IntegrationsClaude
Tenant referencing inside Claude
Claude reads your pipeline and answers in a sentence: what needs you this morning, where one has got to, what to tell the landlord who just rang. In the chat you already have open.
Not in Claude's connector directory yet. Until it is, you add it with our address, and the steps below show how.
Where has this one got to
A landlord rings. You have the answer.
A landlord rings to ask where their applicant has got to. Ask while they are still on the phone, and read them the answer.
Where does Chris Taylor's reference stand?
It is done. The report came in this afternoon.
- Mon 09:14
- Chris invited
- Mon 09:40
- Opened the form
- Mon 12:05
- Identity verified
- Mon 18:22
- All five sections submitted
- Tue 16:10
- Report ready. Conditional, guarantor required
The condition is a guarantor, so that is the conversation to have with the landlord. Want me to draft the email?
What you can ask
Ask the way you would ask a colleague.
All of these work today, on your own references.
Monday morning
- Ask what needs you first. Claude sorts what is waiting on you from what is waiting on applicants.
A Conditional comes back
- Ask Claude to explain it to the landlord. It puts the condition in plain English and drafts the email for you to check and send.
Four sharers, one flat
- Ask where the whole household is up to: who is done, who is still filling in, and which guarantors are still to come.
What Claude can see
Your reports, not your applicants' paperwork.
Claude reads each check's outcome and our recommendation. What applicants filled in and uploaded stays with passref, and Claude cannot change anything. You choose what it can see when you connect.
Can see
- Your references
- Who is being referenced, for which property, and how far each one has got.
- Finished reports
- The recommendation, any conditions and how each check came out.
- Timelines
- Every step on a reference, with dates, from invite to report.
- Your credits
- What you have left, and whether there is a card on file.
Cannot see
- What applicants send us
- Their answers, their documents and their Right to Rent details stay with passref.
- Your card details
- Claude can see whether a card is on file, never the card itself.
What Claude reads from passref goes to Anthropic, under your agreement with them and their privacy policy. We never see your chats, only what Claude asks us for. More in our privacy policy.
Setup guide
How to connect passref to Claude
Three steps, and you choose what Claude can read along the way.
01Add passref in Claude
- In Claude, go to Customize, then Connectors, and choose Add custom connector. Name it passref and paste https://api.passref.com/mcp. If your company is on Claude Team or Claude Enterprise, an Owner of your Claude organisation adds it first.
02Sign in with your passref email
- We email you a sign-in link.
03Choose what Claude can see
- Tick what Claude can read, then choose Allow.
- Using Claude Code?
- Run this, then type /mcp, choose passref and Authenticate.
claude mcp add --transport http passref https://api.passref.com/mcp - Looking in Claude's directory?
- passref is not listed there yet. Once it is, you will find it under Connectors, then Discover, and steps 2 and 3 stay the same.
Then just ask.
In a chat, choose + then Connectors and switch passref on. Ask in your own words, or start with one of these.
What needs me this morning?
Where does Chris Taylor's reference stand?
Summarise the report for 42 Elm Road and draft an email to the landlord.
Is anyone still stuck after passref's reminders?
Common questions.
What agents ask before they point an assistant at their pipeline.