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This guide explains how to connect Sanka in Claude and set up practical daily usage for sales teams.

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Preparation

  • Sanka account access to your workspace
  • Claude environment ready
  • Team naming rules for companies and contacts

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Connect in Claude

  1. Open Claude’s connector setup.
  2. Add Sanka and sign in to your Sanka account.
  3. Approve access and start your CRM queries.
If you use an MCP-capable environment like Claude Code, see the MCP Server Guide.

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Operational tips

  • Begin with read-only lookup prompts
  • Standardize 5-10 prompt templates for your sales team
  • Review usage monthly and refine the template set