The Claude Integration connects an Aligned account to Claude through the Model Context Protocol (MCP), allowing sellers to query their own deal rooms - and admins to query any room in the account - directly from a Claude conversation. Once connected, asking Claude about a deal returns grounded answers pulled live from the Aligned room - including stakeholder engagement, MAP / Next Steps, content interactions, and last activity.
Prerequisites
Plan: Enterprise plan only.
Role: Any user in Aligned.
Technical: An active Claude account. Whether you can add Aligned yourself depends on your Claude workspace: on unmanaged workspaces you can add it directly, while on managed workspaces a Claude workspace admin must authorize Aligned first.
Setup and how to use
Setup and how to use
The Claude Integration has two setup paths depending on whether your Claude workspace requires admin approval for custom connectors:
If your workspace does not require admin approval → You can add Aligned yourself. Follow the steps under “User setup” below.
If your workspace requires admin approval → A Claude workspace admin must authorize Aligned before you can connect. Follow the steps under “Admin setup” below.
Setup info to use in Claude:
Name: Aligned
Admin setup
Admin setup
On workspaces that require admin approval, individual members cannot add custom connectors. The Claude workspace admin (Owner or Primary Owner) must authorize Aligned first.
If this step doesn't apply to you, you can skip it and move on to the User setup section below.
Seller steps:
Copy the Connector URL to copy the Aligned MCP server URL.
Share the URL and admin instructions with your Claude workspace admin.
Wait for your admin to authorize Aligned in the Claude workspace settings.
Once authorized, open Claude and navigate to Customize → Connectors
Search and select Aligned from the list and click Connect.
On the Aligned-hosted OAuth page, sign in to Aligned (if not already signed in) and click Approve.
Start a new chat in Claude and make sure Aligned is enabled before asking about a deal.
What your Claude workspace admin needs to do:
In Claude, navigate to Organization Settings → Connectors.
Click Add, hover over Custom, and select Web.
Paste the Aligned name and Aligned MCP URL.
(Optional) Click Advanced settings to enter an OAuth Client ID and Secret → This step is not required for Aligned because Aligned uses Dynamic Client Registration.
Click Add to authorize Aligned for the workspace
User setup
User setup
In Claude → Navigate to Connectors → Add custom connector.
Paste the name + URL into the connector setup dialog and click Add.
On the Aligned-hosted OAuth page, sign in to Aligned (if not already signed in) and click Approve.
How to disconnect
Disconnect happens entirely on the Claude side - there is no Disconnect button inside Aligned.
Open Claude and navigate to Customize → Connectors.
Locate Aligned in the connectors list.
Click Disconnect directly.
Confirm the removal.
After disconnecting, Aligned no longer receives queries from Claude. The Claude card in Aligned eventually stays the default Enable state.
Where the Claude Integration works
The Aligned Claude Integration works in every Claude surface that supports remote MCP servers - Claude.ai (web), Claude Desktop, Claude Mobile, Claude Code, and Claude Cowork. To use Aligned in any other surface, copy the Connector URL from the Setup modal and paste it into that app's connector setup. The same URL also works with other remote-MCP-compatible AI assistants.
What can you do with Aligned in Claude?
Once connected, ask Claude about any active deal and get grounded answers pulled live from your Aligned room. Common workflows include:
Pre-call deal prep: "Bring me up to speed on the Acme deal — I have a call in 15 minutes”
Personalized follow-up writing: "Draft a follow-up email for Globex referencing what they've engaged with this week”
Deal health & risk check: "Is the Acme deal at risk? What should I flag in tomorrow's pipeline review?”
Stakeholder engagement mapping: "Who are the most engaged stakeholders on Globex, and who's gone silent?”
MAP & Next Steps tracking: "What's overdue on the Acme MAP and who owns each item?”
Available Tools
In this release, the Claude Integration provides read-only analytics access to your active Aligned rooms. Claude can answer questions and surface insights across these areas:
Deal overview
Pull a quick brief on any deal — engagement, top stakeholders, MAP status, and pending AI insights in one response.
Engagement & people
See who's been active on a deal and how long they spent in the room.
Surface the stakeholder roster, including buyer-side stakeholders who haven't been added as contacts.
Deep-dive on a specific person — their full engagement history, the sections they cared about, and their recent activity.
Deal health & next steps
Read MAP completion status, overdue items, and assignees.
Surface AI-generated opportunities, risk flags, and suggested actions.
Pull recent buyer comments from rooms.
Content
Search for files, decks, or sections inside a specific room
Cross-deal
Get a morning briefing — what needs your attention today across all your active deals
Detailed tool list
Below are the specific tools Claude can call. You don't need to memorize these — Claude picks the right tool automatically based on your question.
Tool | Ask Claude | What you get |
Get Room Brief | "What's happening on Acme?" | Engagement totals, top engaged stakeholders, MAP status, and pending AI Insights, in one response. |
Get Room Engagement | "Who's been most active on Acme?" | Lifetime room totals plus every buyer-side stakeholder with their own session totals, sorted by most active. |
Get Stakeholder Map | "Who's visiting the Stripe deal that we haven't added?" | Stakeholder roster with roles plus uncovered stakeholders. |
Get Stakeholder Content Engagement | "Tell me about Sarah on the Stripe deal." | How one stakeholder engaged with the room: the sections and content they spent time on, plus their recent activity. |
Get Room Actions & Insights | "What should I do next on Acme?" | Opportunity, risk, and flag items with reasoning and suggested actions. |
Get MAP Status | "What's overdue on Acme?" | Stage-by-stage completion status and the next upcoming Next Step, with deep links to the relevant section. If a room has more than one MAP, Claude asks which one you mean. |
Get Recent Comments | "What did Acme say last week?" | A thread of the three most recent comments, oldest to newest, each with the author's full name and the section it was written under. |
Search Room Content | "Where's the security review deck on Stripe?" | Keyword-matched sections and resources with a snippet and deep link. |
Get Morning Briefing (cross-deal) | "Catch me up." | A unified list of deals needing attention today (activity, unread comments, overdue MAP), sorted by urgency. |
Important to know:
All access is bounded by you — as a seller, Claude only sees deals you own in Aligned. As an admin, Claude can access any room in the account, one room at a time. Cross-room comparison and account-level summaries are planned for a future release.
Claude cannot write to Aligned in this release — it can't create rooms, edit MAPs, post comments, or modify any data. Write capabilities are planned for a future release.
Limitations
Per-room queries only: Each query returns data from a single room, including for admins.
No admin visibility: Aligned Admins and Owners cannot see which sellers have connected the Claude Integration or what they query in V1.
FAQ
I get "This integration is available on the Enterprise plan only" - what does it mean?
I get "This integration is available on the Enterprise plan only" - what does it mean?
The Claude Integration requires an active Aligned Enterprise plan. Sellers on Free, Basic, or Pro plans cannot enable the integration. Contact your Aligned account Owner about upgrading to Enterprise, or click the Upgrade plan CTA on the Claude card in Settings → Integrations.
Why does Claude say it can't find my deal
Why does Claude say it can't find my deal
The search may have returned no matches because the room name doesn't match what you queried, the room was archived, or you don't have access to it in Aligned. Confirm the room exists and is active in your Aligned account, then try again with the exact room name. If the issue persists, contact Aligned support with the room name and the exact Claude prompt you used.
What kind of data does Claude get from Aligned?
What kind of data does Claude get from Aligned?
Claude can read your Aligned room data, including room title, URL, description, engagement signals, stakeholders, MAP / Next Steps, content interactions, and last activity. Claude cannot write to Aligned, cannot delete data, and cannot see rooms you don't have access to.
Can Claude see other sellers' deals in my account?
Can Claude see other sellers' deals in my account?
The Claude Integration is per-user. Each seller connects their own Claude account, and queries return only the data that seller has access to in Aligned. Claude cannot see other sellers' rooms.
Can admins query rooms they don't own?
Can admins query rooms they don't own?
Yes. An Aligned admin can ask Claude about any room in the account, not only rooms they own, running the same tools a seller runs on their own rooms. Admins query one room at a time; cross-room comparison and account-level summaries are planned for a future release.
Does this work with ChatGPT, Gemini, or Microsoft Copilot?
Does this work with ChatGPT, Gemini, or Microsoft Copilot?
You can use this link with any AI tool that supports remote MCP servers. Just set it up as a custom connector.
What happens if my Aligned account is downgraded from Enterprise?
What happens if my Aligned account is downgraded from Enterprise?
The OAuth token tied to your account is revoked automatically. Your next query from Claude returns an authentication error and prompts you to reconnect, but reconnection is blocked until your account returns to the Enterprise plan.
What happens if I'm removed from my Aligned account?
What happens if I'm removed from my Aligned account?
The OAuth token is revoked automatically. Claude returns an authentication error on your next query. To regain access, you would need to be re-invited to an Enterprise Aligned account.
Pro tips
Set up before your next call. Connect Aligned to Claude before a customer meeting so you can pull live deal context in seconds rather than searching across tabs.
Use Claude to draft your follow-up. Pair the Aligned Integration with Claude's writing capability - ask Claude to draft a follow-up email referencing specific content the buyer engaged with this week.