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Connect Salesforce Claude Documentation · in the page claude-tag/admins/connections/salesforce …force to Claude Tag so it can read and update CRM records. Covers the connected app to create, the client credential fields, and the host to allow. > [!NOTE] > > Claude Tag is in public beta. Feature… Connect an authorization server Claude Documentation · in the page claude-tag/admins/federated-access/authorization-server …before general availability. > [!NOTE] > > Authorization servers are connected on the [**Federated agent access**](https://claude.ai/admin-settings/claude-tag/federated-cloud-access) page, under **Cl… Connect an AWS role Claude Documentation · in the page claude-tag/admins/federated-access/aws …may change before general availability. > [!NOTE] > > AWS roles are connected on the [**Federated agent access**](https://claude.ai/admin-settings/claude-tag/federated-cloud-access) page, under **Cl… Connect a gateway Claude Documentation · in the page claude-tag/admins/federated-access/connect-a-gateway …e may change before general availability. > [!NOTE] > > Gateways are connected on the [**Federated agent access**](https://claude.ai/admin-settings/claude-tag/federated-cloud-access) page, under **Cl… Connect a Google Cloud identity Claude Documentation · in the page claude-tag/admins/federated-access/gcp …fore general availability. > [!NOTE] > > Google Cloud identities are connected on the [**Federated agent access**](https://claude.ai/admin-settings/claude-tag/federated-cloud-access) page, under **Cl… Limits for federated agent access Claude Documentation · in the page claude-tag/admins/federated-access/limits …uthorize-on-the-subject). | | One connection per role | A role can be connected once in your organization. | ## Google Cloud identities | Limit | Value | | :- | :- | | **Workload identity provider**… Federated agent access Claude Documentation · in the page claude-tag/admins/federated-access/overview …added to more than one bundle; an AWS role or authorization server is connected in one bundle only. Federated connections work in Slack channels, where Claude acts under your organization's agent ide… Identity token reference Claude Documentation · in the page claude-tag/admins/federated-access/token-reference …y change before general availability. When Claude calls a system you connected through Federated agent access, it proves who it is with a signed identity token instead of a stored credential. The tok… Troubleshoot federated agent access Claude Documentation · in the page claude-tag/admins/federated-access/troubleshooting …rd the same 5 and appears in the **Gateways** table marked "Used by a connected authorization server. Manage it from the Authorization servers section." An address is either a gateway or a token endpo… What the Claude Slack app can access Claude Documentation · in the page claude-tag/admins/for-slack-admins …ly suggestion message. About once a week, Claude sends the person who connected the workspace a direct message that suggests public channels to add it to. That person can stop the suggestions from any… Use Claude Tag at a healthcare organization Claude Documentation · in the page claude-tag/admins/healthcare …configuring it so that PHI never enters a channel, direct message, or connected tool that Claude can read. If your Claude organization has the [HIPAA configuration](https://support.claude.com/en/arti… Manage a channel's instructions from another channel Claude Documentation · in the page claude-tag/admins/managed-by …t you and Claude are both in. It finds them through the Slack account connected to your Claude account, and it asks you to connect one if you haven't. The selection saves when you close the list. **3… Migrate from the earlier Claude in Slack Claude Documentation · in the page claude-tag/admins/migrate-from-earlier …otice-after-the-switch) below. **You'll see:** the workspace under **Connected workspaces** on the **Slack** page, **New** as the **Slack** page's **Claude Tag version**, and no row on the **Channels… Network requirements Claude Documentation · in the page claude-tag/admins/network-requirements …) on the BigQuery page. ## Internet reachability > [!WARNING] > > A connected service must accept traffic from the internet (restricted by IP allowlist if you like). A service reachable only inside… Restrict where Claude Tag operates Claude Documentation · in the page claude-tag/admins/restrict-access …er. One-to-one DMs are a separate surface. A DM from a member who has connected a Claude account runs on that member's own account; see [how DMs differ from channels](/docs/claude-tag/concepts/agent-i… Set a spend limit Claude Documentation · in the page claude-tag/admins/set-spend-limit …nnel is channel work, above | | A one-to-one DM from a member who has connected a Claude account | The sender's own seat | The seat's usual limits, not the spend limit | | A [one-to-one DM from a memb… Set up Claude Tag Claude Documentation · in the page claude-tag/admins/setup-overview …5 minutes. > > `workspace_a1b2c3d4e5f6a7b8c9d0e1f2a3b4c5d6` > > *Once connected, Claude usage in this workspace is billed to that organization.* Only a Slack workspace admin (or Grid org admin) can r… Troubleshoot Claude Tag setup Claude Documentation · in the page claude-tag/admins/troubleshooting …ooting.md). If someone reports that Claude can't reach a service you connected, check two things before anything else: * The connector applies to that channel. To check, go to [`claude.ai/admin-sett… Manage workspaces and versions Claude Documentation · in the page claude-tag/admins/workspaces …ng) first. Until then, Claude Tag refuses the new pairing as [already connected to a different organization](/docs/claude-tag/admins/troubleshooting.md#already-connected-to-a-different-organization).… How agent identity works Claude Documentation · in the page claude-tag/concepts/agent-identity …the Claude GitHub App on GitHub, and a service account in every other connected tool. Actions it takes are attributed to those accounts; for example, posts come from the Claude app and pull requests s… Data lifecycle and deletion Claude Documentation · in the page claude-tag/concepts/data-lifecycle …k search results, messages it read in channels it's in, and data from connected tools), and everything Claude said and did | | Memory | The notes Claude saves for each channel, the workspace notes it… Claude Tag for Claude Code users Claude Documentation · in the page claude-tag/concepts/for-claude-code-users …rom the Claude GitHub App rather than from you, and a query against a connected service runs with the channel's credentials no matter who asked. For your own requests, Claude can also [use the connect… How Claude Tag works Claude Documentation · in the page claude-tag/concepts/how-it-works …granted, and a one-to-one DM session reaches what your own account is connected to. Everything below describes channel sessions, where most of the model lives. For one-to-one DMs, see [direct message… Personal connectors in channels Claude Documentation · in the page claude-tag/concepts/personal-connectors …request you post in a channel needs your calendar. Google Calendar is connected on your claude.ai account. 1. You post `@Claude find a free 30-minute slot on my calendar Thursday afternoon` in a chan… Security and data handling Claude Documentation · in the page claude-tag/concepts/security-and-data …lies, from every channel down to one, and the actions Claude takes in connected tools are attributable to its own service accounts. Every channel request, whether a person typed it or a schedule trig… Work with Claude Tag Claude Documentation · in the page claude-tag/overview …ss.md#group-dms). * **In one-to-one DMs**: a DM from a member who has connected a Claude account runs on that account and bills to that person's seat. The seat must include Claude Code, or, on the Ent… Get started Claude Documentation · in the page claude-tag/users/getting-started …public channels, and anything beyond Slack depends on what your admin connected. | What you give Claude | Can Claude read it? | | :- | :- | | Messages in this thread | Yes. Mentioning it mid-thread a… Good habits for working with Claude Tag Claude Documentation · in the page claude-tag/users/good-habits …. If the background for your task is already in a thread, channel, or connected tool, link to it and state the outcome you want in one sentence. You don't need to restate the background. ```text wrap… Use Claude Tag in a group DM Claude Documentation · in the page claude-tag/users/group-dms …ice accounts](/docs/claude-tag/concepts/agent-identity.md). If you've connected a Claude account, a one-to-one DM with Claude runs on [your own account](/docs/claude-tag/concepts/agent-identity.md#dir… Set up routines Claude Documentation · in the page claude-tag/users/proactivity …ce to whoever set up the routine, when that person's Slack account is connected to their Claude account. * Schedules run in UTC. Name the timezone when you set a schedule, as in "every weekday at 9am… Troubleshoot Claude Tag in channels and DMs Claude Documentation · in the page claude-tag/users/troubleshooting …w long, without interrupting the work. If the note says Claude got disconnected, @-mention Claude in the thread and it picks up where it left off, with no restart needed. 2. If the silence has stretch… Use case library Claude Documentation · in the page claude-tag/users/use-cases …h use case below links to a page with prompts to paste, what it needs connected, and how to set it up to [run on a schedule or watch the channel](/docs/claude-tag/users/proactivity.md) instead of aski… Find answers in your docs Claude Documentation · in the page claude-tag/users/use-cases/find-answers # Find answers in your docs > Claude Tag finds answers in connected docs and replies in the thread. See policy lookups, runbook checks, prior decisions, and answers from the Slack channel alone. > [… Claude Tag for marketing teams Claude Documentation · in the page claude-tag/users/use-cases/marketing-team …who owns customer stories. When the answers are written in the team's connected docs, Claude can answer each request in the thread where it was asked. ```text wrap theme={null} @Claude a vendor asked… Pull deal and account state Claude Documentation · in the page claude-tag/users/use-cases/pull-deal-state …e. You paste it in the account or deal channel, Claude pulls from the connected CRM and the channel discussion and posts progress in that thread, and the result is posted in that thread. What you get… Review documents against a checklist Claude Documentation · in the page claude-tag/users/use-cases/review-documents …ew documents against a checklist > Claude Tag reviews documents in a connected tool against a checklist or policy and posts findings in the thread. See single-document checks, batch reviews, filing l… Track projects and chase approvals Claude Documentation · in the page claude-tag/users/use-cases/track-projects …paste it in the project channel, Claude reads channel history and any connected trackers and posts progress and the result in that thread. What you get depends on the prompt, and each one below names… Triage requests Claude Documentation · in the page claude-tag/users/use-cases/triage-requests …r a runbook kept as a document, Claude can read it when an admin has [connected the app that holds it](/docs/claude-tag/admins/add-connections.md) and the connection's account can see the document. Th… Watch monitors and alerts Claude Documentation · in the page claude-tag/users/use-cases/watch-monitors …u paste it in the channel that receives the alerts, Claude checks the connected dashboards or investigates the alert and posts progress in that thread, and the findings land there too. What comes back… Control when Claude Tag responds Claude Documentation · in the page claude-tag/users/when-claude-responds …ss.md#restrict-guest-channels). * **Channels shared across workspaces connected to different Claude organizations.** Every workspace where Claude runs is connected to a Claude organization, the accoun… Authentication for connectors Claude Documentation · in the page connectors/building/authentication …r old client working on your authorization server, because people who connected earlier signed in with it * **Switching from another sign-in method needs Anthropic**: email `[email protected]` w… Lazy authentication for MCP servers Claude Documentation · in the page connectors/building/lazy-authentication …t ``` The list shows `authtest: http://localhost:3000/mcp (HTTP) - ✔ Connected` with no sign-in, because connecting and listing tools never reach the gate. Next, have Claude call the public tool with… Manage your directory listing Claude Documentation · in the page connectors/building/managing-your-listing …rver in the last 30 days. Accounts that only attempted to connect, or connected and browsed your tools without calling one, aren't counted. The renamed metric counts only accounts that actually used y… Design guidelines Claude Documentation · in the page connectors/building/mcp-apps/design-guidelines …rs designing an MCP App's UI. > [!NOTE] > > If you haven't built and connected an MCP App yet, see [Get started with MCP Apps](/docs/connectors/building/mcp-apps/getting-started.md). Use the guideli… Get started with MCP Apps Claude Documentation · in the page connectors/building/mcp-apps/getting-started …onnect the server. ### Ask Claude to use the app Once the server is connected, prompt Claude to use it. For example, with the customer segmentation server connected, ask Claude to show you recent cu… Add an interactive UI to your MCP server Claude Documentation · in the page connectors/building/mcp-apps/quickstart …se edits, as a text-only client: `claude mcp list` shows `quickstart` connected, and the same `claude -p` prompt from the first quickstart calls the tool and reports the rolls. One difference shows up… Troubleshoot MCP Apps Claude Documentation · in the page connectors/building/mcp-apps/troubleshooting …renders your MCP App inside a `WKWebView`. You can inspect it from a connected Mac using Safari's Web Inspector. Follow Apple's guide to [inspecting iOS](https://developer.apple.com/documentation/saf… Build your first MCP server for Claude Claude Documentation · in the page connectors/building/quickstart …```bash theme={null} claude mcp list ``` A working server shows as connected: ```text theme={null} Checking MCP server health… quickstart: http://localhost:3000/mcp (HTTP) - ✔ Connected ``` If i… Connector pre-submission checklist Claude Documentation · in the page connectors/building/review-criteria …signal shown to users and doesn't change how your connector runs once connected. ## Next steps * [Submit a connector](/docs/connectors/building/submission.md): what the developer portal asks for at… Submit a connector to the directory Claude Documentation · in the page connectors/building/submission …ur server's tools, prompts, and resources sync automatically from the connected server, grouped by whether their annotations declare them read-only or write. If any tools are flagged for missing title…
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