Connect Reel Rate to Claude and stop digging for your own numbers. Clients, pipeline, rate cards, tracked time, real margins. Ask in plain English, get a real answer. Claude can even draft the proposal while you're still talking about the job.
Click the URL to select it, then copy. Paste it into Claude once and it stays connected. Takes about two minutes. Requires Reel Rate Pro.
Not because you didn't care. Because pulling the numbers took twenty minutes and the moment passed. Now it takes one sentence.
“Which client actually made me the most money last year, after costs?”
Profitability, per client
“Hatch sent their intake back. Draft me a three-tier proposal off my rate card.”
Intake + rates → draft proposal
“What's sitting in my pipeline, and what's it worth if half of it closes?”
Weighted pipeline value
“Who owes me money right now, and how late are they?”
Outstanding and overdue
“Here are my notes from the call. File them under Northlight and pull out the action items.”
Meeting note, written back
“Am I charging enough for editing compared to what it actually takes me?”
Rate card vs. tracked hours
You'll do this on a computer, not your phone. Custom connectors get added from claude.ai in a browser. Once it's connected it works everywhere you use Claude, including your phone.
Open Reel Rate, go to Settings, then Subscription. Connected AI is a Pro feature and the server checks every request, not just the first one.
Go to claude.ai in a desktop browser. Settings, then Connectors, then Add custom connector.
Enter https://mcp.reelrate.io/mcp and add it. Name it Reel Rate.
Claude sends you to a Reel Rate sign-in page. Use the same email you use in the app. Approve it and you're done.
The connection starts read-only. Want Claude adding notes, quotes, proposals, and deals? Flip it on in the app under Settings, Connected AI, Allow AI to add records. Flip it off whenever you want.
Not a Claude user? Reel Rate runs on the Model Context Protocol, the open standard for connecting AI assistants to real data. Any MCP client can use the same URL. The connection screen just lives somewhere else.
Most integrations tell you what they can do. Here's the list of what this one can't. These limits live on the server, not in the instructions. They hold even if you ask nicely.
· Clients and full CRM detail
· Sales pipeline, stages, weighted value
· Active projects and deliverables
· Invoices, outstanding and overdue
· Expenses and per-client profitability
· Retainers and live MRR
· Your rate cards, your price sheet
· Tracked time and earnings
· Client intake forms and their answers
· Meeting notes, shoots, next moves, testimonials
· Tax bookkeeping and quarterly payments
+ A note on a client's activity
+ A meeting note with action items
+ A draft quote in your Vault
+ A draft tiered proposal
+ A deal on your pipeline board
+ A stage move between Lead, Quoted, and Proposal Out
+ Revisions to drafts. Nothing here ever gets sent.
× Send anything to a client
× Delete anything, ever
× Mark a deal Won or Lost
× Touch a quote you've accepted
× Touch a proposal you've sent
× Edit an invoice or a contract
× Take a payment or issue a refund
× See another Reel Rate user's data
Worth understanding before you connect anything to your money.
Every request runs on your own signed-in session. The server holds no master credential and has no back door. It can't reach a record your own account can't reach.
Access rules live on the database itself, not in the connector code. A bug in the connector still can't hand your rows to somebody else.
Each request gets recorded against your account with the tool used and the result. There's always a record of what was asked and what came back.
Reading requires Pro. Writing requires Pro plus the opt-in you control in the app. Turn writes off and it takes effect immediately, on the server, mid-conversation.
Reel Rate sends your data to the assistant you connected, at the moment you ask, to answer your question. That's it.
Remove the connector in Claude and access ends. Your Reel Rate data stays exactly where it was.
Custom connectors require a paid Claude plan. That's between you and Anthropic. Reel Rate doesn't charge extra for the connection beyond Pro.
No. You add the connector from a browser on a computer. After that it works in the Claude mobile app too. Same account, same connection.
It's reading your real records, so the numbers are your numbers. But an assistant can still misread a question or draw the wrong conclusion. Treat drafts as drafts. Everything it writes lands somewhere you review before it goes anywhere. That's exactly why it can't send.
Yes. It lands in your Proposal Vault marked draft after your next sync. Open it, tweak it, send it from the app like anything else.
Not by Reel Rate. Whether your assistant provider trains on your conversations depends on their policy and your settings. Worth checking on their end if it matters to you.
Disconnect and reconnect first. An expired session causes most of it. Still stuck? Email hello@reelrate.io with what you asked and what came back.
Then every question about your business has a one-sentence answer.
Get Reel Rate ProRequires Reel Rate Pro. Works with Claude and any MCP-capable assistant.