Claude connector
Plaibook in Claude
Ask Claude about your team's calls, sales and customers in plain words. Claude answers from your Plaibook data, the same numbers your Plaibook pages show, and can draw charts. It's an MCP connector you add to Claude in a few minutes.
Last updated: November 2026
Before you start
What you need
- Your business is on a paid Plaibook plan.
- A full Plaibook login. A practice-only login can't connect.
- A paid Claude plan: Pro, Max, Team or Enterprise.
New to Plaibook?
There's no self-serve sign-up. Book a demo and our team will set your business up.
Book a demoConnect
Connect in four steps
- 1
Add Plaibook in Claude
In Claude, go to Settings > Connectors and click Add custom connector. Paste this address, leave Client ID and Client Secret blank, and click Add:
https://api.plaibook.tech/api/mcp - 2
Sign in to Plaibook
A Plaibook tab opens. Sign in with your own Plaibook login.
- 3
Check, then allow
Make sure the page names Claude and sends you back to claude.ai. Then click Allow.
- 4
Turn it on in a chat
In a Claude chat, turn on Plaibook from the tools menu.
How sign-in works
Everyone signs in as themselves
Your login, your view
Each person connects with their own Plaibook login. Claude sees exactly what that person sees in Plaibook's Coach, and nothing more.
What disconnects it
Signing out of Plaibook everywhere, changing your password, or an admin removing your access. To reconnect, remove Plaibook in Claude's connector settings and add it again.
What to ask
Ask the way you'd ask a colleague
“What's our close rate by week for the last 30 days, with a chart?”
Each week's close rate, worked out the way your Plaibook dashboards do it, and a chart.
“Pull up the customer at 555-201-0142”
That customer's calls, sales and service history in one place.
“Rank my closers by close rate this quarter”
Your reps ranked, with the numbers from your Sales team page.
“What are our top objections this month and how often do we overcome them?”
The objections your customers raise most, how often each comes up, and how often your team gets past it.
“How do we compare with other pest control companies?”
Your numbers next to other pest control companies' over the last 90 days.
What it can change
Nothing changes until you approve it
Claude only reads, except for these two things. For each, it shows you what would change first, and changes nothing until you approve.
- Edit a campaign's settings or the script its texting AI follows. Claude can pause a campaign but can't launch one; launch it in Plaibook.
- Assign work to someone, claim it, or release it.
Limits
Good to know
- Each tool has a daily limit. Limits reset at midnight UTC.
- The tools that read through many calls at once have the tightest limits.
- Answers are written by AI from your Plaibook data and can be wrong. Check anything important in Plaibook.
Privacy
Your data
- Claude sees only what your Plaibook login can see.
- Answers go to your own Claude account. What Claude keeps is covered by your Claude plan's terms.
- Plaibook keeps a log of each request Claude makes for 90 days.
- Full details are in our Privacy Policy.
Need a hand?
If it won't connect or an answer looks wrong, email support@plaibook.tech and we'll sort it out with you.