---
title: Using Zeplyn in Claude
description: Ask Claude anything you would ask Zeplyn Agent Nexus, right inside the chat you are already working in!
---
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# Using Zeplyn in Claude
## Ask Claude anything you would ask Zeplyn Agent Nexus, right inside the chat you are already working in!
Once the Zeplyn connector is set up, Claude has the same set of Zeplyn tools that Ask Zeplyn uses. You ask in plain language, Claude decides which Zeplyn tools to call, and it brings the results into your conversation so you can keep working: drafting, comparing, summarizing, or planning from there.
Who can use it
- Users who have the **Zeplyn connector** added in Claude and MCP access enabled on their Zeplyn account.
- Works in the Claude desktop app and in claude.ai in a browser.
What Claude can reach in Zeplyn
- **Meetings and notes.** Find notes by keyword or by how recent they are, open a specific note, and pull the full meeting transcript.
- **Clients.** Look up a client by name or email and pull their profile details.
- **CRM.** Recent CRM notes and open CRM tasks for a client.
- **Calendar.** Upcoming and recent meetings from your connected calendar.
- **Email.** Search your email, read message details, and prepare drafts.
- **Financial planning.** If connected in Zeplyn, eMoney plans and plan details such as cash flow projections, stated financial priorities, and progress toward goals.
- **Your firm's agents.** Agents your firm has published in Agent Studio are available through the connector as well, so a firm-standard brief or letter format works the same way in Claude as it does in Zeplyn.
Before you start
- Start a new chat, open the **+** menu, select **Connectors**, and confirm **Zeplyn** is switched on for that conversation.
- Remember that Claude signs in as you. It returns only what your Zeplyn account can already see.
Getting good answers
1. **Name the client or household.** Claude looks the client up first, so a name or email is the fastest way in. For example: *"Pull the last two meeting notes for the Henderson household."*
2. **Say what you want done, not just what to fetch.** The value is in the work that follows the lookup. For example: *"Read our last three meetings with the Chens and draft an agenda for their annual review."*
3. **Give a time window when it matters.** For example: *"What have we discussed with this client in the last 90 days?"*
4. **Approve the tool calls as Claude requests them,** or set your frequent lookups to Always allow under **Customize \> Connectors \> Zeplyn**.
5. **Keep going in the same chat.** Claude holds the context it already pulled, so follow-ups such as *"now compare that to their stated priorities"* do not need the background restated.
Tips
**Search by client, then narrow.** Searching by a meeting title or a single date can come back empty. Ask for the client's recent notes first, then ask Claude for the specific note or its full transcript.
**Ask Claude to show its work.** Claude names the Zeplyn tool it used for each step. If a result looks incomplete, ask which tools it called and what came back, then re-ask more specifically.
**Be explicit when you want Zeplyn data.** Claude can answer from general knowledge. Naming Zeplyn in the request, for example *"using Zeplyn, pull..."*, keeps it grounded in your firm's records.
**Review before you send.** Treat drafts the way you would treat any first draft: confirm names, figures, and commitments against the source note before anything goes to a client.
Troubleshooting
**Claude answers without using Zeplyn at all.** The connector is probably switched off for that conversation. Open the **+** menu, select **Connectors**, and turn **Zeplyn** on, then ask again.
**"No results" for a meeting you know exists.** Search by client name rather than by meeting title or date, then ask for the specific note or transcript from what comes back.
**Claude asks for approval at every step.** Set the tools you use most to **Always allow** under **Customize \> Connectors \> Zeplyn**.
**A Zeplyn tool returns an error.** Start a fresh chat and try again. If it keeps happening, send your Customer Success contact the request you made and roughly when, so the team can trace it.
**Results look thinner than what you see in Zeplyn.** Claude only sees what your account can see, and only for the time range and client you asked about. Widening the window or naming the client explicitly usually closes the gap.
*For additional questions, please reach out to* support@zeplyn.ai*.*
- [Getting started](https://kb.zeplyn.ai/en-us/zeplyn-help-center/getting-started?hsLang=en-us)
- [Integrations](https://kb.zeplyn.ai/en-us/zeplyn-help-center/integrations?hsLang=en-us)
- [FAQs](https://kb.zeplyn.ai/en-us/zeplyn-help-center/faqs?hsLang=en-us)
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