# Actioner

> Actioner is a customer intelligence platform that gives Claude your customer memory. It passively captures emails, calendar events, and meeting transcripts (via your meeting notetaker), builds a living customer graph (companies, contacts, deals, and every interaction), and makes it available inside Claude Desktop and claude.ai via Anthropic's MCP (Model Context Protocol). Built for Account Executives, Account Managers, and Customer Success Managers. No data entry, no new dashboard, no team adoption required — one person can sign up, connect their email, and see value in about 5 minutes.

Key facts:

- Actioner is not a CRM replacement; it works alongside Salesforce, HubSpot, or any existing CRM, capturing the conversations and context that never get logged.
- Unlike sales AI tools (Gong, Clari) or CRM copilots that add AI to their own interface, Actioner surfaces the full customer graph inside Claude, where users already work.
- Three layers: (1) Zero-Touch Capture — automatic ingestion of every customer interaction; (2) Unified Context — AI stitches emails and meetings into a single deal picture with stakeholders, objections, timelines, and competitors; (3) Claude-Native Interface — the graph is exposed to Claude via an MCP connector and purpose-built skills, with rich visual cards.
- Every AI insight links to its evidence: the exact quote, email, or call moment it came from.
- Supported data sources: Gmail, Outlook, Google Calendar, Zoom, Google Meet, Microsoft Teams, Zendesk, Salesforce, and HubSpot.
- Setup: sign up, connect email via OAuth (Actioner ingests the last 90 days of history), then install the Actioner plugin from the Claude Desktop marketplace or add the MCP connector (https://api.actioner.com/mcp) in claude.ai. Both offer the same features and experience.
- Example prompts once installed: "What does my day look like?" (daily briefing), "Follow up with Mike on the proposal" (contextual email draft), "Is the DataFlow deal at risk?" (evidence-linked risk assessment), "Who haven't I responded to?" (prioritized follow-up list).
- Security: data encrypted at rest and in transit, granular access controls, customer data never used for AI model training, VPC deployment available for enterprise.
- Built by Nova Era Labs, founded by the team behind Opsgenie. Free to start.

## Main pages

- [Home](https://actioner.com/): Product overview — how Actioner builds a customer graph inside Claude, side-by-side examples of Claude with vs. without Actioner, comparison with traditional CRMs and AI copilots, and full FAQ
- [Get started](https://actioner.com/get-started): Step-by-step setup guide (about 5 minutes): sign up, connect Gmail or Outlook, and connect Actioner to Claude Desktop (plugin) or claude.ai (MCP connector)
- [About](https://actioner.com/about): Company background, mission, and founding team (co-founders of Opsgenie); what Actioner believes about AI for revenue teams
- [Sign up / Sign in](https://app.actioner.com/sign-in): Create an Actioner account or log in to the app
- [Book a demo](https://calendar.app.google/cX4MWwrTvPzkehdA9): Schedule a live demo with the Actioner team

## Policies & contact

- [Contact](https://actioner.com/contact): Get in touch with the Actioner team (support@actioner.com)
- [Privacy Policy](https://actioner.com/privacy-policy): How Actioner handles and protects data
- [Terms & Conditions](https://actioner.com/terms-and-conditions): Terms of service

## Optional

- [Security](https://actioner.com/security): Details on Actioner's security practices
- [How we work](https://actioner.com/how-we-work): Actioner's approach and operating principles
- [Pricing](https://actioner.com/pricing): Plans and pricing
- [Meeting prep & recap](https://actioner.com/meetings): Use case — pre-meeting briefings and post-meeting recaps
- [Deal Management](https://actioner.com/deal-management): Use case — tracking and running deals with full context
- [Daily Briefing](https://actioner.com/daily-briefing): Use case — a daily overview of meetings, follow-ups, and action items
- [Action Box](https://actioner.com/action-box): Feature — Actioner's action item inbox
- [How to use](https://actioner.com/how-to-use): The operating rhythm — a morning scheduled run updates the Action Box, /actioner works the queue in any Claude session, end-of-day CRM sync, weekly forecast prep
- [Actioner Plays](https://actioner.com/plays): Feature — saved, repeatable revenue workflows
- [Enablement](https://actioner.com/enablement): Feature — battlecards, objection handling, and pricing docs added as artifacts, used by Plays when drafting
- [Build with us](https://actioner.com/build-with-us): Partner and build with Actioner