Claude
AI assistants integration
Yes. Obsidian connects to Claude so you can look up clients, check meetings, review portfolios, and manage tasks without leaving the conversation.
What the Claude integration does
Connecting Obsidian to Claude brings your entire practice into the conversation. Look up a client, check tomorrow's meetings, review a portfolio, draft a follow-up email, or see what tasks are overdue. Claude pulls data directly from Obsidian, so you get the same information you would see in the app. You sign in once with your Obsidian account and you're connected. Ask about clients, households, portfolios, meetings, tasks, and documents, or have Claude draft content from what it finds.
What advisers can do
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Clients and households
Look up any client by name, see their household, and review recent activity.
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Meetings and day plan
Check your upcoming meetings, read AI-generated summaries, and review your day plan.
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Tasks
See outstanding tasks, filter by client or due date, and track completed work.
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Documents
Pull up meeting notes, suitability reports, and any other documents stored in Obsidian.
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Portfolios and holdings
View portfolio valuations and holdings across all connected wealth platforms.
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Email drafting
Draft client emails based on meeting outcomes or follow-up actions.
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AI memory
Access notes and preferences that Obsidian remembers across conversations.
Example prompts
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“Show me the Smith household and their last three meetings.”
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“What meetings do I have this week?”
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“What is the current portfolio valuation for Sarah Johnson?”
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“List all outstanding tasks due this month.”
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“Draft a follow-up email to James Williams summarising our meeting today.”
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“Which clients have ISA holdings on Transact?”
How it works
When you ask Claude something about your practice, it reaches into Obsidian to get the answer. Client records, meeting summaries, portfolio valuations, tasks, documents: Claude reads the data Obsidian holds when you ask. You connect once by signing in with your Obsidian account. After that, Claude automatically pulls from Obsidian whenever your question involves practice data. Only data within your firm's boundary is accessible. The same permissions you have in Obsidian apply here.
How to connect
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Ask your team owner to add Obsidian. In Claude, they go to Organisation settings, then Connectors, click Browse connectors, find Obsidian, and click Add to your team.
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Once your owner has added Obsidian, go to Customise, then Connectors and click Connect next to Obsidian.
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Sign in with your Obsidian account and approve the connection.
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Start a conversation and ask Claude about your clients, meetings, or tasks.
Works with
Availability
This is a supported integration included with Obsidian's free AI Practice Management module. All advisers can connect Claude at no additional cost.
Frequently asked questions
FAQ
Yes. Obsidian is available as a connector in Claude for Team and Enterprise plans. Your team owner adds Obsidian from Organisation settings, then each adviser connects individually with their own Obsidian account.
Your team owner needs to add Obsidian as a connector first from Organisation settings in Claude. Once they have, go to Customise, then Connectors, click Connect next to Obsidian, and sign in. For a step-by-step guide, see the Anthropic help centre article "Use connectors to extend Claude's capabilities".
Yes. Claude can only access data within your firm, using the same permissions as your Obsidian account. You can disconnect at any time.
Anything you would normally look up in Obsidian. Find a client, check your meetings for the week, review a portfolio, see outstanding tasks, or draft a follow-up email. Claude pulls data directly from Obsidian, so you see the same information as in the app.
The Obsidian side is free, included with AI Practice Management at no additional cost. A paid Claude subscription is required on the Anthropic side to use connectors.
Go to Settings, then Connectors in Claude.ai and remove Obsidian. You can also revoke access from Playbook, then Apps inside Obsidian.
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