Claude¶
Connect Open Referral to Claude (web, desktop, mobile and Cowork) as a custom connector. Ask Claude about your referral program in plain language; it reads live data from Open Referral — read-only, and privacy by design.
Success
What you get: program metrics, monthly trends, pending team actions, recent referrals and best-practice playbooks — without leaving Claude.
Prerequisites¶
- An Open Referral account on an eligible plan (Essential or Scale).
- An Admin or Recruiter role in at least one organisation.
- A Claude account. Custom connectors work on every plan — even Free (limited to one custom connector); Pro, Max, Team and Enterprise allow more.
No client ID or secret to prepare: Open Referral registers with Claude automatically (OAuth Dynamic Client Registration). You just sign in and approve access.
Info
Claude connects to Open Referral from Anthropic's cloud, not from your computer — so there's nothing to install locally.
Which guide should I follow?¶
- Individual plan (Free, Pro, Max) — you manage your own connectors: follow For individuals (Free, Pro, Max).
- Team or Enterprise — an Owner adds the connector once, then each member connects: follow For Team & Enterprise.
What Claude can access¶
Open Referral exposes 7 read-only tools. Claude can read, but never modifies your data.
| Tool | What it returns |
|---|---|
| List My Organisations | Organisations where you are Admin or Recruiter |
| Get Program Overview | Total referrals, pipeline, hires, bonuses paid |
| Get Referral Trend | Monthly referral trends |
| List Pending Actions | Items awaiting your team |
| List Recent Referrals | Latest referrals (candidate names minimised) |
| List Knowledge Entries | Best-practice playbooks available |
| Get Knowledge Entry | Full text of a specific playbook |
Success
Privacy by design: candidate identities are minimised to a first name + initial. Emails, phone numbers and direct identifiers are never sent to Claude. See our Privacy Policy.