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For people on Claude Team or Enterprise whose admin has already added the StackOne connector for Claude. Using Claude on your own? Follow Personal Setup instead.

Recommended Set up with your agent

Claude walks you through it, one step at a time.

Help me connect StackOne to Claude. I’m on my company’s Team or Enterprise Claude plan. Read the setup guide at https://docs.stackone.com/ai-platforms/setup-guide.md and guide me one step at a time.
Open in Claude

Or follow the steps yourself

Connect

1

Connect StackOne

  1. Go to Customize → Connectors.
  2. Click Connect on StackOne.
Claude's Customize page on Connectors, with StackOne listed as a custom connector and its Connect button
Ask the person who manages Claude at your company (a Claude Owner) to add it. Send them this:
2

Sign in and authorize

  1. Sign in to StackOne. In a desktop app or code editor, this opens in your browser.
  2. If StackOne asks for a project, pick yours and click Continue to Accounts.
  3. Pick the work systems Claude can use (your Linked Accounts).
  4. If you see Load tools when needed, leave it on.
  5. Click Authorize.
StackOne's Select accounts screen with two Linked Accounts ticked, Load tools when needed on, and the Authorize button
3

Turn it on in a chat

  1. In a chat, click +.
  2. Click Connectors.
  3. Turn on StackOne.
Claude's Connectors menu from the chat's + button, with the StackOne toggle turned on
To check it works, send:
Can’t find or add StackOne. A Claude Owner adds it for everyone.A system you need is missing. Ask your StackOne admin, or see Linking Accounts.It stopped working. Go to Customize → Connectors and click Reconnect on StackOne. Access lasts 90 days from when you clicked Authorize.It can’t do something. It can do only what your own StackOne access allows. Ask your StackOne admin.
Claude reaches only the Linked Accounts you approved when you connected. To add one you link later, or one someone shares with you afterwards:
1

Open Connected Apps

In the StackOne dashboard, go to Connected Apps.
2

Edit the connection

  1. Open the ⋮ menu on the row for Claude and select Edit tool access.
  2. Select the Linked Account.
  3. Click Save changes.
To review or revoke the connection, use the same ⋮ menu in Connected Apps.Claude reaches the new account from your next message, as long as Load tools when needed was on when you connected. That setting is on the StackOne consent screen and is on by default.If you turned it off, Claude keeps the tool list it had when you connected:
  • To use an account you added later, disconnect StackOne under Customize → Connectors, click Connect again, check the new account is selected, and click Authorize.
  • If you lose access to an account, calls to it are blocked straight away, but Claude keeps listing its tools until you disconnect and connect again.