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A customer memory that builds itself — on your machine, inside Claude.

Actioner is a desktop app that passively captures your emails, calls, and meetings, builds a living customer graph on your own machine, and makes it all available the moment Claude needs it. No data entry, no busywork. Just ask.

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Built for AEs, AMs & CSMsSee value in 5 minutesFree for individual use

Why AI Hasn't Helped

Every AI tool in sales has the same blind spot

ChatGPT, meeting assistants, email AI: they only see fragments. Each is partly right. None is useful enough.

The blind men and the elephant: each AI tool sees only a fragment of the deal
Generic AI
Limited context
Current email thread
Previous emails with customer
Call transcripts & discussions
Stakeholder map
Full relationship timeline
Conversation sentiment shifts
Cross-account patterns
Unanswered threads & gaps
A
Actioner
Full context
Current email thread
All previous emails with customer
Every call transcript & discussion
Complete stakeholder map
Full relationship & interaction timeline
Conversation sentiment & tone shifts
Cross-account patterns & connections
Unanswered threads & follow-up gaps

See the Difference

Same prompt. Different output.

Here's what Claude says without Actioner vs. with Actioner. Same AI, completely different result.

Claude without Actioner
Partial context
Prompt: "Write a follow-up email to Sarah about our proposal"

Hi Sarah, I hope this email finds you well. I wanted to follow up on the proposal we discussed. Please let me know if you have any questions or if there's anything else I can provide.

Looking forward to hearing from you.

Best regards

Claude with Actioner
Full context
Prompt: "Write a follow-up email to Sarah about our proposal"

Hi Sarah,

Following up on our call Thursday where you mentioned needing to get Tom from IT aligned before the CFO review. I've attached a technical one-pager that addresses the API integration concerns he raised.

I know you mentioned Competitor X is also in the running. Happy to set up a call focused on how our 4-week implementation fits your Q2 deadline.

Should I reach out to Tom directly?

References 3 conversations, 2 stakeholders
Claude without Actioner
Partial context
Prompt: "Is the DataFlow deal at risk?"

Based on the information provided, I don't have enough context to assess the DataFlow deal.

Could you share details about: recent communications, deal stage and timeline, key stakeholders involved, any concerns that have come up…

Claude with Actioner
Full context
Prompt: "Is the DataFlow deal at risk?"

Yes, High Risk. Here's why:

Champion went silent: Sarah hasn't responded to 3 emails since Feb 3 (9 days). Last email mentioned "internal restructuring."

Competitor activity: On Jan 28 call, Tom mentioned they're "also looking at Competitor X."

Timeline slipping: Original close date was Feb 15. No updated timeline discussed.

Evidence linked to each point
Claude without Actioner
Partial context
Prompt: "What should I do next on the Acme deal?"

Here are some general next steps you might consider:

• Schedule a follow-up meeting
• Send a summary of your proposal
• Check in with key stakeholders
• Address any outstanding questions

Would you like me to elaborate on any of these?

Claude with Actioner
Full context
Prompt: "What should I do next on the Acme deal?"

Priority: Get the CFO involved.

On your last call, Sarah said "nothing moves without David's sign-off" but you haven't engaged him yet.

Suggested action: Ask Sarah to set up a 15-min intro with David. Position it around the ROI analysis she requested on Jan 22.

Also: The security questionnaire from IT is still pending (sent Jan 30). Follow up with Tom.

References 4 conversations, 3 stakeholders

The Shift

The fix isn't another copilot. It's a complete graph, in the right place.

You're already paying for Claude. Without your customer context, it's a chat window — smart, but blind to your deals, relationships, and history. Solving this requires two things most AI tools don't do:

First, capture everything into one place — yours. Not just emails. Not just calls. Every conversation across every channel, processed, connected, and maintained as a living graph of every relationship, deal, risk, and open item. No manual entry. No stale fields. A customer graph that builds itself. And it's built and stored on your own machine — by a local app that does the capturing and processing, not a vendor cloud holding your customer data.

Second, surface it where your team already works. And increasingly, that's Claude. Your team isn't asking for another dashboard with an AI chatbot stapled on top. They're already in Claude Desktop, thinking, writing, planning their day. What they're missing is the context.

Everyone else is racing to add AI to their product. We did the opposite: we built a local engine that turns your conversations into a living graph on your own machine, then brings it to the AI you already use — so Claude becomes genuinely useful for revenue work, without your customer data ever leaving your control.

Your data, your machine

The graph lives with you. The intelligence lives in Claude.

Actioner's desktop app captures and processes everything locally and serves it to Claude over MCP. Your customer data stays on your machine — we never hold it on our servers.

Stored locally

Your conversations are processed and stored on your own machine by the Actioner app, not in a vendor cloud.

Scoped to you

Claude reaches your graph over an MCP connection scoped to your own access. It only ever sees what you can see.

Never stored with us

Traffic between Claude and your machine crosses a pass-through relay: nothing retained, ever. Want us out of the path entirely? Host the relay yourself.

Your data stays yours — and so does the final call. The AI proposes; you decide what actually happens. See how you stay in control →

How It Works

Three layers. Zero manual entry.

1

Zero-Touch Capture

The Actioner desktop app connects to your email, calendar, and conversation tools and captures every customer interaction automatically — capturing and processing it locally, on your machine. No logging, no copy-pasting, no data sent to our servers.

You sell. Actioner does the paperwork.
2

Unified Context

AI stitches together emails, calls, and meetings into a single deal picture. Stakeholders, objections, timelines, competitors: all connected and current.

The complete picture, not fragments.
3

Claude-Native Interface

The entire graph is available to Claude through an MCP connector and purpose-built skills. Ask anything about your customers and get answers with rich visual cards.

Ask Claude. Get the full picture.

Evidence for everything

Every AI insight links to its source: the exact quote, email, or call moment. When your CFO asks "how do you know?", you click and show them.

Inside Claude

Action Box and Plays: where work gets done.

The graph is the memory. These are the hands: a queue that knows what needs doing, and one-click moves that do it — all without leaving Claude.

Action Box

A unified inbox for your customer work

Replies owed, docs promised, renewals coming due — pulled from your real activity and kept in three honest buckets: Next, Waiting for, Later. You didn't log any of it. Action Box heard it.

Explore Action Box →

Actioner Plays

Your best moves, ready to run

The nudge, the meeting prep, the quiet-deal check-in: repeatable moves turned into one-click actions that know your customer data and draft in your voice. Nothing sends without your say-so.

Explore Plays →
Built-in use cases:Meeting prep & recapDeal ManagementDaily Briefing

Results

Claude with customer memory changes everything.

Designed for Account Executives, Account Managers, and Customer Success Managers who live in Claude.

Emails you'd actually send

Drafts that reference specific conversations, address real objections, and sound like you.

Next steps that matter

Recommendations based on what actually happened across all touchpoints, not just the last one.

Insights with evidence

"Budget approved" links to the exact moment Sarah confirmed it on the call.

Every stakeholder tracked

AI remembers everyone mentioned across all conversations, even ones you didn't notice.

Competitive awareness

When a competitor is mentioned anywhere, it's factored into every recommendation.

Nothing falls through the cracks

"Who haven't I responded to?" "What did Mike say about pricing?" Answers in seconds, from every conversation.

The Challenge

Why your customer relationships need this.

91%
of CRM data is incomplete
Validity Research
57%
of deals stall due to lack of visibility
CSO Insights
67%
of expansion opportunities are missed
Gartner Research
28%
of sales time is spent selling
Salesforce State of Sales

Comparison

Not a CRM. The memory your CRM was supposed to have.

Actioner works alongside whatever CRM you use — and captures everything it misses.

Traditional CRMCRM + AI CopilotActioner
Data entryManualManual with AI assistNone. Passive capture
InterfaceDedicated appApp + chatbotClaude — data stays on your machine
ContextWhatever reps logSummarized from logsBuilt from every conversation
Meeting prepDIY from scattered notesAI summary of CRM fieldsFull prep with talking points & risks
ActionsSwitch to emailSwitch to emailDraft & send from Claude
Data freshnessWhen reps botherWhen reps bother + AI fillContinuously from live signals
Where your data livesVendor cloudVendor cloudYour machine
EvidenceNoneInferredLinked to source: every quote, call, email

Give Claude your customer memory.

Download the app, connect your email, and Claude knows every customer, every conversation, every relationship in minutes.

Get startedBook a demo

Free for individual use · No AI bill — you bring your own Claude · No IT, no procurement

FAQ

Common questions

Actioner is a desktop app that passively captures your emails, calendar events, and meeting transcripts, builds a unified customer graph (companies, contacts, deals, and every interaction) on your own machine, and makes it available to Claude over MCP — in Claude Desktop and claude.ai. It's designed for Account Executives, Account Managers, and Customer Success Managers.
Actioner is built for individual AEs, AMs, and CSMs who use Claude as part of their daily workflow. It doesn't require team adoption, CRM admin, or IT involvement. One person can sign up, connect their email, and start getting value in minutes.
Anything about your customers. Common examples: "What does my day look like?" for a daily briefing with meetings and action items, "Follow up with Mike on the proposal" for a contextual email draft, "Is the DataFlow deal at risk?" for a risk assessment with linked evidence, or "Who haven't I responded to?" for a prioritized follow-up list.
The Actioner desktop app runs on your machine and connects to Claude through Anthropic's MCP (Model Context Protocol). You add Actioner as an MCP connector in Claude Desktop and/or claude.ai, and Claude can then draw on every customer relationship, conversation, and deal when answering your questions — from the data Actioner keeps on your device.
Both. You add the Actioner MCP connector in Claude Desktop, in claude.ai, or both — same connector, same customer graph, same experience. In every case the Actioner desktop app is the local engine: it stores and processes your data on your machine, and Claude connects to it over MCP.
A few minutes. Download the desktop app and run the setup wizard: choose how to power it — your own Claude or Gemini API key, or Actioner's hosted AI — then connect your email and calendar, add Actioner as an MCP connector in Claude, and optionally connect your meeting notetaker. Actioner ingests your last 90 days of email and meeting history and builds your customer graph right away. No data entry, no CSV uploads.
No. Actioner works alongside your existing CRM (Salesforce, HubSpot, or whatever you use). It captures what your CRM misses: the conversations, context, and relationships that never get logged. Think of it as giving Claude the customer memory your CRM was supposed to have.
AI copilots in traditional CRMs still rely on manually entered data. They summarize what reps logged, which is incomplete by definition. Actioner captures everything passively and brings it to Claude, where you already work. The AI isn't an add-on to a CRM; your customer graph is context for the AI. And because the Actioner app processes and stores everything locally, your customer data stays on your machine instead of in another vendor's cloud.
Those tools add AI to their own interface, meaning another dashboard, another app. Actioner does the opposite: it builds the intelligence layer and surfaces it inside Claude, where you already think, write, and plan. You still work in Claude, not another dashboard — and your data stays on your own machine, captured and stored locally rather than in their cloud.
Actioner connects directly to Google and Microsoft to capture your emails and calendar events, and to third-party tools — like meeting notetakers and CRMs — through their MCP connectors. Everything it captures is processed and stored on your own machine.
Your customer data is captured, processed, and stored locally by the Actioner desktop app on your own machine — not on our servers. Claude reaches it over an MCP connection scoped to your own access, so it only ever sees what you can see. Data is encrypted at rest and in transit, and no customer data is ever used for AI model training. Learn more on our security page.