Is infioo in Claude's Connectors Directory?

No. infioo isn't in Anthropic's Connectors Directory yet, so you add it as a custom connector. We're preparing the submission; no date yet. A listing wouldn't change the connection: same sign-in, same permissions, same tools.

What is INFIOO in Claude?

infioo publishes a remote MCP server at https://infioo.ai/api/mcp. Adding that URL to Claude as a custom connector lets Claude read your CRM and make a few small changes (tasks, contacts, tags, draft replies, marking a visit done), so you can run the day from chat instead of a dashboard.

Do I need to paste an API key into Claude?

No. The connector speaks OAuth 2.1, so you paste the URL and sign in. For clients that cannot do OAuth, an owner can mint an automation key under Settings -> Connections. An automation key is different. It always carries read and write (never approve), isn't tied to a person's role, and works until an owner revokes it in Settings -> Connections. Use it only where sign-in isn't possible.

Can Claude send a message to my customer?

No. Sending is not exposed at all. Claude can write a draft reply, which lands in your inbox behind the same Approve button you already use.

Can Claude create or send an invoice?

No. It can read invoices and tell you who has not paid. Creating, sending and syncing invoices are deliberately not available to any chat connector.

Which Claude plans support custom connectors?

Every Claude plan can add custom connectors. Free is limited to one; Pro and Max are for individuals; on Team or Enterprise an owner adds the connector once under Organization settings -> Connectors and members click Connect. Anthropic sets these limits, so check their help centre for today's rules.

Does it work in the Claude desktop app?

Yes. Once added to your account, it works on the web, in the desktop and mobile apps, and in Cowork. Custom connectors are reached from Anthropic's cloud rather than your device, which is why the server has to be on the public internet - infioo.ai is.

How do I disconnect it?

Remove it in Claude under Customize -> Connectors (on Team or Enterprise, an owner can remove it for everyone under Organization settings -> Connectors). That stops Claude using it but doesn't reliably tell infioo, so to be sure the access is gone, also disconnect it in infioo under Settings -> Connections -> Connected assistants. It stops working on its next request.

INFIOO in Claude: Run Your Business From Claude

Your shop, answerable in chat

infioo publishes itself as a remote MCP server - the standard assistants use to reach outside tools. Claude is a client. So you stop navigating a dashboard and just ask:

"What needs me today?"Overdue money, unanswered messages, today's jobs - in one pass.

"Who hasn't paid, oldest first?"Straight off the ledger, with amounts and ages.

"Catch me up on the Novak job."Conversation, appointments and invoice, tied together.

"Draft a reply to Maria about Thursday."Written in context, parked in your inbox for one tap.

Eighteen tools. Five write. None send.

18tools Claude can call

13read your business

5write to your records

0that can send or bill

Drafting is not sending. A reply Claude writes becomes a pending draft behind the Approve button already in your inbox.

What Claude may and may not do

Can

Read contacts, conversations and messages
Read the schedule, invoices and open tasks
Search your knowledge base
Create a task or a contact
Tag a contact
Draft a reply for your approval
Mark an appointment complete

Cannot

Send a message to a customer
Create, send or sync an invoice
Post publicly as your business
Add anyone to a marketing list
Touch billing, team invites or payroll
Manage API keys
See another business's data

The right-hand column is not a setting. Those tools are absent from the connector, each with its reason recorded in code and a test that fails if one creeps back.

How to connect it: six steps

Copy this URL:

https://infioo.ai/api/mcp

Open Claude on the web or in the desktop app and sign in.
Go to Customize -> Connectors.
Click + Add, then Add custom connector.
Name it infioo, paste the URL and click Continue. Then check the settings Claude detected: under Authentication keep a sign-in option (not No sign in); under OAuth client keep Claude's recommended option or pick Register automatically, the one we tested - not Use your own OAuth client; leave Request headers empty. Click Continue where asked, then Add.
Sign in to infioo when Claude sends you there (if it doesn't, click Connect next to the connector), choose which business and which permissions, approve.
Ask "what needs me today?" If your real brief comes back, you are done.

Nothing else to paste: you sign in to infioo when Claude asks. Don't pick Use your own OAuth client, and leave Request headers empty - Claude identifies itself, and infioo issues no client ID or secret to paste.

About a minute, with nothing to install or host. On Team or Enterprise, an owner adds the same URL once under Organization settings -> Connectors; everyone else then clicks Connect and signs in as themselves.

One failure has a non-obvious fix: if Claude says the connector was "set up as not requiring sign-in", it was saved without sign-in - remove it and add it again with a sign-in option under Authentication, rather than reconnecting. Anything else, mail hello@infioo.com.

Try it first, with no account

Use this URL at step 4 instead, and choose No sign in under Authentication if Claude hasn't already. There is nothing to sign in to.

https://infioo.ai/api/mcp/demo

A fictional plumbing company with a normal week's mess in it - overdue invoices, jobs today, someone waiting on a reply. Read-only, and Claude is told the numbers are invented the moment it connects.

Permissions match the person

On the sign-in screen you tick which permissions to hand over - read and write, plus approve only if the assistant asks for it (it starts unticked, and nothing on this connection uses it yet) - and your role caps what you may hand over, so connecting an assistant is never a promotion. Owners and managers may grant all three; staff cannot grant approve; an accountant can grant nothing.

When you connect by signing in, access tokens last fifteen minutes, refresh tokens rotate, and your role is re-checked on every call against live membership - so a change in infioo narrows the connection on the next question.

When Claude calls an infioo tool, the answer - customer names, messages, amounts - goes to Anthropic and becomes part of that chat, kept under Anthropic's terms and your settings there. infioo doesn't copy your records anywhere else.

Not from chat yet

Booking a job and proposing an invoice are built but not offered here. Both belong in the owner's approval queue, which today assumes a pending item came from one of your agents - so a proposal from chat would fail on Approve. That code guards real money, so it waits.

Connect your shop to Claude

in Claude