Workflow Inspector

Use Workflow Inspector with Claude

The optional Claude connection reads the workflow measurements and product summaries you choose to share from your signed-in Workflow Inspector account.

Before you connect

You need a Workflow Inspector account and a Claude account that supports custom connectors. Each Workflow Inspector product keeps its own access requirements, including access to the records or workspaces you want to use. You do not need every product to connect. Connecting does not create a subscription, grant new product access, or make missing source data available.

Read the Claude connection privacy policy before connecting. Authorized tool results are sent to Anthropic/Claude and are subject to your Anthropic service's terms and settings. Avoid putting secrets or sensitive personal information in workspace or workflow names: limited sanitization does not guarantee their removal.

Connect your account

  1. In Claude, open Connectors and choose to add a custom connector. Enter the name Workflow Inspector and server URL https://workflow-inspector.com/api/mcp.
  2. Start the connection and sign in to your own Workflow Inspector account when prompted. If Claude asks for an authentication method, use Register automatically. No shared API key, provider credentials, script installation, or separately created OAuth client is needed.
  3. Review the account, the recipient Claude (claude.ai), the read-only permissions, and the eligible workspace choices on the consent page. Uncheck any permissions you do not want to share and select only the workspaces you want to share.
  4. Choose Allow selected read-only access to continue to Claude. Choose Cancel if the account or requested access is not right.

No workspace is selected automatically. Workspace selection applies to workspace and onboarding tools. Diagnostic reports, Ledger Check status, and Prompt Guard usage have separate account-level permissions. The connection can read only information you approve and can already access.

Three examples to try

These are example requests, not example results. Each needs the relevant permission, product access, and source data. If several items match, choose the workspace, workflow, or report you mean.

1. Understand onboarding measurements

“List the workspaces I shared with Claude through Workflow Inspector. List the onboarding workflows in a workspace I choose, then summarize the measurements and missing evidence for one workflow. Keep measured facts separate from suggested next steps.”

Uses list_workspaces, list_onboarding_workflows, and get_onboarding_bottlenecks. Results include aggregate measurements, sample sizes, time windows, and evidence coverage, not individual customer events.

2. Read a published diagnostic summary

“List my available published diagnostic reports, then summarize the stored scores and structured finding counts for the report I choose. Tell me what the connector cannot show.”

Uses list_diagnostic_reports and get_diagnostic_report. Results include eligible report references, stored scores, and counts, not full report prose, evidence references, or report recommendations.

3. Check saved product status and usage

“Check my Ledger Check connection and saved import/job status, then show this UTC month's saved Prompt Guard request usage and allowance. Say if either product is unavailable.”

Uses get_ledger_status and get_prompt_guard_usage. Results include saved Ledger import metadata and aggregate processing-job counts, plus Prompt Guard usage and allowance. They do not include invoices, raw transactions, reconciliation findings, prompts, provider keys, or policy configuration.

For local examples, product limits and setup, see Ledger Check and Prompt Guard. Use each product's own controls to inspect records or run a scan: the Claude connection only reads the saved summaries described above.

Understand the results

Check units, measurement dates, sample sizes, and evidence coverage. A missing value is not zero. Use explicit missing-input evidence when provided; a missing value alone does not identify which input is absent. Source labels do not prove accuracy or completeness. Claude's suggested next steps are suggestions, not proven causes, guaranteed savings, or product-generated report recommendations.

All seven tools are read-only. They cannot make purchases, execute financial transactions, change subscriptions or policies, import records, retry jobs, or delete records. Reading Prompt Guard usage does not protect information already shared in an AI conversation.

Troubleshooting and control

Why is data empty or unavailable?

Check that you approved the needed permission, still have the relevant product access, and can access the workspace or record in Workflow Inspector. A diagnostic report must be eligible and published before it can appear. Workspace membership and department restrictions still apply. If a measurement request is unavailable, try a narrower date range. For a request-limit message, wait one minute before retrying.

How do I reconnect or change accounts?

If consent was cancelled or its link expired, restart the connection from Claude. To connect a different account, cancel, sign out from your Workflow Inspector dashboard, then restart from Claude. If you are signed in through separate reviewer access, sign out of reviewer access first. Ordinary connections expire after thirty days and must be authorized again to continue.

How do I stop sharing?

Use AI connection management to revoke future reads. Revocation does not erase earlier Claude conversation content or delete Workflow Inspector records. Use Anthropic's controls for information already present in Claude.

If the connection remains unavailable, contact Workflow Inspector support. Do not share access tokens or passwords with support.