Customer records and workflows in Claude

Connect your existing Hola Conecta account so Claude can use supported Hola Conecta tools within the access your account already permits.

How access works

You sign in to Hola Conecta through OAuth. The connection uses your active Hola Conecta user, organization, membership, role, and enabled permissions. It does not create a separate Hola Conecta account for an AI agent.

Supported work

  • Find contacts and customer records, conversations you are permitted to view, businesses and opportunities, tasks, appointments, workflows, and forms.
  • Review document-request and signature status, and invoice and payment status.
  • Create or update supported Hola Conecta records when your account permissions allow. Hola Conecta confirmation rules still apply to actions that require approval.
  • Review blast content and counts, and prepare email or SMS blast drafts. This connection cannot send, queue, or schedule blasts.

Connect Hola Conecta to Claude

  1. In Claude, go to Customize > Connectors.
  2. Click + Add, then Add custom connector.
  3. Name it Hola Conecta and paste this URL: https://proxy.holaconecta.com/mcp/conecta
  4. Click Continue, then sign in with your Hola Conecta account.

Free Claude accounts can add one custom connector. On Claude Team and Enterprise plans, an owner adds Hola Conecta first. Then each person clicks Connect and signs in with their own Hola Conecta account.

Data and controls

Claude sends Hola Conecta tool requests in response to your prompts and receives the results. Anthropic also processes information sent through Claude and the results returned to it. On personal Claude accounts, Anthropic may use your chats to train models unless you opt out in your account settings. For business plans such as Enterprise, your organization’s agreement with Anthropic applies.

You can remove Hola Conecta in Claude under Customize > Connectors. Removing it stops future tool access but does not automatically delete content already held in Claude or records in your Hola Conecta account. Contact privacy@holaconecta.com to request revocation or deletion under the Hola Conecta Privacy Policy.

Review Anthropic’s custom connectors guide, Privacy Policy, and your Claude privacy settings.

Need help?

Contact the Hola Conecta team for account or connection support.

Published by Hola Conecta, Inc.