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You have a question that lives across a dozen conversations — what a prospect keeps hesitating on, who mentioned budget season, where a deal actually stands. The answer is in your data; finding it means re-reading everything. Connect Claude to Klipy and it answers from your own conversations, with citations back to the source.

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Example prompt

Copy this into Claude once it is connected to Klipy:

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What happens

1

Claude searches your interactions

Claude calls search_interactions to run a semantic search over your email, meeting, and social interactions, and get_record_timeline or search_crm_records to pull the relevant records — then reasons over what it finds.
2

Or it asks Klipy directly

For a synthesized answer, Claude calls ask_klipy, which retrieves the relevant interactions and produces one grounded answer with citations back to the source — a single read-only pass, no writes.
3

You get a grounded answer

The answer names the pattern and points to the interactions it came from, so you can verify it against the real conversations.
This is read-only — Claude reads and reasons, nothing is drafted or sent, so it consumes no tokens.

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Good to know

  • It searches your own Klipy data, not the internet. ask_klipy is grounded question-answering over your organization’s own interactions — email, meetings, and social threads. It does no web research and looks at no competitor’s site. The answer comes entirely from conversations already in Klipy.
  • No writes, no multi-step loop. ask_klipy is one retrieval-and-synthesis pass. It reads your interactions and answers — it does not take actions, edit records, or chain tool calls.
  • Answers are strongest over email and meeting content. Semantic search is richest across your email and recorded-meeting text. Deep recall of every line of an informal chat is thinner, so lean on it most for email- and meeting-heavy questions.

Pre-call research

Turn a question into a full pre-call account brief.

Pipeline forecast

Ask the numbers question — a weighted view of your open deals.

Tool reference

Every tool Claude can call, grouped by scope.
Last modified on July 30, 2026