Using Claude with Avochato

Using Claude with Avochato

What you can ask Claude to do

• Look up a contact by name, phone number, email, or company

• Create a new contact

• Update a contact's details (name, email, company, address, notes, custom fields)

• Add or remove tags

• Opt a contact out of texting

• Find conversations by status, assignee, tag, date range, or keyword search

• Count the conversations that match, for "how many" questions

• Read a conversation's message history, including calls and internal notes

• Find messages across all conversations, for example everything that came in yesterday or texts that failed to send

• Add an internal note (visible to your team only, never sent to the contact)

• Change a conversation's status or assignee, or mark it addressed

• Send a one-to-one text message

• Schedule a message for later, or cancel one that's scheduled

• Send a broadcast (mass text) to contacts with one or more tags

• Review the results of a past broadcast (delivered, failed, opted out, replies) and see who replied

• Get an inbox's totals for any time range, the same numbers as the Analytics page: new conversations, messages in and out, opt-outs, calls, and average response time

• See trends by day, week, or month

• Compare teammates' messages and response times (managers and owners, on plans that include team reports)

• List your message templates (saved replies)

• Create a template, or rename or edit one

• Review call history, including missed calls, voicemails, call summaries, and transcripts (if your inbox has transcripts enabled)

• View your drip campaigns and their follow-up steps

• View your inbox's keyword auto-replies and automation settings

• View your AI agent's configuration

• Find out why a contact received an automated message

• List the inboxes you have access to

• List your teammates

Setting up the Avochato connector in Claude

1. In Claude, go to Customize > Connectors.

2. Find Avochato in the Connectors Directory.

3. Click Connect.

4. Sign in with your Avochato account and click Allow.

1. An Owner first adds Avochato for your organization: find Avochato in the Connectors Directory and click Connect for your team. If you aren't an Owner, you'll see a Request button that asks your Owners to add it.

2. Once it's added, each team member goes to Customize > Connectors, finds Avochato, and clicks Connect to sign in with their own Avochato account.

3. Adding the connector doesn't give everyone access automatically. Each person signs in individually, so Claude only ever sees the inboxes and permissions that person's Avochato account already has.

• Free, Pro, Max, or Ultra: go to Customize > Connectors, select Add, then Add custom connector. Enter the name Avochato and the URL, keep the settings Claude detects, click Add, then Connect.

• Team or Enterprise: an Owner goes to Organization settings > Connectors, selects Add, then Custom (choose Web if asked), and enters the same name and URL. Members then connect from Customize > Connectors.

• Claude Code: run the command below, then type /mcp in Claude Code to sign in.

claude mcp add --transport http avochato https://www.avochato.com/mcp

• Read conversations, contacts, teammates, and analytics in your inboxes

• Update conversations and contacts: close, assign, tag, add notes, opt contacts out

• Send text messages and broadcasts from your inboxes, after you confirm each one

• This works the same way across claude.ai, the Claude desktop app, and the Claude mobile apps. Once connected, it's available everywhere you use Claude.

• You can disconnect Avochato at any time from Customize > Connectors. Changing your Avochato password or signing out of all devices also disconnects it.

• Avochato turns the connector on for each organization. If it isn't on for yours yet, Claude will tell you; contact success@avochato.com to request access.

• "Find my conversation with Jane Doe and summarize it."

• "Send a reminder text to everyone tagged 'follow-up'."

• "How many new conversations did we get last week, and what was our average response time?"

• "Which texts failed to send yesterday?"

• "Why did this contact get an automated message this morning?"

Before anything gets sent

What Claude can't do

• Permanently delete contacts, conversations, or messages

• Make bulk edits. Each change applies to one conversation, contact, or template; use the Avochato app for bulk edits

• Bypass your plan's limits or permissions. For example, in private inboxes members only see their own conversations, and inbox-wide analytics, contact lists, and broadcasts are limited to managers and owners, same as in the Avochato app

• Opt a contact back in. A teammate can do that from the Avochato inbox, and contacts who texted STOP need to text in again

• Access inboxes in HIPAA organizations

Good to know

• Claude only sees inboxes and permissions your Avochato account already has access to.

• Actions you take through Claude show up in Avochato under your name, just like using the app directly.

• Sending texts requires a paid Avochato plan, and broadcasts require a plan that includes them. If a feature isn't available on your current plan, Claude will let you know.

Troubleshooting

• "The Avochato AI connector is not turned on for this organization yet." Contact success@avochato.com to request access.

• An inbox is missing. Ask Claude which inboxes it can use. It lists the available ones and tells you how many of your other inboxes aren't available and why, for example because the inbox is disabled or belongs to a HIPAA organization.

• Claude says sending requires a paid plan, or that broadcasting isn't available on your plan. Contact success@avochato.com about your plan.

• Claude says changes and sends are paused because of a negative balance. Pay the outstanding balance in the Avochato billing portal, then try again.

• "Too many requests" or "That request took too long." Wait a few seconds and try again. Narrowing the time range or filters also helps.

• Sign-in fails, or Claude says it can't reach Avochato. Disconnect Avochato in Customize > Connectors and connect again. The approval screen shows which Avochato account you're signed in to, so check that it's the right one.

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