Connect CaptivateIQ to Claude.
Connecting CaptivateIQ to Claude through Menza lets you put questions to your employees, commission plans, payouts, data workbooks, hierarchies, and reports directly in Claude. Menza reads it live through the official CaptivateIQ API, so Claude answers from current numbers, not a stale copy. Ask about performance or have it take an approved action — no exports, no dashboards.
- 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.
Menza doesn't just answer questions about CaptivateIQ — it proposes the fix and, once you approve, does the work. You stay in control; nothing changes until you say go.
Menzajust nowOctober 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.
Menza6m agoSix employees changed teams this month but still sit under their old hierarchy. I'll move all six to the new hierarchy so next cycle's commissions roll up to the right managers.
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.