Skip to main content

PM Brain Connector (Claude)

Connect PM Brain in Claude so any session can search the knowledge base — including everything pushed in from Missive (emails, notes, and attachments). The connector is installed at the organization level, so for most people it shows up automatically — you just connect and go.

Watch the walkthrough

A short screen recording of this setup: PM Brain connector setup video.

Before you start

  • Download the Claude desktop app (recommended) so Claude can access your local files.
  • Log in with your team account — the org-level connector is tied to it.

Step 1 — Open Connectors

  1. In the left side panel, click Customize.
  2. Go to Connectors.
  3. PM Brain should already be listed — it's installed at the organization level.

Step 2 — Connect & authorize

  1. Click Connect on PM Brain.
  2. A Google sign-in opens — log into Google (it carries you through if you're already signed in).
  3. Authorize the PM Brain MCP — click Allow.
  4. PM Brain now shows Connected.
Don't see PM Brain?

If it isn't listed, click the +, choose Browse, and search for PM Brain. Add it — it'll land in the Not connected area, then click Connect as above.

Step 3 — Use it in a task

  1. Start a New Task.

  2. Ask Claude to use it, e.g.:

    Use PM Brain and show me the latest information.
  3. On the first run, Claude finds the connector and installs it into your session, so it takes a little time.

  4. Approve the permission prompt with "Allow for all tasks." If you only allow once (or per task), Claude keeps asking — Allow for all tasks stops the repeated prompts.

  5. Claude returns the matching records — e.g. a pool service contract / the Aquarius service report for Manning saved from Missive. Click a record to view the source email in Missive.

Reuse it — rename and pin

Rename the task to PM Brain and pin it, so it's always there and you can keep asking it questions. Anything fed into PM Brain becomes searchable from this one place.

Quick reference

TaskWhere / what
Recommended setupInstall the Claude desktop app, log in with your team account
Open connectorsCustomize → Connectors
Find PM BrainListed automatically (org-level install)
If missing+Browse → search PM Brain → add
ConnectConnect → Google login → Allow
Use in a taskNew task → "Use PM Brain and show me the latest information."
PermissionsChoose Allow for all tasks to stop repeat prompts
ReuseRename task to PM Brain Save and pin it
View a record's sourceClick the record → view the email in Missive
Related

Pair this with the Missive ↔ PM Brain Integration — that's how emails, notes, and attachments get into PM Brain in the first place.