Features by connector
Pick a connector to see exactly what Claude can read and write — and filter by plan tier to see which capabilities are included in Solo or unlock at Team+. Every tool is a slice of real work you can hand off in plain English and review before it lands in the system of record.
Your CRM + project pipeline, on call to Claude
Cohesive360 exposes your C360 Business Suite tenant to Claude through 103 purpose-built tools across 9 capability areas. CRM contacts and companies, project + task CRUD, tenant schema discovery, segmentation (Worlds + Circles), Office suite (Proposals + Contracts), Forms + Automation (full CRUD), and portal-only dashboard views. Covers both the API surface AND the portal-rendered data the REST endpoints don't expose.
CRM, project pipeline, segmentation — one connector
Contacts, companies, projects, dashboard, Worlds and Circles all answer to plain English. Claude can pull a contact's full project history or push a quick segmentation change without you leaving chat.
Tenant-isolated by design
Every read and write is scoped to your tenant by the API key. Multi-tenant operators (consultancies, fractional ops teams) connect each tenant separately so accounts, projects, and Worlds never bleed across.
Schema-aware writes
Before writing custom fields, Claude reads the tenant's schema (allowed industries, picklist values, field UUIDs). Prevents the 'writes succeeded but the value isn't there' failure mode that comes from guessing field shapes.
Plan tiers gate capability areas, not API access scope. For pricing, see the Pricing page.
Capabilities
6 workflow areas in Solo plan. Click any capability to expand its “what you can ask” examples and the underlying tool names. Use the sidebar to jump.
List, search, look up, create, and update contacts in the firm's CRM — including custom fields, tags, Worlds membership, and marketing subscription state.
List, search, look up, create, and update contacts in the firm's CRM — including custom fields, tags, Worlds membership, and marketing subscription state.
What you can ask Claude
- “List my 25 most recently added contacts”
- “Find the contact for jane@acme.com”
- “Create a new lead: Tom Reed, tom@example.com, sales role”
- “Tag this contact 'newsletter-q2' and add him to the Founders circle”
- “Update Maria Lopez's phone number and put her in the Worlds 'Active Clients' segment”
Underlying tools (8)
list_contactssearch_contactsget_contactcreate_contactupdate_contactsubscribe_to_marketingcreate_followupget_entity_overviewAccount-level CRM — list, fetch, create, and update companies with custom fields (Crunchbase, industry, social URLs).
Account-level CRM — list, fetch, create, and update companies with custom fields (Crunchbase, industry, social URLs).
What you can ask Claude
- “Show me our top accounts”
- “Get full detail on Acme Corp”
- “Create a new prospect account for Initech with website + LinkedIn”
- “Update Acme's industry to FinTech and add their Crunchbase URL”
Underlying tools (4)
list_companiesget_companycreate_companyupdate_companyFind, view, and update projects — the engagement/matter primitive in C360. 1.63.0 added full project + task CRUD for the portal surface (create_project_web, update_project_web, delete/archive/duplicate).
Find, view, and update projects — the engagement/matter primitive in C360. 1.63.0 added full project + task CRUD for the portal surface (create_project_web, update_project_web, delete/archive/duplicate).
What you can ask Claude
- “List all open projects”
- “Find the 'Q3 Litigation Support' project”
- “What's the most recent project I created”
- “Update the Smith engagement: push end date to Aug 15, status to In Review”
- “Create a new project named 'Onboarding Lopez' attached to Demo client”
Underlying tools (12)
list_projectssearch_projectsget_projectget_recent_projectupdate_projectcreate_project_webdiagnose_create_project_webupdate_project_webdelete_project_webarchive_project_webduplicate_project_webcreate_project_note1.63.0 added portal-driven task CRUD: list_my_tasks, list_all_tasks, plus create_task_web (validated live), update_task_web, complete_task_web, delete_task_web, duplicate_task_web.
1.63.0 added portal-driven task CRUD: list_my_tasks, list_all_tasks, plus create_task_web (validated live), update_task_web, complete_task_web, delete_task_web, duplicate_task_web.
What you can ask Claude
- “What's on my task list this morning”
- “Create a task on the Acme project: 'Send proposal' due Friday”
- “Mark task 6433008 complete”
- “Reassign yesterday's intake task to Sarah”
Underlying tools (8)
list_my_taskslist_all_taskslist_project_taskscreate_task_webupdate_task_webcomplete_task_webdelete_task_webduplicate_task_webInspect the tenant's custom-field schemas for contacts, companies, and projects so writes use the right field UUIDs and allowed values. Claude calls these read-meta tools automatically before any update.
Inspect the tenant's custom-field schemas for contacts, companies, and projects so writes use the right field UUIDs and allowed values. Claude calls these read-meta tools automatically before any update.
What you can ask Claude
- “What custom fields can I set on a contact”
- “Before I update Acme, what are the allowed industry values on companies”
- “Show me the project custom-field schema”
- “List the firm's custom fields admin schema”
Underlying tools (4)
get_contact_metaget_company_metaget_project_metalist_custom_fieldsRead the tenant's segmentation primitives — Worlds (the Power-up tag taxonomy), Circles (groupings of contacts/companies/projects), marketing lists, and campaign templates. Useful for cohort-style queries.
Read the tenant's segmentation primitives — Worlds (the Power-up tag taxonomy), Circles (groupings of contacts/companies/projects), marketing lists, and campaign templates. Useful for cohort-style queries.
What you can ask Claude
- “List the Worlds set up in our tenant”
- “What circles are configured”
- “Who's in the 'Beta Program' circle”
- “List our marketing lists”
- “Show me campaign templates we have”
Underlying tools (8)
list_worldslist_circles_weblist_circle_memberslist_marketing_listslist_marketing_list_memberslist_marketing_campaignslist_campaign_templatesset_marketing_subscriptionLimits and roadmap
What the C360 Business Suiteconnector can't do today, and why. We update this when things change.
Not in the vendor's API
Capabilities the vendor handles through admin UI or internal endpoints rather than the documented public API.
- Worlds / Circle administration. Creating new Worlds, editing the Power-up taxonomy, and changing circle membership policies are admin-only in C360. We read the segments and members but don't modify the taxonomy.
- Marketing campaign sends. Subscribing a contact to marketing is supported; triggering a campaign send is not. Use C360's Campaigns workflow for the actual send.
On the roadmap
Technically possible but not yet prioritised. Email product@cohesive360.com if any of these would change your decision to roll out.
- Office billing (invoices, payments, gateways). Invoices, Estimates, Expenses, Subscriptions, and Payments are SPA-only in C360 today (`?ajax=X-grid` returns HTML). Surface awaits AJAX-endpoint discovery — folded into a future ship.
- CRM Follow-Ups, Deals; LMS Products/Courses; Inbox; Workspaces. These remain SPA-only on the C360 portal. Tools land when we capture the XHR shape from DevTools.
- Custom-report execution. Per-tenant custom reports need careful UX before chat exposure. Use C360's reports surface.
Safeguards built into the connector
Defensive behaviours we put in the client because the underlying systems don't.
Per-tenant credential isolation
API key + portal-session credentials are stored per-user, per-tenant, AES-256-GCM-encrypted, master key in Azure Key Vault. Multi-tenant operators can connect more than one C360 tenant and switch between them; credentials never bleed across.
Two-credential model — different blast radius
The API key authorises structured CRM reads/writes. The portal session unlocks dashboard + project-task views the REST API doesn't expose. Rotating either invalidates only that surface, not both.
Schema-aware before-write
Custom-field writes (industry, picklist values, project status) verify against the tenant's schema first. Bad picklist values fail loudly with the allowed-values list, not silently no-op.
Web-session auto-renewal
When the cached portal session expires or C360 invalidates it, the connector re-logs once and retries the request transparently. After two failed renewals in a row the connector stops trying and surfaces the error so credentials can be checked.
Write-with-review on segmentation + marketing
Adding a contact to a marketing audience or a Worlds segment changes who gets ongoing outreach — Claude drafts these as previewable changes you confirm before they commit.
What C360 Business Suite via Cohesive360 is not
Honest boundaries — what Claude through this connector cannot guarantee.
Cohesive360 is a facilitation channel between Claude (Anthropic) and your C360 Business Suitetenant. Claude's responses are Anthropic's output; the underlying data is the vendor's system of record. We transport requests and responses; we do not generate, review, or validate Claude's output, and we do not operate the vendor's API.
Claude can be wrong. It can misread a record, misinterpret a date, draft against the wrong matter, or summarise incorrectly. Treat every draft as a draft — review it before you accept it, particularly anything that affects a deadline, a client communication, or a matter already in motion.
The vendor can be unavailable. The API can rate-limit, return errors, or reject requests for reasons specific to your tenant configuration. When that happens, Claude will tell you — but we have no control over when or why the vendor refuses a call.