Claude connector for your data.
Ask Claude about your sales, inventory, financials and traffic, and get answers in seconds.
Your numbers change every day.
Your answers should keep up.
What slows decision-making down
Waiting on the office for reports
Data scattered across systems
Margins caught too late
Not knowing your customer’s journey or why they visited
What PerformNOW.AI improves
Visibility into every customer interaction
Digital and physical traffic, conversations, sales, and service: all your CRM activity
Connected ERP & POS data
A built-in reporting gateway
Claude connected to your data
Plain-English answers
Read-only access. See how your data is protected
Your data stays yours.
PerformNOW.AI reads only your own data, through PerformNOW's API, from your own Claude account. Claude can look, but it can never change anything.
How a question moves through PerformNOW.AI
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1
You ask
A question in your own Claude account.
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2
Secure sign-in
Your own PerformNOW login. Passwords never reach the AI.
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3
Verified access
Short-lived access keys, encrypted over HTTPS.
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4
Your data only
Read-only, and locked to your company.
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5
Answer returned
Back to you, with every request logged.
Your own login
Each person signs in with their own PerformNOW account. Passwords never reach the AI.
Your company only
Every request is tied to your company at sign-in. Each customer has a separate database.
Read-only
Claude can view your data but never create, change or delete it.
You stay in control
Approved tools only, every request logged, and access can be revoked at any time.
Reports and answers, in one place.
Log in and see yesterday, this week, this month, this year
Sales Management report shows yesterday,
week-to-date, month-to-date, and year-to-date
Change fields to focus on the metrics that matter to you
Export straight to PDF, Excel, or CSV
Graphs built in below every report, no setup required
A one-time connection to your Claude account
Connect your Anthropic account with a one-time setup
Runs through the PerformNOW MCP connector
A defined set of data tables Claude has learned to query
Read-only access: Claude can look at your data and answer questions, but it can never change or delete anything in your ERP
Ask a question, get a real answer
Type a question the way you'd ask a colleague
Claude reads your data and answers using its own reasoning
Follow up naturally — bestsellers, item lookups, and more
Build your own dashboards on top of the same connection
A growing library of built-in reports
Sales by day, store, term, specialist, and vendor
Delivered sales by category, city, and zip code
New reports added as the product expands
Every report includes graphs, ready to export