Connecting SpinOffice to Claude

Do you use Claude, the AI assistant by Anthropic? Then connect SpinOffice to it. You can ask Claude questions in plain language about your contacts, calendar and email, and Claude looks it up for you in SpinOffice.

Prefer to watch? The video shows how it works (in Dutch).

What can you ask?

• Contacts: "What is John Smith's phone number?" or "Who is my contact person at De Wit Installatietechniek?"
• Calendar: "What's in my calendar tomorrow?" or "Schedule an appointment with Marieke Brouwer on Thursday at 10 am."
• Email: "What have I emailed with Brouwer & Kalf in the last month?" or "Which emails in my Inbox do I still need to answer?"
• Invoices: "Which invoices from Van Dijk Advies are still unpaid?"
• Hours: "How much time did I record on project X last week?"

What do you need?

• A Claude account. It works with every Claude plan, including the free account. With a free account, you can add one custom connector.
• SpinOffice Pro+ or Enterprise. You log in with your own SpinOffice account.

Connecting

1. Open Claude and go to Settings > Connectors.
2. Choose Custom connector.
3. Enter SpinOffice as the name and this as the URL: https://beta.spinoffice-crm.com/mcp
4. Click Add and then Connect.
5. You now see the SpinOffice login screen, with the permissions Claude is asking for. Log in with your own SpinOffice account to make the connection.

Do you use Claude Team or Enterprise? Then the owner of your Claude organization adds the connector once. After that, you go to Settings > Connectors yourself, click Connect next to SpinOffice and log in with your own SpinOffice account.

Done. The connection then also works in the Claude app on your phone. Ask Claude a question about your contacts or calendar to test it.

Deciding what Claude may do

An administrator decides per part what Claude may do in SpinOffice:

1. In SpinOffice, go to ☰ > Administration > AI Settings > Connector.
2. Tick what Claude is allowed to do: Allow send email, an email overview per contact, Allow inbox access, Allow creating appointments, Allow invoice access and Allow timesheet access.
3. Click Save.

If a box is unticked, Claude can't use that part.

Safe

• Claude only sees what you are allowed to see in SpinOffice.
• An email is only sent and an appointment only created after you've confirmed.
• The connection runs on servers in the EU.

Not working?

• Claude says it isn't allowed or able to do something? Ask your administrator whether the box for that part is ticked.
• Can't log in? Check that you're logging in with your own SpinOffice account, not a shared account.
• Claude can't find a contact? Claude only sees contacts you have access to.