Claude for Sales: Setup, Plans, Connectors, Prompts (2026)

Claude for sales means using Anthropic's Claude for the research and writing around every deal: account briefs, call prep, call follow-ups, proposals, pipeline reviews and CRM updates. Anthropic packages it as Claude for Sales: a Sales plugin with 36 skills, Salesforce in Claude (in beta since September 15, 2026), @Claude in Slack on Team plans, and connectors to tools like HubSpot, Gong, Apollo, ZoomInfo and Clay. Most of it needs a paid plan: Claude Pro is $20 a month for one rep, and Team is $25 a seat a month, or $20 billed annually.

Claude has no contact data of its own, so it cannot hand you a verified work email or a direct dial. To prospect in Claude you add a data connector for people search and contact details (Apollo, ZoomInfo, Clay or Clu, which we make) and your CRM's connector to write the results back. If you are choosing between two of them, our Clay vs Apollo comparison covers pricing and data. The second half of this page covers that setup, with a five-prompt session and what each step costs.

Checked October 16, 2026. Every Claude fact comes from claude.com, Anthropic's help center or its privacy center, and every connector fact from the vendor's own docs or its listing in Claude's directory, read that day. Clu publishes this page and sells one of the connectors, so read the Clu parts as a vendor's description.

What can a sales team do with Claude?

Anthropic's Claude for Sales page lists five jobs sales teams hand off to Claude: account research, meeting prep, proposals and RFPs, pipeline and forecast, and CRM updates. Add prospecting and outreach drafts and you have the seven below. The third column is what Claude needs connected to do each one.

Most teams start with call follow-ups and account briefs. Both use data you already own (the transcript and the CRM), so there is nothing to buy beyond the Claude plan. For how sales teams run the whole motion in Clu, see Clu for sales teams.

What does Anthropic's Claude for Sales include?

Claude for Sales is Anthropic's page for sales teams at claude.com/solutions/sales, headlined "More pipeline, less prep work". It is a set of Claude features and plugins. There is no separate sales plan on Anthropic's pricing page: you buy Pro, Team or Enterprise and turn these on.

Anthropic's own sales team is the best-documented user. Its inbound buying agent, built on Claude Managed Agents, hands reps leads that "turn into opportunities more than twice as often as leads from the old form" and deals that "close about five days faster", according to Anthropic's September 30, 2026 write-up.

Is Claude good for sales reps?

Claude is good for the parts of a rep's day that are research and writing. Ask Claude to read a prospect's site, pricing page, job posts and recent news, and it returns a brief with sources. Paste a call transcript and it drafts the follow-up, the CRM notes and the next steps. Give it your ICP and three examples of emails that got replies, and it writes in that style. Anthropic's own sales tutorial pitches the same jobs: a brief before the call covering "the stakeholder map" and spend, and a debrief after it, with "the judgment about what to do with it" left to the rep. An Anthropic sales leader who runs a 4,000-account book in Cowork says his scheduled Friday forecast "saves me about three hours per week", with a rule that "Claude proposes and I approve before anything ships."

Where Claude falls short is the list itself. Claude knows nothing about who works where today, and it has no way to check that a mailbox exists or that a number rings. If you ask for a contact anyway, a language model will produce a plausible first.last@company.com, which is a guess. That gap is why the setup below matters more than the prompts.

How do you set up Claude for a sales team?

Setup takes an afternoon for a small team. Do it in this order, because each step depends on the one before.

1. Pick the plan. One rep: Pro. Two to 150 people: Team, which has model training off by default, shared Projects, @Claude in Slack and owner control over connectors. The plan table is in the next section.
2. Check the training setting. On Free, Pro and Max, model training is a setting you control; Anthropic's pricing page labels it "Opt-out". Turn it off before you paste customer data. Apollo and ZoomInfo both prohibit AI model training on data from their MCP servers, and Apollo lists training turned off as a prerequisite.
3. Make a sales Project. Add your ICP, pricing sheet, case studies, objection notes and three emails that got replies. Put the standing rules in the Project instructions: who you sell to, who you never contact, and that nothing gets enriched or written to the CRM without your yes. Every chat in the Project starts with that context.
4. Connect your systems, CRM first. Then the call recorder (Gong or Fireflies), then email and calendar (Gmail and Google Calendar, or Microsoft 365), then a data connector if the team prospects. On Team and Enterprise an owner adds each connector under Organization settings, then Connectors, and each rep signs in with their own account.
5. Install the Sales plugin. Anthropic's plugin page installs it in Cowork; the Claude Code commands are in the skills section below. On Salesforce, ask your Salesforce admin to request Salesforce in Claude through AgentExchange.
6. Set approvals. For each connector, set every tool to Always allow, Needs approval or Blocked. Reads can stay on Always allow; anything that writes or spends credits goes on Needs approval.
7. Run one job for a week. Pick call follow-ups or account briefs, use them daily, and compare the output with what the rep would have written. Then add the next job.

Which Claude plan is best for sales?

For one seller, Claude Pro at $20 a month, or $17 billed annually, is the plan to start on. It adds Research, Claude in Chrome and Claude Code, and HubSpot's connector needs a paid plan. For a team of 2 to 150, Team Standard at $25 a seat a month, or $20 billed annually, is the default: training is off by default, Projects can be shared, @Claude works in Slack, and owners decide which connectors reps can use. US prices from Anthropic's pricing page, before tax:

Give Premium seats or Max to the people who run Research or Claude Code agents all day, and Standard seats to everyone else. Move to Enterprise when security asks for SCIM, audit logs or a retention period.

How Claude charges. Plans are a flat subscription per person or per seat; Enterprise adds usage at API rates. Every plan has usage limits that reset on a rolling five-hour window, and paid plans add weekly limits. On Team the limits apply per member, and Research uses them faster. Claude Tag in Slack is usage-based, and channel work is billed to the organization. The API is priced separately, per token. Connected data tools bill on their own: Apollo, ZoomInfo, Clay and Clu each charge their own credits, covered further down.

Which connectors does Claude have for sales?

Claude's connector directory listed 963 connectors on October 16, 2026. Anthropic's Sales plugin sorts the ones that matter for sales into five groups: CRM, email and calendar, call recorder, data enrichment and chat. The table covers the 18 sales teams ask about most, built from each vendor's docs or its listing in Claude's directory. "Made by" is the company that runs it. A "verified" badge means Anthropic tested the connector; Anthropic adds that "It isn't a security audit or a guarantee."

Our hub of the best MCP servers for sales and GTM compares ten servers in more depth. Our reviews go through each server's tools, setup and limits: HubSpot, Salesforce, Gong, Attio, Pipedrive, Apollo, ZoomInfo and Clay.

How do you connect sales tools to Claude?

A directory connector takes about a minute. In Claude, open Customize, then Connectors, find the tool, and sign in with that vendor's account over OAuth. On Team and Enterprise an owner adds it first, under Organization settings, then Connectors, and each rep then connects with their own login; on Salesforce and Pipedrive, Claude then sees only what that rep's own permissions allow. Vendors set their own floor too: HubSpot's connector needs a paid Claude plan, Gong's needs a paid Gong seat and a client ID from your Gong admin, and Clay's works on a free Claude account. Anthropic's Sales plugin README adds that your organization's admin enables Salesforce and Microsoft 365 in Claude before people can sign in, and for Salesforce that includes setting up your org's Salesforce app.

A custom connector is how you add a server that is not in the directory yet, and that includes Clu today. Anthropic's steps: Customize, then Connectors, then "+ Add" and "Add custom connector", give it a name, paste the server URL (https://mcp.cleanlist.ai/v1/mcp for Clu), and in the authentication settings choose to use your own OAuth client and paste the client ID Clu gives you. Then sign in. Anthropic says custom connectors work on Free, Pro, Max, Team and Enterprise, and that "Free users are limited to one custom connector." On Team plans only owners can add a custom connector (Organization settings, then Connectors, then Add, Custom, Web), and reps then connect to it with their own accounts. Claude reaches the server from Anthropic's cloud, so a server behind your VPN will not connect unless it allows Anthropic's IP ranges.

In Claude Code, add a remote server with claude mcp add --transport http <name> <url> and sign in with /mcp. Our Claude Code prospecting agent guide walks through that path with a CLAUDE.md file that holds your ICP.

What are the best Claude prompts for sales?

Five prompts cover the daily jobs. Each one assumes the connector named above it is on; without it, paste the material into the chat. Run them inside your sales Project so Claude already has your ICP and rules.

1. Account brief (web search, CRM)

Research [Company] before my call on [day]. Use their website, recent
news, job posts and anything we have in HubSpot. Give me one page: what
they do, likely priorities this quarter, who we already know there,
and three questions to open with. Link a source for every fact.

2. Call prep (calendar, CRM, Gong)

Prep me for my [time] meeting with [Company]. Who is attending and what
are their roles? What happened on our last two calls? Which deal stage
are we in, and what is the next step we agreed? List five discovery
questions I haven't asked yet.

3. Call follow-up (Gong or Fireflies, CRM)

Here is today's call with [Company]. Draft the follow-up email in my
voice, list next steps with an owner and a date, and propose the CRM
updates: stage, close date, next step, amount. Don't write anything
to the CRM until I say yes.

4. Pipeline review (CRM or a CSV export)

Review my open deals closing this quarter. Flag every deal with no
activity in 14 days, no next step, or a close date in the past. Give
one action for each flagged deal, then best, likely and worst case
totals for the quarter.

5. RFP first pass (Microsoft 365, files in the Project)

Answer this RFP in Word using our security overview and the past RFPs
in this Project. Use tracked changes, mark every answer you are not
sure of, and leave every pricing question blank for me.

The prospecting session below adds five more, from the ICP sentence to the CRM push.

What can't Claude do for sales?

Claude without connectors cannot do four things a prospecting workflow needs:

• Search for people. It has no database of titles, companies and locations to filter.
• Return verified contact data. It cannot verify a work email or find a direct dial.
• Save or export a list anywhere outside the chat.
• Write to your CRM. It cannot create a contact, log an activity or move a deal stage.

Each gap closes with a connector. A connector is a remote MCP (Model Context Protocol) server that a vendor runs, and Claude calls its tools during the chat. Claude turns your plain sentence into the tool's filters, the vendor runs the search or the enrichment, and the vendor charges its normal credits. The rest of this page is which connectors to add, what each costs, and how to keep them from spending money you did not mean to spend. Our ChatGPT for lead generation guide covers the same gap from the ChatGPT side.

Even with connectors, five limits apply:

• Knowledge cutoff. Anthropic lists a reliable knowledge cutoff of June 2026 for its current models, so anything newer about an account has to come from web search or a connector.
• Usage limits. Every plan resets on a rolling five-hour window, paid plans add weekly limits, and Research uses them faster.
• Read-only call data. Gong's MCP server is read-only, returns no raw transcripts and leaves out private calls.
• CRM write limits. HubSpot's connector cannot delete and writes 10 records at a time. If your HubSpot account has Sensitive Data turned on, Claude cannot access any engagement data.
• Beta labels. Salesforce in Claude, Salesforce's connector and Claude Tag were all in beta on October 16, 2026.

What does a prospecting session in Claude look like?

A full session is five plain prompts. Here it is with Clu and HubSpot connected, using Clu's documented tool names. The same shape works with Apollo, ZoomInfo or Clay; the tool names and credit prices change, and the next section has those.

1. The ICP sentence.

Find heads of RevOps and sales operations at B2B software companies
in the US with 50 to 200 employees. Show me 50, with title, company
and location. Don't enrich anyone yet.

Claude turns the sentence into filters and calls search_people. On Clu that costs 0 credits. Read the 50 rows. Drop the ones that are wrong before anything costs money.

2. Price the job.

Keep the 40 I didn't strike out. What would it cost to get a verified
work email for each, and what would it cost with direct dials too?

Claude calls estimate_cost, which returns the price, your balance and a signed quote that expires after five minutes. For 40 people that is up to 40 credits for emails and up to 440 with phone numbers.

3. Verify emails and direct dials.

Go ahead with emails for all 40, and direct dials for the 15 at
companies under 100 employees.

Claude calls enrich_person or enrich_list. Clu runs each row through its waterfall and charges 1 credit per verified work email and 10 per phone number. A row where nothing comes back costs nothing.

4. Save the list.

Save these 40 to a list called "RevOps US 50-200, Oct 2026".

Claude calls create_list and add_leads_to_list, both free on Clu. The list is now in your Clu workspace for export.

5. Push to the CRM.

Create HubSpot contacts for everyone with a verified email, linked to
their company, with lead source "Clu, October 2026". Skip anyone
already in HubSpot.

This step runs through the HubSpot connector, which reads your CRM to check for duplicates and writes the new contacts. On Pro and above, Clu's own two-way HubSpot and Salesforce sync can do the same job from the Clu app.

What does each step cost on each tool?

Search is free on all four data connectors. The money is in enrichment, and the four price it differently. Rates below are each vendor's own published figures.

• People search: free on Apollo (company search uses credits), ZoomInfo, Clay and Clu.
• Work email: Apollo charges 1 credit per email reveal at app rates. ZoomInfo charges 1 data credit per newly enriched record, up to 10 records a call. Clay says a typical interaction uses 20 to 100 credits, depending on which enrichments run. Clu charges 1 credit per verified work email.
• Direct dial: Apollo charges 8 credits per phone number. ZoomInfo's record credit covers email and phone. Clay's cost depends on the providers its waterfall reaches. Clu charges 10 credits per phone number.
• Saving a list: free on Clu; Apollo contacts and lists are free to manage; ZoomInfo audiences cost 1 data credit per new record loaded; Clay lists go through Functions.
• CRM write: included in your HubSpot or Salesforce subscription.

On Clu, the five-step session above costs at most 190 credits: 40 emails plus 15 phone numbers at 10 each. A Starter seat's 750 credits cost $49, about 6.5 cents a credit, so the session is at most about $12, and less when rows miss. Apollo's credit ladder is from its pricing page as captured August 7 and September 1, 2026; the other rates were read October 1, 2026.

What does prospecting in Claude cost per month?

Prospecting in Claude costs a Claude plan plus a data plan. Claude Pro is $20 a month, or $17 billed annually, and adds Research, Claude in Chrome and Claude Code to the connectors every plan gets. Claude Team's Standard seat is $20 to $25 a month, depending on billing. On the data side: Apollo's MCP spends Apollo credits under your Apollo plan; a free Apollo account registered with a work email can search and enrich, and Apollo's pricing page lists paid plans from $49 a month (Basic). Clay's connector works on a free Claude account with 500 Clay credits on first connect, and Clay's Launch plan is from $185 a month, or $167 billed annually. ZoomInfo's MCP needs a ZoomInfo license (GTM.ai self-serve or Enterprise), with no public price. Clu's MCP starts on Starter at $49 per seat a month with 750 credits per seat, Pro is $89 per seat with 1,500 and Enterprise is custom, 25% off annual, on Clu's pricing page. A solo founder on Claude Pro plus one Clu Starter seat pays $69 a month before any CRM, or $54 on annual billing for both ($17 plus $37).

Which MCP connectors support waterfall enrichment across several data providers?

Two of the data connectors in the table run a waterfall behind the MCP. Clu sends every enrich_person and enrich_list call through 25+ data providers in sequence and stops at the first verified hit, so Claude makes one call and the provider order is handled for you. Clay's MCP enriches through Clay's own waterfall: its MCP page says 200+ providers and its June 2026 guide says 150+, and which providers run depends on the enrichments and Functions your team set up. Apollo and ZoomInfo enrich from their own single databases. A waterfall matters most for direct dials, where one database's coverage varies a lot by segment. Our waterfall enrichment tools comparison covers the same question outside MCP.

Which Claude connectors return mobile numbers and direct dials?

Apollo, ZoomInfo, Clay and Clu all return phone numbers through their connectors. Apollo's Claude listing says it enriches with "verified emails, direct dials", at 8 credits a phone number. ZoomInfo's listing names "verified work emails, direct dials" among 300+ data points, at 1 data credit per record. Clay's MCP page says it returns emails and phone numbers through its provider waterfall. Clu's enrich_person returns a verified work email, a phone number or both, at 1, 10 or 11 credits; on our own 500-lead benchmark the waterfall returned 98% verified work email and 85% phone numbers. If phones are the requirement, run 50 of your own records through two of these and compare.

Which data connector works best with HubSpot?

The most reliable HubSpot setup in Claude is two connectors: a data connector that finds and verifies the contact, and HubSpot's own connector that writes it. HubSpot's connector reads, creates and updates contacts, companies, deals, tickets and engagements, cannot delete, and writes 10 records at a time. Apollo writes contacts into Apollo, which you then sync to HubSpot. ZoomInfo's MCP does not write to your CRM at all. Clay pushes to CRMs through Functions your ops team builds. Clu's MCP writes lead lists, and Clu's HubSpot and Salesforce sync runs in the Clu app on Pro and Enterprise. For automatic field updates without an ops team, Clu Pro plus HubSpot's connector is the simplest pairing; with an ops team, Clay Functions give more control.

What are the best Claude skills for sales?

The best place to start is Anthropic's own Sales plugin: 36 skills in version 2.0, grouped into your day, accounts, deals, pipeline and customers. It installs in Cowork and runs in Claude Code too, and any skill also runs by name as a command, such as /sales:call-summary, /sales:forecast or /sales:pipeline-review. Salesforce customers can add Salesforce in Claude, a separate plugin built with Salesforce, with 37 skills. The skills worth installing first:

• account-research: overview, recent news, likely priorities and fit against your ICP.
• call-prep: attendees, account history, prior calls and discovery questions.
• call-summary: a transcript becomes a follow-up draft, a team summary and proposed CRM updates.
• draft-outreach: a personalized email or multi-touch sequence.
• lead-triage: score an inbound lead or rank a backlog against your ICP.
• stakeholder-map: roles, influence and who is missing in a deal.

The plugin's connector map names HubSpot, Close and Salesforce under CRM, Gong, Fireflies, Zoom and Otter.ai under call recorder, and Clay, ZoomInfo, Apollo and Crunchbase among its data enrichment examples, and each skill works with whatever connector fills that category. In Claude Code it installs with claude plugin marketplace add anthropics/knowledge-work-plugins and then claude plugin install sales@knowledge-work-plugins. Write one skill of your own too: your ICP, your exclusions, and a rule that enrichment waits for your yes.

Can you build a sales agent with Claude Code?

Yes, if someone on the team is comfortable in a terminal. Claude Code comes with Pro and above, uses the same connectors as remote MCP servers, reads a CLAUDE.md file with your ICP and rules, and can chain research, enrichment, CRM writes and drafts in one run. Our Claude Code prospecting agent guide builds one step by step, with the commands and the credit math. For an agent that runs with nobody at the keyboard, Anthropic offers the Agent SDK and Claude Managed Agents (beta), which is what its own inbound sales agent runs on. Our GTM agents guide compares that path with hosted agents. Most sales teams get more from the Sales plugin first, because it needs no code.

How do you keep Claude from spending credits or touching data you didn't approve?

Set seven guardrails before you connect a funded account.

Approvals. Claude lets you set each connector tool to "Always allow", "Needs approval" or "Blocked". Leave search on Always allow and set every enrichment and write tool to Needs approval, so Claude stops and asks before it spends credits or creates CRM records. Anthropic notes that a write still needs the underlying permission in the source system.

Credit limits. Clay lets admins set a monthly credit budget per rep and hard-block at the cap. Clu makes every paid call carry a signed quote from estimate_cost, valid for five minutes, and rejects a job priced above it; your balance is the ceiling, shared across the app, the API and MCP. ZoomInfo admins enable MCP per user. Our guide to spend control for agents on B2B data goes deeper.

Model training. On Claude Free, Pro and Max, model training is a privacy setting you control, which Anthropic's pricing page labels "Opt-out", so check it before you paste customer data. Team and Enterprise are "None by default". Apollo "prohibits AI model training with Apollo MCP integrations" and lists training turned off as a prerequisite, and ZoomInfo "prohibits data accessed through MCP to be used for AI model training."

Research runs. Anthropic says Research "can use tools from your connectors automatically, without asking for approval each time." Turn off write tools, and any connector that spends credits, before you start a Research run.

Browser agent. Claude in Chrome is on paid plans, and Anthropic calls prompt injection "the biggest risk facing browser-using AI tools." Give it a separate browser profile, signed in only to what the job needs.

Slack spend. Claude Tag is consumption-based, and work in a channel is billed to the organization. Before the team starts tagging @Claude in deal channels, an owner can set an organization-wide cap and per-channel limits, and admins get alerts at 75% and 95% of a limit.

Privacy and trust. Anthropic's advice is to "only connect Claude to servers built and hosted by organizations and applications you trust", because a malicious server can carry hidden instructions. Contact data you enrich is personal data: under GDPR you owe EU contacts a notice by the first message, and US cold email falls under CAN-SPAM. Keep a record of where each row came from and when.

Is ChatGPT or Claude better for sales?

For research and writing, Claude and ChatGPT are close enough that preference decides. The differences are in connecting sales tools. Apollo, ZoomInfo, Clay and HubSpot all publish connectors for both. Claude adds custom connectors on every plan, including one on Free, and Anthropic ships a Sales plugin with 36 skills, Salesforce in Claude (beta) and @Claude in Slack on Team plans. ChatGPT also takes custom MCP servers, through what OpenAI's help center calls developer mode. If your team already lives in ChatGPT, use the directory apps there. If you are choosing fresh for sales work today, Claude has the deeper sales tooling. Clu documents and supports Claude and Claude Code, and publishes no ChatGPT setup guide yet.

If your team works in ChatGPT, our ChatGPT for sales guide has 12 prompts by sales task and the plan each kind of connector needs.

What are some effective AI tools for sales?

The best AI tool for a salesperson depends on which job it does, because no single tool does every job well today. Our AI sales tools guide sorts 16 of them by sales job. The short list:

• Research, writing and call prep: Claude or ChatGPT, with Anthropic's Sales plugin if you choose Claude.
• Search and send in one vendor: Apollo, whose connector can enrich a contact and add it to a sequence from the chat.
• Enterprise account research, intent and signals: ZoomInfo, if you already have a ZoomInfo license.
• What was said on calls: Gong, whose read-only MCP server answers account and deal questions inside Claude.
• RevOps-governed workflows: Clay, where an ops team builds Functions and sets per-rep budgets.
• Verified emails and direct dials paid per result: Clu.
• System of record: your CRM's own connector, HubSpot or Salesforce.

For the wider field of prospecting software beyond AI assistants, see our sales prospecting tools comparison.

Where does Clu fit in a Claude sales setup?

Clu publishes this page, so treat this as a disclosed vendor entry. Clu is the data connector for teams whose bottleneck is the list: verified work emails and direct dials on the same row. People and company search are free. Enrichment runs a waterfall across 25+ data providers in sequence and charges 1 credit per verified work email and 10 per phone number, and a lookup that finds nothing costs nothing. Our own 500-lead benchmark measured 98% verified work email and 85% phone numbers. The MCP server's tools include search_people, search_companies, estimate_cost, enrich_person, enrich_list, create_list and add_leads_to_list.

Two limits to know before you pick it. MCP is included from Starter at $49 per seat a month and in the 14-day Pro trial; the Free plan does not include it. Clu is not in Claude's directory yet, so you add it as a custom connector and paste the OAuth client ID Clu gives you. Sending runs in Clu Sequences from your own Gmail or Outlook inbox, or in the sequencer you already use. Inside the Clu app, Clu, our agent, can run the same search-and-enrich job on a schedule or a CRM trigger; Pro includes 5 active agents. See how agents work. Setup detail is on the Clu MCP server page.

Frequently asked questions

What is Claude for Sales?

Claude for Sales is Anthropic's name for Claude set up for sales teams: the Sales plugin, Salesforce in Claude, @Claude in Slack, and connectors to CRM, call and data tools. There is no separate plan. You buy Claude Pro, Team or Enterprise and turn these on.

Which Claude plan is best for sales?

Pro at $20 a month for one rep. Team Standard at $25 a seat a month, or $20 billed annually, for 2 to 150 people, because training is off by default, Projects are shared and @Claude works in Slack. Enterprise, at $20 a seat a month billed annually with a 20-seat minimum plus usage at API rates, when you need SCIM, audit logs or custom retention.

How does Claude charge money?

A monthly or annual subscription per person or per seat, with usage limits that reset on a rolling five-hour window and weekly limits on paid plans. Enterprise adds usage at API rates, and Claude Tag in Slack is billed by usage. Data tools you connect, such as Apollo, ZoomInfo, Clay and Clu, charge their own credits.

How do I contact Claude sales?

Use Anthropic's Contact sales page at claude.com/contact-sales. Anthropic says its sales team "can only support complex deals, like 500+ seat deployments and BAAs." For anything smaller it points you to buying Enterprise yourself or to its buying agent, which answers questions on pricing, security and data, recommends a plan and seat count, and can escalate to the sales team.

Does Claude connect to Salesforce?

Yes. Salesforce built the Salesforce connector in Claude's directory, and Salesforce in Claude, launched September 15, 2026, adds 37 skills for account executives. It is in beta on all paid Claude plans. A Salesforce admin requests access through AgentExchange, and Claude asks you to approve each change before it writes.

Can Claude work in our Slack deal channels?

On Team and Enterprise, yes, through Claude Tag (beta). Tag @Claude in a channel and it works on the task with your organization's connected tools, in a thread the whole channel can see. Channel work is billed by usage to the organization, and owners can set spend limits.

What are some effective AI tools for sales?

Claude or ChatGPT for research and writing, Gong for what was said on calls, your CRM's own connector for the system of record, and a data tool (Apollo, ZoomInfo, Clay or Clu) for the list. Our AI sales tools guide sorts 16 tools by sales job.

Can Claude find email addresses?

Not on its own. Claude has no contact database, so an address it writes without a connector is a pattern guess. Connect a data connector such as Apollo, ZoomInfo, Clay or Clu, and Claude can call that vendor's enrichment, which returns a verified address from the vendor's data.

Do I need Claude Pro to use connectors for sales?

For most sales work, yes. Connectors work on every plan and Free accounts can add one custom connector, but HubSpot's connector needs a paid Claude plan, Salesforce in Claude is on paid plans only, and Research and Claude Code start on Pro at $20 a month. Clay's connector works on a free Claude account.

Can Claude update my CRM?

Yes, with your CRM's connector. HubSpot's connector creates and updates contacts, companies, deals and engagements, cannot delete, and writes 10 records at a time. Salesforce in Claude works under each rep's Salesforce permissions and asks the rep to approve each change by default.

Is Clu in Claude's connector directory?

Not yet. As of October 16, 2026 you add Clu in Claude as a custom connector at https://mcp.cleanlist.ai/v1/mcp and paste the OAuth client ID Clu gives you. MCP needs a paid Clu plan from Starter.

Sources

• Anthropic, Get started with custom connectors using remote MCP, read October 1, 2026
• Anthropic, Use connectors to extend Claude's capabilities, tool permissions, read October 1, 2026
• Anthropic, Claude connectors directory and the HubSpot, Apollo, ZoomInfo and Clay listings, read October 1, 2026
• Anthropic, Sales plugin README and connector map, last changed September 21, 2026, re-read October 16, 2026
• Anthropic Academy, Using Claude Cowork for sales account research, read October 1, 2026
• Anthropic, Claude pricing and Is my data used for model training? (updated March 16, 2026), read October 1, 2026
• Anthropic, Claude for Sales, Sales plugin and Salesforce in Claude (September 15, 2026), read October 16, 2026
• Anthropic, How Anthropic's sales team rebuilt inbound with Claude Managed Agents (September 30, 2026) and How an Anthropic sales leader uses Claude Cowork (May 20, 2026), read October 16, 2026
• Anthropic, Claude pricing, What is Claude Tag?, What are projects?, Use Research, Use Claude in Chrome safely, Connector verification, Models overview and Contact sales, read October 16, 2026
• Salesforce, Claudeforce, read October 1, 2026; Salesforce Developers, Salesforce Hosted MCP Servers Are Now Generally Available, April 2026
• HubSpot, Set up and use the HubSpot connector for Claude; Gong, About Gong MCP server; Attio, MCP overview; Pipedrive, MCP for Claude; Close, MCP server; ZoomInfo, Connect to ZoomInfo MCP; Clay, Using Clay in Claude and pricing; Apollo, pricing; all read October 16, 2026
• Apollo.io, Apollo MCP docs and pricing; ZoomInfo, MCP docs; Clay, MCP in Clay and pricing; all read October 1, 2026 for our MCP reviews
• Clu, API v2 Credits and Quotes and Lead Lists, read October 1, 2026