Thread by @tomcrawshaw01

In 6 months, running a business without AI having full context will seem insane.

I built mine last week.

Claude sees my CRM, calls, emails, analytics - everything.

Here's the full setup 👇

Imagine asking Claude:

"What should I know about my 3pm call with John?"

...and getting his purchase history, pain points from past calls, recent email exchanges, and behavioral data from your analytics.

That's what this setup does.

First: Connect your CRM (I use GoHighLevel MCP server).

Claude now sees:
- Customer purchase history
- Deal pipeline status
- Contact information
- Custom fields and tags

Next: Hook up Fireflies MCP server for call transcripts.

Claude analyzes:
- Past conversation themes
- Customer objections
- Pain points mentioned
- Buying signals
-
Now it can brief you on every customer's communication history.

Connect Google Drive through Claude's built-in connector.

Claude accesses:
- SOPs and processes
- Proposals and contracts
- Marketing materials
- Internal documentation
-
It becomes your company knowledge expert.

Add Gmail integration for complete communication context.

Claude reviews:
- Email conversation history
- Engagement patterns
- Response times
- Relationship warmth

Perfect for understanding customer relationships.

Connect Google Analytics and ads data.

Claude interprets:
- Customer journey paths
- Conversion patterns
- Campaign performance
- ROI insights
-
Data-driven decisions become effortless conversations.

Now Claude becomes your business co-pilot. Ask things like:

"Which customers have churn risk?"
"What's working in our funnel?"
"Prep me for today's calls"
"Find similar customers to our best buyers"

It connects all the dots you can't see.

This system transforms how you run your business.

Instead of switching between 6 different tools, you have one AI that knows everything.

Want the exact prompt that pulls insights from all these systems?

Comment "PROMPT" and I'll DM it to you (must be following).