Overview
If you run your business on HoneyBook, this connector lets you do a lot of it right from Claude, just by asking. Want to know where things stand? Ask for a rundown of your active projects, look up a client before a call, pull up an invoice or contract, skim a message thread, or see how revenue and leads are tracking this month. Need to actually get something done? Claude can create and update projects, jot down a note after a meeting, set dates, and add or edit client contacts. It only does this when you say so. Anything that changes your data is off by default, and you decide what to turn on. We kept the permissions honest and easy to read. Viewing your data and changing it are two separate switches, so an app can look without touching. The bigger stuff, like company settings or letting a pro or bookkeeper in, is always asked for on its own and never slipped in with everything else. And Claude only ever works on the account you connect. It's built for the way independent businesses actually work: photographers, planners, consultants, and everyone juggling clients, projects, and getting paid. Think of it as a faster way to stay on top of your book of business, whether that's a quick morning catch-up, prepping for the next client, or capturing what just happened on a call.
Tools
find_action
Claudeget_guidance
Claudetake_action
Claudetake_action_read_only
ClaudeLinks
App Stats
5
Tools
1
Prompts
ChatGPT, Claude
Platforms
Category
CRM RecordsWorks with
Data refreshed daily






