HoneyBook integrates with Claude, Anthropic's AI assistant, so you can manage your business — reviewing your pipeline, prepping for client calls, sending pay links — without opening the HoneyBook mobile app.
The HoneyBook connector also works with other AI assistants that support the same open standard — see About the HoneyBook connector for the full picture. This article covers what happens specifically when you connect Claude, since your data is sent to Anthropic and handled under Anthropic's privacy policy. If you connect a different assistant instead, your data is sent to that company and handled under its own policy.
What data Claude can access
When you connect HoneyBook to Claude, you authorize Claude to read your HoneyBook data. This includes:
Projects and pipeline
Invoices and payment plans
Contracts
Client messages and notes
Questionnaire responses
Claude only accesses data relevant to what you ask it to do. It doesn't access your HoneyBook account passively in the background.
How your data is used
Your HoneyBook data is sent to Anthropic, the company that makes Claude, to generate responses to your requests. Anthropic processes this data according to their privacy policy. HoneyBook doesn't store or have access to Claude's responses.
Actions Claude can take in HoneyBook
Claude can create projects and edit project details on your behalf, always in response to something you asked for in chat. See About the HoneyBook connector for what to expect when it makes changes, including why there's no undo.
Connect or disconnect the integration
You can connect or disconnect the integration at any time — see Set up the HoneyBook connector for the steps. Disconnecting cuts off access immediately.
Questions?
If you have questions about how your data is handled, contact us at [email protected].
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!