Proxara in Claude
Add it once for the whole workspace. Everyone signs in with Microsoft.
Updated August 2026
Two minutes for the Owner, one click for everyone else. Each person signs in with the Microsoft work account they already use. Nothing installs, and anything that sends waits for your confirm.
Step 1. An Owner adds the connector
Once, in Organization settings. Adding it grants nobody access by itself.
For the Owner: adding the connector
An Owner or Primary Owner, inside Claude:
- Open Organization settings, then Connectors.
- Click Add, hover over Custom, and choose Web.
- Enter Proxara as the name, then the firm's connector address, a single web address ending in /mcp. Onboarding provides it.
- Click Add. The Advanced settings fields stay empty: there is no client ID or secret for anyone to copy or store.
The connector then appears to every member with a Custom label. Owners can also hold it to read-only for the whole workspace, and members cannot override that.
The one Microsoft consent behind every sign-in: Connect Microsoft 365. The page to circulate to staff: What to ask for.
Step 2. You click Connect
Once, under Customize, then Connectors. The sign-in that follows is your own Microsoft work account, never a Claude credential.
You're connected
Switch Proxara on with the + button at the lower left of the chat, then ask for the status of an engagement. Stand-ins appear where client names would be.
Who does what, by plan
| Plan | Who adds it | What each person does |
|---|---|---|
| Team or Enterprise | An Owner, once, in Organization settings | Click Connect, then sign in with a Microsoft work account |
| Team or Enterprise, managed auth (beta) | The admin, through the firm's identity provider | Nothing. Access arrives on first login |
| Free, Pro, or Max | The person, under Settings, then Connectors | Add the address, then Connect with their work sign-in |
Permissions follow the work sign-in, not the plan.
Managed auth, in beta for Team and Enterprise
It removes even the Connect click. The firm applies for access, the admin provisions the connector through the firm's own identity provider, and each person inherits it the first time they log in. Removing someone from the directory removes their connector access with it, and the firm can require that the connector only ever connects through the identity provider, which keeps personal accounts out of work tools.
Using a personal Claude account
Personal accounts are fully supported, including Free, which allows one custom connector. The path is Settings, then Connectors, then Add custom connector: enter a name and the connector address, click Add, then Connect.
The rules do not loosen. A personal Claude account with no valid work sign-in gets nothing.
If something doesn't work
- Proxara not in the + list? Adding it is the Owner's step. Yours is Customize, then Connectors, then Connect.
- Connected but nothing comes back? Access follows your Microsoft work account, not your Claude account.
- Reading works and acting does not? An Owner can hold Claude to read-only for the whole workspace.
Where to go next
| To understand | Read |
|---|---|
| First requests that work on day one | What to ask for |
| Where real client names appear | How Proxara works |