Resources · Claude connector

Claude Lattice connectorWhat Claude can do in your Lattice account.

The Claude Lattice connector exposes 20 tools. 13 read your Lattice data, 3 write (saving drafts and submitting a review), and 4 are documented by no official source. Below: what Claude can see, what it can submit, and the two admin switches that come first.

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Overview

What changes when Claude can reach Lattice

Reviews, updates, feedback and notes from 1:1s live in Lattice. With the connector, Claude pulls that context into the conversation for you, helps you write, then saves the draft in Lattice. It sees exactly what your Lattice role lets you see, as a manager or an employee, never the admin view.

Prepare a review with the facts in front of you. Claude can read the drafts you owe with get-draft-reviews, past reviews you are allowed to see with find-reviews, feedback with find-feedback and your 1:1 history with find-one-on-ones. It then saves answers with save-draft-review, checks what is missing with validate-draft-review, and submits with submit-review.

Write your update faster. get-current-update-draft loads this period's questions, and save-draft-update stores your answers and sentiment without publishing.

Find your way around the org. whoami, find-employees, find-reports, find-ancestors and list-departments answer who is who and who reports to whom.

What Claude cannot do here: anything from the admin side of Lattice, even if you are a Lattice admin. Lattice says the connector offers manager and employee capabilities only. Four tools on the sheet have no description anywhere, and nothing happens by itself when a cycle opens. The Integrations hub lists the other connectors covered so far.

Vocabulary

Five words before you connect

The vocabulary Claude uses around this connector, in one minute.

Connector
A link you set up once between Claude and an account you already have, here Lattice, so Claude can work in it while answering.
Tool
One named action the connector hands Claude, such as saving a review draft. Claude picks the ones it needs as it replies.
Authorization
Lattice's own consent screen, where you grant the access Claude will use. It is given once per person and can be withdrawn.
Approval
The confirmation Claude waits for before an action that changes your account, such as submitting a review, shown in the chat.
MCP
The open standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Lattice.
Connect

Connect Lattice to Claude in three steps

  1. 01

    Find Lattice in Claude

    Open Claude's settings, go to Customize, then Connectors, and find Lattice. On a Team or Enterprise workspace, an Owner or Primary Owner has to add the connector before members can each authenticate.

  2. 02

    Sign in to Lattice

    Click Connect on the Lattice row. Lattice opens its own window, asks for your Lattice subdomain, then your login. If the link breaks later, Disconnect and connect again.

  3. 03

    Review the permissions

    Read the authorization screen before you accept. It is Lattice's screen, not Claude's, and it lists what the access covers, from employee data to reviews and updates. You can revoke it later.

Tools

The 20 Lattice tools, by what they do

Lattice gives Claude 20 tools: 13 that read your account, 3 that change something in it, and 4 no official source describes.

Three groups: what Claude reads, what it saves or submits, and what no official source describes. Names stay exactly as Claude shows them.

  • 13 read
  • 3 write
  • 4 not documented

What Claude reads (13)

13 tools

Thirteen tools that look at people, reviews, updates, feedback and 1:1s without changing them.

whoami

Identifies the person asking: your own profile (name, title, email, department) plus your manager's. It deliberately leaves out your reports, reviews and goals.

When it helps
you want to check which profile and manager Lattice has on record for you.

Sourcehelp.lattice.com · October 1, 2026 ↗

find-employees

Searches colleagues by name, work email or department and returns their profiles with the ID other tools require. Results match what you are allowed to see, and org-chart links are not included.

When it helps
you want everyone in the design department before planning a calibration session.

Sourcehelp.lattice.com · October 1, 2026 ↗

find-reports

Returns the team below an employee, either direct reports or the whole subtree down to a chosen depth of up to five levels. Only people beneath appear, never peers or managers.

When it helps
a new senior manager asks Claude to show the full team they inherited.

Sourcehelp.lattice.com · October 1, 2026 ↗

find-ancestors

Traces the chain of managers above someone, from their direct manager up to the top of the org. It skips the person, their reports and their peers.

When it helps
you need to know who a concern should escalate to, two levels above your manager.

Sourcehelp.lattice.com · October 1, 2026 ↗

list-departments

Lists the active departments of the company with their IDs and names. It does not say who belongs to each one or how departments nest.

When it helps
you want the exact department names before searching for colleagues in one of them.

Sourcehelp.lattice.com · October 1, 2026 ↗

get-draft-reviews

Shows the open review drafts you are currently drafting, self-reviews and reviews of others, with the cycle, the questions, and any saved answers. Submitted reviews stay out.

When it helps
the cycle closes Friday and you want the list of reviews you still owe.

Sourcehelp.lattice.com · October 1, 2026 ↗

find-reviews

Retrieves past reviews you are permitted to read, filtered by reviewee, author, cycle, direction (self, downward, upward, peer), status or dates. By default only reviews already shared with the reviewee come back.

When it helps
before drafting, you want to reread what peers said about someone last cycle.

Sourcehelp.lattice.com · October 1, 2026 ↗

get-review-cycles

Tells you which review cycles you are part of right now, your role in each (reviewer, reviewee or both) and how many drafts you owe. It returns counts, not the content of reviews.

When it helps
you lost track of whether you are only a reviewer in the engineering cycle.

Sourcehelp.lattice.com · October 1, 2026 ↗

validate-draft-review

Inspects an open draft and lists the required questions still unanswered. Optional or complete questions are left out. It only inspects, so it is a safe check to run right before submit-review.

When it helps
you think you are done and want to know what would block submission.

Sourcehelp.lattice.com · October 1, 2026 ↗

list-updates-for-employee

Brings up the submitted status reports of one person, with their questions and answers, sentiment and period. Drafts never appear, and neither do status reports written by other people.

When it helps
you want the last two months of a report's status reports before your 1:1.

Sourcehelp.lattice.com · October 1, 2026 ↗

get-current-update-draft

Opens your status report for the current period: questions, saved answers, period dates, cadence and sentiment. If you have not started, you still get the questions so you can preview the template.

When it helps
Thursday afternoon, you want to see what the current period's report asks.

Sourcehelp.lattice.com · October 1, 2026 ↗

find-feedback

Retrieves feedback you can see, either about a given person or written by them. Reviews, answers to status reports and 1:1 notes are excluded. It sits next to find-reviews when you gather material for a review.

When it helps
you want every piece of praise a teammate received this year.

Sourcehelp.lattice.com · October 1, 2026 ↗

find-one-on-ones

Surfaces your 1:1 meetings with one person, past, upcoming and cancelled, with talking points, action items, shared notes, AI summary and your private notes. Meetings you did not attend stay out.

When it helps
you prepare a review and want the action items agreed since January.

Sourcehelp.lattice.com · October 1, 2026 ↗

What Claude writes (3)

3 tools

Three tools that save drafts or submit a review. No source spells out their confirmation, so the general rule below applies.

submit-review

Approval: see the rule

Moves a finished draft from drafted to submitted. Lattice says every required question in the draft needs an answer, and once submitted it can no longer be edited as a draft.

What Claude asks for
no source describes a specific confirmation here, so the general approval rule below applies.
When it helps
you have reread a direct report's review and want it in before the deadline.

Sourcehelp.lattice.com · October 1, 2026 ↗

save-draft-review

Approval: see the rule

Stores answers on an open review draft: ratings, free text or multiple choice. New answers replace earlier ones for the same questions, and the review stays an editable draft, not submitted.

What Claude asks for
no confirmation is documented for this tool; rely on the general rule in the approvals section.
When it helps
you dictated rough notes and want them parked in the right questions.

Sourcehelp.lattice.com · October 1, 2026 ↗

save-draft-update

Approval: see the rule

Writes answers, sentiment and the public flag into your current-period update draft. Partial saves leave untouched answers in place, and the draft is not published.

What Claude asks for
nothing specific is documented, so the default approval rule below is what covers it.
When it helps
you summarise your week in the chat and want it stored for a final read.

Sourcehelp.lattice.com · October 1, 2026 ↗

Not documented (4)

4 tools

The directory lists these four names and nothing more. No official text says what they do, and this page will not infer it.

get-review-context-for-reviewee

This name is on the directory's tool list and nowhere else. Lattice's tool article does not include it and no Claude page mentions it, so this page has nothing to report about it.

Watch out
it falls under the general approval rule described further down.

get-review-packet-for-reviewee

Same situation as the previous name: listed in the directory, absent from every official text we could read, so no source documents it. Guessing its role from its wording would be fiction, so we leave it blank.

Watch out
treat it like any tool, under the default approval rule.

list-goals-for-employees

Lattice's tool article documents a tool with a nearly identical name in the singular, not this plural one. No source documents this exact plural name, and nothing official ties the two together.

Watch out
the general approval rule below covers it until Lattice clarifies.

list-grow-competencies-for-employees

The directory shows this plural name; the publisher's article only describes a singular one. With no text matching it exactly, we record it as undocumented rather than borrow the other's description.

Watch out
the default approval rule applies to it as well.
Approvals

What Claude asks before acting

By default, Claude pauses and asks for confirmation before each action it takes on an account for someone, in the conversation.

No source describes a specific prompt for the three Lattice write tools, so that default is what covers saving drafts and submitting a review. Lattice adds that Owners can restrict what the connector does across the organization, for example keep it read only. Claude also uses your Lattice rights and nothing more: a request you could not make in Lattice comes back as a permission error, and Claude cannot go around it.

Plans

Which plans can use it

No official source publishes plan availability connector by connector, and none of the 819 directory sheets shows it.

The general rule is what is published: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile. On Team and Enterprise, an Owner or Primary Owner opens a connector for the organization before members connect. The publisher's setup guide describes that same Owner step from its side. For the live state, check the sheet in the official directory.

Limits

Where the Lattice connector stops

A connector is not an automation. Claude calls these tools while it answers you, so nothing starts by itself when a review cycle opens or an update is due.

Everything here comes from Lattice's help center: no Claude help page covers this connector. The partner badge is not a security audit, and Anthropic states it neither picks the tools a publisher exposes nor guarantees they behave as announced. Lattice also warns that its tool list changes over time, so a new tool may only appear after you refresh the list in the connector's menu or reconnect. Anthropic's advice on every sheet applies too: only connect a publisher you know.

Need help

Need help connecting Lattice to Claude?

A person reads every message.

FAQ

Questions about the Claude Lattice connector

01What can Claude do with the Lattice connector?
Claude can read your Lattice context and help you write reviews and updates. Its documented tools look up people and reporting lines, list departments, read your review drafts, past reviews, review cycles, updates, feedback and 1:1 history, then save review or update drafts and submit a finished review. Four more tools appear on the directory sheet with no description anywhere. Everything is limited to what your own Lattice role lets you see, as a manager or employee.
02Can Claude submit reviews or change data in Lattice?
Yes, three documented tools write. save-draft-review stores answers on an open review draft, save-draft-update stores your current update without publishing it, and submit-review turns a complete draft into a submitted review that can no longer be edited as a draft. Lattice's own article also lists other write tools that are not on the directory sheet today, so they are not covered here. Admin actions are not available through the connector at all.
03Does Claude ask before it submits a review?
No source describes a specific confirmation for submit-review or the two save tools, so Claude's default applies: it asks before each action it takes on an account for someone. On Team and Enterprise, owners decide whether members may let some actions through without a prompt each time. Lattice adds that Owners can restrict the connector's tool permissions for the whole organization, for example allowing reads and blocking every write. Members cannot override that setting.
04Which Claude plans is the Lattice connector available on?
No official source publishes plan availability connector by connector, and none of the 819 directory sheets shows it. The general rule is that remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, and that on Team and Enterprise an Owner or Primary Owner enables a connector before members can connect. Lattice's setup guide describes that same Owner step. The Lattice sheet in the official directory is the place to check its current state.
05Can Claude see every review in our Lattice account?
No. Lattice says the connector uses the same authorization model as the platform, so Claude sees only what you could see yourself. Even an admin gets manager and employee capabilities only, with no admin view, and some reads can come back partial. To decide which employees may connect AI tools at all, Lattice points to the settings of your AI platform rather than to Lattice. On Team and Enterprise, an owner can further restrict the connector for the organization, and members cannot lift that.
06Why can't I connect Lattice to Claude?
Check the two admin steps first. Lattice says an admin must first set Claude to Allowed under Admin, Platform, MCP Integrations in Lattice. On the Claude side, an Owner or Primary Owner adds the connector to the organization before members can authenticate. Once both are done, you click Connect, enter your Lattice subdomain, log in and authorize. If a new tool is missing later, refresh the tools list or reconnect.
07Claude or an automation tool for Lattice?
They do different jobs. The connector helps you in a conversation: Claude gathers reviews, feedback and 1:1 notes, drafts with you and saves the draft in Lattice. It never starts on its own, so it will not remind your team when a cycle opens or chase late updates. That kind of scheduled, hands-off follow-up is the job of an automation tool driven by triggers, while Claude stays the writing partner.