PlatformIntegrations
Works with the tools you already use.
Claras fits around Microsoft 365, XPlan and Salesforce, takes recordings from Teams or any phone system, and connects to the AI assistants your team already uses.
Microsoft Teams
Claras imports the recording and transcript Teams already makes and attaches them to the right meeting, including Meet now calls.
Microsoft Outlook
Claras watches your Outlook calendar, recognises client meetings and sets each one up with the right client and template. Follow-up emails open in Outlook, ready to send.
SharePoint and OneDrive
Link a client to a SharePoint or OneDrive folder and Claras brings new files into that client’s attachments every hour. Read only.
Microsoft Word
Download file notes and documents as Word in your practice’s branded export style, with your fonts, headings and page numbers.
XPlan
Download a Word copy ready to file against the client in XPlan. Emailing finalised copies straight to the client’s XPlan filing address is available on request.
Salesforce
Bring households and client details in from Salesforce Financial Services Cloud, so every client starts with the right record.
Phone and VoIP recordings
Upload call recordings exported from your phone or VoIP system: MP3, WAV, M4A, AMR, MP4 and more, up to 5 GB each.
Claras mobile app
Record in Voice Memos or your phone’s call recorder, then share the file to the Claras app on iOS or Android.
Claude and ChatGPT
Connect Claude, ChatGPT or Claude Code so your assistant can look up clients, meetings and documents in Claras and import Teams recordings.
REST API
Create and update clients and meetings, upload recordings and start processing from your own systems. Documented with OpenAPI.
Single sign-on
Sign in through your identity provider with SAML, so access follows your own security policies.
SCIM provisioning
Add and remove team members from Microsoft Entra ID automatically, with Entra groups mapped to Claras teams.
Microsoft 365
Built for practices that run on Microsoft.
Claras imports Teams recordings, reads your Outlook calendar, brings in client files from SharePoint and OneDrive, and exports to Word.
Teams
Recordings and transcripts come in from Teams and land on the right meeting automatically.
Outlook
Your Outlook calendar sets up client meetings before they happen, with the right client and template.
SharePoint and OneDrive
Files in a client’s linked folder flow into Claras as attachments, ready for the next document.
Word
Every file note and document exports to Word in your own branded template.
API and AI connections
Connect Claras to the rest of your practice.
A documented REST API, a connection for AI assistants, and enterprise sign-in. Each is switched on for your practice when you ask.
POST /api/v1/meetings
authorization: Bearer claras_sk_***
{
"client": "cli_8f2k1",
"template_id": "tmp_review",
"recording_id": "fil_call_0412"
}Client details typed into two systems
Create and update clients and meetings in Claras from your CRM, portal or in-house tools with the REST API.
Recordings stuck in another system
Upload recordings and start processing over the API, so meetings recorded elsewhere become file notes without anyone moving files.
An AI assistant that can’t see your client work
Connect Claude or ChatGPT to look up clients, meetings and documents. Redaction doesn’t apply to what a connected assistant reads, so you choose who connects.
Onboarding and offboarding by hand
SCIM provisioning adds and removes team members from Microsoft Entra ID, with groups mapped to teams.
One more password to manage
Single sign-on with SAML puts Claras behind your identity provider and its security policies.
Need something custom?
Licensees and enterprise practices can request dedicated integrations. We work with your team to scope and ship.
Microsoft, Teams, Outlook, SharePoint, OneDrive, Word and Entra are trademarks of the Microsoft group of companies. Salesforce is a trademark of Salesforce, Inc. XPlan and Iress are trademarks of Iress Limited. Claude is a trademark of Anthropic, PBC. ChatGPT is a trademark of OpenAI. Claras is not affiliated with or endorsed by these companies.