Claude
The Claude MCP connector for sales Claude, meet
your pipeline.
SonicR1 gives Claude a sales memory: your calls, deals and playbook. Ask about them in Claude and it answers from what was actually said, and anything it wants to change waits for you.
Claude does the CRM work.
After the call, Claude fills in deals, people, companies, notes and tasks. Every change is a suggestion a person approves in SonicR1's Inbox, unless that kind is set to Auto.
| Deal | Stage | Amount | Next step | Close |
|---|---|---|---|---|
| Acme · Renewal | Proposal | €48,000 | Security overview · Fri 17 Oct | 15 Dec |
| Northwind · New logo | Discovery | €12,500 | Follow-up drafted · Tue 21 Oct | |
| Globex · Expansion | New | €30,000 |
| Name | Title | Company | Deal | Source |
|---|---|---|---|---|
| Dana Whitfield | Head of Procurement | Acme | Acme · Renewal | Call 14 Oct |
| Sam Ortiz | Ops lead | Northwind | ||
| Company | Domain | Size | Contacts | Open deals |
|---|---|---|---|---|
| Acme | acme.example | 250–500 people | Dana Whitfield | 1 · €48,000 |
| Northwind | Sam Ortiz | |||
| Globex |
| Note | Linked to |
|---|---|
| Call 14 Oct: CFO signs off, budget set, go-live in Q4 | Acme · Renewal |
| Champion: Sam, ops lead. Pain: manual handover. Decides by end of Q4 | Northwind · New logo |
| Objection: Vandelay is cheaper → Answer: live coaching and call memory | Globex · Expansion |
| Task | Due | Linked to |
|---|---|---|
| Send the security overview to Dana | Fri 17 Oct | Acme · Renewal |
| Review the follow-up draft to Sam | Tue 21 Oct | |
| Intro call with the Globex CFO | Thu 23 Oct |
| What changed | On | Approved |
|---|---|---|
| Note added from the call on 14 Oct | Acme · Renewal | You · just now |
| Dana Whitfield linked to Acme | Acme | You · just now |
| Task created, due Fri 17 Oct | Acme · Renewal | You · just now |
| Stage set to Proposal | Acme · Renewal | You · just now |
- Globex · new deal, objection loggedApproved
- Follow-up email draft to SamApproved
- Northwind · new deal and contactApproved
An example. Acme, Northwind, Globex, Dana and Sam are made up. Email drafts are never sent by SonicR1.
What you can ask Claude once SonicR1 is connected
Claudeprep_callPrep me for the Acme call
CFO is now involved. You owe Dana the security overview by Friday, and price is still open. Bring the onboarding case study.
Reads the deal, its calls and your playbook
Example answers. Acme, Dana and the other companies are made up.
How it works: SonicR1 is Claude's sales memory
SonicR1 keeps what happens on your calls. Claude reads it when you ask, and shows the call it came from.
- Dana, Acme
Our CFO wants a security review before we go further.
- You
Understood. I'll send the security overview by Friday.
- Dana, Acme
The annual price still sits above what we pay today.
Acme, in SonicR1- Deal
CFO now involved. Security review asked for.
Call, 14 Oct, 22:36 - You promised
Security overview by Friday.
Call, 14 Oct, 22:38 - Objection
Annual price above their current tool. Not answered yet.
Call, 14 Oct, 22:40
ClaudeSonicR1 connectedWhere did we land on price with Acme?
Still open. Dana said the annual price sits above what they pay today. You promised the security overview by Friday, so the price talk follows that.
An example conversation. Acme and Dana are made up.
Claude suggests CRM changes. A person approves them.
Claude only reads, until an owner or admin turns on assistant changes and you allow them when you connect. Then its changes arrive in SonicR1's Inbox for a person to approve, unless that kind is set to Auto. It cannot send emails or create calendar events.
Connect Claude to SonicR1
- Claude CodePaste one command with your keyBeta
- Claude (claude.ai and Desktop)Connect from Claude's connector directoryBeta
ChatGPTSign in from the assistantSoon
Codex CLIConfig file with your keySoon
Connecting needs a SonicR1 workspace. Claude runs on your own plan. Setup steps for Claude
Claude and SonicR1: common questions
- How do I connect Claude to my sales calls?
- Create a SonicR1 workspace, then add the SonicR1 connector to Claude. In claude.ai and Claude Desktop, open SonicR1 in Claude's connector directory (claude.ai/directory/sonicr1), click Connect, then sign in to SonicR1 and approve the permissions. In Claude Code, run "claude mcp add --transport http sonic https://sonicr1.com/api/mcp", open /mcp, choose sonic and sign in to approve the permissions. The steps, and the URL for adding SonicR1 as a custom connector instead, are on the SonicR1 connectors page. Claude can then read the calls in your Call Library, your CRM records and your approved knowledge, within the permissions you approve.
- What is the SonicR1 MCP connector?
- A Model Context Protocol (MCP) server at https://sonicr1.com/api/mcp. It lets Claude look things up in your SonicR1 workspace while you chat: deals, companies, contacts, notes and tasks in the CRM, call summaries and transcripts, and approved knowledge such as objection answers and battlecards. Claude acts as the SonicR1 user who approved the connection and sees only what that user can see.
- Does SonicR1 work with Claude and ChatGPT through MCP?
- Claude works today, in beta. In claude.ai and Claude Desktop, SonicR1 is available in Claude's connector directory, listed there as a community connector; in Claude Code it takes one command. ChatGPT and Codex CLI are listed as coming soon until we have verified each path end to end.
- Can Claude change my CRM?
- Only if you allow it. By default Claude can only read. Changes need assistant changes to be available for your workspace, an owner or admin to turn them on, and you to approve those permissions when you connect. Even then, most changes arrive as suggestions in SonicR1's Inbox for a person to approve, unless an owner or admin set that kind of change to Auto. Claude cannot send emails or create calendar events.
- Which calls can Claude read?
- The calls in your Call Library: calls saved in AI notes mode (a transcript and summary, with consent) and recordings you upload. Live calls in the default ephemeral mode keep no transcript, so there is nothing from them for Claude to read. Restricted and deleted calls are never returned.
- Is my data used to train AI models?
- SonicR1 does not use customer data to train shared or general-purpose models without a separate express written instruction from the customer. Data Claude reads through the connector is sent to the AI provider you chose, here Anthropic, where that provider's terms, account settings and retention rules apply.
- How do I disconnect Claude?
- Open Settings → MCP in SonicR1 and choose Disconnect next to the connection. It stops working at once. Disconnecting stops future requests; it does not remove copies Claude already holds.