Claude Tag docs

Claude, mentioned in Slack — connections, use-cases per team, proactivity, memory, and agent identity.

overview

• Work with Claude Tag — Claude Tag puts Claude in your Slack channels with admin-governed access. See what to hand it, how setup works, and where to start as an admin or end user.

admins

• Give Claude access to your tools — An Access bundle bundles the credentials Claude Tag acts with. See how to create the dedicated service accounts, what to connect first, and how allowed websites limit reach.
• Configure per-channel access — Choose which Slack channels and workspaces a set of Claude Tag credentials applies to. Covers inheritance, overlap rules, and adding channels after setup.
• Review what Claude Tag has done — Claude Tag actions appear under its own service accounts in each connected tool's audit log. See what the Audit page covers, how to trace an action to its source, and where each connected tool keeps logs.
• Configure GitHub access — Claude Tag gives Claude its own GitHub identity, so it opens pull requests as Claude. See how to link your GitHub organization, grant repositories to a bundle, and what loads when a repository is cloned into a session.
• Customize Claude Tag — Claude Tag is customized per channel and workspace (a scope), not per user. See what admins set in claude.ai, what anyone can change from the channel, and what stays fixed.
• Migrate from the earlier Claude in Slack — Claude Tag replaces the earlier per-user Claude in Slack app in place. See what changes, what stays, how the version is chosen per channel, and what existing users notice.
• Network requirements — Claude Tag reaches your services from a published egress range. See the IP block to allowlist and how the allowlist relates to the allowed-websites setting on a connection.
• Pair your Slack workspace — Connect your Slack workspace to your Claude organization. See what to send your Slack admin, where to paste the pairing code, and whether to enable the whole workspace or specific channels first.
• Restrict where Claude Tag operates — Claude Tag responds only where it has been added and addressed. See who can invoke it, guest and externally shared channel limits, the per-scope version setting, and how to quiet or remove it.
• Set a spend limit — Claude Tag draws from your organization's usage balance, not individual seats. See whether you need to fund usage, how to set the spend limit, and what happens when it's reached.
• Set up Claude Tag — Set up Claude Tag for your organization: pair your Slack workspace, give Claude access to your tools, set a spending limit, and launch. See prerequisites and each step in detail.
• Set up a skills repository Claude can update — Put your org's Claude Tag skills in a git repository with auto-sync, grant Claude write access, and Claude can open pull requests to improve its own skills from what it learns in channels.
• Test your setup — Validate Claude Tag in one channel before wider rollout. See a first task to run, per-connection checks, what success looks like, and what to do if a step fails.
• Manage workspaces and versions — Connect more Slack workspaces or an Enterprise Grid to Claude Tag, choose which Claude version each channel uses, and disconnect a workspace.

admins / connections

• Connect Asana — Connect Asana to Claude Tag so it can file tasks and read project status. Covers the dedicated account to create, the token fields, and the URL to allow.
• Connect Jira and Confluence — Connect Atlassian Cloud to Claude Tag so it can read and update Jira issues and search Confluence pages. Covers creating an API token, which credential type to pick, and the host to allow.
• Connect a service that isn't in the list — Connect a tool that has no built-in preset to Claude Tag. Covers credential types, what each form field means, and how to add a custom MCP server.
• Connect Datadog — Connect Datadog to Claude Tag so it can query metrics, logs, and monitors. Covers the dedicated account to create, the API key fields, and the URL to allow.
• Connect GitLab — Connect GitLab to Claude Tag for repo access and merge-request comments. Covers token permissions, self-managed hostnames, and how it differs from GitHub.
• Connect Gong — Connect Gong to Claude Tag so it can pull call summaries and deal context. Covers the dedicated account to create, the token fields, and the URL to allow.
• Connect Google Drive, Calendar, and Gmail — Connect Google Drive, Calendar, and Gmail to Claude Tag so it can read docs, sheets, events, and email. Covers OAuth setup, the service-account option, and what each grants.
• Connect HubSpot — Connect HubSpot to Claude Tag so it can read pipeline, deal, and contact data. Covers the dedicated account to create, the token fields, and the URL to allow.
• Connect Linear — Connect Linear to Claude Tag so it can file tickets and post status updates. Covers the dedicated account to create, the token fields, and the URL to allow.
• Connect Notion — Connect Notion to Claude Tag so it can read and search your Notion workspace. Covers the dedicated account to create, the token fields, and the URL to allow.
• Per-service connection guides — Step-by-step setup for each tool Claude Tag can connect to. Each guide covers the dedicated account to create, the credential to enter, and the URL to allow.
• Connect PagerDuty — Connect PagerDuty to Claude Tag so it can read incidents and on-call schedules. Covers the dedicated account to create, the token fields, and the URL to allow.
• Connect Salesforce — Connect Salesforce to Claude Tag so it can read and update CRM records. Covers Connected App setup and the OAuth JWT bearer flow Salesforce requires.
• Connect Sentry — Connect Sentry to Claude Tag so it can pull errors and stack traces into threads. Covers the dedicated account to create, the token fields, and the URL to allow.
• Connect Snowflake — Connect Snowflake to Claude Tag so it can run read-only queries on your warehouse. Snowflake has no preset, so it is added as a custom credential.
• Connect Stripe — Connect Stripe to Claude Tag so it can answer billing and subscription questions. Covers the dedicated account to create, the key fields, and the URL to allow.
• Connect Vercel — Connect Vercel to Claude Tag so it can check deployment status and logs. Covers the dedicated account to create, the token fields, and the URL to allow.

users

• Get started — Claude Tag works in your Slack channels. See how to check it's on, send your first message, what it can read, and why DMs work differently.
• Good habits for working with Claude Tag — Name the outcome, give every task a definition of done, and pick the right channel. See how to write tasks Claude can finish and how to keep many threads reviewable.
• What Claude Tag remembers — Claude Tag memory belongs to the channel, not to you. See how public channels share workspace memory, why private channels stay isolated, and how to check or correct it.
• Set up routines — Claude Tag runs routines you set up from the channel. See scheduled jobs, channel watching, pull request subscriptions, and how to list or pause standing work.
• Prompt library — Copy-paste prompts for Claude Tag in Slack, each with why it works. See first messages, channel-behavior asks, memory checks, routine setup, and mid-thread steering.
• Use case library — Shapes of work teams hand Claude Tag in Slack, each with prompts to paste. See triage, catch-up, docs and tickets, project tracking, data, deals, monitoring, and bug fixes.
• Control when Claude Tag responds — Claude Tag responds when @-mentioned. See what triggers a response, how to quiet a thread or channel, how to remove Claude from a channel, and which messages never get a reply.

users / use-cases

• Answer data questions — Claude Tag answers data questions in the Slack thread. See warehouse queries with charts, scheduled metric reports, and charts built from channel history alone.
• Catch up — Claude Tag summarizes Slack threads and channels on demand. See one-off recaps, a scheduled morning rollup of open threads, and what's waiting on you.
• Turn threads into docs and tickets — Claude Tag turns a Slack discussion into the artifact you name. See replies you can send, decision docs, status memos, filed tickets, and a capture-channel pattern.
• Find answers in your docs — Claude Tag finds answers in connected docs and replies in the thread. See policy lookups, runbook checks, prior decisions, and answers from the Slack channel alone.
• Fix bugs — Claude Tag takes a bug report from Slack to a draft pull request. See reproducing the issue, watching a bug channel, root-cause digs, and following CI to green.
• Pull deal and account state — Claude Tag pulls account and deal state into the Slack channel. See in-thread account answers, pre-call briefs, and a scheduled weekly pipeline digest.
• Track projects and chase approvals — Claude Tag posts project digests no one has to compile. See standing status updates and follow-ups on contracts, design reviews, and pull requests until they close.
• Triage requests — Claude Tag triages a Slack request channel with two setup messages. See in-thread answers, duplicate flags, owner routing, weekly theme rollups, and optional ticket filing.
• Watch monitors and alerts — Claude Tag watches dashboards and alert channels so you see one line per issue. See scheduled checks, alert investigation before anyone asks, and the prompts to set both up.

concepts

• How agent identity works — Claude Tag acts under its own service accounts in Slack channels, not as you. See how channel access is bounded, how credentials reach it, and why DMs differ.
• Glossary — Claude Tag terms defined in one place. See agent identity, Access bundle, connection, scope, Agent Proxy, routine, channel memory, environment, and session.
• How Claude Tag works — Each Claude Tag thread in Slack runs a working session in a sandbox. See how progress shows in the thread, how to steer mid-task, what survives between turns, and how memory is scoped.
• Security and data handling — Claude Tag runs in an isolated sandbox that blocks outbound traffic by default. Covers sandbox isolation, credential storage, network egress, service accounts, and which members can invoke Claude.