Step-by-step with screenshots

Connect Botize to Claude and build automations just by chatting

You only connect it once. After that, ask Claude to install any template and it walks you through it — no tech skills needed.

A Botize account (free) Claude · any plan About 2 minutes

Part 1 · Just once

Connect Botize to Claude

  1. 1

    Open Claude

    Open claude.ai and sign in. You'll see the home screen with the chat box.

    Claude home screen with the chat box
  2. 2

    Open connectors

    Top-right, open Settings and go to Customize → Connectors. This is where you manage the apps Claude can use.

    Connectors list in Claude settings
  3. 3

    Add a custom connector

    Click Add and choose “Add custom connector”.

    Add menu with the custom connector option
  4. 4

    Enter Botize's name and address

    Type Botize in Name, paste the address below into “Remote MCP server URL” and click Add.

    https://webhook.botize.es/mcp
    Connector form with Botize's name and URL
  5. 5

    Click Connect

    The connector shows as “Not connected yet”. Click Connect to link it to your account.

    Botize connector with the Connect button
  6. 6

    Sign in to Botize

    Botize opens. Enter your username and password and click Enter. If you were already signed in, this step is skipped.

    Botize sign-in screen
  7. 7

    Authorize access

    Botize shows what Claude is asking for: read, create, edit and delete your tasks. Click Authorize.

    Consent screen to authorize Claude
  8. 8

    It's connected

    You'll see Botize connected with all its tools available. Close settings — the connection stays saved.

    Botize connector connected showing its tools

Part 2 · Whenever you like

Install a template from chat

  1. 9

    Ask it to install a template

    Open a new chat and paste the address of the template you want to set up. For example, template 312.

    Claude chat with the message to install a template
  2. 10

    Claude guides you to the finish

    Claude loads the template, explains what it does in plain language and walks you through it: connecting the accounts it needs, choosing your options and switching it on.

    Claude's reply explaining the template and guiding the install

The message you give Claude

Paste it into a chat with the Botize connector active. Swap the number for any template in the catalog.

I want to install this Botize template: https://botize.com/en/template/312.md

On ChatGPT? It's very similar, with a couple of extra steps: see the ChatGPT guide →

Start automating with Claude

Pick a ready-made automation and let Claude set it up for you.

Browse ready-made automations About the Botize connector