Connect Uptick to Claude
Send Uptick invoices, tasks, projects and 15 more data types to Claude on a schedule. Filter by date. Refresh as often as every 15 minutes.
Claude
Which Uptick projects have the most overdue tasks, and who owns them?
Querying the Uptick data set in Coupler.io
How to connect Uptick and Claude
5 steps. You can preview the Uptick data in Coupler.io before anything reaches Claude.
Step 1 of 5
Connect Uptick
Enter your Uptick client ID and client secret. You only do this once per account.
Step 2 of 5
Choose what to export
Pick the Uptick data you want in Claude.
Show 10 more data types Show fewer data types
Step 3 of 5
Fine-tune the export
Optional settings for this Uptick export.
Step 4 of 5
Connect Claude
Add the Coupler.io connector in Claude and authenticate. For Claude Code, run the command shown in the destination step, then authorize via /mcp.
Step 5 of 5
Set a schedule
Claude sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Uptick integrations with these destinations
Get the most of Uptick to Claude integration
Gather data
Understand data
Automate data
Act on data
18 data types, including Invoices, Tasks, Projects, Task categories and Clients.
With your Uptick client ID and client secret, entered once when you add the connection.
Yes. Set the start date and end date to cover the period you need.
No. The data stays in Coupler.io, and Claude queries it read-only when you ask a question. It can't edit or delete Uptick rows.
Team and Enterprise work with the official connector. On individual Free and Pro plans, use the custom connector if the official one shows no tools.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example ClickUp or Airtable, and join or append them before the data reaches Claude.
