account settings

How do I connect CrossBeam to Claude as a reviewer?

Where: Open Settings → Claude Integration and follow the setup steps

How do I connect CrossBeam to Claude as a reviewer?

Quick answer: Go to Settings, find Claude Integration, copy the MCP server URL, and add it as a Connector in Claude. Once connected, Claude can read your queue, individual submittals, findings, and issued corrections letters — useful for building reports, cross-referencing, or drafting memos.

The MCP URL

https://crossbeam-mcp.old-cherry-b095.workers.dev/mcp

(The same URL is shown on the Settings page — copy from there to avoid typos.)

Setup in Claude

  1. Open Claude's Customize → Connectors.
  2. Add a new connector.
  3. Paste the MCP server URL.
  4. Authenticate when prompted — CrossBeam uses OAuth, so you sign in with the same city email you use on CrossBeam.
  5. Ask Claude "what's in my Team queue?" to verify.

What reviewers can do with it

  • Pull a submittal's findings into a conversation for deeper analysis.
  • Generate a weekly throughput report from your queue.
  • Draft a memo to a supervisor that cross-references multiple issued letters.
  • Ask "which submittals in my queue cite CBC Section 705.8?" and let Claude search across your corpus.

Limits

  • Read-only today. Claude can read your CrossBeam data; it can't Accept, Reject, Modify findings, or Finalize letters via MCP yet.
  • Department-scoped. You only see submittals your account can see in the UI.
  • One account per connector. If you have two orgs, add the connector twice in different Claude profiles.

Related

Related