This guide provides an overview of the Nooks connector in Claude. It includes steps for admins and end-users on connecting Nooks to Claude, a description of the Nooks actions that can users can perform from Claude, and information on data privacy and security when using the connector.

Background

If you use Claude from Anthropic, you can add Nooks as a connector. Doing so will enable you to query your Nooks Sequencing and Nooks Coaching data without having to leave Claude or copy-paste between tabs. From Claude, you can:

• Pull up your Nooks Sequences to review what steps are due and when.

• Enroll people in Nooks Sequences.

• Review completed Nooks calls and emails sent via Nooks Sequencing.

• Manage your Nooks Sequencing tasks.

• Search and review calls made by your team to generate insights and help improve rep performance.

The Nooks <> Claude integrations runs on the Model Context Protocol (MCP), an open standard Anthropic uses to let Claude talk to third-party tools in a structured, read-write way. The Nooks connector runs on your existing Nooks user's permissions, enabling you to see and access only the records you can access in Nooks.

Installing the Nooks Connector in Claude

Follow the steps below to install and authenticate to the Nooks Connector. Additional information on Connectors can be found in Claude's Connectors guide.

If your team is creating an OAuth app and using Nooks as a custom Claude Connector, follow the steps under Advanced: Custom Nooks Connector Setup.

Step 1 (Claude Organization Owner): Enable the Nooks Connector

Skip to Step 2 if your team is not on a Claude Team or Enterprise plan.

On Claude Team or Enterprise plans, an organization owner must enable the Nooks Connector before anyone on the team can install or use it. Enabling the Nooks Connector makes it available to users at your organization, but each user still needs to install and authenticate individually.

To enable the Nooks Connector as a Claude organization owner:

1. In Claude, go to Organization Settings → Connectors.

2. Click Browse Connectors.

3. Search for and select Nooks, then click Add to Your Team.

Step 2 (End-Users): Add the Nooks Connector and Connect Your Account

You can install the Nooks Connector from Claude's Connector directory. If you are on a Claude Team or Enterprise plan, your team's Claude organization owner must have enabled the Nooks Connector for your instance first (see Step 1).

1. In Claude, go to Customize → Connectors.

2. In the Connectors dialog, search for Nooks, then press Connect.

   

To complete the setup process, authenticate to the Nooks Connector.

1. Select which Nooks Workspace to connect to if you belong to multiple Nooks Workspaces. Then, press Connect workspace.

   

2. Review and consent to the permissions requested by the Nooks custom Claude connector. Press Connect.

   

The Nooks Connector will not appear in Claude's Connectors list if you search for it before your organization owner has enabled it for your team.

Using Nooks with Claude

Once you've connected the Nooks connector to Claude, you can begin accessing Nooks in any Claude conversation. Simply describe what you want to see or accomplish in natural language, and Claude will use your Nooks account to complete the request.

To use Nooks on Claude:

1. Start a new chat on Claude.

2. Enable Nooks from the Claude tool picker or mention "use Nooks" in your Claude prompt.

3. Use natural language to describe what you want to see or do. For the best results:

   1. Be specific about what data you want Claude to access by including specific Sequence names, prospect names, and date ranges. Note that multiple prospects may share the same name, so including a prospect's email address may produce more accurate results.

   2. Review any results Claude shares before allowing it to take actions (e.g., enrolling prospects into a Sequence) on your behalf.

   3. Follow up on your initial request to get more specifics on the data you want to see or action.

4. Submit your response by pressing the Enter or Return key.

When you submit your prompt, Claude will show you which actions it's about to take. You can approve, deny, or edit before it runs.

Example Prompts to Try in Claude

If you need some inspiration on where to start with the Nooks connector in Claude, try out one of the example prompts below.

Pipeline Checks

• Show me all prospects enrolled in the "Q1 Outbound Campaign" Sequence.

Daily Planning

• What tasks does [user] have due today? List them with the prospect's name, action type, and priority.

  

• Take a look at [Sequence]. What prospects and tasks need action from me today?

  

• Summarize my calls from yesterday. How many connected and who did I leave voicemails for?

  

Taking Action

• Enroll Carol Jones in the "Q2 Follow-up" Sequence.

  

• Create a high-priority follow-up task for Salma Odeh for tomorrow at 10 am.

  

• Mark the task to Jeremy Foote as completed.

  

Research and Reporting

• In this month so far, which accounts have we had the most successful calls with?

  

Coaching – Talk Track Trends

• Since last week's training, has anyone actually said "flexible pricing model" on a call? Find every instance and who said it.

Coaching – Gathering Insights on Competitor Objections

• How many of my team's calls this month mentioned our competitor, <competitor name>, by name, and what did prospects say about them?

Available Tools

The Nooks connector exposes 37 tools in Claude. One of these tools is getMe, which returns the Nooks user and workspace corresponding to your current connection. It is available to any authenticated caller regardless of granted scopes.

The table below lists the remaining tools grouped by the resource they act upon. The tools available to a given user depend on which Nooks seat(s) they or their Workspace has. For example, someone with only a Sequencing seat will not see Coaching-specific tools, and vice versa. The "Availability" column is defined as follows:

• Shared –These tools are available to users with a Nooks Sequencing and/or a Nooks AI Coaching seat.

• Sequencing Only – These tools are only available to users with a Nooks Sequencing seat.

• Coaching Only – These tools are only available to users with a Nooks AI Coaching seat querying calls made by a user who also has a Nooks AI Coaching Seat.

Below you can find short descriptions of each tool.

Accounts

• listAccounts — Lists accounts (companies) in the Workspace that are synced with the workspace CRM.

• getAccount — Fetches a single account by ID.

Prospects

• listProspects — Lists prospects synced with the workspace CRM. Filterable by IDs, Sequence enrollment, or account.

• getProspect — Fetches a single prospect by ID.

• syncProspects — Syncs up to 100 prospects from the workspace CRM into Nooks by their CRM IDs. Creates the prospects if they don't already exist in Nooks.

Sequences*

• listSequences — Returns a paginated list of Nooks Sequences in the Workspace.

• getSequence — Fetches a single Sequence by its unique ID.

Sequence Steps*

• listSequenceSteps — Lists steps within Sequences. Supports filtering by step IDs or by Sequence.

• getSequenceStep — Fetches a single Sequence step by its unique ID.

Sequence States (Enrollments)*

• listSequenceStates — Lists Sequence states. Filterable by Sequence, prospect, account, and state (active/paused/finished).

• getSequenceState — Fetches a single Sequence state by ID.

• createSequenceState (write) — Enrolls a prospect into a Sequence, creating a new Sequence state.

• finishSequenceState (write) — Marks an Sequence state as finished, stopping the prospect's progression through the Sequence.

• deleteSequenceState (destructive) — Removes a prospect from a Sequence, deleting the Sequence state and canceling any pending tasks.

Tasks*

A task is one outreach action (call, email, LinkedIn touch, etc.) assigned to a user.

• listTasks — Lists tasks. Supports filtering by task owner, Sequence, and task status.

• getTask — Fetches a single task by ID.

• createTask (write) — Creates a one-off task (not tied to a Sequence). Auto-syncs to CRM.

• updateTask (write) — Updates fields on an existing task.

• completeTask (write) — Marks a task complete. For Sequence tasks, advances the enrollment to the next step.

• skipTask (write) — Skips a task without completing its action. For Sequence tasks, advances to the next step.

• deleteTask (destructive) — Permanently deletes a task.

Calls*

• listCalls — Lists calls made via Nooks Sequencing. Filterable by ID and updatedAt range.

• getCall — Fetches a single call by ID.

• listCallDispositions — Lists Workspace-configured call outcomes (e.g. "Connected", "Voicemail").

• getCallDisposition — Fetches a single call disposition by ID.

Emails*

• listEmails — Lists emails from mailboxes synced to Nooks. Filterable by ID, prospect, task, status, and updatedAt range.

• getEmail — Fetches a single email by ID, including delivery/open/click/reply tracking data.

Email Templates*

• getEmailTemplate — Fetches a single email template by ID.

Mailboxes*

• listMailboxes — Lists currently connected mailboxes (sending email aliases).

• getMailbox — Fetches a single mailbox by ID.

Users

• listUsers — Lists Workspace members with active seat assignments.

• getUser — Fetches a single user by ID.

Coaching

• searchCalls – The best tool for finding calls to coach on or review. Narrow down by rep, team, time range, prospect, account, disposition, outcome, or duration, then layer on transcript or speaker-turn keyword search when you need calls where something specific was said. Only available for calls made by reps with an AI Coaching seat.

• getCallTranscript – Fetches the full transcript of a single call as speaker-labeled, timestamped turns, plus key call details (rep, contact, duration, disposition, talk radio). Only available for calls made by reps with an AI Coaching seat.

Teams

• listTeams – Lists your Workspace's Nooks teams with member counts, so you can look up a team to filter calls by.

• getTeam – Fetches a single team's full member list.

*The Claude Connector can currently access data from Nooks Sequencing and Nooks AI Coaching. Sequences, emails, calls, and tasks created/completed in another sales engagement platform are not currently accessible. Any calls placed within Nooks and surfaced within the Nooks Call Library are accessible in Claude through the listCalls and getCall tools. The searchCalls and getCallTranscript tools only work for calls made by a user with a Nooks AI Coaching seat.

Scopes Requested

When configuring and enabling the Nooks connector, Claude will ask you to grant one or more of these scopes. We recommend granting all scopes, though you can choose to grant only a subset. If you make a request using tools you do not have access to, the Nooks Connector will return a specific, descriptive error explaining why.

If needed, you can modify what scopes Claude has access to at any time after configuring and enabling the Nooks connector.

Data Claude Can Access

Claude can see any Nooks Sequencing or Nooks call record in your connected Nooks Workspace scoped to whatever access your Nooks user has. If you can view it in the Nooks app, Claude can read it through the Nooks connector. This access takes into account your user and role access, as well as your user's Permission Profile.

Claude cannot see tasks or sequences created in an external sales engagement platform.

Claude cannot see other Workspaces you belong to, your Nooks password or login credentials, billing or admin-only configuration, or any data from your CRM that hasn't been synced into Nooks yet. To enable the Claude to access data in another Nooks Workspace you belong to, you'd need to connect their Workspace separately.

Claude cannot send outbound emails or place calls directly through the connector, as the connector is read-focused in these areas. These actions go through Nooks' full Sequencing workflow and must be completed from the Nooks web app or Nooks Everywhere side panel. Claude can mark Nooks tasks as complete, which may trigger downstream send actions in your existing Nooks setup. For example, if you mark a task complete and the subsequent Sequence step is an automated email, that will trigger the automated email to be scheduled to send at its configured send time.

Privacy & Security

Below are some notes on how Nooks ensures privacy and security when using the Nooks Claude connector.

• Authentication is OAuth 2.0 with PKCE—industry-standard delegated access. Claude never sees your Nooks password.

• Transport is HTTPS-only. The MCP server enforces origin and CORS rules so only claude.ai or claude.com can initiate calls from a browser.

• Revocation is immediate. Once you disconnect Claude and remove the OAuth app in Nooks, access is instantly terminated.

• No data training. Nooks does not train AI models on the data returned to Claude and, per Anthropic's connector policies, Claude does not train on third-party connector data.

For full data handling details, see the Nooks Privacy Policy and Nooks DPA.

Advanced: Custom Nooks Connector Setup

You do not need this section unless your organization is using a Custom Nooks Connector instead of the official Nooks Connector from Claude's Connector directory. Most organizations should install the official Nooks Connector by following the steps at the beginning of this article. If you are unsure which setup applies to you, consult your Nooks representative.

Admin Configuration: Configure the Nooks Custom Connector

The steps below cover how to create a custom Nooks Connector in Claude. These steps require you to be a Nooks admin and a Claude organization owner.

Prerequisites

In order to add Nooks as a custom Claude connector, you will need:

• A Nooks OAuth App created for your custom Claude connector. If you have not yet created an OAuth App, refer to the following guides.

  • How to Set Up a Nooks OAuth App – Contains general instructions on creating a new Nooks OAuth app. You will need the Client ID and Secret from your OAuth app during the Claude Connection process.

  • Setting Up a Nooks OAuth App for Custom Claude Connectors – Contains additional configurations required for creating a Nooks OAuth App intended for use as a Claude Model Context Protocol (MCP) connection.

• Organization owner permissions in Claude. Only organization owners can add a new custom connector to their Claude workspace.

• A Claude plan that supports custom connectors. Claude supports custom connectors on the Claude Pro, Max, Team, and Enterprise plans. Custom connectors are not supported on the free tier.

• Browser access to claude.ai (or the Claude desktop app) and to app.nooks.in. Ensure that you are signed into Nooks with the user account to which you want to grant Claude access.

Step 1: Add Nooks as a Custom Connector in Claude

To begin, add Nooks as a custom connector in Claude. To do so:

1. As an organization owner in Claude, open Settings > Connectors.

2. Click Add custom connector.

3. Fill in the following fields:

   1. Name: Nooks

   2. Description: Sales engagement — prospects, sequences, calls, tasks

   3. URL: https://mcp.nooks.in/mcp

   4. Client ID and Client Secret: Based on your Nooks OAuth App (configured through these steps).

      1. The connector will not work if you leave these fields blank or enter incorrect information.

4. Click Connect. Claude will redirect you to beta.nooks.in for authorization.

Step 2: Authorize access from your Nooks Workspace

After redirect, you'll see a Nooks consent screen where you can finish configuring your Nooks custom Claude connector. To complete the setup process:

1. Select which Nooks Workspace to connect to if you belong to multiple Nooks Workspaces. Then, press Connect workspace.

2. Review the scopes Claude is requesting (e.g., View your prospects, Manage Sequences enrollments, etc.). Click Approve. You'll be redirected back to Claude, and the connector will show as "Connected".

Once you've completed these steps, other Nooks team members will be able to enable the Nooks connector for their Claude instance.

End-User Setup: Connect to the Nooks Connector in Claude

Once your admin has configured the Nooks Connector for your Workspace, you can connect to the Nooks Connector to your Claude instance. To do so:

1. In Claude, open Settings > Connectors. Find Nooks, then press the Connect button on the right-hand side.

   

2. In the new tab that opens, review and consent to the permissions requested by the Nooks custom Claude connector. Press Connect app.

   

After connecting, you will be redirected to Claude, where you can begin using the Nooks Connector to pull, query, and review your Nooks data.

FAQs