Connect Claude

Connect Claude to your Send4 workspace, then ask it about your flows, campaigns and usage in your own words.

Before you start

A Client Admin needs to have turned on Allow AI assistants for your workspace. See Allow AI assistants.

Connect

On Pro or Max:

1. Open Customize → Connectors, select + Add, then Add custom connector.
2. Name it Send4, enter https://mcp.send4.ai/mcp and select Continue.
3. Sign in to Send4 when asked.

On Team or Enterprise, an owner adds it once under Organization settings → Connectors. Each person then selects Connect under Customize → Connectors, and signs in as themselves.

In Claude Code, run claude mcp add --transport http send4 https://mcp.send4.ai/mcp, then /mcp to sign in.

Claude’s menus change often. If yours look different, see Anthropic’s guide to custom connectors.

Choose what it may do

Send4 shows the account you’re signed in to, and only the choices your role and your workspace allow. Tick what Claude may do, then select Connect.

Send4 · Connect Claude

Connect Claude?

Claude is asking to use your Send4 workspace on your behalf: to read it, and to make the changes you tick below.

Signed in as [email protected] in Clarke Heating. Only this workspace will be shared.

After you connect, you return to claude.ai.

Choose what it may do

Read flows, runs, campaigns and usage See your flows, how their cards are configured, why a run stopped, your campaigns and analytics, and how much of your plan you have used.

Read conversation messages See what your customers and the AI said to each other, including the details a flow collected and your leads' names. These messages can contain personal information.

Build and change flows Create flows, change their cards, rehearse them and switch them on. A live flow is never changed in place: the assistant changes a copy, and switching a flow on needs your yes.

Claude decides when to call Send4 and may do so without asking you each time. Disconnect it whenever you like from Settings, and this access stops immediately.

Connect Cancel

Enlarge

Leave a box unticked and Claude can’t do that. Before it launches a campaign, switches a flow on or off, or invites someone, Send4 makes it show you a summary and wait for your yes. Whether it asks before other changes depends on its own settings. Every change appears in your Audit log as made by an AI assistant.

Try asking

• “What does my website form flow do?”
• “Why did yesterday’s conversation from the quote form stop?”
• “Which flow lost the most people this week?”
• “How much of my plan have we used this month?”

Disconnect

Open Settings → Integrations → AI assistants and select Disconnect beside Claude. Access ends at once.