FRM + Claude
Connect FRM to Claude.
Use a remote custom connector in Claude web or Desktop. Organization policy may require an administrator.
Your connection guide
Set up FRM in Claude
Open Customize → Connectors → Add custom connector (organization owners may need Organization settings → Connectors).
Name it FRM and paste the connector URL. Use OAuth and automatic registration when offered; FRM currently advertises dynamic registration.
Connect, sign in to FRM, and approve. Enable the connector in your conversation.
FRM sign-in and all 19 lookup tools have passed functional checks in Claude using a demo account and its designated test Gmail mailbox. Public directory review remains pending. Availability depends on your plan and administrator settings.
Once you’re connected
Start a useful conversation.
Try a lookup using a synthetic demo account first, and check the result against FRM.
“Find a donor and show their giving history.”
“Summarize our fundraising results this calendar year.”
“Show my open fundraising tasks due this week.”
Always your relationships
You control the connection.
Access follows your FRM account permissions. Records retrieved by an assistant are shared with the AI platform you connect. Review proposed changes and disconnect any app in FRM settings.
FRM connection guide · Updated