Connect Claude to your Perfony account

Updated on November 4, 2026 · 3 min read

Connect your Claude and Perfony accounts

Once connected, Claude can view and update your tasks, files, and meetings —exactly what you already see when you log in to Perfony as usual, no more, no less. Allow about two minutes for the following setup.

Before you begin, make sure you have:

A Claude.ai Personal or Pro account, or an organizational account where custom connectors are allowed.
Your usual Perfony login credentials: the same ones you use for standard login (email and password).
Request that Perfony enable the Claude connector for your organization by sending this message to support@perfony.com: “Hello, could you please enable the Claude connector for my Perfony account? Here is the account name: myaccount.iperfony.com”

AI & Data Protection
Perfony’s AI connectors are designed in compliance with the applicable requirements of the AI Act, the GDPR, and Perfony’s principles of security and transparency. To understand what data is accessible, how it is processed, and what controls you have, see: Artificial Intelligence in Perfony: Transparency, Data, and Control.

Step 1: Create a new connector

From your Claude account, open the list of connectors by going to Customize -> Connectors, then click Add in the top right corner.

Step 2: Fill in the connector

Configure the connector

Give it a name (for example, Perfony) and paste your Perfony account address, followed by /api/oauth/mcp.php:

Example URLhttps://your-account.iperfony.com/api/oauth/mcp.php

Click Continue

Step 3: Validate the connector

Claude detects the server and displays a Client ID field that must be filled in before validation can proceed. In the Auth Client ID field, enter: claude-connector

Then click Add

The next screen prompts you to confirm the connection

Step 4: Link Claude to your Perfony account

You will be redirected to Perfony, which will also ask you to confirm your login

Step 5: Log in to Perfony

Enter your email address and password to log in to Perfony, then click ” Submit“

Select an account: If your email address is associated with multiple Perfony instances, a screen will appear allowing you to choose which one to connect to Claude. Otherwise, this step is skipped automatically.

Step 6: Finalize the connector settings

All done! You’re back at Claude, with the connector active.

In a conversation, open the + menu, then select “Connectors” to verify that it’s enabled

Tip: To make things run more smoothly, you can click “Always allow” to authorize the connection between your Perfony account and Claude. Otherwise, for each order—as long as it hasn’t been processed once—Claude will ask for your permission to connect.

Step 7: Use the connector

Now that your connector is activated, Claude can respond to a series of commands:

Actions

List your own ongoing or recently completed actions
Search for a task by name/keyword (all statuses, including completed ones)
Create a new task (in your personal “to-do” folder)
Edit an existing task (name, description, due date, progress, assignee, priority, estimated duration, status)
View comments on a task
Add a comment to a task (triggers the usual notifications)
View an action’s change history
View the full details of an action (including its sub-actions and parent action, if applicable)

Files

View the trend in a file’s delinquency rate over several months (which file is deteriorating the most)
Rank team members by the number of overdue tasks
Get a comprehensive overview of a case (status, completion rate, most overdue tasks)

Meetings

List past meetings for a folder
View the meeting summary (agenda, minutes, attendees)
View the tasks currently associated with a series of recurring meetings

Once connected, Claude can also create, move and update your actions in your folders: see Working on your actions and folders with Claude.