Zentrik for Claude

Give Claude the customer reason behind the work

Ask Claude a product question and Zentrik brings back the calls, tickets, and research behind your opportunities, with the record behind every claim. Your team reads the trail and makes the call.

Listed in the Claude Connectors Directory. Works in Claude, Cowork, and Claude Code with your Zentrik account.

Product question in Claudezentrik.ai/mcp

What are customers telling us about onboarding this quarter, and which opportunity does it support?

Zentrikdiscovery_searchRead · 23 records

Setup friction is the most repeated onboarding problem: 9 sales calls and 14 support tickets describe teams stalling before their first import. It supports Guided first import, which has not been tested with customers yet.

OPPORTUNITY-14
INSIGHT-52
SIGNAL-311

Save the notes from today’s call with Northwind as evidence?

signals_create_from_text · needs approval

Example conversation with sample workspace records.
Where it works

One connection for Claude, Cowork, and Claude Code

The same Zentrik server sits behind every Claude surface, so the evidence a PM reviews in a chat is the evidence an engineer's agent reads before it builds.

Claude and Cowork

Connect from the Claude Connectors Directory

Search for Zentrik, choose Connect, and approve one workspace. Claude can then search evidence, open opportunities and ideas, plan Studies, and save new customer notes when you ask.

Claude Code

Install the plugin with four product workflows

The Zentrik plugin ships the same connection with skills that brief the work in front of you, set up a workspace, import evidence, and run a Study.

claude plugin marketplace add Zentrik-AI/claude-plugins
claude plugin install zentrik@zentrik

Team and Enterprise

Roll it out across your organization

Claude owners can enable Zentrik for everyone, or add it as a custom connector with https://zentrik.ai/mcp. Every route uses the same sign-in, workspace choice, and permissions.

What to ask

Start with a question your team is already arguing about

Claude picks the Zentrik tools it needs, so you can ask in plain language. Copy a starter, replace the brackets, and ask for sources whenever the answer could change a decision.

  1. Learn

    Find the pattern in recent evidence

    What evidence does Zentrik have about onboarding this quarter? Summarize recurring themes, cite the relevant records, and note important gaps.

  2. Decide

    Pressure-test a bet before the review

    What evidence supports [opportunity or idea]? Separate stored facts from your inference and note what is missing.

  3. Test

    Plan a Study before scope hardens

    Create a private Study draft for [idea or initiative]. We need to learn [learning need] from [audience]. Show me the proposed method and activities before creating it.

  4. Build

    Brief Claude Code before it writes code

    /zentrik:brief-product-work What does our workspace know about the thing I'm building?

Careful by design

Your workspace, your role, your approval

one workspaceEach connection reads one Zentrik workspace
You choose the workspace when you sign in. Claude only sees records your Zentrik role can already open there.
your roleReading and writing follow your role
Viewers can search, brief, and review. Creating, updating, or importing records needs an Editor, Admin, or Owner role.
your approvalWrites can wait for your approval
Every Zentrik tool declares whether it reads or writes, so Claude can hold a new signal, idea, or Study for your approval under the tool permissions you set.
durable recordsThe evidence outlives the conversation
Signals, insights, opportunities, and Studies stay in Zentrik with their sources, ready for the next review, handoff, or question.
FAQ

Questions teams ask before connecting

How do I add Zentrik to Claude?

Open the Zentrik listing in the Claude Connectors Directory, choose Connect, sign in to Zentrik, and approve the workspace Claude should use. The setup guide covers organization settings and custom connectors.

Does Zentrik work in Claude Code?

Yes. A Zentrik connection on your Claude account can appear in Claude Code under /mcp, and the Zentrik plugin adds four named workflows: brief product work, set up a product workspace, import product evidence, and manage a product Study.

What can Claude read and change in Zentrik?

Claude can search and open signals, insights, opportunities, ideas, initiatives, Studies, accounts, OKRs, and product context in the connected workspace. With a write-capable role it can also create and update records, and those actions go through the tool permissions you set in Claude.

Do I need an API key?

No. Claude connects through Zentrik sign-in, so nobody pastes a key into a conversation.

What if our workspace is still empty?

Ask Claude to set up a product workspace. The workflow looks at what exists, asks for the smallest set of sources to start with, and applies only the changes you approve.

Bring the next product question to Claude

Connect one workspace and ask about a decision your team is making this week.

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