Connect Claude to your business

What Claude can do once connected

It works with the same records your team uses, and only the ones you can open. It acts when you ask, never on its own.

• Find records and people

  Ask Claude to find a customer, job, enquiry or document. It searches the records and people you can see in Bludge.

• Read forms, documents and your business brain

  It can read how your forms are set up, your library documents and your business brain. Its answers then use your own business knowledge.

• Summarise work

  Ask what needs your attention, or for a summary of a job. It reads your open work, tasks, dashboard figures and a record’s replies and notes.

• Check availability

  On forms that take bookings, it can look up free times, and who is free, before you or your team book.

• Make the changes you ask for

  With your Bludge permissions, it can update a record, add a note or task, move a booking or send a reply you ask for. It does not act on its own, and Bludge records each change as made by the assistant, for you.

• Prepare a draft when you want to review first

  Ask for a draft of an email, SMS, quote, invoice, job log or social post. A draft changes nothing until a person reviews it in Bludge.

• Follow your access rules

  It sees and does only what your Bludge role and teams allow. Records and fields you cannot open stay hidden from it too.

How connecting works

Each person connects with their own Bludge sign-in, so the assistant always works for someone you know.

1. Step 1

   Check that AI access is on

   A business administrator controls AI access for your business in Bludge. They can pause it at any time.

2. Step 2

   Add Bludge in Claude

   In Bludge, open AI connections in your profile menu and choose Connect Claude. On Claude’s website, choose Add, then Add custom connector, paste Bludge’s MCP server URL and choose Continue. Sign in when asked. In a chat, open + and switch Bludge on under Connectors.

3. Step 3

   Sign in and choose your businesses

   You sign in on Bludge’s own page with your usual password and two-step check. Then you approve the connection for all your businesses or only some.

4. Step 4

   Work within your permissions

   Claude acts for you, using your current Bludge permissions in each business. Bludge records each change as made by the assistant, for you.

Assistant apps change often. If a step looks different, follow your assistant’s own help or ask us.

What stays in your control

• Your permissions apply

  The assistant can never see or do more than you can in Bludge. Role and team limits stay in place, and they change when your role does.

• Drafts when you want to review

  When you ask for a draft, nothing is sent, issued or published until a person reviews it in Bludge. Your business’s approval rules still apply to every action.

• Read-only when the app asks for it

  If your assistant app asks for read-only access, it can look things up but change nothing. You can also create a read-only personal connection in AI connections.

• Disconnect at any time

  Connections stay on until you disconnect them in AI connections. An administrator can also pause AI access for the whole business.

• A record of what it did

  Changes made through the connection show in the audit log as made by the assistant, for you.