Overview
Connect Claude to Orvo to search people and notes, read existing relationship summaries and stakeholder intelligence, and manage follow-ups and opportunities. Claude can analyse the original notes itself, use saved intelligence, or combine both. With read/write consent, it can add and update people, write notes, organise tags and groups, manage actions and opportunities, and update reporting lines. There are no fixed workflows; Claude chooses tools for your request and can combine Orvo with separately connected services. Sign in with Orvo and choose Read only or Read and make changes. Access follows your Orvo permissions. Deleted people and notes go to Recently deleted and can be restored. Orvo does not expose inbox messages, calendar events, message sending, billing or permanent deletion through this connector. Free to install. Use requires active Orvo web access through the 14-day trial or a paid plan; mobile-only plans are not eligible. Subscriptions are purchased and managed on getorvo.com.
