Claude isn't a feature you turn on. It's how EvoMerge runs.
Every account below is the same one Claude reads and writes to — ask a question, look something up, log what just happened, or hand off a record to another business, all in plain English, all with you approving anything that actually changes your data.
A chat panel for quick questions. A full connector for real work.
Both talk to the exact same data through the exact same rules — the difference is where you're standing when you ask.
The Embedded Assistant
A chat panel built into EvoMerge itself — open it from any page, ask what's on your plate today, and it searches your companies, contacts, deals, activities, events, and tasks to answer. Ask it to log a call, create a task, or update a deal's stage and it drafts the change and waits for you to confirm before anything actually happens.
The Full Claude Connector
EvoMerge also ships a production Model Context Protocol (MCP) connector — connect it once from Claude Desktop, Claude Code, or claude.ai, and any conversation with Claude can read and act on your real EvoMerge data, no laptop or login required. It's the same secure, OAuth-gated bridge this platform runs in its own production system.
It looks things up on its own. It never changes anything without you.
The same guardrail runs through both entry points — reading is free rein, writing always stops for a person first.
Answers From Real Data
Every answer comes from an actual lookup against your own records — never a guess, never made up, and never another tenant's data.
Confirm Before Anything Happens
A proposed activity, task, deal, contact, or event shows up as a card to approve or decline — nothing is created or changed until you say so.
On the Record, Every Time
Anything Claude creates is stamped as its own author in your history — you can always tell an AI-driven update from a human one.
Record a voice note on your way out the door and Claude reads the transcript next time you're connected, works out what it's actually asking for, and proposes the activity or task — same confirm step, zero typing.
Pay only for what you actually use — nothing else
There's no AI tier, no seat add-on, and no monthly fee bundled into your plan. It runs on a balance you control directly.
Fund Any Amount
Add whatever you want, whenever you want — no fixed tiers, no minimum commitment beyond a small floor to keep a card transaction worth processing.
Metered in Real Time
Every message draws down your balance by exactly what it cost to run — priced transparently, not padded into a flat monthly number.
Stops Itself, No Cancellation Needed
There's no subscription to cancel — once the balance runs out, the assistant simply stops responding until you add more. Nothing auto-renews.
Share a record or hand off a task — without opening up your whole CRM
Two businesses running EvoMerge can link accounts and collaborate directly through Claude, entirely opt-in on both sides.
Share a Company or Contact
Propose a specific record to a linked business and only the safe, relevant fields copy over — never your internal notes, pipeline data, or account ownership.
Hand Off a Task or a Message
Propose a task to a linked business, or just send a message — accepted work lands as a real task on their side, attributed back to where it came from.
Nothing shares automatically. Every link, every proposal, and every accept is a deliberate step you can see and revoke at any time.
Pair it with the tools you already run
EvoMerge's connector is one of many Claude can use at once — add these directly in Claude's own settings (no relationship to your EvoMerge account required) and the same conversation can reach across everything at once. Here are ten worth starting with.
Gmail
Draft or send an email from the same conversation where you just looked up the deal.
Google Calendar
Check real availability and schedule around what's already on your team's calendar.
Google Drive
Pull in a proposal, contract, or spec Claude needs to reference while it works.
Slack
Post a summary or nudge a teammate the moment something in EvoMerge changes.
Notion
Reference internal docs, playbooks, or meeting notes without leaving the conversation.
GitHub
For technical teams, tie a client engagement to the actual repository and issues behind it.
Linear
Keep engineering work synced with the account and deal it's actually tied to.
Microsoft Teams & SharePoint
The same idea for a Microsoft 365 shop, without switching ecosystems.
QuickBooks
Hand your books to Claude so your accountant works from the same numbers you do.
Zapier
A bridge to thousands of other apps you already use, reachable from the same conversation.
See it running on your own data
A direct conversation about what the AI Assistant and MCP connector would actually look like for your business.