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Combining with Other Data Sources

Claude can draw on data from tools beyond Motley when generating or enriching documents. Any tool that exposes an MCP server can be connected to Claude alongside Motley, and Claude will incorporate both in the same conversation.

Example prompts

"Generate a sales report from Motley and add a section summarising the deals closed this month from our CRM."

"Build the Q1 metrics report and pull in the top issues resolved this quarter from Linear."

"Create a market overview from our database and include the latest competitive notes from our Confluence research pages."

Claude retrieves data from each connected source and assembles a single document. The Motley portions — charts, tables, and AI summaries backed by your data — are fully auditable in the Motley UI. Content sourced from other MCP connectors is generated inline by Claude.

Example of connections

  • CRM (HubSpot, Salesforce): combine pipeline data with your Motley revenue metrics
  • Call recording tools: pull in customer conversation summaries alongside quantitative data
  • Project management (Linear, Jira): add issue or milestone context to operational reports
  • Knowledge bases (Notion, Confluence): include qualitative research or documentation alongside data-driven analysis
  • Communication tools (Slack): surface relevant discussions or signals in a report context