The Kayse Claude connector
Kayse for Claude
The Client Relationship AI for plaintiff firms.
Let Claude read your Kayse cases, clients, and campaign data, then act on it to drive your firm's workflows.
Listed in Claude's connector directory as Kayse for Claude. For Kayse customers.
Turn a Claude report into a Kayse workflow
Kayse is the Client Relationship AI for plaintiff firms. This connector links Claude to your Kayse account so Claude can pull live case, client, call, and campaign data into reports and dashboards. Claude can also take action in Kayse from what it finds: update a case, or send a client update by SMS text or email. Use it to turn a Claude report into a Kayse workflow, with no copy and paste.
A live dashboard of stalled cases
Build a live dashboard in Claude that shows which cases are stalled or need attention.
One report, no copy and paste
Pull call, campaign, and messaging results into one report without copy and paste.
Update Kayse from what Claude finds
Update a case or client in Kayse based on what Claude finds.
Client updates from Claude
Send a client update by SMS text or email from Claude.
Use Claude report results to drive a Kayse workflow
Tag the cases a report flags, add them to a case list, or give each one a task, so your team picks the work up in Kayse.
What Claude can do in Kayse
Two kinds of work, kept apart. Reading changes nothing. Acting changes data in Kayse, and the connector marks those tools as actions so Claude can ask you before it runs one. You choose whether it asks in Claude's connector settings.
Reads
Reports and dashboards
Looks things up. Changes nothing in Kayse.
- Cases and lists
- Cases, case lists, case types, statuses, and custom fields.
- Clients and contacts
- Clients, their activity timelines, contact consent, notes, and uploaded documents.
- Dashboards and analytics
- Business overview, calls, cases, campaigns, messaging, tasks, e-signature, contact enrichment, and AI workflows, plus your saved dashboards.
- Calls
- Calls with transcripts and summaries, and call analytics.
- Campaigns
- Campaigns and their runs, who was messaged, and the best times to call.
- Messaging
- Message delivery status and your saved message templates.
- Voice AI agents
- Your voice agents and the voices available to them.
- E-signature
- E-signature sends and where each request stands.
- Tasks, tags, and attachments
- Your firm's task list, tags, and attachments.
- Lead sources
- Lead source mappings and call tracking numbers.
- Webhooks and audit logs
- Webhooks, webhook logs, and audit logs.
- Your workspace
- Team members, invitations, forms, practice areas, and the intake queue.
Acts
Changes data in Kayse
Marked as an action, so Claude can ask you first.
- Cases
- Create, update, and clone cases, and add clients to them. Add case types, statuses, and custom fields.
- Clients
- Create and update clients, merge duplicates, update contact consent, and look up more phone numbers for a contact.
- Client messaging
- Send an SMS text or email to a client, or to the clients on a case. Claude can start from one of your saved templates.
- E-signature
- Send an approved e-signature template to one case or many. Nothing goes out until the send is confirmed.
- Case lists
- Create case lists and add cases to them. If a list feeds a campaign or workflow, cases you add can be picked up by it.
- Tasks, notes, and tags
- Give a case a task from your firm's task list, add notes, and add or remove tags.
- Voice AI agents
- Create, edit, and publish voice agents.
- Dashboards
- Create and update saved dashboards.
- Webhooks
- Create, update, test, and replay webhooks.
- Your workspace
- Invite a teammate to Kayse.
There is no tool to delete a case, client, call, or document. The only removals are tags, and the duplicate record left over when Claude merges two clients.
How to connect Kayse to Claude
Before you start
- Your Kayse login for the firm's workspace, with its two-step verification to hand.
- Permission to add connectors in Claude. On a Claude team plan, your Claude admin may need to turn connectors on first.
In Claude, open Customize, then Connectors.
Select +, then Browse connectors.
Search for Kayse for Claude and open the listing.
Select Connect. A Kayse sign-in page opens.
Sign in to Kayse, choose the workspace to connect, and select Authorize.
Back in Claude, check that Kayse shows as connected. Then ask Claude about your cases.
Can't find the listing? Ask your Claude admin whether community connectors are turned on for your workspace. The setup guide has troubleshooting for the sign-in step.
Your access, your call
Your permissions, not more
Claude works as the Kayse account that authorized it. If that account cannot see a workspace, record, or tool, Claude cannot either.
One workspace at a time
You pick the Kayse workspace during sign-in. Claude works inside that workspace and no other.
Turn it off in Claude
Remove Kayse in Claude's connector settings to end Claude's access to your Kayse data.
Kayse does not use your client data to train AI models. See Trust and privacy and the Privacy Policy.
Not on Kayse yet?
The connector works with a Kayse account. See Kayse working on your own intake and client workflows in a personalized demo, then connect Claude to it.