Groundwork for Claude
Connector guide · Last updated November 13, 2026
Connect Groundwork to Claude and ask about your accounts, buildings, leases and deals in plain English. Claude can also log calls and notes, add tasks and update records for you, right from the conversation.
What you need
- A Groundwork account. Groundwork is invite-only during its pilot; request access at groundworkre.com.
- Claude on the web, desktop or mobile, with a plan that includes connectors.
Connect
- In Claude, open Customize, then Connectors, and search for Groundwork RE.
- Click Connect. A Groundwork sign-in page opens. Sign in with your Groundwork email and password, then click Allow.
- Ask Claude about your Groundwork data. It uses Groundwork when it's relevant.
On a Claude Team or Enterprise plan, your Claude admin turns on Groundwork RE for the organization first.
Things to ask
- "Which leases in Santa Fe Springs expire in the next six months, and when did we last talk to each tenant?"
- "Summarize my pipeline by stage with weighted commission."
- "What do we have on 14700 Alondra Blvd? Who's the owner and who are the tenants?"
- "Log a call with Mark at La Mirada Freight: left a voicemail, follow up next Tuesday."
- "Here's a spreadsheet of new comps. Import them into Groundwork."
What Claude can do in Groundwork
Rents are in $/SF/month and dates in Pacific time, the same as in the app.
| Tool | What it does | Type |
|---|---|---|
search | Find accounts, contacts, buildings, deals, listings, requirements, comps, activities and documents by name, address, phone or keyword. | Reads |
get_record | Open one record with everything linked to it, such as an account's contacts, leases, deals, tasks and recent activity. | Reads |
list_records | List and filter records in any table you can see, with sorting and paging. | Reads |
lease_expirations | Leases expiring in a window you choose, soonest first, with days left, rate and last contact. | Reads |
open_tasks | Your open and overdue tasks, or your team's. | Reads |
pipeline_summary | Open deals by stage with estimated and weighted commission, plus deals closed this year. | Reads |
describe_groundwork | Who you're signed in as, and every field and allowed value. | Reads |
get_document_link | A private download link, valid 10 minutes, for a stored lease, LOI or flyer. | Reads |
export_records | Rows from a table as CSV for a spreadsheet. | Reads |
log_activity | Log a note, stop-by, email, meeting, tour, call or text on an account, contact, building or deal. | Changes |
log_call | Log a call with its outcome and follow-up date. | Changes |
add_task | Create a to-do, call or email task. | Changes |
create_record | Add a record, such as a company, contact, building or lease. | Changes |
update_record | Change fields on one record. | Changes |
import_records | Add up to 500 records at once, for example from a spreadsheet you share with Claude. | Changes |
delete_record | Delete one record. The connector tells Claude to confirm with you first. | Deletes |
Tools that change your data are marked as such, so Claude can ask for your approval first, depending on your Claude settings. There are no tools for settings, team members, billing or your organization, and none for sending email.
Your data and permissions
- It acts as you. Claude signs in to Groundwork as you, so it sees and changes only what your own account can: your organization's records, under the same rules as the app. Callers see only the accounts assigned to them. Other organizations' data is never reachable.
- Email privacy carries over. Your own logged emails come through in full. A teammate's emails appear only as far as that teammate shares them in Groundwork (Settings, Connectors, Email sharing with your team).
- What Claude receives. When Claude uses a tool, the records it reads are sent to Claude to answer your request, under Anthropic's terms and your Claude settings. Groundwork doesn't receive your conversations with Claude.
- Disconnect any time in Claude under Settings, Connectors. Groundwork's Privacy Policy and Terms apply to the connector.
Troubleshooting
- "Sign in to Groundwork to use this connector." Your sign-in expired. Disconnect and connect again in Claude's Connectors settings.
- "This Groundwork account isn't active." Your organization's owner needs to reactivate your account.
- Claude can't find a record. Search by a distinctive part of the name or address; your account may also not have access to it.
Support
Email [email protected].