Claude Connector

Rework for Claude

Work your Rework - leads, sales pipeline, meetings, workflow jobs, expenses, project boards & custom tables - and report across all of it, straight from a Claude conversation, using your own Rework login. No API keys, no exports.

https://aiconnector.rework.com/mcp

Add it in Claude: Settings → Connectors → Add custom connector → paste a URL below → sign in with Rework.

Choose your connector

Connectors come in three levels - pick the one that matches how much of Rework you use. All share one sign-in and the user directory; a smaller, focused tool set gives sharper results.

1 · Full - everything in one

ConnectorURL (paste this into Claude)CoversTools
Fullhttps://aiconnector.rework.com/mcpEverything in one connector - Leads, Sales, Meetings, Workflows, Projects, Requests, Finance, Meta Ads, Datasets + Analytics74 read 64 write

2 · Solutions - several apps that work together

A curated set of apps you'd normally use side by side, in one connector.

SolutionURL (paste this into Claude)Apps includedTools
GTMhttps://aiconnector.rework.com/gtm/mcpGo-to-market - Leads + Meta Ads + Analytics19 read 9 write
WorkOpshttps://aiconnector.rework.com/work/mcpWork operations - Workflows & jobs + Projects (Space → Project → Board → Task) + Requests (approvals) + Datasets + Analytics36 read 35 write

3 · Single apps - just the one app you use

Each is one Rework app on its own endpoint, so you can add only what you need. Combine several side by side if you like - one sign-in covers them all.

AppURL (paste this into Claude)What it doesTools
Leadshttps://aiconnector.rework.com/leads/mcpLead-gen funnel - pipelines, leads with custom fields, create / update, set fields, research notes10 read 7 write
Saleshttps://aiconnector.rework.com/sales/mcpSales CRM - pipelines, deals, accounts & contacts; search, create / update, move deals, mark won / lost19 read 15 write
Workflowshttps://aiconnector.rework.com/workflows/mcpWorkflows & stages, jobs (create, advance, comment) + job fields10 read 7 write
Projectshttps://aiconnector.rework.com/projects/mcpSpace → Project → Board → Task - projects, boards, tasks, subtasks, checklists & comments14 read 17 write
Meetingshttps://aiconnector.rework.com/meetings/mcpMeetings + their shared / AI notes (read-only)8 read
Meta Adshttps://aiconnector.rework.com/metaads/mcpCampaigns → ad sets → ads and campaign performance (read-only)11 read
Analytics Betahttps://aiconnector.rework.com/analytics/mcpCount / group / trend across your apps without exports; build & save dashboards8 read 3 write
Datasetshttps://aiconnector.rework.com/datasets/mcpCustom tables & rows - query, search & roll up records; create tables & fields; write rows12 read 6 write
Financehttps://aiconnector.rework.com/finance/mcpExpenses, advances, reports, budget plans14 read 11 write
Requestshttps://aiconnector.rework.com/requests/mcpApproval requests - create approval services + fields, submit, approve / reject, track & comment4 read 5 write
Automations Betahttps://aiconnector.rework.com/automations/mcpSet up if-this-then-that automations - a trigger, optional conditions, then actions across your apps (Leads, Sales, Workflows, Requests ...)7 read 5 write
Prospectorshttps://aiconnector.rework.com/prospectors/mcpMessaging inbox - services, channels (conversations) & messages; assign a conversation to a user5 read 1 write
People Betahttps://aiconnector.rework.com/people/mcpHR attendance - the staff roster, who checked in on which days & at what times, scheduled shifts and leave (read-only)5 read
Work Rules Betahttps://aiconnector.rework.com/workrules/mcpCompany policy documents - browse & search your work rules, then draft, edit, announce & archive them4 read 4 write
Tip: mainly work in one app? A single app connector (fewer tools) gives sharper results. Step up to a Solution or Full when you genuinely use several apps together. Need count / breakdown / trend answers? Add Analytics alongside any single-app connector.

What you can do

Leads

List & filter lead pipelines, read leads with their custom fields, create / update leads, set fields, post research notes.

Sales (CRM)

Browse pipelines, deals, accounts & contacts; search; create / update; move deals and mark them won / lost.

Workflows & jobs

List workflows & stages, read / list jobs, create jobs, advance / archive them, post comments with {{@mention}}. Stand up a new workflow from a plain-English brief.

Finance

List & read expenses, advances, reimbursement reports, budget plans & payment outflows; create & submit them through the approval lifecycle.

Analytics Beta

Count, group & trend without exports. "Leads per stage this week", "deals by owner", "QC contacts not yet called". Now build & save dashboards too - describe the widgets and they're created in the app.

Meta Ads

Map campaigns → ad groups → ads, pull campaign performance (spend / leads / conversion), and tie ad spend to the leads it produced.

Meetings

List meetings & open one in full - attendees, agenda, and the shared / AI notes, including the notes on a meeting linked to a deal.

Projects

A Space → Project → Board → Task tracker: browse & create projects, boards, tasks, subtasks, checklists and comments.

Datasets

Custom tables & rows - query, search & roll up records; create tables & fields; write rows.

Prospectors

Your omni-channel messaging inbox - list services & channels (conversations), open a channel with its messages, page back through history & search messages. Assign a conversation to a user (owner) for lead-routing.

Requests

Approval requests - create an approval service (form), list the forms, submit a request, approve / reject / invalidate, and read or post comments along the way.

Automations Beta

Set up if-this-then-that automations: pick a trigger, add conditions, then run actions across your apps - e.g. new lead → assign an owner → create a deal, or deal won → open an approval request.

People Beta

An HR attendance view for admins - the staff roster, a per-person summary of check-in days & hours, the actual check-in / check-out times, scheduled shifts, and leave. Read-only; needs HR / manager access.

Work Rules Beta

Your company's policy documents - browse & search the work rules, then draft a new policy, edit it, announce it to the right teams, or archive it. Archiving is reversible; there's no permanent delete.

Add it to Claude

  1. In Claude, open Settings → Connectors.
  2. Click Add custom connector.
  3. Paste a URL from the table above (e.g. https://aiconnector.rework.com/mcp) and continue.
  4. You'll be sent to the Rework sign-in screen - enter your Rework email & password.
  5. Done. The Rework tools now appear in your chats.

Sign-in & security

The tools

Resource-grouped names: rework_{resource}_{verb}. read tools appear on every connector; write tools are on the matching product connector - and Full carries all of them.

ToolAccessWhat it does
Analytics - on every connector
rework_analytics_queryreadAggregate - count / group / trend, no pagination
rework_analytics_fieldsreadDiscover groupable / measurable / filterable fields (live per service)
rework_analytics_itemsreadDrill into the records behind one slice
rework_analytics_dashboard_createwriteCreate a saved dashboard
rework_analytics_report_createwriteAdd a chart widget (saved report) to a dashboard - 10 chart types, optional per-widget filter
Leads  ·  GTM + Full
rework_leadservice_list / _get / _schemareadList lead pipelines; a service + its statuses & fields; describe field paths
rework_lead_listreadList & filter leads (server-side conditions)
rework_lead_getreadOne lead in detail
rework_lead_create / _update / _set_fieldwriteCreate / update a lead; set one custom field
rework_lead_create_note / _edit_notewritePost / edit a research note
rework_leadservice_create_fieldwriteAdd a custom field to a lead service
Meta Ads  ·  GTM
rework_metaads_overview / _campaign_listreadFull ad hierarchy; list campaigns
rework_metaads_campaign_insightsreadCampaign performance (spend / leads / conversion)
rework_metaads_adgroup_get / _ad_get / _pixel_listreadAd group / ad detail; list pixels
Sales  ·  Sales + Full
rework_pipeline_list / _get_stagesreadList pipelines; ordered stages
rework_pipeline_get_fieldsreadA pipeline's deal custom fields - codes, types, options (use before setting a deal field)
rework_deal_list / _get / _searchreadDeals in a pipeline; one deal (+ meetings/emails/notes); search
rework_account_list / _get / _search · rework_accountservice_listreadAccounts (companies)
rework_contact_list / _get / _search · rework_contactservice_listreadContacts (people)
rework_deal_create / _update / _set_field / _move / _set_outcomewriteCreate / update / move a deal; win-lose-reopen
rework_deal_set_account / _add_contactswriteLink a deal to its company; attach people
rework_account_create / _update · rework_contact_create · rework_accountservice_createwriteCreate / update accounts & contacts; create a company list
rework_pipeline_create / _set_stages / _create_fieldwriteBuild / configure a pipeline
Meetings  ·  Sales + Full
rework_meeting_list / _getreadList meetings; one meeting in full (time, attendees, agenda, notes)
rework_meeting_get_notesreadA meeting's shared & AI notes - incl. the notes on a deal's linked meeting
Workflows & jobs  ·  WorkOps + Full
rework_workflow_list / _get_stagesreadList workflows; ordered stages
rework_workflow_get_fieldsreadA workflow's custom fields - names, types, required flags & options (use before creating a job)
rework_job_list / _getreadJobs in a workflow; one job
rework_job_create / _change_status / _post_commentwriteCreate a job; advance / archive; comment (@-mention)
rework_workflow_create / _create_stage / _create_fieldwriteBuild a workflow, stages & fields
Finance  ·  Finance
rework_expense_list / _get · rework_expenseservice_listreadExpense vouchers & services
rework_advance_list · rework_report_list / _get · rework_plan_list · rework_outflow_list / _getreadAdvances, reimbursement reports, budget plans, payment outflows
rework_expense_create / _update / _removewriteManage expense vouchers
rework_advance_* · rework_report_* · rework_plan_createwriteCreate / submit / mark-paid through the approval lifecycle
Projects  ·  WorkOps + Full
rework_space_* / rework_project_* / rework_board_*read writeSpaces, projects & boards: list / get / create / update
rework_board_get_fieldsreadA board's task custom fields - codes, types, options (use before setting a task field)
rework_task_* / rework_subtask_* / rework_checklist_* / rework_comment_*read writeTasks, subtasks, checklists & comments
Datasets  ·  Sales + WorkOps + Full
rework_dataset_list / _get / _statsreadCustom tables, their fields & roll-ups
rework_datasetrecord_query / _search / _get / _listreadFind & read rows
rework_dataset_create / _create_field · rework_datasetrecord_create / _update / _set_fieldwriteCreate tables & fields; write rows
Prospectors (messaging inbox)
rework_prospect_service_list / _channel_listreadInbox services & channels (conversations)
rework_prospect_channel_get / _messages / _message_searchreadOpen a channel's messages, page history & search across channels
rework_prospect_channel_assignwriteAssign a conversation to a user (set its owner / assignee)
Requests (approval requests)  ·  WorkOps + Full + Requests
rework_request_service_list / _list / _get / _commentsreadApproval forms, your requests, one request in full & its comments
rework_request_service_create / _service_create_fieldwriteCreate a new approval service (the form/type) & add custom fields to it
rework_request_create / _action / _commentwriteSubmit a request; approve / reject / invalidate; comment
Automations (flow builder)  ·  Automations
rework_automation_list_groups / _list_nodes / _node_getreadDiscover the node catalogue - groups, trigger/action node types, one node's parameters
rework_automation_get / _resource_search / _resource_mapper / _node_outputsreadLoad a flow; resolve a node's resource options, field-mapper & output variables (to reference an earlier record in a later action)
rework_automation_create / _set_flow / _revertwriteCreate an automation; save / publish the flow (blocks); discard the draft
rework_automation_serviceaccount_create / _editwriteCreate / edit a connector credential for action blocks
People (HR attendance)  ·  People
rework_people_rosterreadThe staff roster + the schedule / check-in / leave ids for the other reads
rework_people_attendance_summary / _checkinsreadPer-staff attendance table (days / punches / hours) & the raw check-in / check-out times
rework_people_shifts / _leavereadScheduled shifts (the expected work-days) & leave / time-off records
Work Rules (company policies)  ·  Work Rules
rework_workrule_list / _searchreadBrowse the rule catalog; search rules by name (returns each rule's space)
rework_workrule_get_log / _configreadA rule's activity log; the available doctypes & storages
rework_workrule_create / _editwriteDraft a new policy (in a space, sent by a group); replace a rule's main info
rework_workrule_announce / _archivewriteAnnounce a published rule to its teams; archive / trash / restore (reversible - no permanent delete)
Common  ·  on every connector
rework_user_me / _list / _getreadCurrent viewer; user directory (resolve owner ids → names)
rework_ui_services / rework_ui_objectsreadRender records as clickable cards in the chat
rework_feedback_submitwriteSend a feature request / issue to the Rework team

Data & privacy

Privacy Policy: rework.com/about/privacy  ·  Terms of Service: rework.com/about/tos

Requirements

An active Rework account. To disconnect, remove the connector in Claude's settings - your session token is dropped immediately.

📋 What's new - changelog · the tools added and changed in each release.