Big Sister AI for Claude

Connector setup and usage guide

The Big Sister AI connector lets a sales manager ask Claude about their team's scored calls. Claude reads your Sales Scores, calls and reports from Big Sister AI and answers in plain language. It is read-only: the connector cannot change a call, a score, a CRM record or any setting.

What you can ask

Team and rep Sales Scores: who is up, who is down, and which skills drive the gap.
Calls and meetings: search by date, rep, customer, source or skill score, then open one call to see every skill score with the reason behind it.
Transcripts: timestamped speaker lines for any scored call.
1:1 prep: a rep's recent calls, trend and weakest skills in one brief.
Weekly team brief and monthly report: the same reports your team gets in the Inbox.
Playbook: the 18 skills, the 1-5 scale and how the Sales Score is computed.
CRM hygiene and conversion: per-rep views, when your CRM is connected to Big Sister AI.

Example prompts:

"Which three reps dropped the most in Sales Score this month, and on which skills?"
"Prep my 1:1 with Dana. Pull her last five calls and the evidence for her lowest skill."
"Find calls from the last two weeks where discovery scored 2 or lower."

Before you connect

An active Big Sister AI account on a paid plan.
A manager login. Managers see their whole company. Sellers see only their own data.
A Claude plan that supports connectors. On Team and Enterprise plans, an organization Owner may need to add the connector first.

Connect it in Claude

In Claude, open Settings > Connectors, choose to add a custom connector, and enter https://mcp.big-sister.ai/mcp. Once Big Sister AI is listed in the Claude directory, you can add it from there instead.
Select Connect. A Big Sister AI sign-in page opens.
Sign in with your Big Sister AI account and approve access.
Back in Claude, start a chat and ask a question from the list above.

You can also open Settings > Connectors inside the Big Sister AI app, where the Claude card shows whether the connector is available to your company.

What the connector can see

Only what your own Big Sister AI account can already see. Sign-in uses OAuth with your account, so there is no shared key and no separate password. Every request carries your own token. Data goes from Big Sister AI to Claude only when you ask a question that needs it.

Tool responses can include call transcripts and customer names. Treat them like the data in the app.

Tools

Every tool is read-only.

Who am I: your account, role and available data.
List reps: the people in your company.
Team Sales Scores: team and per-rep scores and the leaderboard.
One rep's Sales Score: skills and trend for one person.
Search interactions: calls and meetings with filters and paging.
Get one interaction: every skill score and rationale for one call.
Get a transcript: speaker lines with timestamps.
The skills Playbook: the 18 skills and the scoring scale.
Inbox reports: weekly and monthly report messages. Reading them does not mark anything as read.
Monthly report: the full report, for managers.
CRM hygiene and CRM conversion: per-rep CRM views.

The connector also offers three ready-made prompts: weekly team brief, prep a 1:1, and review one call.

Troubleshooting

Claude connects but every tool says access is not available: your company must be on a paid plan. If it is, email us with your company name.
Claude says it has no scores or calls: check that your account is a manager and that calls have been scored in the Big Sister AI app first.
CRM tools return nothing: they need a connected CRM. Connect one in the app under Settings.
Long transcripts are cut off: ask Claude to continue from the last timestamp.
To disconnect: remove Big Sister AI in Claude under Settings > Connectors. This ends Claude's access immediately.

Privacy and support

How we handle data is in our Privacy Policy. Use of the service is covered by our Terms of Service.

Questions or problems: support@big-sister.ai