How to use Cognizy with Claude

1. 1
   Step 1:

   On claude.ai, open Settings › Connectors and add a custom connector with the Cognizy URL. Then click Connect.

   

2. 2
   Step 2:

   Cognizy opens the Connect Claude to Cognizy? screen. Check that the return goes to claude.ai and choose the Company that Claude will use.

   

3. 3
   Step 3:

   Under What the app can do, click Read-only and enable Create and edit only where Claude will make changes, like Tasks. Messages to customers always wait for your approval. The fewer permissions, the safer.

   

4. 4
   Step 4:

   Click Allow. You'll return to claude.ai, with Cognizy connected.

   

5. 5
   Step 5:

   Now just ask in English, on claude.ai or Claude Desktop. Claude picks the right Cognizy tools, asks for permission to use them, and replies with your company's data.

   

6. 6
   Step 6:

   Under Settings › Integrations › API and webhooks, the Connected apps tab shows Claude, who connected it, its permissions, and last use. Disconnect cuts off access immediately.

   

7. 7
   Step 7:

   Anything that talks to the customer (sending a message, booking or canceling an appointment, launching a campaign) doesn't go out right away: it goes to AI Approvals, on this same screen, under To Review. Check it and approve or decline.

   

8. 8
   Step 8:

   Using Claude Code? It connects with the same login, through a single command. On Cursor, Codex, or with the local server, the connection uses an API key: see the MCP guide.

   

If something goes wrong