Claude + Sanka: run real business workflows from natural language
Sanka's MCP plugin connects Claude to live business data so you can create deals, generate invoices, and manage operations from a single conversation.
Claude + Sanka: run real business workflows from natural language
Sanka's MCP plugin gives Claude direct access to your business data. Create deals, generate invoices, manage inventory, and track expenses — all from a single conversation, with audit trails and governance built in.
Install the MCP plugin and connect your Sanka workspace. Claude gains read and write access to live business data.
Create deals, invoices, orders, and inventory records through natural language prompts — no forms or navigation needed.
Every action Claude takes flows through the same approval gates and audit trails as manual operations.
What Claude can do with Sanka
- Create and update companies, contacts, and deals from conversational context
- Generate invoices, estimates, and purchase orders with line items and pricing
- Query inventory levels and create stock transactions
- Log expenses from uploaded receipts and documents
- Pull pipeline reports and summarize deal status across your workspace
| Prompt | Sanka action | Result |
|---|---|---|
| "Create a deal for Acme Corp, $48,000 annual license" | Create company + deal | Deal record with company association |
| "Invoice Acme for the Q2 license" | Create invoice with line items | Invoice ready for review and send |
| "What's our current inventory of Widget A?" | Query inventory records | Real-time stock level and location |
| "Log this receipt as a travel expense" | Process uploaded image, create expense | Expense record with attachment |
Typical workflows
- Conversational deal creation: describe the customer and deal terms; Claude creates the company, contact, and deal records in one pass.
- Invoice generation from context: reference an existing deal or order and Claude drafts the invoice with correct line items and pricing.
- Expense processing: upload a receipt image and Claude extracts vendor, amount, and date to create the expense record.
- Pipeline review: ask Claude to summarize open deals, overdue invoices, or inventory levels across your workspace.
User: Create a deal for Nitro Labs — $24,000 annual subscription,
starting next quarter. Main contact is Jamie Park, jamie@nitrolabs.io
[OK] Company "Nitro Labs" created
[OK] Contact "Jamie Park" created and linked
[OK] Deal "Nitro Labs — Annual Subscription" created
→ Amount: $24,000
→ Status: Open
→ Associated company and contact linked
Your business data stays governed, even when accessed through AI
Claude operates through the same permission model as every other Sanka integration. Actions respect workspace roles, approval gates, and audit history.
Claude inherits the connected user's role. Read-only users cannot create or modify records through prompts.
Every record created or updated via Claude is logged with timestamp, user, and source for full traceability.
High-value operations (discounts, payment terms, write-offs) still require human approval before execution.
Get started
- Install the MCP plugin: add Sanka's MCP server (
https://mcp.sanka.com/mcp) to your Claude Desktop or Claude Code configuration. - Connect your workspace: authenticate with your Sanka account to grant Claude access to your business data.
- Run your first prompt: try "List my open deals" or "Create an invoice for [customer]" to see live data in action.
- Extend to your team: each team member connects their own account — permissions and audit trails follow each user.
Works across the full business lifecycle
Claude + Sanka isn't limited to sales. The MCP plugin covers every object in your workspace:
- Sales: companies, contacts, deals, estimates, proposals
- Operations: orders, purchase orders, inventory, fulfillment
- Finance: invoices, payments, expenses, subscriptions, billing
- Support: tickets, tasks, projects, contracts
One plugin. One conversation. Real business outcomes.