Connect Wheelbase to Claude

Ask questions about your fleet, bookings, and money in plain language — no spreadsheets, no exports, no API keys.

What this is

Wheelbase now has a connector for Claude, the AI assistant from Anthropic. Once you connect it, you can ask Claude questions about your business the same way you'd ask a really fast operations manager:

"Which security deposits am I still holding, and which should I have released by now?"

"What's going out Friday, and what do I need to stage for it?"

"Customer's on the phone — is Unit 12 open Aug 14–18, and what's the out-the-door price with taxes?"

Claude reads your live Wheelbase data and answers in seconds.

Cost: Free. The connector doesn't add anything to your Wheelbase bill. You just need a Claude account (a free Claude account works; Pro or Max gives you more usage).

A quick primer, if you're new to this

What is Claude? Claude is an AI assistant you chat with — at claude.ai, in the desktop app, or on your phone. Think of it as a chat window where you type a question and get an answer.

What is an MCP connector? MCP (Model Context Protocol) is an open standard that lets AI assistants safely plug into other software. A connector is the plug. Without one, Claude only knows what you type into the chat. With the Wheelbase connector, Claude can look things up in your Wheelbase account — securely, using your own login and your own permissions.

Why this matters: connectors stack. If you also connect your Google Calendar, Gmail, and QuickBooks, Claude can work across all of them in a single request. That's where this gets genuinely powerful.

Before you start

You'll need:

You do not need: API keys, developer help, or anything installed on your computer.

How to connect Wheelbase to Claude

If you're on a Free, Pro, or Max plan (most hosts)

1. Go to claude.ai/customize/connectors — or in Claude, click your name → Settings → Connectors.
2. Click + → Add custom connector.
3. Paste the Wheelbase MCP server URL:

[WHEELBASE_MCP_URL]

4. Click Add. (Skip "Advanced settings" — you don't need it.)
5. Click Connect next to Wheelbase. A Wheelbase login window opens.
6. Sign in with your normal Wheelbase credentials and approve the access request.

Done. You'll see Wheelbase listed as connected.

If you're on a Claude Team or Enterprise plan

Only an account Owner can add a connector for the organization. Your Owner does steps 1–4 above from Organization settings → Connectors (click Add → hover Custom → select Web). After that, every team member goes to Settings → Connectors, finds Wheelbase in the list, and clicks Connect to sign in with their own Wheelbase login.

Turn it on in a conversation

In any chat, click the + button near the message box → Connectors → toggle Wheelbase on. Now ask away.

Your first question

Start with something simple so you can see it working:

"What bookings do I have going out this week?"

The first time Claude uses a Wheelbase tool, it will ask your permission. Approve it. If it's a tool you'll use constantly and trust, you can choose Allow always so it stops asking.

What you can ask

Copy any of these straight into Claude and edit to fit.

Money

• "What came in yesterday — charges, refunds, payouts, and requests?"
• "Which security deposits am I still holding, and which should I have released by now?" — Claude flags trip-ended, days held, and anything past your max hold window.
• "Show me every payment on booking #12345 and what's still outstanding."
• "Pull last month's payments and break them out by charges, refunds, and payouts, plus everything still on deposit."

Fleet

• "Which of my vehicles are still unpublished, and how long have they been sitting?"
• "Look up this VIN — is it published, what's it priced at, and what's its utilization this month?"
• "What does utilization look like across my fleet this month? Where can I better optimize my calendar?"
• "Which units haven't booked in the last 30 days?"

Operations

• "What's going out Friday, and what do I need to stage for it?" — Claude pulls the add-ons off each booking: generator, kit, propane, and so on.
• "List every pickup and return for the next 30 days with customer name and unit."
• "Which returns are coming back tomorrow, and are any of them overdue?"

Selling

• "Customer's on the phone — is [vehicle] open Aug 14–18, what add-ons can they get, and what's the out-the-door with taxes?"
• "Check availability for Labor Day weekend and price it out for a 4-night trip."
• "Set up Jane as a customer, book her on Unit 12, and give me a payment link to text her." — The booking sits unpaid until she pays it herself.

Combine Wheelbase with your other tools

This is where hosts get the most value. Connect Wheelbase alongside your other apps in Claude, and one request can span all of them.

You add these the same way — from Settings → Connectors. Most popular apps are already in Claude's connector directory, so you just click Connect.

Security and permissions

Claude never sees your Wheelbase password. Connecting uses OAuth, the same standard sign-in flow you use when an app asks "Continue with Google."

You only get what you already have access to. The connector operates with your own Wheelbase permissions. If you can't see a report in Wheelbase, Claude can't either.

You approve actions. Claude asks before it uses a tool. Anything that creates or changes data — like drafting a booking — requires your approval, and you can review it before it happens.

You can disconnect anytime. Go to Settings → Connectors, click the three dots next to Wheelbase, and remove it. Access is revoked immediately.

Good habits:

• Turn the connector off in conversations where you don't need it.
• Read approval prompts before clicking — especially for anything that writes data.
• Only use Allow always for tools you use routinely and understand.

Troubleshooting

FAQ

Does this cost anything? No. The connector is free and doesn't consume anything from your Wheelbase plan. You need a Claude account, and Claude's own free plan works — paid Claude plans just give you more usage per day.

Is my data being used to train AI? Your Wheelbase data is accessed live to answer your question. Anthropic's data policies govern how your Claude conversations are handled — see Claude's privacy documentation.

Can Claude change things in my account, or just read? Both, depending on the tool — but write actions (like creating a customer or a booking) require your explicit approval each time, and you see exactly what's being created before it happens.

Can my whole team use this? Yes. Each team member connects with their own Wheelbase login and gets their own permission level.

How is this different from the App Exchange? The App Exchange remains the home for packaged, purpose-built integrations. The Claude connector is for hosts who already work in Claude and want the flexibility to ask their own questions and build their own workflows.

What if the answer I need isn't possible yet? Tell us. We're adding capability actively, and requests from hosts directly shape what gets built next.