A private club for dealmakers
Socii Club in Claude
Your deal flow, inside your AI.
Socii Club connects to Claude as a custom connector. 60+ tools to look after your relationships, find the right person to introduce, set up agreements and track outcomes, without leaving the conversation. For members of the club.
Not another dashboard
Just ask.
Instead of clicking through pages, you talk to Claude the way you would talk to an assistant who knows everyone you know. Who should I introduce? What did Sarah mention last time? Is my agreement with James still active? Claude pulls the answers from Socii Club as you ask.
What You Can Do
Six things that change how you work.
Find the right person to introduce
Ask Claude to search your contacts, their specialties, industries and track record, and find exactly the right person for a client or partner. Claude checks your Socii Club contacts and notes - and your email and calendar too, if you have connected them to Claude.
Try asking
"Who in my contacts specialises in commercial property law in Melbourne? I need someone for a client."
Keep your relationships up to date
Had a coffee catch-up? Tell Claude and it logs the interaction, updates your notes and flags a follow-up. If you have also connected your email and calendar to Claude, it can draw on them for context.
Try asking
"I had lunch with Sarah from Deloitte last Tuesday. Log that in Socii Club and remind me to follow up in two weeks."
Set up and manage agreements
Ask Claude to draft a new agreement with a contact. It pulls their details from Socii Club, suggests terms based on your history, and prepares the agreement for you to review and send.
Try asking
"Set up a 10% introduction fee agreement with James at Pitcher Partners for accounting referrals."
Introductions with disclosure built in
When you send an introduction through Socii Club, the referral fee disclosure is handled for you. The person being introduced gets the full picture without you having to remember to add it. Tell Claude who to introduce and the club handles the rest.
Try asking
"Send an introduction through Socii Club for David to meet Lisa Chen at Greenfield Legal for the property matter he mentioned."
Look after your contacts
Add notes after meetings. Update what someone is working on. Track who you owe a call. Claude gives you a natural way to keep your professional relationships alive without opening another app.
Try asking
"Add a note to my contact Mark: he mentioned they are expanding into Brisbane and looking for a local accountant."
Know who to put together
Ask Claude who you should be introducing to each other. Who have you not spoken to in months? Get suggestions based on what people actually need, not just who they know.
Try asking
"Who in my contacts should I be introducing to each other right now? Anyone I have been neglecting?"
Behind the conversation
60+ tools, one connection.
The Socii Club connector gives Claude careful access to your contacts and records. You talk naturally. Claude calls the right tools behind the scenes, and the introductions, agreements and fee records it prepares wait for your OK.
Contacts
- View and search contacts
- Add notes and interaction logs
- Import contacts from CSV
- Pre-meeting briefs
Introductions
- Send tracked introductions
- Draft introduction emails
- Track outcomes and follow-ups
- AI-powered matching
Agreements
- Create digital MOUs
- View agreement terms
- Track agreement status
- Compliance tagging
Intelligence
- Who should I introduce?
- Network value analysis
- Underutilised connections
- Network health alerts
Trust and Reputation
- View your trust standing
- Verified outcomes tracking
- Nomination management
- Vouch for connections
Business
- Dashboard overview
- Fee ledger and tracking
- Compliance exports
- Deal flow briefings
Built for relationships, not transactions.
Not every introduction needs a fee. But every one should be tracked. You want to know who you should take to dinner. Who deserves a thank-you gift. Who made that partnership possible three months ago. Claude helps you stay on top of the relationships that matter most to your business, whether there is a commercial arrangement or not.
Disclosure handled for you.
When you send an introduction through Socii Club, the referral fee disclosure is handled for you. The person on the other side gets the full picture - whether it is a formal referral or a personal favour. You do not need to draft it or remember to add it. Tell Claude to make the introduction through Socii Club and the disclosure is built in.
What the recipient sees
"David, I would like to introduce you to Lisa Chen at Greenfield Legal. I think she would be a great fit for the property matter you mentioned."
"Please note: a formal referral arrangement exists between the referring party and the recipient. This introduction has been made based on your needs and circumstances, not the fee arrangement."
Included automatically by Socii Club
Getting Started
Connect once. Use it everywhere.
Once your application is accepted, set up your profile. Import your contacts.
In Claude, add Socii Club as a custom connector and approve.
Start talking. Ask Claude about your contacts, agreements, or who to introduce next.
Add it once on claude.ai and it works in the Claude desktop and phone apps too. Claude Code connects with one command.
Already a member?
Connect Socii Club to Claude in about a minute - copy one address, add it in Claude as a custom connector, then tap Allow.
Set up ClaudeSetup happens in your dashboard, so this asks you to sign in first.