Before you start
- A RevBridge account, and access to the organization you want to work with.
- Claude — either the desktop app or Claude Code.
No API key needed. You sign in as yourself, and Claude gets the same access you
already have.
Add RevBridge
- Claude Desktop
- Claude Code
1
Open connector settings
In Claude, go to Settings → Connectors and choose to add a custom
connector.
2
Paste the RevBridge address
3
Sign in and approve
A RevBridge sign-in page opens in your browser. Sign in, pick the
organization you want to work with, and approve.
Check that the page says RevBridge and the address is
revbridge.ai before approving.Check it worked
Ask Claude:Try it out
Start with questions that only read data — none of these change anything:If something goes wrong
It says there's no organization
It says there's no organization
Your sign-in wasn’t tied to an organization. Open the RevBridge dashboard,
select the organization, then connect again. If you belong to more than one,
make sure you picked the right one on the approval screen.
Claude sees RevBridge but every request fails
Claude sees RevBridge but every request fails
The organization you approved may not have API access provisioned yet.
Contact support@revbridge.ai and mention which
organization you’re using.
A campaign I own isn't found
A campaign I own isn't found
You’re probably connected to a different organization than the one that owns
it. Ask Claude which organization it’s connected to, then reconnect choosing
the right one.
A send is refused, saying it needs a preview
A send is refused, saying it needs a preview
That’s the safety gate doing its job. Ask Claude to preview the send again —
if the plan changed after the last preview, it needs a fresh one before it
can go out.
The browser sign-in never finishes
The browser sign-in never finishes
A corporate network or VPN may be blocking
revbridge.ai. Removing and
re-adding the connection also clears a stale sign-in. In Claude Code:Next
What you can ask
Example questions for analysis, audiences, and campaigns — plus the guided
growth methods.
