Connect Claude to Joby CRM
Ask Claude about your Joby data in plain language: today's leads, open estimates, unpaid invoices, this week's schedule, a customer's history. Read only, or read and make changes: you choose when you connect. One company per connection, owners and admins on Pro and Enterprise.
You'll need Owner or Admin access for this.
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What it does
Connecting Claude lets you ask questions about your Joby data in plain language: today's leads, open estimates, unpaid invoices, this week's schedule, a customer's history. Claude reads your live Joby account and answers.
Once connected, Claude can look up:
- Leads and their full timeline of calls, texts, emails and notes
- Customers and contact details, with search by name, phone or email
- Appointments and the schedule for any day or week
- Tasks
- Estimates and invoices, including line items, plus recorded payments
- Reference data: job types, lead statuses, service areas, team members, estimate templates and custom fields
Try asking
"What leads came in this week and which ones still have no appointment?" · "Show me the full history for the customer with phone 555-701-0003." · "Which estimates over $1,000 are still open?" · "Who is on the schedule tomorrow?" · "List invoices that are unpaid or partially paid."
Read and make changes
When you connect, you choose Read only or Read and make changes. With changes, Claude can also, as you:
- Create a New Lead, edit a lead's details, change its Status and Sub Status, and reschedule it
- Assign a Field Worker to a lead (it is not sent to them until someone sends it from Joby)
- Create and edit clients
- Create Task, Edit Task and mark tasks Completed; the assignee gets the usual notification
- Add Comment on a lead's Comments tab
Each change goes through the same path as the same change made in Joby: it shows under your name, follows the same rules (for example, Done needs an assigned Field Worker) and runs your automations. Claude is told to confirm each change with you first, and a connection can make at most 20 changes a minute. Every change is recorded. To switch between read only and changes, disconnect and connect again.
Try asking
"Reschedule lead 1042 to Friday at 9am." · "Assign Mike to the Hinds job." · "Mark lead 1042 Canceled, customer found another company." · "Create a task for Jun to call the customer tomorrow at 10am." · "Add a comment to that lead: customer prefers morning visits."
What it cannot do
No deletes, no messages, no money
With Read only, Claude cannot create or change anything. Even with changes, Claude cannot delete anything, cannot text or email customers directly, cannot send leads, estimates or invoices, cannot take or refund payments, cannot change amounts or commissions, and cannot change settings or automations. Those still happen in Joby, by you. Your own automations do run on changes, exactly as they do in the app.
Who can connect
Company owners and admins on the Pro or Enterprise plan. Each connection is tied to one company; if you belong to several, you choose which one on the consent screen. Starter plans are not included at launch.
Connect (Claude web, desktop or mobile)
- In Claude, open Settings›Connectors, find Joby CRM in the directory and click Connect.
- Sign in to Joby with your usual email and password (or Google/Apple).
- On the Connect Claude to Joby screen, pick the company, then choose Read only or Read and make changes, and click Allow.
- Back in Claude, ask a question. Try: "What leads came in this week without an appointment?"
One company per connection
Connecting again and choosing a different company replaces the previous connection; the earlier one stops working immediately.
Disconnect
In Joby, open Settings›Developer Reference›Connected assistants and click Disconnect. You can also remove the connector in Claude's settings. Either one stops access immediately.
Privacy
Only what the question needs
Claude only receives the data needed to answer the question you asked, through Joby's own API. Every request is logged in Joby with the user, company and time. Joby does not receive your Claude conversations. See the Privacy Policy, section 10, for the full wording.
Troubleshooting
- "Only owners and admins can connect an assistant": ask a company owner to connect, or to make you an admin.
- "This request was already approved" or "expired": go back to Claude and click Connect again.
- Nothing happens after signing in: make sure you are signing in as an owner or admin of a Pro or Enterprise company.
- Claude says it can't make changes: the connection is read only. Disconnect, connect again and choose Read and make changes. If that option is greyed out, changes are switched off for your company; contact info@joby.io.
- Still stuck: email info@joby.io with the company name and the time you tried.