Overview
Octabiz is an all-in-one business platform covering CRM, invoicing, products and inventory, online store, POS, and accounting. This connector exposes your Octabiz data to Claude through the same secure capability layer that powers Octabiz's own AI assistant, so you can look things up and take actions in plain language: list customers, invoices, orders, and deals, see AR aging and daily sales summaries, and create records like customers, invoices, products, and deals. Reads are available as soon as you connect. Writes ask for confirmation and respect the roles and permissions on your account, and invoices are always created as drafts for a person to review and send.
