Action Box isn't a separate interface. It's a unified inbox for your customer work that lives in the Claude you already use — reading your email, meetings, and CRM, figuring out what needs doing, and letting you act without leaving the conversation.
No new tab, no new login, no window to keep open beside your inbox. You connect Actioner to Claude once — then Action Box is just there, in the same conversation where you already ask questions and get work done.
No navigating to it. Say "what's next?" or "show me my Action Box" in Claude Desktop or claude.ai, and the queue comes back in the thread.
Review the draft, adjust it, send it — without switching windows. Every action runs where you're already typing.
Add Actioner as an MCP connector in Claude Desktop, claude.ai, or both. That's the whole setup — there's nothing else to install or open.
Everything you see below happens inside a Claude conversation. See how to connect it →
Action Box is a prioritized queue that rebuilds from your real activity — emails, meetings, deal changes. Items are sorted into three groups borrowed from Getting Things Done: what to do next, what you're waiting for, and what can wait until later.
Items move between groups on their own. A task due Friday sits in Later on Monday and moves to Next on Wednesday. A commitment someone made three weeks ago surfaces when it's overdue. You never have to groom the list.
Replies to send, follow-ups that are due, renewals approaching. Each one comes with context assembled and a suggested action — usually a draft you can review and send.
Commitments extracted from emails and meetings — a customer who said they'd send the security doc, a team that promised a deliverable by Friday. You didn't log these. Action Box heard them and is tracking.
Work that's real but not urgent. Action Box holds it here and moves it to Next when the due date is within two days — you never have to remember to check back.
"Items move between groups on their own. A commitment someone made last month surfaces the day it's overdue."
Dana emailed yesterday asking for volume pricing on 15+ seats. She's the economic buyer and you're in negotiation — response time matters.
Hi Dana, thanks for the quick turnaround on this. For 15+ seats we offer tiered pricing — here's the breakdown:
[ pricing table auto-populated from your rate card ]
Each item tells you why it's there, links to the source, and suggests a next move. You're not doing the research — you're making the call. And you make it right in the conversation: keep typing to reshape the draft, then send.
Every action button runs a Play — a reusable move with direct access to your data. Because Plays are editable, you decide how each one behaves. Learn about Plays →
Most to-do lists become graveyards. Action Box rebuilds from real activity every time you run it. Sent that reply? Gone. Customer responded? New item. You never groom, archive, or triage.
Walk into every meeting prepared with a briefing assembled from CRM, email, and past meetings. Walk out with the recap drafted and ready to send.
Learn more →Track every deal with AI that reads the room and the inbox. Property changes, next steps, and risk signals surface as action items — not buried in a CRM.
Learn more →Free for individual use · Your data stays on your machine · Runs inside Claude Desktop and claude.ai, via MCP