← Ask Nathan in Claude

    Ask Nathan in Claude

    Set up Ask Nathan in Claude

    Everything the connector needs and does, in one place: the setup, every tool, how to disconnect, and what to do if something goes wrong.

    Setup

    Set it up

    The connector answers for a signed-in member of an Ask Nathan workspace, from that team’s graph.

    Before you start. You need an Ask Nathan account. Start free: sign in at asknathan.ai with your work Google or Microsoft account and set up your workspace. Sign in to Ask Nathan →

    The quickest way to add Ask Nathan is from Claude’s connector directory. You can also add it as a custom connector with the URL and the steps below.

    Connect from Claude's directory

    Ask Nathan is listed in Claude's connector directory. Open the listing, connect, then sign in to Ask Nathan and approve.

    Or add it as a custom connector
    Connector URL
    https://mcp.asknathan.ai/mcp
    Add Ask Nathan to Claude

    Added Ask Nathan to Claude with an earlier address? It keeps working. To see the Ask Nathan icon, remove it in Claude's connector settings and add it again with this address.

    Add it in Claude
    1. Settings → Connectors → Add custom connector.
    2. Name: Ask Nathan. URL: the connector URL.
    3. Authentication: Sign in now. OAuth client: Register automatically. No request headers.
    4. Claude opens asknathan.ai/oauth/consent. Sign in and approve.
    5. Tool permissions: Always allow for the read-only tools; keep Request an intro, Merge two records of one person you confirm, Import people you confirm and Interactions: log one you confirm on Needs approval.
    6. In a new Claude chat, switch Ask Nathan on in the tools menu, then ask.

    Works in any Claude chat once connected. Turn it on from the tools menu.

    Open Claude's connector settings

    Your pipeline sheet

    No CRM? Bring your pipeline sheet.

    Connect the Google Sheet you run your pipeline in, read-only. Then ask your own Claude for a warm path next to each deal: who can get you in, Path Confidence, the Why, the next step and where the intro stands.

    Your Claude does any writing
    If your Claude can edit Google Sheets (that depends on your Claude plan and the connections you've added), it writes the columns into your sheet, under your own agreement with Anthropic; if not, it gives you the table to paste.
    Matched by Deal ID
    Ask Nathan's instructions tell Claude to match each row by its Deal ID, add the new columns at the right end, and leave a row alone when it can't match it to exactly one deal.
    You say yes first
    Ask Nathan's instructions tell Claude to show what will change and ask before editing. Anyone who can open the sheet sees the warm-path columns once they are in it.
    Try it

    In Claude on the web or desktop, pick Fill my sheet's warm-path columns under Ask Nathan in the + menu, or just say:

    Fill my pipeline sheet with Ask Nathan.

    Already run your pipeline in a sheet?

    The Optimize prompt asks your Claude to reshape your sheet into one of Ask Nathan's formats. If your Claude can edit Google Sheets (that depends on your Claude plan and the connections you've added), it makes the changes after you say yes; if not, it lists them for you. The prompt tells Claude to show the plan first and never delete or overwrite your columns or values.

    The Optimize prompt

    Optimize my Google Sheet for Ask Nathan's Founder-led pipeline format. Call Ask Nathan's sheet_blueprint with format "a", read my sheet, and propose how my columns map into it: which of my columns match, which columns you would add, and anything you can't map. Show me the plan and ask before editing. Never delete or overwrite my columns or values, and never delete a row: one that ends gets a closing Stage instead. Add missing columns at the right end. Rename or reorder a column, or add a tab, only if I say yes. If Ask Nathan already syncs this sheet, tell me before renaming or moving a column: Ask Nathan follows a moved column, but renaming one it reads can pause that tab until I confirm the columns again on Ask Nathan's Connect page, and a new Deal ID column, once I map it there, makes Ask Nathan read my deals as new ones. Apply the dropdowns, formatting and frozen header row; where a column already has values outside a dropdown, keep them and tell me which rows. In the Pipeline tab, give each row without a Deal ID one in its Deal ID column, once, continuing from the highest Deal ID in that tab (S-001, S-002, …). Never renumber or reuse an ID, and type IDs as values, never as a formula. If rows may have been deleted, ask me which number to start from. Leave the Ask Nathan columns empty for now. Finish with what you changed and what you couldn't map.

    Or start from a template

    Every tool

    What Claude can do with Ask Nathan

    Sixteen tools. Twelve only read. Four change your team’s data, and each of those asks for your confirmation first.

    Read (13)

    • Find warm pathsWho on your team can get you into an account, a person or a kind of person, with Path Confidence for each path.Read
    • Explain a pathOne path’s Path Confidence and band, the Why, the next step and the kinds of evidence behind it.Read
    • People and paths at a companyThe people your team’s graph holds at one company, and the warm paths into them.Read
    • Coverage for a target listChecks a list of companies: which ones your team has paths into, how many, and the strongest connector.Read
    • Evidence between two peopleThe kinds of evidence between two people, how many of each and when each was last seen.Read
    • Paths for a dealThe warm paths into one deal, your own first, then your team’s, strongest first.Read
    • Search peopleFinds people in your team’s graph by name or title, where each one works and how many paths lead to them.Read
    • Events: prep for an eventFor each person you want to meet at an event: your own relationship, a teammate’s warm path, a company you can reach, or cold.Read
    • Accounts you can walk intoCompanies with no open deal where you have a senior relationship, or a close one, of your own.Read
    • Walk my pipeline: the warmest path for each open dealThe warmest path into each open deal, as a table ready for your pipeline sheet.Read
    • Sheet formats: a blueprint for optimizing your sheetThe tabs and columns of one of Ask Nathan’s sheet formats, for shaping your own pipeline sheet.Read
    • How strong is my own relationship with someoneHow strong your own relationship with one person is, before you ask for or offer an intro.Read
    • What you sell: context from your documentsPassages from your and your team’s documents about what you sell, with sources, so Claude can say why an account may care. Never about people.Read

    Changes data (4)

    • Request an introDrafts the intro request for a path and emails it to your teammate, the connector. The target hears nothing until your teammate forwards it.Changes data · asks you first
    • Merge two records of one person you confirmMerges two records of the same person so their evidence and paths count once. Nothing is deleted, and a merge can be undone.Changes data · asks you first
    • Import people you confirmImports people from a list you give Claude, after a preview you confirm. It can update a person’s title and company.Changes data · asks you first
    • Interactions: log one you confirmLogs a call, meeting or coffee you confirm: who, when, the channel and any follow-up you promised. Never the transcript.Changes data · asks you first

    Disconnect

    Disconnect or revoke access

    In Claude
    Settings → Connectors → Ask Nathan → Disconnect or Remove. Claude can then no longer use Ask Nathan in your chats.
    In Ask Nathan
    Sign out from the account menu to end your session in the app. Ask Nathan doesn’t yet have a screen for revoking Claude’s access on its side: email support@asknathan.ai from your work address and our team will revoke it.
    What stays
    Disconnecting doesn’t delete your workspace. People you imported and interactions you logged stay in Ask Nathan.

    Troubleshooting

    If something goes wrong

    Claude keeps asking you to sign in
    Finish signing in on the asknathan.ai page Claude opens, with the Google or Microsoft account your workspace uses, and approve. If the page says Ask Nathan can’t find the connection request, go back to Claude and connect again. If it still loops, remove the connector in Claude, add it again and sign in once more.
    “Ask Nathan can’t see a workspace for this account yet”
    The account you signed in with has no Ask Nathan workspace. Sign in at asknathan.ai, set up your workspace or open your team’s invite link, then ask again.
    “Ask Nathan needs a minute”
    Each member can make 60 tool calls every 10 minutes. Intro requests are limited to 10 an hour, and imports have their own allowance of 120 calls every 10 minutes. Wait a few minutes and ask again.
    too_large: the answer is too long
    The answer was longer than Claude can read in one go (about 140,000 characters). Ask for less at once: fewer companies or people, a smaller limit, or the next page. If you asked for a change, it went through; check the app to see it.
    timeout: Ask Nathan took too long
    Ask Nathan couldn’t finish within its time for one call (a little over two minutes). Try again in a minute, and ask for fewer results. If you asked for a change, check the app first, because it may have gone through.
    You belong to more than one workspace
    Claude asks “Which team?” and lists your workspaces by name. Say which one in your ask, and Ask Nathan answers from that team’s graph.

    Support

    Something else, or still stuck? Email us and our team will help. support@asknathan.ai

    Data and Anthropic

    Does Ask Nathan send data from Google or Microsoft to Anthropic?

    No. Ask Nathan does not send data from Google or Microsoft to Anthropic, and sends no person’s name to it from any source, with three exceptions: text in the Own the Stack webinar chat, when a webinar attendee types a question there to the Ask Nathan assistant; a question a member types into the Ask bar when Ask Nathan can’t fully read it on its own (the whole question is sent); and the words of a category or role a member searches for, with the job titles of people at the companies it checks. In each, Ask Nathan removes the email addresses, telephone numbers, links and names it recognizes before the text is sent, but a name it doesn’t recognize can remain. Ask Nathan also sends Anthropic a company’s name, website and the job titles of people there (with the same removals), to suggest its industry, type, size and region and to check whether a company or a job title fits what you search for, only for companies that did not come from Google or Microsoft. Ask Nathan’s explanations for calendar-backed paths are written by a fixed template; for other paths, Claude sees role placeholders such as “the connector” and Ask Nathan adds the names afterwards. If a member connects their own Claude through the Claude connector, that Claude reads Ask Nathan’s answers, which can include facts derived from calendars or your Google Sheets, under the member’s own agreement with Anthropic.

    How we use your data →