Connect Claude
Pull client reporting into your own Claude account, no new dashboard to learn
Set it up in Claude
- In Claude (claude.ai, Desktop, or Code), add ProofIQ Reporting as a connector -- it should already be available org-wide; if not, search "proof" under Connectors.
- Click Connect. Claude will send you to a ProofIQ sign-in/consent screen -- sign in with your normal ProofIQ login if asked, then click Allow access.
- Ask Claude something like "List my ProofIQ clients" or "What was Tortoise Capital's Google Ads spend last 30 days?"
This only ever reads reporting data -- it can't change anything in ProofIQ or any connected ad account. Nothing to copy or paste: each connection is tied to your own ProofIQ login, scoped to exactly what you can already see.
Your connections
Every time you (or Claude) complete the sign-in above, it shows up here as its own entry -- revoke one any time if you stop using it or switch computers.
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Advanced: manual token
Only needed for scripting against the ProofIQ API directly, outside of Claude's connector flow -- the setup above doesn't need this.