Exactly what you can see. Access is scoped to your Introzy role and your organizations; there is no side door.

AI connector

Your referral data, one question away.

Q: How do I disconnect it?

Remove the connector in Claude’s settings or revoke access from Introzy. Either side ends it immediately.

Connect Claude to Introzy so it can look up and act on your companies, contacts, and referral deals directly from a conversation, using a secure sign-in with your Introzy account.

You

Which partners sent us the most closed referrals this quarter?

Claude

Top three: Calder & Roe LLP (6 closed, $84,200), D. Whitfield (4 closed, $31,000), P. Shah (2 closed, $12,400). Want the full breakdown, or drafts of thank-you notes?

Illustrative conversation. Claude reads your live Introzy data through a secure connector, scoped to what your account can already see.

What the connection does

Ask about companies, contacts, and referral deals in plain language

Works in Claude.ai via custom connectors

One-click OAuth sign-in with your Introzy account

Access stays scoped to your Introzy role and organizations

How it connects

Add the connector

Add Introzy as a custom connector in Claude’s settings, one URL, no code.

Sign in once

Authorize with your Introzy account via OAuth. Access matches your role, nothing more.

Just ask

“Who referred Cedar Group?” “What’s stuck in proposal?” Plain language in, live answers out.

claude.com Setup guide: connect via MCP

Useful on day one, whoever you are

For the team

Get answers about partners and deals without opening a dashboard or learning a query language.
Prep for a partner call by asking for the full history in one sentence.
The answer reflects live data, not last month’s export.

For the builder

Built on MCP: Claude connects to Introzy’s remote MCP server via custom connectors.
OAuth sign-in with your Introzy account; no API keys to copy around.
Access is scoped to your Introzy role and organizations, same permissions as the app.

Questions teams ask

Can Claude change my data or just read it?

Both, within your permissions. Claude can look up and act on companies, contacts, and referral deals, and it can never do anything your own Introzy account could not.

What can Claude see?

How do I disconnect it?