How do I connect CrossBeam to Claude?
Quick answer: Go to Settings, find AI Connectors, and copy the Server URL. In Claude, go to Customize → Connectors, click + → Add custom connector, name it CrossBeam, paste the URL, and sign in with your CrossBeam account.
Steps
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Open Settings and scroll to AI Connectors (or click AI Connectors in the settings menu). Claude is selected under Setup.
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Click the copy button next to the Server URL.
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In Claude, go to Customize → Connectors.
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Click + → Add custom connector.
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Name it CrossBeam and paste the URL.
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Sign in with your CrossBeam account when prompted.
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Tip from the settings card: in your first conversation, ask Claude "Call crossbeam_guide and save it as a skill."
What you can do with it
- Ask Claude to list your projects and summarize your latest pre-check.
- Pull findings, sheet notes, or a corrections letter from a project into a conversation.
- Have Claude build a spreadsheet, write a memo, or sort findings by trade.
Limits
- The connector reads your CrossBeam results. It can't start a new review or change findings.
- It signs in as one CrossBeam account. To use a second account, connect it in a separate Claude profile.