# CorpusIQ
> Accelerate your business. All your tools in one place. Connect 37+ business tools to ChatGPT, Claude, and Perplexity via MCP. 133+ pre-built expert skills auto-fire on plain-English questions. Read-only OAuth. Zero data stored.
## Core Pages
- [Pricing](https://www.corpusiq.io/pricing): Solo $29.95/mo, Team $109.95/mo, Business $189.95/mo. All tiers include 37+ connectors and a 30-day free trial.
- [Pricing summary, Markdown](https://www.corpusiq.io/pricing.md): Plain-text plan, price, and user-limit table generated from the same canonical source as the pricing page.
- [Connectors](https://www.corpusiq.io/connectors): The full list of 37+ live business tools and how each one connects via read-only OAuth.
- [Features](https://www.corpusiq.io/features): How CorpusIQ delivers source-cited answers across the connected stack.
- [Live Demo](https://demo.corpusiq.io): Hosted demo environment to try CorpusIQ.
- [Skills](https://www.corpusiq.io/skills): The 133+ pre-built workflows, what each one answers, and which connectors it pulls from.
- [Security](https://www.corpusiq.io/security): Read-only OAuth, zero data storage, instant revoke.
- [Enterprise](https://www.corpusiq.io/enterprise): Single sign-on, audit logs, custom deployment, and procurement notes.
- [Blog](https://www.corpusiq.io/blog): Connector guides, playbooks, and technical deep dives.
## About
CorpusIQ is a private AI acceleration layer for business data. Connect your tools (Gmail, Drive, Slack, QuickBooks, Shopify, etc) to Claude, ChatGPT, or Perplexity. All data stays yours.
## Supported AI Assistants
- Claude (Anthropic)
- ChatGPT (OpenAI)
- Perplexity
## ChatGPT App Store
CorpusIQ is an official app in the ChatGPT app store. Find it at https://chatgpt.com/apps?q=corpusiq
## Connectors (37+)
Gmail, Outlook, Google Calendar, Calendly, Slack, Google Drive, Google Docs, Google Sheets, OneDrive, Dropbox, Google Analytics 4, Google Ads, Meta Ads, PostHog, Google Search Console, Semrush, Ahrefs, HubSpot, HighLevel, Odoo, Monday.com, Klaviyo, Mailchimp, Constant Contact, ActiveCampaign, YouTube, TikTok, Facebook, Instagram, Shopify, Etsy, eBay, GunBroker, QuickBooks, Stripe, Airtable, PostgreSQL, SQL Server, MySQL, AWS S3, MongoDB, Azure Cosmos DB, and more.
## Key Features
- Read-only OAuth by design
- Zero customer file storage
- Source-backed answers with citations
- 133+ pre-built expert skills, 233+ tools surfaced through skills
- No data retention or model training
## Getting Started
1. Sign up at https://www.corpusiq.io
2. Connect your business tools via OAuth
3. Ask questions in Claude, ChatGPT, or Perplexity
## Top Skills
CorpusIQ's pre-built expert workflows are documented in dedicated spoke pages. Ten featured skill workflows:
- [Ad Spend Truth Report](https://www.corpusiq.io/skill/ad-spend-truth-report): Reconcile ad platform claims against GA4 and Shopify booked revenue. Catch over-attributed spend before doubling a budget.
- [Cash Recovery Engine](https://www.corpusiq.io/skill/cash-recovery-engine): Identify aged AR, draft collection emails per aging bucket, and estimate recoverable dollars this month from QuickBooks.
- [Financial Command Center](https://www.corpusiq.io/skill/financial-command-center): Single-screen weekly financial view from QuickBooks, Shopify, and the ad platforms.
- [Executive Snapshot](https://www.corpusiq.io/skill/executive-snapshot): Daily one-screen operating view with cash, revenue, ad efficiency, and the one signal worth attention.
- [Ecommerce Command Center](https://www.corpusiq.io/skill/ecommerce-command-center): Weekly ecommerce operating view across Shopify, GA4, and the paid channels with the top three actions.
- [Churn Prevention](https://www.corpusiq.io/skill/churn-prevention): Surface at-risk customers from usage decay and email engagement, with intervention plays per segment.
- [CRM Pipeline Health](https://www.corpusiq.io/skill/crm-pipeline-health): Diagnose pipeline health from CRM activity, calendar coverage, and quote-to-close patterns.
- [Customer Health Scorecard](https://www.corpusiq.io/skill/customer-health-scorecard): Score active customers red, yellow, green with the action each red customer needs this week.
- [SEO Audit](https://www.corpusiq.io/skill/seo-audit): Quarterly SEO audit grounded in Search Console with a prioritized 30-day fix list.
- [AI SEO](https://www.corpusiq.io/skill/ai-seo): Audit why a brand fails to surface in ChatGPT, Claude, and Perplexity for category prompts and produce a closeout plan.
## Learn More
- [What is MCP?](https://www.corpusiq.io/mcp)
- [Security Details](https://www.corpusiq.io/security)
- [Enterprise](https://www.corpusiq.io/enterprise)
## Full Version
- [llms-full.txt](https://www.corpusiq.io/llms-full.txt): Same header as this file, plus the full text of every published blog post for retrieval-grade ingestion.
---
## Latest Blog Posts (Full Content)
---
# Connect Microsoft Outlook to Claude: Inbox Intelligence for Executives
URL: https://www.corpusiq.io/blog/connect-outlook-claude-inbox-intelligence
Published: 2026-06-15
Category: connector-guide
Connector: outlook
Outlook is the inbox for most enterprise teams. Connect Outlook to Claude with CorpusIQ to surface executive priorities, missed threads, and critical actions across Exchange mail.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Most enterprise inboxes are on Microsoft 365. Most executives are drowning in those inboxes. The volume is the problem, the structure is the problem, and Outlook's search is not designed for the "what did I miss this week" question.
Connecting Outlook to Claude through CorpusIQ gives executives a way to triage. Ask what requires a response, ask which threads reference a specific project, ask where the decisions got made this week. Pulls from Exchange Online in real time.
## The problem with the current workflow
Outlook is built for reading one email at a time. It is not built for asking the inbox a question. Search works, rules work, flags work, but none of them answer the question "what do I need to act on today that I have not already seen."
For executives, the cost compounds. Hours of reading email with low information density. Context-switching between Teams, Outlook, and SharePoint. The signal is in the inbox somewhere. Finding it manually burns the productive part of the morning.
## How CorpusIQ solves it
CorpusIQ connects Outlook to Claude through MCP. Claude can search, filter, and summarize across inbox, folders, and specific date ranges.
Read-only. Claude cannot send, reply, archive, or delete.
No storage. Every query hits Microsoft Graph live.
Revocable. Remove from Microsoft 365 app permissions.
## What you can actually do
- "Summarize unresponded emails from the last 7 days that appear to require a decision."
- "Search the last 30 days for any emails mentioning the Acme acquisition."
- "Find every email from my board members in the last 60 days and summarize the top themes."
- "List meetings agreed to via email but not yet on my calendar."
- "Which threads have I been added to in the last 14 days that I have not read?"
- "Search for any legal or compliance notices in my inbox from the last 90 days."
- "Summarize the top 5 longest unread threads."
- "Find emails where my name appears in the body but I am not on the direct To line."
Follow-ups work naturally. Ask what needs response, pick one thread, ask what the full context is, ask what an appropriate reply would cover.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month, covers Outlook plus 37+ connectors.
2. Click Connect next to Microsoft. Approve read access through the Microsoft OAuth flow.
3. Connect CorpusIQ to Claude.
## Where this earns its keep
Enterprise executives, board members, and anyone in a Microsoft-first org gets the most lift. The volume of email at that level is the constraint, and triage is where Claude adds hours back.
Compounds with OneDrive, Calendar, and HubSpot. Ask Claude about a customer across email, files, meetings, and CRM record in one conversation.
## What to watch out for
Microsoft 365 admin policies may restrict OAuth apps. If your IT team blocks third-party apps by default, CorpusIQ will need admin consent before the connection works. Plan for a brief IT conversation.
## See also
- [Connect Gmail to Claude: Recover Critical Emails Before They Cost You](https://www.corpusiq.io/blog/connect-gmail-claude-recover-critical-emails)
- [Missed Critical Email: Recover Time-Sensitive Messages Across Gmail and Outlook](https://www.corpusiq.io/blog/connect-gmail-claude-recover-critical-emails)
- [Connect OneDrive to ChatGPT: Search Company Files in Natural Language](https://www.corpusiq.io/blog/connect-onedrive-chatgpt-search-company-files)
---
# Connect Google Calendar to ChatGPT: Audit Your Time Without Spreadsheets
URL: https://www.corpusiq.io/blog/connect-google-calendar-chatgpt-audit-time
Published: 2026-06-11
Category: connector-guide
Connector: google-calendar
Your calendar is the real record of how you spend your week. Connect Google Calendar to ChatGPT with CorpusIQ to audit meeting ROI, recurring waste, and time allocation.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Most executives cannot tell you how they spent last week. Not because they do not care, because reconstructing it from calendar is tedious. Open Calendar, scroll through every day, manually categorize each meeting. Nobody does this. Everyone suspects they should.
Connecting Google Calendar to ChatGPT through CorpusIQ turns the audit into a conversation. Ask where your time went, which meetings are recurring waste, how much time you spend in recruiting versus customer calls. Data comes from your actual calendar, not your memory.
## The problem with the current workflow
Time audits are high-value and almost never done. The reason is that the tooling is terrible. Spreadsheets require manual entry. Calendar analytics tools require another subscription and another login. Most founders try it once, get a messy answer, and stop.
The miss is costly. Most operators are spending 30-40% of their week in meetings that have no clear ROI. Recurring meetings especially: the Tuesday standup that stopped being useful six months ago, the vendor check-in that should be quarterly not weekly.
## How CorpusIQ solves it
CorpusIQ connects Google Calendar to ChatGPT through MCP. ChatGPT can read events, attendees, durations, and categorize by keywords.
Read-only. ChatGPT cannot create, modify, or decline events.
Live queries. Pulls from Google Calendar API in real time.
Revocable. Disconnect from Google account permissions.
## What you can actually do
- "How many hours did I spend in meetings last week, broken down by meeting type based on title keywords?"
- "List every recurring meeting I have, sorted by total hours this month."
- "Which meetings in the last 30 days had more than 6 attendees, and what was the total cost in person-hours?"
- "Compare my meeting load this month to last month. Am I in more or fewer meetings?"
- "How much time did I spend in 1:1s versus group meetings last quarter?"
- "Show me every meeting over 60 minutes in the last 2 weeks."
- "What percentage of my week was back-to-back with no gaps?"
- "List external meetings (meetings with domains not matching my company) in the last 30 days."
Follow-ups sharpen the audit. Ask how time was spent, drill into the top category, ask which meetings there are recurring, then ask which ones have not had an agenda sent in 90 days.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month, covers Calendar plus 37+ connectors.
2. Click Connect next to Google Workspace. Approve Calendar read access.
3. Add CorpusIQ to ChatGPT.
## Where this earns its keep
Executives, founders, and chiefs of staff benefit most. Anyone whose primary output is decisions gets more leverage from ruthless calendar hygiene than from almost any other intervention.
Stacks well with HubSpot and Gmail. Ask ChatGPT how much time you spent with a specific customer across meetings and email, compared to the revenue they represent.
## What to watch out for
Calendar data is directional, not precise. A 30-minute meeting may actually run 45. A declined invite may still show on the calendar. Use the data for patterns, not for timesheet-level accuracy.
## See also
- [Operations Efficiency Audit: Meeting ROI, Email Overload, and Delegation Readiness](https://www.corpusiq.io/blog/connect-google-calendar-chatgpt-audit-time)
- [Connect Gmail to Claude: Recover Critical Emails Before They Cost You](https://www.corpusiq.io/blog/connect-gmail-claude-recover-critical-emails)
- [Connect HubSpot to Claude: Pipeline Health in One Conversation](https://www.corpusiq.io/blog/connect-hubspot-claude-pipeline-health)
---
# Connect Gmail to Claude: Recover Critical Emails Before They Cost You
URL: https://www.corpusiq.io/blog/connect-gmail-claude-recover-critical-emails
Published: 2026-06-08
Category: connector-guide
Connector: gmail
Critical emails get buried, misfiled, or trapped in spam. Connect Gmail to Claude with CorpusIQ to surface renewals, payments, legal notices, and client escalations before they miss the window.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
The most expensive email in your inbox is the one you did not read. An auto-renewal notice in spam, a payment reminder buried under newsletters, a legal notice that looked like marketing. Every operator has at least one story about a missed email that cost thousands or broke a relationship.
Connecting Gmail to Claude through CorpusIQ gives you a way to sweep the inbox for things that actually matter. Ask Claude to find recent emails about contracts, payments, legal notices, or anything time-sensitive. Pulls from spam, promotions, archives, every label.
## The problem with the current workflow
Gmail is optimized for replying to threads you are already watching. It is not optimized for audit. Filtering for "everything important I have not handled" is hard. Search works if you know what you are looking for, which is exactly the wrong framing for finding things you have forgotten about.
Most operators compensate by being religious about inbox zero, but that falls apart in busy weeks, and the emails that slip through are disproportionately the ones that matter most. An overdue-invoice reminder looks boring. A contract amendment from legal counsel looks like newsletter clutter.
## How CorpusIQ solves it
CorpusIQ connects Gmail to Claude through MCP. Claude can search messages, read threads, filter by label, and scan folders including spam and promotions.
Read-only scope. Claude cannot send, reply, archive, or delete.
No retention. Every query hits Gmail's API live.
Revocable. Disconnect from Google account permissions.
## What you can actually do
- "Search the last 60 days for any emails mentioning contract renewal, auto-renewal, or expiration."
- "Find messages in spam or promotions that look like legal or compliance notices."
- "List every email from a legal or law firm domain in the last 90 days."
- "Summarize unresponded threads with subject lines containing 'overdue' or 'past due.'"
- "Find all emails where a client complained about a deliverable in the last 30 days."
- "Scan the inbox for vendor renewal notices landing in the next 60 days."
- "List the 10 longest threads I have not responded to this month."
- "Find every email with an attached contract or NDA in the last 6 months."
Follow-ups drill down. Ask for recent legal emails, pick one, ask what it says, ask whether it requires action by a specific date.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month, covers Gmail plus 37+ connectors.
2. Click Connect next to Google Workspace. Approve Gmail read access.
3. Connect to Claude via MCP.
## Where this earns its keep
Founders, operators, and anyone with a high-volume inbox benefit immediately. The time cost of a missed renewal, a missed legal notice, or a missed escalation is disproportionately high relative to the cost of a periodic sweep.
Compounds with HubSpot, QuickBooks, and Drive. Ask Claude what the email thread with a customer said, what the HubSpot record shows about that customer, and what the QuickBooks AR says about their payment history. One question, three systems.
## What to watch out for
Inbox access is sensitive. Claude with Gmail read access can see anything in your inbox including confidential and personal content. Review the scope before connecting. For mixed personal and work accounts, consider a work-only Gmail.
Gmail's API has rate limits. For very large inboxes, broad queries can be slow. Ask narrower questions for faster results.
## See also
- [Missed Critical Email: Recover Time-Sensitive Messages Across Gmail and Outlook](https://www.corpusiq.io/blog/connect-gmail-claude-recover-critical-emails)
- [Contract Intelligence Suite: Never Miss a Renewal Again](https://www.corpusiq.io/blog/contract-intelligence-never-miss-renewal)
- [Connect Google Drive to Claude: Turn Every Doc into Answerable Data](https://www.corpusiq.io/blog/connect-google-drive-claude-answerable-data)
---
# Connect Google Drive to Claude: Turn Every Doc into Answerable Data
URL: https://www.corpusiq.io/blog/connect-google-drive-claude-answerable-data
Published: 2026-06-04
Category: connector-guide
Connector: google-drive
Your company's real knowledge base is Google Drive. Connect Drive to Claude with CorpusIQ to search, summarize, and extract from every doc, sheet, and PDF in seconds.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Most companies do not have a wiki. They have Google Drive. Every proposal, contract, policy, and SOP lives there. Finding anything specific requires remembering the exact title or rough folder location. Search works, sort of, but only if you guess the right keywords.
Connecting Google Drive to Claude through CorpusIQ turns Drive into something you can ask questions of. What does the vendor contract with Acme say about auto-renewal? Where is the latest version of the pricing sheet? What did the Q3 strategy doc conclude? Plain language, real answers.
## The problem with the current workflow
Drive's search is keyword-based. It returns a list of files that contain the term. It does not read the files for you, summarize across them, or answer questions from their content. You still have to open each one and scan.
For operators, the cost shows up in two places. First, context-switching: opening five docs to answer one question is exhausting. Second, surfacing old knowledge: a doc written 18 months ago might have the exact answer you need today, but you will never find it because you forgot it exists.
## How CorpusIQ solves it
CorpusIQ connects Google Drive to Claude through MCP. Claude can search files by content, list files by folder or type, and read the contents of docs, sheets, and PDFs directly.
Read-only OAuth. Claude cannot create, modify, move, or delete any file.
No data copied. Every query pulls file content from Drive in real time. Nothing is cached or indexed inside CorpusIQ.
Respects Drive permissions. Claude can only read files the connecting user has access to. Sharing permissions in Drive remain the source of truth.
## What you can actually do
- "Find every document that mentions our auto-renewal clause and summarize what each one says."
- "Search all PDFs for our insurance certificates, and list the expiration dates."
- "What does the 2024 strategy doc say about our approach to enterprise customers?"
- "Find the latest version of the pricing sheet and summarize the changes from the previous version."
- "List all contracts signed in the last 12 months."
- "Search Drive for vendor NDAs that have not been countersigned."
- "Summarize the Q3 board prep documents into a one-page brief."
- "Find the onboarding checklist for new hires and show me what it contains."
Follow-ups get sharper. Ask about contracts, drill into one, ask what the termination clause specifies, then ask whether the vendor has a right of first refusal.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month.
2. Click Connect next to Google Workspace. Approve Drive read access.
3. Connect CorpusIQ to Claude.
## Where this earns its keep
Professional services firms, consultancies, and any company with a mature Drive benefit immediately. If your institutional knowledge lives in Drive, Claude becomes the layer that makes it interrogable.
Combines with Gmail and Slack for full-context questions. Ask Claude what the vendor agreement says, what the email thread discussed, and what the Slack conversation decided. Three sources, one answer.
## What to watch out for
Two caveats.
Drive access is broad by scope. When you connect, Claude can see any file the connecting user has access to, including Shared Drives. If your Drive is messy, Claude will see the mess. Consider connecting with a purpose-scoped account if you want to limit exposure.
Image-only PDFs (scanned docs without OCR) are not readable as text. If your Drive has scanned contracts, Claude cannot extract from them until they are OCR'd.
## See also
- [Contract Intelligence Suite: Never Miss a Renewal Again](https://www.corpusiq.io/blog/contract-intelligence-never-miss-renewal)
- [Connect Dropbox to Claude: Contract Intelligence Across Every Folder](https://www.corpusiq.io/blog/connect-dropbox-claude-contract-intelligence)
- [Knowledge Gap Detector: Find Institutional Knowledge That Lives Only in Email and Slack](https://www.corpusiq.io/blog/connect-slack-chatgpt-team-knowledge)
---
# Connect eBay to ChatGPT: Listing Performance and Seller Health on Demand
URL: https://www.corpusiq.io/blog/connect-ebay-chatgpt-listing-performance
Published: 2026-06-01
Category: connector-guide
Connector: ebay
eBay Seller Hub is dense and slow. Connect eBay to ChatGPT with CorpusIQ for fast insight into listings, orders, seller standards, and policy risk in plain English.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
eBay's Seller Hub is built for power users running hundreds of listings. For everyone else, it is a maze of tabs and KPIs that shift name every few months. Checking seller standards, recent orders, and underperforming listings takes fifteen minutes if nothing breaks.
Connecting eBay to ChatGPT through CorpusIQ makes those checks seconds long. Ask what the seller health looks like, ask which listings are stalling, ask whether any recent orders have risk flags. ChatGPT pulls from eBay's APIs in real time.
## The problem with the current workflow
eBay sellers manage the business in three places. Seller Hub for orders and listings. Performance dashboard for seller standards. Email and Messages for buyer communication. Cross-referencing them is manual.
The bigger issue is policy and metrics surveillance. eBay's seller standards program is strict. Drift too far on defect rate or late shipment rate and your account tier drops, which means lower visibility and higher fees. Sellers often find out too late because nobody is watching the metrics daily.
## How CorpusIQ solves it
CorpusIQ connects eBay's Seller APIs to ChatGPT through MCP. ChatGPT can query listings, orders, transactions, seller standards, traffic reports, and customer service metrics.
Read-only. ChatGPT cannot list items, modify prices, or respond to buyers.
Zero storage. Every query hits eBay directly.
Revocable. Disconnect from eBay's Connected Apps page.
## What you can actually do
- "What is my current seller standards program tier, and which metrics are trending toward a downgrade?"
- "Show me listings with more than 100 impressions and zero sales in the last 30 days."
- "What is my current defect rate versus the Top Rated threshold?"
- "List orders from the last 7 days with any delivery issues or open cases."
- "Which listings are getting the most traffic, and which ones have the worst sell-through rate?"
- "Compare this month's GMV to last month, broken down by category."
- "Show me transactions with refunds or returns in the last 30 days."
- "What is my current funds on hold balance and when does it release?"
Follow-ups work. Ask about seller health, drill into the worst metric, then ask which orders are driving that metric.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month, includes eBay plus 37+ connectors.
2. Click Connect next to eBay. Approve the OAuth flow in your eBay account.
3. Add CorpusIQ to ChatGPT.
## Where this earns its keep
Small to mid-size eBay sellers benefit most. You are running a real operation but do not have an analyst watching metrics. ChatGPT plus CorpusIQ becomes your morning health check.
Also useful for resellers running multiple platforms. Pair eBay with Shopify and you can ask ChatGPT about cross-channel SKU performance in one question.
## What to watch out for
eBay's APIs have granular rate limits. Running dozens of broad queries in short succession will trip the limit. For most operators this never matters, but if you are building automations on top, batch queries thoughtfully.
Category-specific policies are not fully exposed through the API. If you sell in restricted categories, Seller Hub is still the source of truth for policy violations.
## See also
- [Connect Shopify to ChatGPT: Daily Store Intelligence Without Dashboards](https://www.corpusiq.io/blog/connect-shopify-chatgpt-daily-store-intelligence)
- [Product Kill or Scale: Rank Every SKU by True Profit](https://www.corpusiq.io/blog/connect-shopify-chatgpt-daily-store-intelligence)
- [Read-Only OAuth and Zero Data Storage: The CorpusIQ Security Architecture](https://www.corpusiq.io/blog/read-only-oauth-zero-data-storage-architecture)
---
# Connect Klaviyo to Claude: Email Revenue Attribution That Actually Works
URL: https://www.corpusiq.io/blog/connect-klaviyo-claude-email-attribution
Published: 2026-05-28
Category: connector-guide
Connector: klaviyo
Klaviyo's dashboards make email look great. Connect Klaviyo to Claude with CorpusIQ and dig into what is actually driving revenue versus what is just getting clicks.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Klaviyo's dashboard tells a happy story. Attributed revenue is big. Open rates look healthy. Every campaign looks like it is earning its keep. The problem is that Klaviyo's attribution window is generous by default, which means some of the revenue showing up under "email" would have happened anyway.
Connecting Klaviyo to Claude through CorpusIQ makes that attribution interrogable. Ask what a specific flow actually added, ask whether a campaign cannibalized a send the next day, ask which segments are dragging overall engagement down. Not a dashboard, a conversation.
## The problem with the current workflow
Klaviyo's reporting is good at one thing: making email look valuable to the person approving the Klaviyo renewal. Campaign reports show opens, clicks, attributed revenue. Flow reports show the same. The top-line number is always directionally correct and always slightly flattering.
For operators trying to actually improve performance, the questions are sharper. What is the incremental revenue from the welcome flow, net of what buyers would have done anyway? Which segment has declining engagement? Are we sending too often to the top 20% of subscribers? These questions require stitching together multiple reports, and Klaviyo's UI does not make that easy.
## How CorpusIQ solves it
CorpusIQ exposes Klaviyo to Claude through MCP. Claude can query campaigns, flows, segments, lists, profiles, and events. That covers campaign performance, flow attribution, segment health, and subscriber lifecycle.
Read-only OAuth. Claude cannot send, pause, edit, or delete anything.
Live data. Every query hits the Klaviyo API. Nothing is cached.
Revocable. Remove from Klaviyo integrations in one click.
## What you can actually do
- "Which flows drove the most revenue last month, and what is the revenue per recipient for each?"
- "Show me segments with declining open rates over the last 90 days."
- "Compare abandoned cart flow performance this quarter versus last quarter."
- "Which campaigns had the highest unsubscribe rate, and what was the subject line?"
- "What is my total email revenue this month versus the same month last year?"
- "List the top 10 customers by lifetime email-attributed revenue."
- "Show me every SMS campaign sent in the last 30 days with click-through rate below 2 percent."
- "Which welcome flow variant has the highest conversion rate?"
Follow-ups chain naturally. Ask which flows are working, drill into one, ask which step has the biggest drop-off, then ask what the email at that step looks like.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month, includes Klaviyo plus 37+ connectors.
2. Click Connect next to Klaviyo. Paste your Klaviyo read-only API key.
3. Connect CorpusIQ to Claude via MCP.
## Where this earns its keep
Ecommerce brands using Klaviyo as their primary revenue channel benefit most. The moment email passes 20% of revenue, the questions get real: which flows, which segments, which cadence. Claude plus Klaviyo answers those in seconds.
Compounds with Shopify and Meta Ads. Ask Claude whether email revenue is cannibalizing paid ad attribution, or whether subscribers who came in through Facebook have different LTV than organic subscribers. Cross-source questions are where this stack earns its keep.
## What to watch out for
Two caveats.
Klaviyo's attribution window is a setting. Whatever window you have configured is the lens Claude will answer through. If you attribute last-click for 5 days, that is what Claude reports. Understand your own setting before trusting the numbers.
Segments that are defined with flawed logic will return flawed answers. Claude reports on what segments contain, not whether the segment definition was correct. Audit your segment definitions periodically.
## See also
- [Connect Shopify to ChatGPT: Daily Store Intelligence Without Dashboards](https://www.corpusiq.io/blog/connect-shopify-chatgpt-daily-store-intelligence)
- [Ad Spend Truth Report: True ROAS Across Google, Meta, and TikTok](https://www.corpusiq.io/blog/ad-spend-truth-report-true-roas)
- [Weekly Business Pulse Without a BI Team: GA4 + Shopify + Ads in One Report](https://www.corpusiq.io/blog/weekly-business-pulse-ga4-shopify-ads)
---
# Connect Facebook Ads to ChatGPT: Campaign Analysis Without the Ads Manager
URL: https://www.corpusiq.io/blog/connect-facebook-ads-chatgpt-campaign-analysis
Published: 2026-05-25
Category: connector-guide
Connector: facebook-ads
Meta Ads Manager is slow and cluttered. Connect Facebook Ads to ChatGPT with CorpusIQ for fast campaign, ad set, and creative performance analysis in plain English.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Meta Ads Manager is a reporting tool in name only. It is a buying tool that happens to surface data. Every campaign question takes eight clicks and a filter reset. For operators spending under $100k/month, the UI is an obstacle, not an asset.
Connecting Facebook Ads to ChatGPT through CorpusIQ routes around Ads Manager entirely for analysis. You ask what is working and what is not, ChatGPT pulls from the Meta Marketing API in real time, and you get a ranked answer in seconds.
## The problem with the current workflow
Ads Manager assumes you know exactly which breakdown you want before you open it. If you are looking for underperforming ad sets, you navigate to Ad Sets, filter by date, sort by CPA, scroll. If you want to compare creatives, different screen, different filters. If you want to see how Instagram placements compare to Facebook Feed, different view again.
Operators respond in three predictable ways. Some build a Looker Studio or Shopify Triple Whale dashboard. Those go stale. Some hire an agency and let them own the reporting. That creates dependency. Some just look at the top-line spend and ROAS number and hope for the best. That is where the waste hides.
## How CorpusIQ solves it
CorpusIQ connects Meta's Marketing API to ChatGPT through MCP. ChatGPT gains access to campaigns, ad sets, ads, audiences, placements, and insights across any ad account your Business Manager has access to.
Read-only scope. ChatGPT cannot pause, duplicate, or modify anything. All write actions stay in Meta.
Zero retention. The Meta API returns data, CorpusIQ returns the answer, nothing is cached or stored.
Revocable from Business Manager. One click in Meta's integrations page removes access.
## What you can actually do
- "Which ad sets have spent over $500 this month with a ROAS below 1?"
- "Show me my top 10 creatives by CTR in the last 14 days."
- "Compare Instagram Feed versus Facebook Feed performance for the current campaign."
- "List campaigns where CPA has risen more than 30 percent week over week."
- "Which audiences have the highest frequency, and what is their conversion rate?"
- "Show me every ad with a relevance score below average that has spent more than $100."
- "What is my blended CPM across campaigns this month versus last month?"
- "Flag any ads with high impressions but low clicks in the last 7 days."
Follow-ups work naturally. Ask which ad sets are underperforming, then ask what creatives they are running, then ask which placements are eating the budget. One conversation, three levels deep.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month covers Meta Ads plus all 37+ connectors.
2. Click Connect next to Facebook Marketing. Log in to Meta, select your Business Manager and ad accounts, approve read-only.
3. Add the CorpusIQ connector to ChatGPT.
## Where this earns its keep
Direct-to-consumer brands under $20M in revenue get the most lift. You are running enough ads to have real data, not enough budget to staff a dedicated paid media analyst. ChatGPT plus CorpusIQ replaces the weekly audit you never quite have time for.
Stacks well with Shopify, Google Ads, and TikTok. Ask ChatGPT for blended ROAS across channels in one question instead of checking three dashboards.
## What to watch out for
Two caveats.
Attribution in Meta is Meta's attribution. If your pixel setup is noisy or your Conversions API is sending bad events, the numbers ChatGPT returns will reflect that. Fix the tracking before trusting the insights.
iOS 14+ continues to degrade what Meta can report on at the ad level. Claude will return what the API gives back. The ceiling on insight depth is set by Apple, not CorpusIQ.
## See also
- [Ad Spend Truth Report: True ROAS Across Google, Meta, and TikTok](https://www.corpusiq.io/blog/ad-spend-truth-report-true-roas)
- [Connect Google Ads to Claude: Find Wasted Spend in Minutes](https://www.corpusiq.io/blog/connect-google-ads-claude-find-wasted-spend)
- [Connect Shopify to ChatGPT: Daily Store Intelligence Without Dashboards](https://www.corpusiq.io/blog/connect-shopify-chatgpt-daily-store-intelligence)
---
# Connect Google Ads to Claude: Find Wasted Spend in Minutes
URL: https://www.corpusiq.io/blog/connect-google-ads-claude-find-wasted-spend
Published: 2026-05-21
Category: connector-guide
Connector: google-ads
Google Ads has 30 screens to find what is wasting money. Connect Google Ads to Claude with CorpusIQ and surface underperforming keywords, ads, and campaigns in one conversation.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Every Google Ads account has waste. The question is where. The Google Ads interface makes finding it genuinely difficult: different reports for keywords, search terms, ad variations, assets, and placements, each with their own filters and date ranges. A thorough audit takes half a day. Most operators skip it.
Connecting Google Ads to Claude through CorpusIQ compresses that half-day into a conversation. Ask where the waste is, Claude pulls from the Google Ads API, and the underperformers surface in minutes.
## The problem with the current workflow
Google Ads' UI is built for buyers who live in it. If you are managing a $20k/month spend as one of ten things on your plate, the interface punishes you. Keyword performance here, search terms there, asset reports in a third place, placements in a fourth. Each one is a filter-sort-export ritual.
Agencies fill this gap, but agency reports tend to focus on what the agency wants to highlight. The campaigns that are working get prominent placement. The campaigns that are bleeding money get a footnote. The question "where is my waste" is not the question agency reports are designed to answer.
Doing it yourself requires fluency in the Google Ads Editor or API. Most operators do not have that fluency. The result is wasted spend that stays wasted for months.
## How CorpusIQ solves it
CorpusIQ connects Google Ads to Claude through MCP. Claude can query campaigns, ad groups, keywords, ads, search terms, audiences, assets, and performance metrics across any account or MCC you grant access to.
Read-only access. CorpusIQ requests only the read scope. Claude cannot pause campaigns, adjust bids, modify budgets, or make any structural change to your account. It surfaces what is happening. You decide what to do.
Live queries. Every question hits the Google Ads API in real time. No caching, no delayed reports, no stale data.
Revoke instantly. Disconnect from the Google account permissions page and access is gone.
## What you can actually do
- "Which keywords have spent more than $500 this month with zero conversions?"
- "Show me the top 20 search terms triggering my ads that I have not added as exact match or negatives."
- "List campaigns where CPA is more than 50 percent above the account average."
- "Which ad groups have impressions but no clicks in the last 14 days?"
- "Compare this month's CTR to last month, broken down by campaign."
- "What is my cost per conversion on brand terms versus non-brand terms?"
- "Show me every ad variation with a quality score below 5."
- "Which geo locations are converting below the account average but getting more than 10 percent of the spend?"
Follow-ups are natural. Ask about wasted spend, drill into the top offender, then ask what search terms are driving that spend. Three questions, concrete audit findings.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month includes Google Ads plus all 37+ connectors.
2. Click Connect next to Google Ads. Authorize read-only access. If you manage an MCC, grant MCC access and CorpusIQ can query every child account.
3. Add the CorpusIQ MCP server to Claude.
First question is live.
## Where this earns its keep
The operators who get the most value from this are the ones managing Google Ads themselves or supervising an agency. If you run your own ads, Claude replaces the audit you keep meaning to do. If you work with an agency, Claude gives you an independent view of what is happening in the account so you can ask sharper questions during QBRs.
It stacks well with GA4, Shopify, and Klaviyo. Ask Claude about wasted Google Ads spend, then ask which landing pages those ads sent traffic to, then ask whether any of that traffic converted downstream. The cross-source view is where the real analysis lives.
It also helps with attribution sanity checks. If Google Ads says a campaign drove 50 conversions but Shopify and GA4 tell a different story, you can surface the gap in one question. The discrepancy is the signal.
## What to watch out for
Three honest caveats.
First, Claude will not replace a senior PPC manager for strategy. It is excellent at surfacing problems and asking sharper questions. It is not a substitute for someone who knows when to shift from Manual CPC to Target CPA, or how to structure a PMax campaign correctly.
Second, Performance Max is a black box by Google's design. The API exposes asset-level and campaign-level data, but deep breakdowns by audience or placement inside PMax are limited. Claude returns what Google returns. The ceiling on PMax insight is set by Google, not by CorpusIQ.
Third, attribution is a Google Ads reporting choice. The conversion counts Claude surfaces reflect whatever attribution model you have set. If that model does not match reality, the answers will look off. Configure attribution thoughtfully before auditing.
## See also
- [Ad Spend Truth Report: True ROAS Across Google, Meta, and TikTok](https://www.corpusiq.io/blog/ad-spend-truth-report-true-roas)
- [Connect Google Analytics 4 to Claude: Stop Digging, Start Asking](https://www.corpusiq.io/blog/connect-ga4-claude-stop-digging)
- [Connect Facebook Ads to ChatGPT: Campaign Analysis Without the Ads Manager](https://www.corpusiq.io/blog/connect-facebook-ads-chatgpt-campaign-analysis)
---
# Connect Slack to ChatGPT: Turn Team Chatter into Searchable Knowledge
URL: https://www.corpusiq.io/blog/connect-slack-chatgpt-team-knowledge
Published: 2026-05-18
Category: connector-guide
Connector: slack
Most company knowledge lives in Slack threads nobody can find. Connect Slack to ChatGPT with CorpusIQ to surface decisions, context, and answers that were buried in DMs and channels.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Slack is where most operating decisions get made and none of them get filed. The reasoning behind a pricing change, the context on why a vendor was chosen, the thread that explained the weird exception in the contract. All of it lives somewhere in Slack, and Slack's search has a reputation for a reason.
Connecting Slack to ChatGPT through CorpusIQ turns your team's accumulated chatter into something you can actually query. Ask a question, get an answer that cites the actual threads where the decision happened.
## The problem with the current workflow
Every company past 10 people has the same problem. Decisions happen in Slack. Nobody writes them down. Three months later, someone asks "why did we do it this way" and the answer exists, but only if you can find the thread.
Slack's native search is keyword-based and paginates badly. You type a term, you get 200 results, you scroll until your eyes glaze over. If the original message used slightly different words than you remember, you never find it. The information is not lost. It is just not reachable.
Teams respond by creating wikis or Notion pages, but the wikis go stale and nobody updates them. The authoritative version of most operating context stays in Slack whether you like it or not.
## How CorpusIQ solves it
CorpusIQ connects Slack to ChatGPT through MCP. ChatGPT can search messages, read threads, look at channel context, and summarize discussions across the parts of your workspace you have granted it access to.
The connection is read-only. ChatGPT cannot post messages, create channels, add users, or do anything that modifies your Slack workspace. The only action available is reading.
No retention. CorpusIQ does not copy Slack messages into a database. Every search hits the Slack API and returns the result. Messages do not persist in CorpusIQ.
Scoped access. The Slack OAuth install respects workspace policies. You choose which channels the integration can access when you install. Private channels require explicit invitation. DMs are scoped to the installing user.
## What you can actually do
- "Find the thread where we decided to go with the new pricing structure and summarize the key points."
- "What did the engineering team say about the database migration last week? Summarize across the top 3 threads."
- "Search the customer-success channel for any mentions of customer complaints about onboarding in the last 30 days."
- "Who was working on the Q2 marketing plan, and what is the latest status based on the Slack threads?"
- "Find the thread where legal weighed in on the vendor contract and give me the bullet points."
- "What decisions were made in the #leadership channel in the last week?"
- "Summarize the standup threads in #engineering for this week. What is blocked, what is shipping?"
- "Find all Slack messages where someone mentioned the Acme account in the last 60 days."
This turns Slack from a firehose into a knowledge source. The threads were always there. Now you can reach them.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month covers Slack plus all 37+ connectors.
2. Click Connect next to Slack. Choose your workspace. Approve the scopes.
3. Add the CorpusIQ connector to ChatGPT from the ChatGPT connectors directory.
Ask your first question.
## Where this earns its keep
The companies that benefit most are knowledge-work teams between 10 and 200 people. Small enough that key context lives in Slack. Large enough that you cannot scroll back to find it.
It works especially well for new hires. A new employee can ask ChatGPT "what have we decided about X" and get an answer sourced from the actual threads, instead of asking three people in DMs who will each give a slightly different version.
For operators and founders, it compounds with other connectors. Ask ChatGPT about a customer complaint, then ask what the HubSpot record says, then ask what the Gmail thread shows. The Slack context fills in the gaps that formal systems miss.
## What to watch out for
Three things to consider before you connect Slack.
First, permissions. ChatGPT with Slack access can read anything the installing user or the app scope can read. If you install at the workspace level, admins should review the scope list carefully. For most teams, installing with minimum scopes and adding the app to specific channels is the safer path.
Second, sensitive content. Slack channels often contain PII, client details, and confidential strategy. Your organization's data policies apply to what gets surfaced through ChatGPT. If you are in a regulated industry, talk to compliance before connecting.
Third, noise. Slack has a lot of noise. ChatGPT will work with what is there. If your channels are mostly memes and GIFs, search quality will reflect that. Integrations do better with workspaces that use channels thoughtfully.
## See also
- [Knowledge Gap Detector: Find Institutional Knowledge That Lives Only in Email and Slack](https://www.corpusiq.io/blog/connect-slack-chatgpt-team-knowledge)
- [Connect Gmail to Claude: Recover Critical Emails Before They Cost You](https://www.corpusiq.io/blog/connect-gmail-claude-recover-critical-emails)
- [Read-Only OAuth and Zero Data Storage: The CorpusIQ Security Architecture](https://www.corpusiq.io/blog/read-only-oauth-zero-data-storage-architecture)
---
# Connect HubSpot to Claude: Pipeline Health in One Conversation
URL: https://www.corpusiq.io/blog/connect-hubspot-claude-pipeline-health
Published: 2026-05-14
Category: connector-guide
Connector: hubspot
Forecast reviews, deal stalls, rep productivity, contact engagement. Connect HubSpot to Claude with CorpusIQ and get answers without building another dashboard.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Pipeline review meetings are where data goes to be argued with. The report says one thing, the rep says another, the forecast gets adjusted on vibes. Nobody leaves the room confident. Nobody goes back to HubSpot to check the actual numbers, because pulling them would take another 20 minutes.
Connecting HubSpot to Claude through CorpusIQ lets you ask pipeline questions the same way you ask any other question. In plain English, during the meeting, with the answer coming straight from HubSpot. No report builder, no filtered view, no hunting for the right property.
## The problem with the current workflow
HubSpot is a capable CRM but its reporting model punishes ad-hoc questions. You can build a beautiful dashboard for your top 10 recurring metrics. You cannot, without effort, answer the question someone raises in a Tuesday standup. Custom reports take time. Saved filters get forgotten. Every rep has their own view of their own pipeline.
The predictable result is that pipeline conversations happen on feel. The sales leader knows which deals "feel solid" and which ones "are slipping." The CFO asks for a forecast and gets a number that was manually adjusted three times before anyone agreed on it. Nobody is working from the same data.
The CRM has the answers. The problem is that extracting them requires either a dedicated RevOps person or a level of HubSpot fluency most teams do not have.
## How CorpusIQ solves it
CorpusIQ exposes HubSpot to Claude through MCP. Claude gains the ability to query contacts, companies, deals, tickets, pipeline stages, owners, activities, and any custom properties your team uses. Ask a pipeline question and Claude pulls the answer from HubSpot in real time.
Read-only by design. CorpusIQ requests only read scopes. Claude cannot modify deals, reassign owners, change stages, or delete contacts. There is no write path.
Zero data retention. CorpusIQ does not copy your CRM into a database. Every query hits HubSpot directly. Close Claude and CorpusIQ has nothing.
Revocable instantly. Disconnect from the HubSpot integrations panel and the token is invalidated.
## What you can actually do
- "Show me all deals over $25,000 in the proposal stage that have not had activity in 14 days."
- "Which deals closed this quarter, broken down by source, and which sources have the highest win rate?"
- "Give me a pipeline forecast for the next 90 days using weighted stage probabilities."
- "List contacts at companies with more than 100 employees who have opened an email in the last 7 days but have no assigned owner."
- "Which reps have the longest average time from opportunity to close, and what is the average deal size for each?"
- "Show me deals where the close date has been pushed more than twice, grouped by owner."
- "What is the conversion rate from MQL to SQL to Customer over the last 6 months?"
- "Flag any enterprise deals over $50k with no meeting scheduled in the last 21 days."
Follow-ups behave like a conversation. Ask about stalled deals, then narrow to one owner, then ask what the common reason in the notes field is. Claude keeps the context.
## Setup in 3 minutes
1. Create an account at [corpusiq.io](https://www.corpusiq.io). Solo $29.95/month covers HubSpot plus all 37+ connectors.
2. In the dashboard, click Connect next to HubSpot. Authorize read-only access in HubSpot.
3. Connect Claude to CorpusIQ via the MCP setup in your Claude dashboard.
First question is live.
## Where this earns its keep
The teams that benefit most have a HubSpot instance with real data in it and not enough analyst hours to serve everyone who has questions. Sales leaders, RevOps, and founders running their own pipeline all save hours a week.
It compounds with Gmail, Outlook, and Google Calendar. Ask Claude about a stalled deal, then ask what the last email thread said, then ask when the next meeting is. Three connectors, one conversation. CorpusIQ's MCP layer is what makes the cross-source questions work.
It also pays off at forecast time. Instead of the sales leader spending 4 hours building a deck, they ask Claude for the forecast and the stage-by-stage breakdown, then review it with the team. The conversation is about what to do, not about how to build the slide.
## What to watch out for
Two honest caveats.
Data quality matters. If your reps do not update deal stages, the forecast will be wrong. Claude reports what HubSpot contains. It cannot guess what was supposed to be there.
Custom property coverage varies. HubSpot exposes standard properties reliably through the API. Custom properties work but require that your HubSpot admin has kept the property schema clean. Ask Claude to list available properties first if you are unsure what is queryable.
## See also
- [SaaS CRO Playbook: Pipeline Velocity Using HubSpot + Gmail + Calendar](https://www.corpusiq.io/blog/saas-cro-pipeline-velocity-hubspot-gmail)
- [Connect Gmail to Claude: Recover Critical Emails Before They Cost You](https://www.corpusiq.io/blog/connect-gmail-claude-recover-critical-emails)
- [Connect Google Calendar to ChatGPT: Audit Your Time Without Spreadsheets](https://www.corpusiq.io/blog/connect-google-calendar-chatgpt-audit-time)
---
# Connect Google Analytics 4 to Claude: Stop Digging, Start Asking
URL: https://www.corpusiq.io/blog/connect-ga4-claude-stop-digging
Published: 2026-05-11
Category: connector-guide
Connector: ga4
GA4 is powerful and painful. Connect GA4 to Claude with CorpusIQ and get traffic, conversion, and funnel answers in plain English instead of clicking through Explorations.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
GA4 knows the answer. Finding it is the problem. The event-based model is more flexible than Universal Analytics was, but the UI makes you pay for that flexibility in clicks. Explorations, dimension pickers, date ranges, comparison toggles. By the time you have built the report, the question has gone cold.
Connecting GA4 to Claude through CorpusIQ skips the UI entirely. You ask the question, Claude pulls the answer from the GA4 API, and the analysis comes back as a sentence, not a chart you have to interpret.
## The problem with the current workflow
GA4's interface is optimized for analysts who live in the tool. For operators who dip in once a week, the friction is punishing. Every question requires setting up dimensions, metrics, filters, and comparisons from scratch. Save a report, forget where you saved it, rebuild it next Tuesday.
Most small teams respond by either building a Looker Studio dashboard that goes stale or ignoring GA4 entirely and relying on Shopify or Stripe as ground truth. Both are bad outcomes. Looker dashboards rot. Ignoring GA4 means you cannot answer questions about traffic sources, landing page conversion, or funnel drop-off.
The deeper issue is that GA4 rewards people who already know what to look for. If you know to check landing page bounce rate by source for organic traffic over the last 28 days, GA4 will show it to you. If you are just wondering whether last week's blog post drove anything, you are in for a 15-minute click-fest.
## How CorpusIQ solves it
CorpusIQ connects your Google account to Claude through MCP. Once connected, Claude can query the GA4 Data API directly. Traffic reports, conversion events, funnel analysis, audience breakdowns, real-time users, and ecommerce events are all accessible through natural language.
The architecture matches the rest of CorpusIQ:
Read-only OAuth. CorpusIQ requests only the GA4 read scope. Claude cannot modify your property settings, add users, or change data retention.
No data copied. Claude asks a question, CorpusIQ hits the GA4 API, returns the answer. Nothing is cached, warehoused, or retained.
One click to revoke. Disconnect from Google's account permissions page and the access is gone.
## What you can actually do
- "What were my top 10 landing pages by conversion rate last month, and how do they compare to the same page set the month before?"
- "How much organic search traffic did I get last week, broken down by country?"
- "Which blog posts drove the most newsletter signups in the last 30 days?"
- "Show me the funnel from homepage to pricing page to signup for paid traffic only."
- "What is my average session duration by traffic source, and which source has the lowest bounce rate?"
- "Compare this week's traffic to last week. Highlight any sources that are up or down more than 25 percent."
- "Which pages are getting traffic but not converting, ranked by sessions?"
- "What is the real-time user count right now, and which campaign is driving the most active sessions?"
Follow-ups work. Ask for top landing pages, then ask which ones had declining conversion rates, then ask whether the decline correlates with a specific source. Three questions, no dashboard.
## Setup in 3 minutes
1. Sign up at [corpusiq.io](https://www.corpusiq.io). Solo plan $29.95/month, includes GA4 and all 37+ connectors.
2. In the dashboard, click Connect next to Google Workspace. Grant read-only access including Google Analytics. CorpusIQ auto-discovers every GA4 property you have access to.
3. Add the CorpusIQ MCP server to Claude. First question is live.
## Where this earns its keep
The teams that get the most from this are marketing operators and founders who need to answer traffic questions fast but do not have an analyst. If you are already paying an agency for a monthly GA4 report, connecting GA4 to Claude gives you the ability to ask your own questions between reports. You stop waiting for the next deliverable.
It also stacks well with Google Ads, Facebook Marketing, and Shopify. Ask Claude about organic traffic trends, then ask which paid campaigns correlate with the organic lift, then ask how both map to revenue. Cross-source analysis is where CorpusIQ earns its keep.
## What to watch out for
GA4 has known quirks that Claude cannot paper over.
First, GA4 data has a processing delay. The same-day and last-24-hours numbers are not final for 24-48 hours. Claude will return what GA4 returns, which may shift the next day. This is a GA4 limitation, not a CorpusIQ one.
Second, GA4's thresholding applies. If your property has low traffic, some dimensions will be suppressed to protect user privacy. Claude will tell you when a query returns thresholded data. This is correct behavior, not a bug.
Third, GA4 sampling kicks in at scale. Properties over the sampling threshold will return sampled results for wide queries. Claude will surface the sample rate when it is relevant. For precise numbers at high scale, you need BigQuery export, which is outside CorpusIQ's scope.
## See also
- [Weekly Business Pulse Without a BI Team: GA4 + Shopify + Ads in One Report](https://www.corpusiq.io/blog/weekly-business-pulse-ga4-shopify-ads)
- [Connect Google Ads to Claude: Find Wasted Spend in Minutes](https://www.corpusiq.io/blog/connect-google-ads-claude-find-wasted-spend)
- [Ad Spend Truth Report: True ROAS Across Google, Meta, and TikTok](https://www.corpusiq.io/blog/ad-spend-truth-report-true-roas)
---
# Connect Shopify to ChatGPT: Daily Store Intelligence Without Dashboards
URL: https://www.corpusiq.io/blog/connect-shopify-chatgpt-daily-store-intelligence
Published: 2026-05-07
Category: connector-guide
Connector: shopify
Skip the Shopify admin and the BI dashboards. Connect Shopify to ChatGPT with CorpusIQ for live revenue, product performance, and customer insight in one conversation.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Most Shopify operators have three browser tabs open at all times. The admin panel for orders. A BI tool or spreadsheet for trends. Something like Triple Whale or Northbeam for attribution. By the time you have pulled yesterday's numbers across all three, it is lunch, and the real question is still sitting there unanswered.
Connecting Shopify to ChatGPT through CorpusIQ removes most of that tab-switching. You ask a question, ChatGPT pulls from Shopify in real time, and the answer comes back in plain English. No dashboard to build, no saved view to remember.
## The problem with the current workflow
Shopify's admin is built for running the store, not for thinking about it. Filters are narrow, comparisons are limited, and once you want to slice revenue by something non-obvious, you end up exporting to CSV. Every operator knows this ritual. Export, open Sheets, pivot, lose an hour.
BI tools help but add cost, latency, and a maintenance burden. Most stores under $10M in revenue do not have a dedicated analyst, so the founder or ops lead ends up owning the dashboard. It slowly drifts out of date. Three months in, nobody trusts the numbers.
The underlying issue is that store questions come up at odd hours and require instant answers. What did yesterday close at? Which SKU is spiking? Is that Klaviyo flow pulling its weight? These questions do not justify a 30-minute dashboard build. They justify a 30-second answer.
## How CorpusIQ solves it
CorpusIQ connects Shopify to ChatGPT through the Model Context Protocol. Once connected, ChatGPT can query your store data in real time: orders, products, customers, inventory, fulfillment, refunds, and more.
Three design choices keep this safe and useful:
Read-only access. CorpusIQ asks Shopify for the minimum scopes required to answer questions. ChatGPT cannot create orders, change prices, modify inventory, or touch anything in the store. The only risk surface is what ChatGPT can read.
No data retention. CorpusIQ does not copy your orders into a database. When ChatGPT needs data, CorpusIQ fetches it from Shopify, returns the answer, and forgets it happened. Nothing persists.
Instant revoke. Disconnect from the CorpusIQ dashboard or from Shopify's apps settings and the token is invalid immediately. No cleanup, no support ticket.
## What you can actually do
Real prompts, live data.
- "What did we do in revenue yesterday compared to the same day last week, and which products drove the difference?"
- "Show me the top 10 products by revenue this month, and how their refund rates compare to the store average."
- "Which customers have spent over $500 lifetime but have not ordered in 90 days?"
- "What is my current inventory position on SKUs that sold more than 50 units last month?"
- "List orders over $300 placed in the last 7 days with any fulfillment issues."
- "Which product variants are converting below 1 percent when viewed, and how much traffic are they getting?"
- "Compare AOV this month to last month. Break it down by new versus repeat customer."
- "Flag any abandoned checkouts over $200 from the last 48 hours."
Each follow-up works naturally. Ask about yesterday's revenue, then drill into the top product, then ask which ad campaign that product's buyers came from. ChatGPT holds the thread.
## Setup in 3 minutes
Standard OAuth flow, no developer work required.
1. Create an account at [corpusiq.io](https://www.corpusiq.io). Solo plan $29.95/month includes Shopify and all 37+ connectors. 30-day free trial.
2. In the CorpusIQ dashboard, click Connect next to Shopify. Enter your store domain, approve read-only access.
3. In ChatGPT, add the CorpusIQ connector from the ChatGPT connectors directory. Log in with your CorpusIQ credentials.
Done. Ask your first question in ChatGPT and the data comes from Shopify.
## Where this earns its keep
The stores that get the most from this are the ones where the founder still looks at orders every day. That describes most sub-$20M brands. The moment you can answer "how did yesterday go" in ten seconds instead of ten minutes, you free up an hour a day and, more importantly, you start asking questions you never asked before.
It also works well in combination with other connectors. Connect Shopify plus Klaviyo and you can ask ChatGPT about email-attributed revenue without opening either dashboard. Add Google Ads and Meta and you get blended ROAS in a single conversation. CorpusIQ's value compounds with each connector because ChatGPT can reason across them.
## What to watch out for
Two caveats worth stating plainly.
First, ChatGPT does not replace a proper data warehouse for businesses over $50M in revenue. At that scale, you need historical data, stored snapshots, and custom joins. CorpusIQ is an operational tool, not a warehouse. If you are running regression analysis on three years of order data, build a warehouse.
Second, the quality of the answer depends on how your Shopify data is structured. If your product tags are inconsistent or your collections are messy, slicing by them will produce messy results. ChatGPT is not going to fix your taxonomy. It will surface it.
## See also
- [Weekly Business Pulse Without a BI Team: GA4 + Shopify + Ads in One Report](https://www.corpusiq.io/blog/weekly-business-pulse-ga4-shopify-ads)
- [Ad Spend Truth Report: True ROAS Across Google, Meta, and TikTok](https://www.corpusiq.io/blog/ad-spend-truth-report-true-roas)
- [Connect Klaviyo to Claude: Email Revenue Attribution That Actually Works](https://www.corpusiq.io/blog/connect-klaviyo-claude-email-attribution)
---
# Connect QuickBooks to Claude: Close Your Books 4x Faster
URL: https://www.corpusiq.io/blog/connect-quickbooks-claude-close-books-faster
Published: 2026-05-04
Category: connector-guide
Connector: quickbooks
Stop copying numbers between QuickBooks and spreadsheets. Connect QuickBooks to Claude with CorpusIQ and get P&L, AR aging, and cash position on demand.
import { ConnectorCallout } from '@/components/blog/ConnectorCallout'
import { FAQ } from '@/components/blog/FAQ'
Month-end close is the most avoidable time sink in a small business. A controller spends 12-18 hours copying numbers from QuickBooks into Google Sheets, chasing down expense categorizations in email, and reconciling what the P&L says against what the operator thinks happened. Most of that work is translation, not analysis.
Connecting QuickBooks to Claude through CorpusIQ cuts the translation work to zero. You ask a question in plain English, Claude pulls the data from QuickBooks in real time, and you get the answer in seconds. The numbers come from Intuit, not from a copy-paste.
## The problem with the current workflow
The standard month-end close looks something like this. Open QuickBooks, run the P&L, export to CSV, clean the CSV in Sheets, add variance columns, build a summary tab, paste into a Slack thread for the team. Run the AR aging, email the top five overdue customers. Pull cash position, compare to last month, flag anything outside the normal range. Repeat every month.
None of this is hard. All of it is slow. The finance lead becomes a data mover instead of a decision maker. When the CEO asks a follow-up question that requires slicing the data differently, the whole process starts over.
The deeper issue is that questions die before they get asked. If pulling a custom slice of the P&L takes 20 minutes, you only ask the big questions. The small questions, the ones that actually surface problems early, never get answered because the friction is too high.
## How CorpusIQ solves it
CorpusIQ exposes QuickBooks Online to Claude through the Model Context Protocol. MCP is an open standard that lets AI assistants call external tools in a structured way. When you connect QuickBooks via CorpusIQ, Claude gets a set of tools it can use to pull P&L, balance sheet, AR aging, AP aging, invoices, payments, vendors, and customer records directly from your books.
Three things make this different from generic QuickBooks reporting:
The connection is read-only. CorpusIQ uses OAuth with read-only scopes. Claude can query your books, but it cannot create, modify, or delete anything. There is no scenario where an AI typo becomes a miscategorized transaction.
No data is stored. CorpusIQ does not copy your QuickBooks data into a warehouse, a cache, or a training set. When Claude asks a question, CorpusIQ fetches the answer from Intuit in real time and returns it. Close your browser and the data is gone from CorpusIQ.
Access is revocable in one click. Disconnect CorpusIQ from QuickBooks at any time from the Intuit admin panel or the CorpusIQ dashboard. The OAuth token is invalidated immediately.
## What you can actually do
Once QuickBooks is connected, these are real prompts you can paste into Claude. Each pulls live data from your books.
- "What is my cash position today versus 30 days ago, and what drove the difference?"
- "Show me overdue invoices sorted by age, grouped by customer."
- "Which expense categories are up more than 20 percent month over month?"
- "List every customer with an open balance over $5,000 and their payment history for the last 6 months."
- "Give me a profit and loss for Q1, then compare it to Q1 last year."
- "Which vendors have we paid the most this quarter, and which ones are on net 30 terms?"
- "Flag any transactions over $2,000 that look miscategorized based on the vendor name."
- "What is my average days-to-pay across customers, and which 5 customers are pulling the average up?"
These are not canned reports. Claude constructs the answer from the underlying data, so follow-up questions work naturally. Ask for a P&L, then ask why marketing is up, then ask which specific line items drove it. Three questions, three seconds each.
## Setup in 3 minutes
Connecting QuickBooks to Claude through CorpusIQ is a standard OAuth flow.
1. Create an account at [corpusiq.io](https://www.corpusiq.io). The Solo plan at $29.95/month includes QuickBooks plus all 37+ connectors, with a 30-day free trial.
2. From the CorpusIQ dashboard, click Connect next to QuickBooks Online. You will be redirected to Intuit to approve read-only access.
3. In Claude, add the CorpusIQ MCP server to your integrations. Full instructions are in the CorpusIQ dashboard under Setup.
That is it. Open Claude and ask your first question. No CSV export, no pivot table, no copy-paste.
## Where this pays off most
The operators who get the biggest lift from this setup are the ones with a small finance function and a lot of month-end questions. One-person finance teams, founder-operators doing their own books, and fractional CFOs supporting multiple clients all benefit because the ratio of questions to headcount is high.
It also works well for audit prep. Instead of pulling ten custom reports before a review, you connect QuickBooks to Claude and let the reviewer ask questions directly. The answers come from the source. No one is wondering whether the spreadsheet was up to date.
## What to watch out for
Two honest caveats.
First, Claude is not a replacement for a controller or a CPA. It answers questions about the data that exists in QuickBooks. If your books are miscategorized, the answers will be wrong in the same way the books are wrong. Fix the books first, then ask better questions.
Second, the tool is only as useful as the questions you ask. Teams that have never thought about AR aging by cohort will not suddenly start. The benefit shows up when you already have a reporting habit and want to stop spending an afternoon to feed it.
## See also
- [Close the Books 50% Faster: QuickBooks + Drive + Gmail Workflow with Claude](https://www.corpusiq.io/blog/close-books-faster-quickbooks-drive-gmail-claude)
- [Cash Recovery in 14 Days: Turn AR into a Claude Conversation](https://www.corpusiq.io/blog/cash-recovery-14-days-ar-claude)
- [Read-Only OAuth and Zero Data Storage: The CorpusIQ Security Architecture](https://www.corpusiq.io/blog/read-only-oauth-zero-data-storage-architecture)
---
# Five Questions to Ask Your Books Every Monday Morning
URL: https://www.corpusiq.io/blog/five-questions-ask-your-books-monday-morning
Published: 2026-04-28
Category: finance
Connector: quickbooks
A 10-minute Monday ritual that catches cash problems before they happen. Five specific finance questions, exact prompts, and what good answers look like.
# Five Questions to Ask Your Books Every Monday Morning
Most small business owners look at their books once a month, usually when something has already gone wrong. By that point, the cash problem is two weeks old and the fix is twice as expensive.
A weekly Monday ritual catches it earlier. Ten minutes, five questions. You do not need a CFO. You need the right prompts and live access to QuickBooks, Wave, or FreshBooks. Here is the ritual we recommend.
## Why Monday and not Friday
Friday feels logical. Close out the week, check the books, head into the weekend. The problem is timing. If you find a cash issue on Friday afternoon, you cannot do anything about it until Monday anyway. So you spend the weekend stewing.
Monday gives you five business days to act on what you find. Late invoice, slow customer, expense anomaly, whatever it is, you have a full week to fix it before it compounds. That is the entire game.
## Question 1. What is my real cash position right now?
Not the bank balance. Real cash position factors in pending payroll, AP coming due this week, and AR likely to land based on customer payment history.
Prompt to use:
> What is my cash position right now, accounting for AP due in the next 7 days, payroll if it falls in this period, and AR likely to come in based on past payment patterns?
The answer should give you a number you can actually rely on. Not the bank balance staring at you, which is misleading because it does not subtract obligations or add reasonable receivables. CorpusIQ runs `financial-command-center` against your books and pulls all four data points in one pass.
What good looks like. A range, not a single number. "$22,400 floor, $31,800 ceiling depending on whether the Acme invoice clears this week." That tells you how much room you have for surprises.
## Question 2. Who owes me money and how late are they?
AR aging by bucket. Current, 30 days, 60 days, 90+. Most owners think they know this. Most owners are wrong by 20 to 40 percent.
Prompt:
> Pull AR aging by bucket. Show me the top 10 overdue invoices by dollar amount, sorted by days late.
What you are looking for is the long tail. The invoice that has been sitting at 67 days that you forgot to chase. The repeat customer who is now at 45 days for the third quarter in a row, which is a pattern, not an accident. The one big invoice that is 90+ days old and is probably not going to be paid without legal action.
Tip. Run `cash-recovery-engine` immediately after this question. It drafts a 14-day follow-up sequence per overdue customer, matched to the tone of past email threads. Twenty minutes of work that recovers real money.
## Question 3. Are any expenses out of pattern this week?
Subscription creep is the silent killer. So is a vendor who quietly raised their rate. So is a duplicate charge nobody caught.
Prompt:
> Compare this week's expenses to the same week last month and the same week last year. Flag anything more than 20 percent off pattern.
CorpusIQ pulls the comparison and surfaces anomalies. Sometimes the answer is "everything is in line." Great. Move on. Sometimes the answer is "your AWS bill jumped 47 percent and your Slack subscription is now charging for users who left the company three months ago." That is $400 a month you can claw back.
This is the question that pays for the whole ritual.
## Question 4. What is my customer concentration looking like?
If your top customer represents more than 25 percent of revenue, you have a concentration problem. If it is more than 40 percent, you have a single-point-of-failure problem. Most owners do not run this number until a customer leaves.
Prompt:
> What percentage of revenue came from each of my top 10 customers in the last 90 days? Flag any customer above 20 percent concentration.
What good looks like. A ranked list with percentages and dollar amounts. The action is not always to fire the big customer. Sometimes it is to invest harder in business development to reduce dependency. Either way, you cannot manage what you do not measure.
## Question 5. What changed since last week?
The sleeper question. The one that surfaces problems you would not have thought to ask about.
Prompt:
> What changed in my finances compared to last Monday? New large expenses, new customers, lost customers, payment status changes, anything notable.
This is essentially a diff against last week's snapshot. CorpusIQ joins QuickBooks state with prior state and surfaces the deltas. New $4,200 vendor charge you did not approve. Customer who paid early for the first time in a year. Refund you forgot to issue. Whatever moved.
The answer to this question is sometimes boring. That is fine. Boring is a great answer for finance. The week you get an interesting answer is the week the ritual paid for itself.
## How to make it stick
Three tips after running this with operators for a year.
Save the prompts. Drop them in a Notion doc, a saved chat, a sticky note. Whatever works. The friction of writing prompts from scratch is what kills the habit.
Run them in the same order every Monday. Cash position, AR, expenses, concentration, weekly diff. Same order builds pattern recognition. After a month you will start to notice when something looks off before CorpusIQ even tells you.
Block 10 minutes on the calendar. Recurring weekly. Treat it like a meeting with your CFO, even if you do not have one. Especially if you do not have one.
## What to do with what you find
The ritual is useless if you do not act. Three rules.
If question 1 shows tight cash, push the AR follow-ups today. Do not wait.
If question 3 surfaces an anomaly, dig in within 24 hours. Most expense anomalies have a person or a vendor at the root, and that person or vendor will keep doing it next week if you do not address it now.
If question 4 shows rising concentration, that goes on next quarter's planning. Concentration problems take 60 to 90 days to solve.
The other questions are diagnostic. They are early warning systems. The point is to catch issues at week one instead of week six.
Ten minutes. Five questions. Every Monday morning. The cheapest finance practice you will ever build.
Internal links to add:
- "financial-command-center skill" to /skills/financial-command-center
- "cash-recovery-engine" to /skills/cash-recovery-engine
- "30-day free trial" to /pricing
External citations:
- SCORE small business cash flow research
- JPMorgan Chase Institute report on small business cash buffers
Last updated: 2026-06-18