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Replace [variables] Facts ≠ hypotheses Action + follow-up metric
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Three steps, from Catchr to your first answer. No code, and nothing to install on your machine.
Meta Ads
3 advertising accounts
Connected
Google Ads
2 advertising accounts
Connected
Google Analytics 4
1 web property
Connected
HubSpot
1 CRM portal
Connected
Open the Catchr MCP entry in the Claude connector directory, add it, then sign in to Catchr and review the access Claude asks for.
Replace account, period, KPI target, and threshold variables before you ask Claude.
Which one fits depends on what you need Claude to do, and on how many sources the question touches.
Compare your options
Sources
Sources
Sources
The data in your file
Connection
Connection
One Catchr workspace
Connection
Upload a CSV or Excel file
Next question
Next question
Query connected sources
Next question
Export again if the scope changes
Catchr gives Claude eight tools, and all eight of them read.
Claude can list the platforms and accounts connected to your workspace, browse the available fields, and run reporting queries against them. That covers spend, delivery, conversions, and creative performance, down to the level you ask for.
Claude cannot create, pause, or edit a campaign, move a budget, publish an ad, or change an audience. There is no write permission to grant, so there is none to supervise.
In Ads Manager. Decide in the conversation what to change and why, then act with the access and the review your team already uses.
Choose your role, open a workflow, then replace the bracketed variables before pasting the prompt into Claude. Every prompt asks for evidence, limits, and a concrete output.
“Why did CPA rise?” sounds simple. The answer is usually buried across exports, formulas, filters, and tabs before the analysis can even start.
Choose the right account, date range, breakdowns, and fields. Then wait for the file and do it again when the question changes.
Rename columns, fix formats, join tabs, and check formulas before you can trust the comparison.
Turn the numbers into a client-ready answer, then repeat the whole process for the inevitable follow-up.
Catchr MCP gives Claude access to the marketing accounts you select, so each follow-up starts with the same marketing context instead of a new manual export.
Clear answers for marketers comparing connectors, data sources, reporting workflows, and dashboard setup.
Claude can analyze Xero records returned through the selected Catchr connection. The available catalog includes 20 metrics and 112 dimensions covering contacts, invoices, invoice lines, and payments, with fields such as Total, Total Tax, Amount Due, Amount Paid, account codes, and payment account names.
Claude can compare returned invoice values such as Subtotal, Total Tax, Total, Amount Paid, Amount Due, Amount Credited, Currency Rate, and Line Item Count. Specify the tenant, requested period, filters, and reporting grain so calculations remain consistent.
Yes. Claude can examine returned contact balances for accounts receivable and accounts payable, including outstanding and overdue amounts. Ask it to rank material balances, explain the fields used, and separate observed figures from conclusions that require checking in Xero.
Claude can review returned account codes and account IDs on invoice lines alongside payment account codes, IDs, and names. It can flag missing values or patterns worth investigating, but those patterns alone do not prove that an entry is incorrect.
Strong prompts name the Xero tenant, records to examine, requested period, fields, thresholds, and output format. Useful requests include an overdue receivables review, invoice payment summary, tax and subtotal check, payment account breakdown, or account-code consistency review.
Yes, when the other sources are also connected through Catchr and the returned data provides compatible identifiers and definitions. Align periods, currencies, account scope, and reporting grain before combining results; otherwise, ask Claude for a side-by-side comparison.
Yes, provided each relevant Xero tenant is authorized, selected, and available through Catchr. Request separate tenant results before a combined summary, and define the currency, period, fields, and materiality threshold to avoid misleading comparisons.
You need permission to authorize Xero through OAuth 2, access to the relevant Xero tenant, a Catchr workspace with Xero connected, and Catchr MCP enabled in Claude. After authorization, the selected tenant identifies the Xero account used for returned records.
Claude analyzes the Xero records returned through Catchr and should not assume they are real time. Freshness and historical coverage can vary by entity, tenant, requested period, permissions, and Xero API limits, so ask Claude to identify the latest available timestamp and any gaps before interpreting trends.
No. Catchr provides Xero data to Claude for analysis and does not give Claude permission to edit contacts, invoices, invoice lines, payments, or accounting settings. Use Claude's findings to prepare a reviewed action plan, then make approved changes in Xero.
Our team is always here to answer any questions you may have about our data connector.
Connect your marketing platforms to Claude with Catchr MCP and start investigating current campaign performance.