How do I connect CrossBeam to Claude?
Quick answer: Go to Settings, find Claude Integration, copy the MCP server URL, and add it as a Connector in Claude. After that, you can ask Claude to pull your CrossBeam findings, pre-check reports, and corrections letters directly into a conversation.
The MCP URL
https://crossbeam-mcp.old-cherry-b095.workers.dev/mcp
(The same URL is shown on the Settings page — copy it from there to be safe.)
Setup in Claude
- Open Claude's Customize → Connectors.
- Add a new connector.
- Paste the MCP server URL.
- Authenticate when prompted — CrossBeam uses OAuth, so you sign in with the same account you use on the site.
- Done. Ask Claude "what are my completed plan reviews?" to verify.
What you can do with it
- Ask Claude to summarize your latest pre-check.
- Pull findings from a specific project into a conversation.
- Cross-reference a corrections letter against the AI's response.
- Run deeper analysis — have Claude build a spreadsheet, write a memo, or re-organize findings by trade.
Limits
- Read-only. Claude can pull your data; it can't start new reviews or edit findings via MCP yet.
- One account per Claude connector. If you have two CrossBeam accounts (e.g., personal + firm), add the connector twice in different Claude profiles.