Integration · Your bot and AI

Alori + Claude

Add Alori to Claude as a connector. Claude can then look up and change your CRM the way you can, like Alori's own assistant.

What it does.

01
Ask about your business
"Which invoices are overdue?" or "What jobs does Marc have tomorrow?" Claude reads the answer from your app.
02
Make changes by asking
Add a customer, move a deal, book a job or create a quote. Claude does it in your app right away.
03
Nothing goes out without you
Claude drafts emails and texts to customers, and they go out only once you say yes.
04
Same tools as Alori
Claude uses the same tools as Ask Alori and your bot, and it works as you, the app's owner.

Customers and companiesBoth waysClaude looks them up, adds them and updates them.
DealsBoth waysLook up, add, move between stages, win or lose.
Jobs and scheduleBoth waysLook up, create, assign and reschedule.
Quotes and invoicesBoth waysLook up, create and update.
Tasks and notesBoth waysLook up, add and complete.
Emails and textsInto AloriClaude drafts them in Alori. They go out only after your yes.

1In Alori, open Settings and click Copy beside the address in the Claude card.
2In Claude, open Settings, then Connectors, and choose Add custom connector. Paste the address.
3In Claude, tap Connect, then click Allow on the Alori page that opens.

Another question? Ask it when you start.

Claude on the web, Claude Desktop and Claude Code, through Settings, Connectors, Add custom connector.

No. Emails and texts to customers wait for your yes.

No. The Allow page lists what Claude can and can't do before you connect it.

In Alori, open Settings, then the Claude card, and click Disconnect beside it. Claude stops working in your app.

Describe your business in a sentence. Alori builds the app.