AI assistants

Connect Claude to TruLata

Sign in and approve. The steps below are read from the Claude card on the Integrations tab of your dashboard, so they match what you see.

#Steps

  1. In Claude, add TruLata from the connector directory.
  2. Sign in with TruLata and choose your account. The assistant then shows on the Integrations tab as a key you can revoke.

#After you connect

The card on the Integrations tab says Connected once it works, with a Disconnect button. If it later says Needs attention, open the card to read why and connect it again. A tab that reads from Claude appears once the connection works.

Every integration, and how each kind of connection works: Connect a tool.

Still stuck?

Ask on the Ask TruLata tab of your dashboard and it answers from your own numbers, or opens a ticket for a person. Or email support@trulata.com and a person on our team replies.

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