Claude is an AI assistant by Anthropic that lets you work through complex tasks using natural conversation. With the Profit.co integration, you can manage OKRs, tasks, and check-ins directly inside Claude – without switching to another tab or tool.
Why Use Profit.co MCP
The Problem
Your team already works in Claude. But updating an OKR means opening a new tab, navigating to Profit.co, finding your objective, typing the update, and losing your focus. Three minutes lost. Flow broken.
The Solution
Profit.co in Claude eliminates the context switch entirely. Create objectives, check in on key results, update tasks, and track progress without leaving your conversation. No tab switching. No navigation. No workflow interruption. Just type a command and continue working.
Who Should Use This
For Managers
Stop chasing status updates. Your team checks in when progress happens, not days later when they remember.
For Contributors
You’re already in Claude. Now your OKR work happens there too – no switching, no forgetting, no friction.
For Distributed Teams
Teams across time zones check in when it’s convenient, using the tool they’re already working in.
How to Connect Profit.co to Claude
Step 1: Find Profit.co in Claude
- Open claude.ai (you need a Claude Pro, Team, or Enterprise plan to use MCP integrations).
- In the chat interface, click the tools icon (or navigate to Settings → Integrations).
- Search for “Profit.co” in the integrations directory.
- Click the Connect button to begin the authentication process.
Step 2: Authenticate Your Account
- When you click Connect, a pop-up will open – click the Sign in with Profit.co button.
- Claude will redirect you to the Profit.co login page.
- Enter your Profit.co credentials to authenticate.
Step 3: Start Using Profit.co in Claude
Once connected, the Profit.co integration remains active until you explicitly disconnect it. Simply type your request in natural language – Claude will automatically use Profit.co to execute your command. No special trigger or prefix is needed; just describe what you want to do and Claude handles the rest.
What You Can Do with Profit.co in Claude
1. Create Objectives
Set up new objectives for your company, team, or yourself directly through conversational commands.
2. Create Key Results
Add measurable key results to any objective and define targets to track progress over time.
3. Perform Check-Ins
Submit progress updates for your key results in seconds without opening another tab.
4. Create Task
Break work into actionable tasks with a task name, due date, status, and priority.
5. Update Task
Modify task name, due date, status, priority, description, and comments conversationally.
6. List My OKRs
View your individual objectives and key results with current progress and status.
7. Pending Actions
Check what needs your attention – overdue tasks, blocked items, and urgent updates.
How to Use Profit.co in Claude
All actions are secured and permission-based – you only see and update what you’re authorized to access in Profit.co. Here are the 7 things you can do:
1. Create Objectives
Set up a new objective for your company, team, department, or individual level.
Example Command:Create an objective: Improve customer satisfaction to 95%
💡 How it works step-by-step:
Step 1: You send the command
Step 2: Claude requests clarification
- At which level (Company-level, Department-level, or Individual-level) should your objective be created?
Once you choose the level, you can confirm and then click Create.
2. Create Key Result
Add a measurable key result to an existing objective.
Example Command:Add key result: Increase NPS score from 72 to 85
💡 How it works step-by-step:
Step 1: You specify the key result
Step 2: Claude asks which objective
- If you have multiple objectives, Claude will display them and ask which one this KR belongs to
Step 3: The key result is added
- Starting value: 72
- Target value: 85
- Unit of measurement: NPS score
- Linked to the selected objective
Once finalised, click Create.
3. Perform Check-In
Submit a progress update for your key results or objectives.
Example Command:Check-in for Q2 marketing OKR: 25% complete, on track, no blockers
Note: It is mandatory to add the progress value and the status to perform the check-in.
💡 How it works step-by-step:
Step 1: You submit the check-in
Step 2: Claude processes the update
- Progress: 25%
- Status: On Track
- Blockers: None
- Timestamp: [current date/time]
The update will be recorded once you click Check-in.
4. Create Task
Break down objectives into actionable tasks with clear ownership and deadlines.
Example Command:
Create task: Draft Q2 product roadmap, due March 15, high priority
💡 How it works step-by-step:
Step 1: You create the task with inline details
Step 2: Claude extracts the task details
- Task name: “Draft Q2 product roadmap”
- Due date: March 15
- Priority: High
- Status: Not Started (default)
- Once finalized, click the Create button.
Step 3: The task is created
- Task appears in Profit.co immediately
- Visible to all team members with access
5. Update Task
Modify any task attribute, including name, due date, status, priority, description, or comments.
Example Command:
Update task “Draft Q2 roadmap” – change due date to March 20, mark as in progress, add comment “waiting on engineering input.”
💡 How it works step-by-step:
Step 1: You specify what to update
Step 2: Claude applies all changes at once
- Due date: March 15 → March 20
- Status: Not Started → In Progress
- Comment added: “waiting on engineering input.”
- Once done, click Update.
Step 3: The task is updated
- Changes sync to Profit.co instantly
- Team members see the updated task
6. List My OKRs
View all your assigned objectives and key results with current progress.
Example Commands:
Show me my OKRs
or
List my objectives
💡 How it works step-by-step:
Step 1: You ask to see your OKRs
Step 2: Claude retrieves and displays your OKRs
- Fetches all your individual objectives
- Includes current progress on each key result
7. Pending Actions
Check what needs your immediate attention – overdue tasks, blocked items, urgent updates.
Example Commands:
What’s pending for me?
or
show pending actions
💡 How it works step-by-step:
Step 1: You ask for pending actions
Step 2: Claude retrieves and displays your pending items.
Managing Your Connection
Staying Connected
Once you connect Profit.co to Claude, the integration stays active across all sessions. You don’t need to reconnect every time.
Disconnecting Profit.co
If you want to disconnect Profit.co from Claude:
- Go to Claude Settings → Integrations
- Find Profit.co
- Click
Disconnect
Security & Privacy
How Authentication Works
When you connect Profit.co to Claude, a secure OAuth 2.0 flow is initiated:
- Claude generates a unique state identifier for your session
- You authenticate with Profit.co using your credentials
- Profit.co generates an authorization code linked to that state
- Claude exchanges the code for access tokens
- Tokens are stored securely by both Claude and Profit.co for ongoing authentication
Access Permissions
Same permissions as Profit.co: You only see data you’re authorized to access. If an OKR is private to you in Profit.co, it stays private in Claude.
User identification: Since Claude does not share user data with third parties, Profit.co identifies you using your authentication tokens, which map to your email or employee ID within your organization.
Data storage: Claude processes your commands and sends them to Profit.co’s secure servers. Claude does not store your OKR data. All data remains in Profit.co’s secure infrastructure.
Frequently Asked Questions
1. Is this available to all Profit.co users?
Any Profit.co user can connect their account to Claude. However, you need a Claude Pro, Team, or Enterprise plan to use MCP integrations within Claude.
2. Do I need a special Profit.co plan?
No. This works with all Profit.co plans – Free, Pro, and Enterprise.
3. How does security work? Can my teammates see my private OKRs?
Profit.co enforces the same access privileges in Claude as in the main platform. If an OKR is private to you in Profit.co, it stays private in Claude. Your teammates cannot see your private data through the Claude integration.
4. What if Claude gets my request wrong?
The MCP server will ask for clarification if your prompt is ambiguous. Claude is designed to handle natural language, but if something is unclear, it will prompt you for details before executing an action.
5. Does Claude store my Profit.co data?
No. Claude processes your commands and sends them to Profit.co’s MCP server, which executes the actions. Claude does not store your OKR data. All data remains in Profit.co’s secure infrastructure.
6. Do I need to reconnect every time I use Claude?
No. Once you connect Profit.co to Claude, the connection persists across sessions until you explicitly disconnect. You only need to authenticate once.
7. Can I use this on mobile?
Yes. The Claude mobile app supports MCP integrations. You can use Profit.co in Claude on iOS and Android devices with the same functionality as the web version.
8. What happens if I disconnect Profit.co from Claude?
Your data remains secure in Profit.co. Disconnecting only removes the integration from Claude – it does not delete or affect any of your OKRs, tasks, or check-in history in Profit.co.
9. Who can see the updates I make through Claude?
Updates made through Claude follow the same access permissions as updates made directly in Profit.co. Only team members with appropriate access permissions can see your updates.