> ## Documentation Index
> Fetch the complete documentation index at: https://help.oncontinuum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting Continuum to Claude

> Bring your client intelligence into Claude. Once connected, you can ask Claude about your meetings in plain English — pulling context, summaries, and decisions directly from Continuum.

<Frame>
  <img src="https://mintcdn.com/continuum-51ca1d91/ubx_a7mwJ6hHabSj/images/claude-connector-img.png?fit=max&auto=format&n=ubx_a7mwJ6hHabSj&q=85&s=edc6ad827c3cb32dab6b14f91b821254" alt="Claude Connector Img" width="2656" height="1232" data-path="images/claude-connector-img.png" />
</Frame>

## Set up the connector

<Steps>
  <Step title="Open Settings">
    Click your profile icon in the bottom-left corner of [**claude.ai**](http://claude.ai), then click **Settings**.
  </Step>

  <Step title="Navigate to Connectors">
    In the Settings sidebar, click **Connectors**. You’ll see a note that says “Connectors have moved to Customize.” Click the **Customize** link.
  </Step>

  <Step title="Add a Custom Connector">
    On the Connectors page, click the + icon in the top-right of the connectors list (next to the search icon) to add a custom connector.
  </Step>

  <Step title="Fill in the connector details">
    Enter the values below, then click **Add** (or **Connect**).

    <Info>
      Name: **Continuum**

      URL (Canada): [https://api-ca.oncontinuum.com/mcp](https://api-ca.oncontinuum.com/mcp)\
      URL (US): [https://api.oncontinuum.com/mcp](https://api.oncontinuum.com/mcp)
    </Info>
  </Step>
</Steps>

## Approve and verify the connection

<Steps>
  <Step title="Approve in Continuum">
    A browser tab will open with the Continuum consent screen. Select your Continuum organization and click **Approve**.
  </Step>

  <Step title="Return to Claude">
    You’ll be redirected back to Claude. Continuum will now appear under **Web** in your connectors list, marked as **CUSTOM**.
  </Step>

  <Step title="Confirm the tools are available">
    Click **Continuum** to confirm it’s connected. You should see two tools available: get\_meeting and list\_meetings. Set tool permissions to **Always allow** if you want Claude to use them without asking each time.
  </Step>

  <Step title="Try it out">
    Start a new chat with Claude and ask a question that draws on your Continuum data.
  </Step>
</Steps>

## What you can ask

Claude now has access to your Continuum meeting history. Here are a few prompts to get you started.

* “Summarize my last meeting with the Thompson family.”
* “What action items are still open from this week's client calls?”
* “Pull up everything we've discussed with Sarah Chen about her RRSP.”
* ”What did I commit to follow up on after yesterday's meetings?”
* “Help me prep for my 2pm — what did we cover last time?”
* ”Which clients mentioned retirement planning in the last month?”

## Troubleshooting

If the consent screen doesn’t load, check that pop-ups aren’t blocked in your browser. If Continuum doesn’t appear in your connectors list after approving, refresh [claude.ai](http://claude.ai) and check again. \
Still stuck? Email [<u>support@oncontinuum.com</u>](mailto:support@oncontinuum.com) — we’ll get you sorted.
