Overview
StrategyX connects Claude to your company's StrategyX workspace, so you can ask about your work in plain language instead of clicking through screens. StrategyX is where your company plans, tracks and runs its work. This connector gives Claude secure access to that work, and new StrategyX areas become available as they are added. What you can do: • Ask questions about your company's work, progress and priorities, and get answers from your live StrategyX data. • Find and filter items by owner, department, status, priority or due date. • Open any item to see its full detail, related work and notes. • Look up people, departments and positions. • Search across every company you have connected. • Take everyday actions, such as updating work or adding notes. Claude asks you to confirm before it changes anything. Example prompts: • What's overdue for me in StrategyX? • Summarise progress on our projects due this month • What is the Operations team working on? • Show the latest notes on this item Security and access: Claude acts as you. It can only see what your StrategyX user can already see, and only in the companies you pick when you connect. Your company administrator has to switch on AI connectors for your company before anyone can connect.
