Claude is great at answering questions — but out of the box it doesn't know anything about your companies. The Floom connector fixes that. It's a secure link that lets Claude read (and, if you allow it, update) your Floom data on demand, scoped to just your organization.
Here's the whole thing in one picture, then the four steps to set it up.
↑ A live example. Ask in plain English; Floom returns the real number with its source.
Before you start
Two quick prerequisites:
A Claude plan with connectors
Custom connectors are available on paid Claude plans (Pro, Team, or Enterprise). Team/Enterprise admins may need to allow custom connectors first.
Your admin enables it in Floom
A Floom admin turns the connector on for your organization once. It stays read-only until an admin chooses to allow writes.
How to connect
Turn the connector on in Floom
In Floom, open Settings → Integrations → Claude and click Enable Claude connector. This is the data-egress opt-in for your org — nothing reaches Claude until it's on.
Add Floom as a custom connector
In Claude, go to Settings → Connectors → Add custom connector and paste the Floom connector URL:
https://api.floom.vc/mcp
Sign in with your Floom account
Claude opens a “Connect with Floom” page. Sign in with your normal Floom login (including your usual 2-factor step) and approve. Claude is now linked to your account — it only ever sees the organization you belong to.
Ask away
That's it. Start a chat in Claude and ask about your portfolio in plain language. Claude pulls the live numbers from Floom and shows you where each figure came from.
What you can ask
A few examples to get you started — swap in your own company and metric names:
Read-only by default — writes are opt-in
Out of the box the connector only reads. Your Floom admin can separately allow Claude to make changes — and can control it per person and per data type.
Read
- Look up companies, metrics, and documents
- Pull a metric for any fiscal period
- Chart a series over time & compare cohorts
Write
- Record metrics & log investments
- File documents and update company records
- Every change is logged, attributed, and reversible; deletes need in-chat confirmation
Your data stays yours
- Your admin decides. Nothing flows to Claude until an admin enables the connector for your organization.
- Scoped to you. You sign in with your own Floom account, so Claude only sees the organization you belong to — the same permissions you already have in the app.
- Revoke anytime. An admin can disconnect a single person or the whole org in one click, and access tokens are short-lived.
- Fully audited. Every request — and every change — is recorded in Floom's connector activity log.
Can't add a custom connector in Claude? Custom connectors need a paid Claude plan, and on Team/Enterprise your Claude admin may need to allow them. If the option is missing, check with whoever manages your Claude workspace.
Turn it on for your fund
An admin can enable the connector in Floom in under a minute. Not on Floom yet? Book a walkthrough and we'll get your portfolio set up.
Questions? Email support@floom.vc and we'll help you get connected.