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Anthropic + Coeffection

Connect Anthropic to power the Coeffection AI Assistant with Claude models. Use Claude to summarize contact timelines, draft emails, analyze pipeline health, and automate routine CRM tasks with natural language.

AI Assistant (Claude)Timeline summarizationEmail draftingPipeline analysisNatural language queries

Everything you get with Anthropic

4 powerful features, seamlessly integrated

1

AI Assistant

Chat with Claude directly inside Coeffection. Ask questions about your pipeline, get contact summaries, and request follow-up recommendations.

Lead InboxLive
SM
Sarah Mitchell
properties
NEW
JP
James Park
signups
NEW
LT
Lena Torres
inquiries
2

Timeline Summarization

Claude reads a contact's full activity timeline and produces a concise summary of the relationship history and next best actions.

Schema Discovery
leads12 colstable
active_deals8 colsview
contacts15 colstable
3 sources detected
3

Email Drafting

Generate personalized outreach emails based on contact data, recent activities, and deal stage. Edit before sending.

Connect
Project URL
https://xyz.supabase.co
API Key
eyJhbG...••••••
Connected
4

Pipeline Analysis

Ask natural language questions about your pipeline — deal velocity, at-risk opportunities, forecasting — and get instant answers.

Setup Wizard
1
2
3
4
Entity Type
Lead
Pipeline
Sales Pipeline

Setup in minutes

Bring your own API key — connect and go

  1. 1

    Go to console.anthropic.com and create an Anthropic account.

  2. 2

    Navigate to API Keys and generate a new API key.

  3. 3

    Return to Coeffection, click Connect on this card, and paste your Anthropic API key.

  4. 4

    The AI Assistant will use your key to power Claude-based features.

Bring Your Own API Key

Connect Anthropic using your own account and credentials. No middleman, no markup — you maintain full control and ownership of your integration.

API Key

Paste your API key from the provider dashboard. Keys are encrypted at rest and never leave your tenant.

Your Keys, Your Control

Credentials never leave your tenant. Encrypted at rest with AES-256.

Zero Markup

Pay the provider directly at their published rates. No Coeffection surcharge.

Enterprise Security

SOC 2 compliant credential storage with automatic key rotation support.

Build the CRM that fits your business.

Start a free 14-day trial. No credit card, cancel anytime. Or book a 20-minute walkthrough with our team.