Connect Vitally to Claude.
Give Claude live access to your Vitally data — ask questions and take approved actions, right from the chat.
- Reads crm & sales data
- Takes approved actions in Vitally
- Connects via the official API
Paste your Vitally API key to connect — it's encrypted and never shown to the AI. or book a demo
How to connect Vitally to Claude.
Three steps, no pipeline to build and no data to export.
-
In Claude, open Settings → Connectors and add Menza as an MCP server.
-
Authorise the Vitally connection so Menza can read your Vitally data on your behalf.
Paste your Vitally API key to connect — it's encrypted and never shown to the AI.
-
Ask Claude to work with your Vitally data — it queries Menza live and answers in the chat.
Ready in minutes — connect Vitally now.
Menza working with Vitally.
Ask in Claude and Menza reads your live Vitally data to answer. When something needs doing, it proposes the fix — and nothing changes until you approve.
ClaudeVitally connected via MenzaWhat's happening in my Vitally account right now — anything I should act on?
Read live Vitally data11 enterprise accounts have had no conversation logged in over 30 days — 4 of them renew this quarter.
I'll create a check-in task for each of the four, assigned to their CSM and due this week.
Nothing changes until you approve it in Menza — want me to go ahead?
Put Menza between Claude and Vitally.
Is my Vitally 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
Vitally + Claude questions, answered.
How do I connect Vitally to Claude?
Add Menza as an MCP server in Claude, authorise the Vitally connection once, then ask Claude to work with your Vitally data. Menza handles the Vitally API calls for you — there's nothing to export and no pipeline to maintain.
What can Claude do with my Vitally data through Menza?
Beyond answering questions, Menza can take approved actions in Vitally 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 Vitally data safe?
Yes. Your Vitally 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.