Connect Claude to Roam

Before you begin

• A Claude plan that can use connectors, and a Roam staff login.
• Your organisation's Roam administrator must allow outside AI tools: in Roam, Settings › AI Access › Organisation, turn on Allow external AI access.
• On a Claude Team or Enterprise plan, an Owner of your Claude organisation adds the Roam connector once. Members then connect with their own Roam login.

Connect

1. In Claude, open Connectors, find Roam and choose Connect. If Roam is not listed yet, add a custom connector with the address https://mcp.roamstay.com/mcp.
2. On the Roam page, enter your Roam address: the first part of the address you sign in to Roam at, for example yourcompany for yourcompany.roamstay.com. Choose Continue.
3. Sign in to Roam if you are not signed in already.
4. Check the organisation and what Claude will be able to read, then choose Allow. If it shows the wrong organisation, choose Switch account first.
5. You are back in Claude, and Roam shows as connected.

To use Roam in Claude Code, run claude mcp add --transport http roam https://mcp.roamstay.com/mcp and sign in when Claude Code asks.

Ask Claude

Claude works in one association at a time. Start with what you can see, then pick one:

• "Which associations can I see in Roam?"
• "Use Chattahoochee Reserve."
• "Which owners have a balance due?"
• "Show unpaid vendor bills."
• "Show the aging report for this association."

What Claude can and cannot do

• It sees only what you can see. Claude uses your Roam login. It cannot open associations, modules or records you cannot open yourself, and your organisation's role limits still apply.
• It reads by default. A new connection can read the modules your role allows.
• It never saves anything on its own. Where your organisation allows it and you switch it on, Claude can prepare a new task or work order; Roam shows a preview, and nothing is saved until you confirm it.
• Some actions are never available to AI tools: moving money, refunds, voids, approvals and sending email.

Change or turn off the connection

• In Roam: Settings › AI Access › Your tokens. The connection is listed as Claude (connector). Edit capabilities switches individual capabilities off, for example accounting; Disable pauses it; Revoke ends it at once.
• In Claude: open Connectors, choose Roam and disconnect it.
• A connection lasts 90 days. After that, Claude asks you to sign in again.

For administrators

• Allow external AI access turns AI tools on or off for the whole organisation. Turned off, every connection stops at once.
• Role limits set the most each role may do: none, read only, or read and write.
• Tokens in your organisation lists every connection with its owner and last use. Revoke all tokens ends every connection.

Troubleshooting

• "We couldn't find that Roam." Check the address you sign in to Roam at, or ask your Roam administrator.
• Claude says external AI access is turned off. Ask your Roam administrator to turn on Allow external AI access.
• Claude asks you to sign in again. The connection reached 90 days, was revoked, or AI access was turned off. Connect again.
• "This sign-in request has expired." Start again from Claude; a sign-in must finish within 10 minutes.

Help

Visit support.roamstay.com. How the connector handles your data: Privacy.