Connect to Claude/Your sales record, inside Claude
Your whole sales record,
inside Claude.
Relai keeps one record of everything your customers said: every message, call and meeting, each fact with the words it came from. Connect it to Claude and ask about any client, see your pipeline and today’s work, and get drafts you approve before anything is sent.
https://app.relaioffice.com/mcpConnect in a minute
- In Claude, open Settings › Connectors and choose Add custom connector.
- Name it Relai and paste
https://app.relaioffice.com/mcp. - Sign in to Relai when asked and press Allow. You choose read-only, or read and act.
Admins can switch connections off for the whole company and see every call Claude makes. Anyone can disconnect in Relai.
What you can ask
“What did Sarah Khan tell us about her budget and timing? Quote her.”
“Who is waiting for a reply from us, and what’s the right next step for each?”
“Draft a WhatsApp to Tom with the Prime Point price list.” It waits in Drafts until you approve it.
Read the record
Search contacts, read a client’s cited record and timeline, ask questions across all your clients.
See the work
Pipeline by stage, who’s waiting for a reply, your tasks and drafts for today.
Act safely
Create tasks, draft messages for approval, make branded price lists and brochures, ask your Sales Director.
Only what you can see
Claude sees exactly what you see in Relai. Nothing is sent without a person’s yes.
Sales and GTM today.
The rest of the business next.
Give it one order and watch what it does.