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Socii + Claude

Your deals network, inside your AI.

Socii connects to Claude through the Model Context Protocol. 35 tools that let you manage your professional relationships, find the right person to introduce, set up agreements, and track outcomes. All without leaving the conversation.

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Not another dashboard

Just ask.

Instead of clicking through tabs and menus, you talk to Claude the way you would talk to an assistant who knows your entire network. Who should I introduce? What did Sarah mention last time? Is my agreement with James still active? Claude pulls the answers from Socii in real time.

What You Can Do

Six things that change how you work.

Find the right person to introduce

Ask Claude to search across all your connections, their specialties, industries, and track record. Find exactly the right person to introduce to a client or partner. Claude checks Socii, your email, your calendar, and your notes to surface the best match.

Try asking

"Hey Socii, who in my network specialises in commercial property law in Melbourne? I need someone for a client."

Pull context from your emails and calendar

Claude can pull relevant context from your recent emails, calendar meetings, and Socii activity to keep your relationships up to date. Had a coffee catch-up? Claude can log the interaction, update notes, and flag follow-ups.

Try asking

"Hey Socii, I had lunch with Sarah from Deloitte last Tuesday. Log that and remind me to follow up in two weeks."

Set up and manage agreements

Ask Claude to draft a new agreement with a connection. It will pull their details from Socii, suggest terms based on your history, and create the agreement for you to review and send.

Try asking

"Hey Socii, 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, the referral fee disclosure is included automatically. The person being introduced gets the full picture without you having to remember to add it. Just tell Claude who to introduce and Socii handles the rest.

Try asking

"Send an introduction through Socii for David to meet Lisa Chen at Greenfield Legal for the property matter he mentioned."

Manage your connections and relationships

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

"Hey Socii, add a note to my connection with Mark: he mentioned they are expanding into Brisbane and looking for a local accountant."

Get intelligence on your network

Ask Claude who you should be introducing to each other. Who in your network is underutilised? Who have you not spoken to in months? Get suggestions based on what people actually need, not just who they know.

Try asking

"Hey Socii, who in my network should I be introducing to each other right now? Anyone I have been neglecting?"

Under the Hood

35 tools across 15 modules.

Socii's MCP server gives Claude structured access to your entire deals network. You talk naturally. Claude calls the right tools behind the scenes.

Connections

  • View and search connections
  • Add notes and interaction logs
  • Import from LinkedIn 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 trust scores
  • 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, the referral fee disclosure is included automatically. 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. Just tell Claude to make the introduction through Socii and the transparency 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

Getting Started

Connect once. Use it everywhere.

01

Join Socii and set up your profile. Import your LinkedIn connections.

02

Add the Socii MCP server to your Claude settings. One config line.

03

Start talking. Ask Claude about your connections, agreements, or who to introduce next.

Works with claude.ai chat, Claude Desktop, Claude Code, and any Claude-compatible client that supports MCP.

Already a Socii member?

Connect Socii to claude.ai in about 30 seconds - paste one URL, approve the consent screen, done.

Set up Claude

Your network deserves better infrastructure.

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