Claude

Available

Connect Botvee to Claude and manage your workspace from a normal conversation. Claude can review live workspace data and perform approved Botvee actions from Claude web or Claude Desktop.

Before you start

A Botvee account with access to the workspace you want to manage
A Claude plan and workspace where custom connectors are available
For a Team or Enterprise workspace, an owner may need to add Botvee as an organization connector before members can connect it

Botvee connection URL

Copy this exact secure URL when Claude asks for the custom connector address:

Botvee MCP server URLtext

https://api.botvee.ai/mcp

How to connect Claude

1
Open Claude connectors
Sign in at claude.ai and open Customize, then Connectors. If your account has the new unified layout, open Plugins and filter for connectors
2
Choose the correct connector area
On Pro or Max, add a personal connector. On Team or Enterprise, an owner first adds Botvee under Organization settings, Connectors
3
Add Botvee
Choose Add custom connector, enter Botvee as the name, and paste the Botvee connection URL shown above
4
Configure authentication
Choose Sign in now and Use Claude's published identity. If published identity is unavailable, choose Register automatically
5
Connect your account
Sign in to Botvee on the secure approval page, check the account and permissions, then click Allow access
6
Enable it in chat
Start a new conversation, open Search and tools, and enable Botvee

Note

If Claude was connected before these tools were added, remove or disconnect the old connection and connect it again once.

What Claude can do

Area	Available actions
AI agents	List agents, read full settings, create agents, and edit agent details
Inbox	Read conversations and show active, waiting, idle, completed, and pending human counts
Support tickets	List, create, claim, change status or priority, save internal notes, and assign tickets to workspace members
Email	Read received email and save reply drafts without sending them
Bookings	List bookings and edit customer, schedule, status, party size, duration, and notes
Leads	List leads and add a lead to an accessible AI agent
Ecommerce	View feature settings, products, orders, COD activity, cart recovery, stock alerts, and post-delivery activity

Confirmation and permissions

Confirm writes — Claude should summarize the exact proposed change and wait for approval
Current access only — Botvee checks the connected user's current role, workspace, AI agent assignments, channels, and sections on every request
Sensitive actions stay restricted — Assigning tickets to another user requires owner or administrator access
Draft means draft — Creating an email draft does not send it, and saving ticket response text does not email the customer
Passwords stay private — Claude never receives or stores your Botvee password
Audit trail — Every tool call is written to the Botvee MCP audit log

Prompts to test

Start with account and read-only checks, then test a confirmed draft action.

Claude test promptstext

Which Botvee account is connected?

Show my latest received emails. Do not create or send anything.

Prepare a reply draft for the newest email. Show me the draft and wait for my confirmation.

Disconnecting

Remove or disconnect Botvee from Claude to revoke its access. Reconnecting later requires Botvee sign-in and permission approval again.

Troubleshooting

Add custom connector is missing — Check the Claude plan and workspace policy, or ask the workspace owner to add Botvee under Organization connectors
Botvee is not available in a chat — Open Search and tools and enable the connector
A tool is missing — Disconnect and reconnect Botvee to refresh its permissions and tools
The wrong account is connected — Disconnect, sign out of Botvee in the browser, and reconnect with the correct account
Claude can see only one AI agent — The connected Botvee user is probably a limited agent account, so workspace isolation is working as intended

Can’t find what you are looking for? Contact support