Slack
Claude in Slack is now Claude Tag — Anthropic replaced the earlier Claude in Slack app on 3 August 2026. It’s on Team and Enterprise plans, in public beta. How Everflow reaches it depends on where you’re asking, and the two paths are genuinely different:@Claude in a channel and get a notice offering to “set up Claude Tag” instead of an answer, your organization hasn’t run the one-time setup yet. Personal connectors don’t apply in channels — that’s the admin path below.In a direct message (works today)
Personal connectors keep working in DMs, so if you’ve already connected Everflow to your claude.ai account there’s nothing more to do.Connect Everflow to your own Claude account
x-api-key request header holding your Network API key.DM Claude in Slack
what were our top 5 partners by revenue last week?
did offer 88 hit any caps yesterday?
In a channel (needs an Owner)
Channel access is granted per channel by an admin, not per person. Claude Tag reaches an MCP server through two pieces: a plugin that tells it the server exists, and a credential that lets the call leave the sandbox with authentication attached. You need both — the credential alone opens the network path, but without the plugin Claude never learns there’s a server there to call.An Owner runs the Claude Tag setup
claude.ai/admin-settings/claude-tag. Only a Primary Owner or Owner can — the Admin role can’t. The wizard runs five steps: pair the Slack workspace, choose Claude’s first tools, connect GitHub, create accounts for Claude’s other tools, and launch.Pairing is: add the Claude app to Slack, send @Claude connect in any channel, then paste the workspace_… code it replies with back into the setup page.Everflow goes in step 4, “Create accounts for Claude’s other tools.” It isn’t a preset, so there is nothing to pick in step 2 — skip that step.Add a plugin pointing at the Everflow MCP server
.mcp.json points at https://mcp.eflow.team (or https://mcp-eu.eflow.team). An .mcp.json committed to a repository is not picked up — it has to arrive through an attached plugin.Add the credential for the Everflow host
X-Api-Key header, not on Authorization: Bearer, which is why the credential goes in Custom headers.Scope the bundle to the right channels
Verify in a new thread
@Claude what can you access from this channel?
@Claude pull yesterday’s top 5 partners by revenue from Everflow
Scheduled tasks
Once the connector is on your Claude account, Claude’s scheduled tasks can run a prompt against it on a repeating schedule — hourly, daily, weekly, or weekdays only — and deliver the result somewhere. That turns a read-only query interface into recurring reporting without a line of code, a cron host, or a workflow tool. The scheduling lives in Claude, not in Everflow. Everflow MCP has no scheduler of its own and never pushes data — see the note on event systems.Connect Everflow, plus wherever the output should land
Set the tools the task needs to run without asking
run_network_summary, run_performance_report, and usually get_account_info.Describe the job and pick a cadence
“Every weekday at 8am, pull yesterday’s network summary from Everflow with a comparison against the previous day, list the five offers with the biggest revenue swing, and email me the summary.”Claude saves the prompt as the task’s instructions and re-runs it on the cadence you choose.
Check the first run
applied_query object showing the exact resolved query, including the timezone and currency actually used.Zapier
Use Zapier to build automated workflows that query Everflow via AI and post results to Slack, email, Google Sheets, or anywhere else. This works with both the Claude AI action in Zapier and Zapier’s native MCP support.Daily performance summary to Slack
A common workflow: schedule a daily summary of the previous day’s performance and post it to your team’s Slack channel.Create a new Zap with a Schedule trigger
Add a Claude AI action
Add a Slack action to post the summary
Fraud alert workflow
Trigger an AI investigation when a conversion comes in above a certain payout threshold.Set a webhook trigger
Add a Claude AI action to investigate
Post the finding to Slack
n8n
n8n is a self-hosted workflow automation tool popular in the performance marketing and agency space. Its native MCP Client node connects directly to the Everflow MCP server, making it straightforward to build automated reporting and alerting pipelines.Add an MCP Client node to your workflow
Choose a tool and pass parameters
run_performance_report) and configure the input parameters. n8n will discover available tools automatically from the MCP server.Connect downstream nodes
Raycast
Raycast is a launcher and productivity tool popular with operators and power users. Its built-in AI supports MCP, letting you query Everflow from your desktop without switching to a browser or opening the portal.Open Raycast AI Settings
Add the Everflow server
Query Everflow from the Raycast bar
⌘Space), launch AI Chat, and ask:What were yesterday’s top offers by conversion rate?
Is affiliate 99 currently active and when did they last convert?
Microsoft Copilot Studio
For teams on the Microsoft 365 stack, Copilot Studio lets you build a custom Copilot agent that surfaces Everflow data inside Teams, Outlook, and other Microsoft surfaces. See Microsoft’s setup guide for the full walkthrough on adding an MCP server to an agent.Create a new agent in Copilot Studio
Add the Everflow MCP server as a tool
Publish and connect to Teams
