connector page shows your current connection status, the OAuth scope (what Claude can read / write), and disconnect controls.
What you'll need before connecting
An Anthropic Claude account (claude.ai). Free tier works; Pro / Team / Enterprise also work.
Designer or Admin Member access to your Workroom account. Connector setup is an account-level integration.
A few minutes to walk through the OAuth flow.
Section 1 · Connecting Claude to Workroom
Open Settings → Connector (or the App Marketplace tile for Claude × Workroom).
Click Connect Claude.
You'll bounce to claude.ai to sign in if you aren't already.
Claude shows you the scope Workroom is requesting — which modules it can read and (optionally) write to.
Click Authorize.
You'll bounce back to Workroom with a green Connected badge on the Connector page.
That's it. The connection lives at the account level — every designer / admin on the account benefits from the same connection without needing to authorize again individually.
To disconnect: Settings → Connector → Disconnect. Claude's access is revoked immediately. Past chats stay in your Claude history but new questions can't pull fresh data until you reconnect.
Section 2 · What Claude can see
Once connected, Claude can read from these Workroom modules:
Read-only on financial documents. Claude can answer questions but won't edit Estimates, Invoices, or POs.
Action tools (write):
Add a note to a project — Claude can drop a timestamped note onto a project's notes timeline
Add a task to a project — Claude can create a task on a project from a conversation
These actions only fire when you explicitly ask Claude to perform them — never silently in the background.
Section 3 · Using Claude with your data
Once connected, go to claude.ai (or the Claude desktop / mobile app) and start a conversation. Claude will use the Workroom tools when you ask data-related questions.
Examples of what to ask:
Project status:
"Which of my active projects haven't logged time this week?" "What phase is the Truman residence currently in?" "List my over-budget projects."
Financial lookups:
"How much did I invoice in Q1?" "What's the outstanding balance on Smith Family invoices?" "Which clients owe me money over 30 days?"
Vendor / PO:
"What POs are open with Restoration Hardware?" "Show me the total spent on lighting vendors this year."
Time tracking:
"How many hours did Sarah log on the Aspen project last month?" "Which projects had the most time logged this week?"
Contact lookups:
"Pull up the contact info for Jane Doe." "What's the email on file for the Hilton Hospitality account?"
Cross-module questions:
"For the Truman residence, show me the project status, all invoices issued, and total hours logged."
Adding back to Workroom:
"Add a note to the Truman project that the client approved the lighting selections today." "Create a task on the Aspen project to follow up on the missing PO confirmation."
Claude pulls live data each time — no refresh needed, no waiting on a sync.
Section 4 · Multi-account / team usage
The Workroom connector is scoped to your account (the workspace you're logged into when you connect).
Every Designer / Admin Member on the account uses the same connection.
Team members on different Workroom accounts each set up their own.
The OAuth token belongs to Workroom-the-account, not to one user's Claude account — meaning multiple Claude users can independently ask questions against the same connected Workroom.
If you operate multiple Workroom accounts (separate studios), connect each one to Claude separately. Claude will show them as distinct data sources in its tools picker.
Section 5 · Security & data handling
OAuth, not passwords. Your Workroom password is never sent to Anthropic. The connection uses an OAuth access token that Workroom mints when you authorize. Anthropic's servers hold the token; Workroom validates each request.
Server-side tokens. Tokens are stored on Anthropic's backend, not in your browser. They refresh automatically and you can revoke from either side at any time.
Scope-bounded. Claude can only read the modules listed above. It can't see Settings, Members, Permissions, billing, or any other module. It can't run admin actions like changing your plan, deleting projects, or modifying users.
Audit trail. Every Claude write action (notes / tasks added to projects) is timestamped and logged on the project record with the creator set as the user who initiated the Claude conversation.
Disconnect kills access. Hitting Disconnect on the Connector page revokes the token instantly. Claude can't read or write to your Workroom data after that.
No background polling. Claude only queries Workroom when you ask a question — not on a schedule, not while you sleep. Your data doesn't sit in Claude's training set.
Good to know
Read fresh, every time. Claude doesn't cache your data. Every question triggers a fresh API call so you're always working off the live state.
It's free. Claude × Workroom is a free integration in the App Marketplace. You only need an Anthropic Claude account (which has its own free + paid tiers).
No setup beyond OAuth. Once connected, there's no mapping, configuration, or admin work. Claude figures out the schema on the fly.
You can ask Claude what it can do. "What Workroom data can you see?" — Claude will list the tools available to it.
Conversations stay in Claude. Your chat history lives in your Claude account, not Workroom. To save a finding, ask Claude to add a note or task back to the relevant project.
Troubleshooting
"Claude says it can't see my Workroom data." Check Settings → Connector. If the badge shows Disconnected, reconnect. If it shows Connected but Claude still can't see data, sign out of Claude and back in to refresh the tools list.
"I authorized but the page didn't redirect back." The OAuth popup may have been blocked. Allow popups for claude.ai and app.myworkroom.co, then retry the connect flow.
"Claude is pulling stale data." It shouldn't — every question hits the live API. If you see truly stale results, disconnect and reconnect to mint a fresh token.
"Claude won't let me edit an invoice." That's intentional. Financial documents (Estimates, Invoices, POs) are read-only through the connector. Use Workroom directly to edit them.
"The connection works for me but not my colleague." The connection is at the Workroom-account level, but each colleague needs to be signed into their own Claude account when they ask questions. Have them sign in at claude.ai and try again.
"I want to remove Claude's access right now." Settings → Connector → Disconnect. The token is revoked immediately. You can also revoke from inside Anthropic's account settings on claude.ai — the result is the same.
"How do I know what Claude actually queried?" Claude is transparent in conversation — it tells you which tools it used and what data it pulled. For write actions, the Workroom project record's audit log shows the timestamped note / task addition.