Overview
Connect Claude to your Minoa workspace and let AI help you sell. Once connected, you can ask Claude about your pipeline, find winning use cases, and even create business cases — all through natural conversation.
What Can I Do With This?
Once connected, just ask Claude what you need:
| What You Want | What to Ask |
|---|
| See your deals | ”Show me my open business cases” |
| Check pipeline health | ”How’s my pipeline doing this quarter?” |
| Find what’s working | ”Which use cases have the highest win rate?” |
| Prep for a meeting | ”Create a business case for Acme Corp — they’re enterprise fintech” |
| Get deal details | ”Show me the Snowflake business case” |
Getting Started
Option 1: Claude Desktop
- Open Claude Desktop (download here if you haven’t)
- Go to Settings > Connectors
- Click Add
- Enter the Minoa connector URL (reach out to [email protected] for the URL)
- Click Connect
Option 2: Claude Web
The Minoa integration also works with Claude on the web at claude.ai.
Claude web integrations require a Claude Pro, Team, or Enterprise subscription.
- Go to claude.ai and sign in
- Open Settings > Connectors
- Click Add and enter the Minoa connector URL (reach out to [email protected] for the URL)
- Click Connect
Authorize Access
After adding the server, Claude will redirect you to Minoa to sign in. After logging in, you’ll see an authorization screen — click Authorize to grant Claude access to your Minoa data.
Once authorized, you’ll be redirected back to Claude and see “Minoa” in your connected servers.
Why do I sign in with my own account?Minoa uses personal authentication rather than a shared service account. This means:
- Audit trail — Every action Claude takes is logged under your user, so your team knows who did what
- Permissions — Claude can only access data you’re allowed to see
- Accountability — AI actions are tied to a real person, not an anonymous bot
Try It Out
Open a new conversation and ask:
“What business cases do I have open right now?”
If Claude responds with your actual deals, you’re all set.
Things You Can Ask
Browse Your Business Cases
- “Show me all my open business cases”
- “Find business cases for Acme”
- “List my won deals”
Check Your Pipeline
- “How’s my pipeline doing?”
- “What’s my win rate this quarter?”
- “Show me pipeline trends for the last 90 days”
Find What’s Working
- “Which use cases have the highest win rate?”
- “What should I be leading with in enterprise deals?”
- “Show me our top performing value drivers”
Get Deal Details
- “Show me the full business case for Snowflake”
- “What’s the value story for the Stripe deal?”
- “Pull up the ROI breakdown for Acme”
Explore Your Value Framework
- “What use cases do we have?”
- “Show me our ROI calculations”
- “What value drivers can I use?”
Create a Business Case
- “Create a business case for Stripe — enterprise fintech”
- “Set up a BC for a mid-market healthcare company called MedTech”
- “I have a call with Notion tomorrow — build me a business case”
When you ask Claude to create a business case, it will:
- Find or create the account in Minoa
- Analyze which use cases win in similar deals
- Add the best-fit use cases automatically
- Generate an AI value hypothesis
- Give you a link to the new business case
Disconnecting
To revoke Claude’s access to your Minoa data:
Claude Desktop: Go to Settings > MCP Servers, find Minoa, and click Remove.
Claude Web: Go to Settings > Connectors, find Minoa, and disconnect.
Technical Reference
For power users and admins, here’s what’s available under the hood.
| Tool | Description |
|---|
list_business_cases | Search and list business cases by name or status |
get_business_case | Get full details of a specific business case |
get_value_framework | Get all use cases from your value framework library |
get_value_hypothesis | Get the AI-generated value hypothesis for a deal |
get_pipeline_analytics | Pipeline metrics, win rates, and trends |
get_use_case_analytics | Use case effectiveness and win rates |
create_smart_business_case | Create a new business case with AI-recommended use cases |
Available Resources
Claude can also read these resources directly:
| Resource | Description |
|---|
| Value Framework | All active use cases with calculations and tags |
| Business Case | Full details including scenarios and financials |
| Value Hypothesis | AI-generated value narrative for a deal |
Security
- All requests are authenticated via OAuth and scoped to your Minoa workspace
- Claude can only access data you have permission to view
- Your authorization can be revoked by removing the server from Claude
Need Help?
If you’re having trouble connecting, try removing and re-adding the Minoa server.
For access or other questions, reach out to [email protected].