Connect CaptivateIQ to Claude.
Give Claude live access to your CaptivateIQ data — ask questions and take approved actions, right from the chat.
- Reads crm & sales data
- Takes approved actions in CaptivateIQ
- Connects via the official API
Paste your CaptivateIQ API key to connect — it's encrypted and never shown to the AI. or book a demo
How to connect CaptivateIQ to Claude.
Three steps, no pipeline to build and no data to export.
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In Claude, open Settings → Connectors and add Menza as an MCP server.
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Authorise the CaptivateIQ connection so Menza can read your CaptivateIQ data on your behalf.
Paste your CaptivateIQ API key to connect — it's encrypted and never shown to the AI.
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Ask Claude to work with your CaptivateIQ data — it queries Menza live and answers in the chat.
Ready in minutes — connect CaptivateIQ now.
Menza working with CaptivateIQ.
Ask in Claude and Menza reads your live CaptivateIQ data to answer. When something needs doing, it proposes the fix — and nothing changes until you approve.
ClaudeCaptivateIQ connected via MenzaWhat's happening in my CaptivateIQ account right now — anything I should act on?
Read live CaptivateIQ dataOctober payouts are tracking 18% above forecast — 11 reps on the accelerator tier account for most of it.
I'll correct the three workbook rows where deal amounts were double-counted, pending your approval.
Nothing changes until you approve it in Menza — want me to go ahead?
Put Menza between Claude and CaptivateIQ.
Is my CaptivateIQ data secure?
Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.
Read our privacy policy- Encrypted in transit and at rest
- Scoped access — you choose what Menza can see
- Read-only by default; any action needs your approval
- Credentials are encrypted and never shown to the AI
- Revoke access at any time
CaptivateIQ + Claude questions, answered.
How do I connect CaptivateIQ to Claude?
Add Menza as an MCP server in Claude, authorise the CaptivateIQ connection once, then ask Claude to work with your CaptivateIQ data. Menza handles the CaptivateIQ API calls for you — there's nothing to export and no pipeline to maintain.
What can Claude do with my CaptivateIQ data through Menza?
Beyond answering questions, Menza can take approved actions in CaptivateIQ on your behalf — for example adjusting or pausing what you ask it to — and every change waits for your approval first, so nothing happens without your say-so.
Is my CaptivateIQ data safe?
Yes. Your CaptivateIQ credentials are encrypted at rest and never shown to the AI. Menza only accesses what you grant it and is read-only by default, with any actions gated behind your approval.