What you can ask Claude to do in Agency OS

With the connector enabled, Claude works through the same permissions your account has. A few things people use it for every day:

• Onboard a client: create the client, set the website, apply the Onboarding plan, and check which data sources auto-detected.
• Run an audit or build a proposal: results are attached to the lead or client automatically.
• Check data health: "why is this client's Paid Search report empty?" gets an actual diagnosis against the client's connections.
• Manage the pipeline: add leads, move stages, set follow-ups, summarize what's due this week.
• Pull and refresh reports: get the numbers without opening the app.
• Work tasks: any task marked ✨ Claude on the Tasks tab is one Claude can pick up and run.

Claude confirms before it writes, and it won't delete clients, leads or data, or touch billing, on your behalf. For those, it'll walk you through doing it yourself.