SS&C's Black Diamond MCP Server: The Door Nobody Approved Yet
SS&C's Black Diamond now ships an MCP server for wealth data — here's the books-and-records checklist RIA COOs and CCOs need before they approve it.
AI & Claude for CRM · Topic
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Claude Cowork Admin Update: Web Browsing, MCP, Artifacts
Claude's built-in web browsing is on by default in Cowork. See what Vantage Point recommends admins review now for MCP, Artifacts, and Slack access.
Claude Computer Use Goes GA: 'No API' Is No Longer a Wall
Anthropic took Claude computer use, browser use, the Skills API, and the Files API to GA — with HIPAA eligibility under a BAA for regulated teams.
Claude Document & E-Signature Connectors: Docusign to Box
Learn how Claude connects to Docusign, PandaDoc, Box, and other document and e-signature platforms, what governance it needs, and how to start safely.
Claude Product Analytics Connectors: Mixpanel, Amplitude & PostHog
Connects Claude to Mixpanel, Amplitude, and PostHog for funnel, retention, and product usage analysis in plain language.
Claude Customer Support Connectors: Intercom, Pylon & Dovetail
Connect Claude to Intercom, Pylon, Unthread, Lorikeet, Zoho Desk, Enterpret, and Dovetail for ticket triage and voice-of-customer insight.
Claude Sales Engagement Connectors: Outreach, Salesloft & Highspot
Connect Claude to Outreach, Salesloft, Highspot, and Gainsight for governed pipeline review, sequence audits, and deal coaching prep.
Claude Marketing Connectors: Klaviyo, Mailchimp & ActiveCampaign
Connect Claude to Klaviyo, Mailchimp, and ActiveCampaign to analyze campaigns, draft segments, and speed up marketing reporting safely.
Claude Knowledge Connectors: Slack, Notion & Glean Guide
Connect Claude to Slack, Notion, and Glean to search institutional knowledge safely, with the right scoping and governance in place.
Claude Tag in Slack: Admin Setup and Migration Guide
Learn how to set up Claude Tag in Slack, migrate from the legacy integration, control access and spend, and verify Anthropic's August 3 timeline.
Claude SEO & AEO Connectors: Ahrefs, Semrush & Similarweb
Connect Claude to SEO and AEO tools like Ahrefs, Semrush, and Similarweb. Learn how the connectors work, what data they need, and how to start safely.
Wiring Salesforce to Claude via MCP: Field Lessons
Salesforce Hosted MCP can connect Claude to your CRM, but OAuth success isn't authorization. Field lessons on de-risking CRM-to-LLM wiring safely.
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