Claude Rally connectorWhat Claude can do in your Rally account.
The Claude Rally connector exposes 67 tools. 28 read your research workspace, 32 change it, and 7 are listed with no description. Below: what Claude finds, what it books, drafts or closes, which steps Rally previews before they go through, and what cannot be undone.
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What changes when Claude runs your research ops
Research ops in Rally means a study builder, a participant pool, a scheduling view and an inbox of pending decisions. With the connector, you tell Claude what you need, say a half-hour onboarding interview study with enterprise admins, and it sets up the study, checks whether your pool can supply the people, drafts the screener and plans the recruiting for you to review.
A study from a sentence. build_study sets up the study, build_screener drafts the qualifying questions, and check_recruiting_feasibility tells you whether your own people can fill it or whether a list import or a paid panel is needed.
Interviews without calendar ping-pong. search_availability finds open slots, schedule_interview books one with a preview first, and reschedule_interview moves it and tells the participant once you confirm.
Synthesis from what people said. get_raw_transcript brings back who said what in a recorded session and search_study_responses pulls screener or survey answers, so Claude can quote participants instead of paraphrasing them.
Now the part the sheet does not spell out. Rally builds in its own brakes: several tools preview and wait for your confirmation, and send_message never emails anyone directly, it creates a decision you approve inside Rally. Other moves are final, such as closing a study or cancelling what is left of a mailing. Seven listed tools have no description anywhere. Nothing runs on its own either: no tool fires when a participant books or cancels. For that kind of background job, an automation tool is the right trade, and our Integrations hub covers it. Other apps get the same breakdown, for instance the Claude airtable connector.
Five words before you plug it in
The vocabulary you will meet on the way.
- Connector
- The link you set up once between Claude and an account you already have, so Claude can work in it while it answers you.
- Tool
- One named job the connector opens to Claude. Claude picks the ones it needs mid-answer; the directory sheet lists them by name.
- Authorization
- Rally's own sign-in screen, where you hand Claude the access it will use afterwards. Given once per person, and you can take it back.
- Approval
- The confirmation Claude waits for before doing something that changes an account, shown in the conversation when it matters.
- MCP
- The shared standard connectors are built on: it is what lets an assistant like Claude talk to an outside service such as Rally.
Connect Rally to Claude in three steps
- 01
Find Rally in Claude
In Claude's settings, open Customize, then Connectors, and look for Rally. On a Team or Enterprise workspace, an Owner or Primary Owner has to enable the connector first; then each member connects on their own.
- 02
Start the connection
Click Connect on its row. Rally opens its own sign-in page in your browser, where you log in with your Rally account. If the link breaks later, hit Disconnect and connect again.
- 03
Read the authorization screen
Before you approve access, read what the screen asks for. It belongs to Rally, not to Claude, and it decides what the access covers. Rally lets you revoke that session later from your account settings.
The 67 tools of the Claude Rally connector
Rally MCP gives Claude 67 tools: 28 that read your account, 32 that change something in it, and 7 no official source describes.
Three groups: what Claude reads, what it changes, and seven tools nobody documents. Rally's help article describes the rest one by one. Names stay as Claude shows them, in English.
- 28 read
- 32 write
- 7 not documented
What Claude reads (28)
28 toolsTwenty-eight tools that look through studies, people, schedules and results without touching them.
check_recruiting_feasibility
Checks whether a described audience exists among your workspace's own people and returns a match estimate with a recommendation: recruit from the panel, or import a list first.
get_consent_forms
Lists the consent forms available in the workspace so one can be attached to a study.
get_current_user
Returns your own Rally profile: name, role, workspace and the teams you belong to, which tells Claude whose account it is working in.
get_interview
Pulls the full detail of one interview: who attends, the observer room, and any recording, summary or transcript access.
get_my_availability
Shows your default weekly interview hours, timezone and daily or weekly booking caps, or a teammate's to see when they are free.
get_participant_email_activity
Reports one participant's full email history on a study: what went out, was delivered, opened or bounced.
get_person
Pulls one person's full profile: contact details, custom field values, notes and past study ratings.
get_raw_transcript
Retrieves the full spoken transcript of a recorded interview, with who said what and when, ready for quoting or close reading.
get_study
Opens one study in full: setup, screener, status and recruiting progress.
get_study_email_activity
Reports everything a study has emailed and what is still queued, broken down by purpose, with delivery and open counts.
get_study_message_tokens
Looks up the placeholders available for a study email, such as names, dates, incentive amounts and links, so any wording Claude proposes uses them instead of fixed text.
get_study_participant
Pulls one participant's picture on a study: screener answers, consent status, quota group and latest booking.
list_message_campaigns
Lists a study's mailings, invitations and screener follow-ups among them, most recent first, with delivery counts for each.
list_study_message_templates
Lists every saved email and text reminder configured on a study.
preview_message
Renders a study's saved email, or a drafted one-off message, exactly as a participant would see it, with their real name when one is specified. It does not send or change anything.
review_external_panel_launch
Runs the final check before launching a paid external panel: whether it is ready, what blocks it, and the full itemized cost.
search_availability
Finds a study's open interview slots and which hosts are free in each one, so Claude can offer times that actually work.
search_email_sender_addresses
Lists the personal and team addresses your account can use as senders, so messages come from the right mailbox.
search_external_panel_targeting_options
Looks up what a paid external panel can target and the options available for each criterion.
search_interviews
Finds interview sessions across your team, for one person's day, or across a single study's schedule.
search_participants
Shows every participant of a study and where each stands, invited, screening, done and so on, with filters for stage, status or quota group.
search_pending_decisions
Lists what is waiting on your decision for a study, an outgoing email or an incentive for example, with a link to review or decline each one in Rally.
search_people
Searches your workspace's people from a plain description and returns how many matched, which fields it filtered on, and a sample.
search_populations
Looks for an existing named population or panel by its name, so Claude can point recruiting at a group you already built.
search_properties
Checks the custom and built-in fields your workspace tracks about people, with the values each one allows.
search_studies
Searches every study you can access, active, paused, closed or never launched, and returns each one's recruiting progress.
search_study_responses
Returns screener or survey answers for a study, matched to their questions, per person who submitted, which is the raw material of any synthesis.
search_survey_connectors
Lists which external survey tools, Qualtrics, SurveyMonkey or Typeform, your workspace has connected, or finds a survey within one of them.
What Claude changes (32)
32 toolsThirty-two tools that build, book, mail, record or close. Six of them preview and wait for your confirmation, per Rally, and two more hold anything back until it is approved inside Rally; for the rest, the general rule below applies.
add_interview_guest
Approval: see the ruleAdds another person to a booked interview, either as a speaking participant or as a silent observer.
add_people_to_study
Approval: see the rulePuts people onto a study, draft or live, from a saved selection or a specific list. Rally says nothing is sent and no outreach starts: they simply arrive ready to be reached.
append_note_to_participant
Approval: see the ruleAdds a note to a participant on top of what is already there, never replacing earlier notes.
build_external_panel_audience
Approval: see the ruleSets who a paid external panel, Respondent or User Interviews, should recruit: audience type, time commitment and targeting criteria. It returns a running cost estimate.
build_recruiting
Approval: see the ruleTurns a chosen selection of people into a recruiting plan you review before anything moves: daily send size and the invitation as participants will see it.
build_screener
Approval: see the ruleWrites or revises the qualifying questions of an interview or unmoderated-test study, one change at a time, and returns the full list with its qualify or disqualify logic.
build_study
Approval: see the ruleCreates a new study or edits an existing one, draft or live, and returns its whole setup: name, incentive, target, consent and more.
build_survey
Approval: see the ruleDrafts or reworks the questions every participant of a survey study answers, then returns the resulting set.
cancel_incentive
Approval: see the ruleStops an unclaimed incentive from reaching someone.
cancel_interview
Approval: see the ruleCancels a booked interview and notifies everyone involved.
cancel_message_campaign
Approval: see the rulePermanently drops the invitations not yet sent from one mailing. Unlike pausing, this cannot be undone.
change_interview_host
Asks you firstSwaps the host of a booked interview while the time and the participant stay the same.
close_study
Approval: see the ruleEnds a study's recruiting for good: invitations and new bookings stop permanently, though sessions already booked still happen.
create_population
Approval: see the ruleSets up a named group of people, to import into or to serve as the destination of a public sign-up link.
decide_external_panel_applicants
Asks you firstApproves or rejects applicants waiting for review on a study that recruits through a paid external panel. Approving invites them at the provider.
draft_message
Approval: see the ruleComposes a one-off message, like a thank-you note, for a group on a live study, without touching its saved templates, and returns a preview to review.
edit_study_message_template
Approval: see the ruleRewrites one of a study's saved emails, such as the invitation, a reminder or the booking confirmation, and returns it as participants will see it.
import_people
Approval: see the ruleImports people, from pasted rows or a staged file, into a chosen population and optionally straight onto a study.
log_custom_incentive
Asks you firstRecords a study's custom reward, such as swag or credits handled outside Rally, against participants and marks them paid.
map_question_properties
Approval: see the ruleMatches a screener's or survey's questions to existing fields on people's profiles so answers are saved there automatically.
mark_attendance
Asks you firstRecords whether a participant showed up or no-showed for a given session.
pause_message_campaign
Approval: see the rulePauses one mailing so it stops going out further, without affecting the rest of the study. Rally says it is reversible.
pause_study
Approval: see the rulePauses a live study: invitations and new bookings stop, sessions already booked stand. Rally marks the pause as reversible.
reschedule_interview
Asks you firstMoves a booked interview to a new time and notifies the participant.
resend_incentive
Approval: see the ruleRe-sends the redemption email of a gift-card or cash incentive when someone never got it or lost it.
resume_message_campaign
Approval: see the rulePicks a paused mailing back up where it left off.
resume_study
Approval: see the ruleBrings a paused study back to life, restarting invitations and bookings.
schedule_interview
Asks you firstBooks a new interview, with you as host, for a participant already on a study.
send_message
Asks you firstProposes sending a study's invitation, or a drafted one-off message, to a group. Rally says it never sends anything directly: it creates a decision that still needs approval in Rally.
set_screener_qualification
Approval: see the ruleMarks one or several participants qualified or not, including overriding what the screener decided.
start_recruiting
Asks you firstTakes an approved plan live: adds the selected people and queues the first round, or switches a sign-up link on. For a paid panel, it publishes the study once its cost sheet is confirmed.
update_my_availability
Approval: see the ruleChanges your default interview hours, caps, timezone, or how your calendar limits bookings. It applies across every study you host.
Undocumented (7)
7 toolsThe directory lists these names and nothing else. Rally's article does not describe them, so we will not guess from their names.
get_interview_brief
The directory lists this name and nothing more. Rally's help article does not cover it, and no Claude page does, so this page stops there.
import_people_from_file
Only the name appears, on the directory sheet. Rally's article describes imports under other names, and no source ties this one to them, so the page does not.
ping
This one appears in the directory list with no description. Rally's article mentions the word in a troubleshooting tip, but not as a documented tool, so the page adds nothing.
rally_assistant_ui
No source describes this name beyond the directory listing. Rally's help article skips it, no Claude page mentions it, and the page will not infer anything from how it is spelled.
show_study_card
Nothing but the name is published, on the directory sheet. Rally's article does not include it, and neither does any Claude page, so what it shows or returns stays unknown here.
submit_feedback
Listed by the directory without any description, and absent from Rally's help article as well as from every Claude page, so the page gives no account of it and draws nothing from its name.
upload_file
The directory names it and says nothing more. Rally's article describes file staging under another name, and no source links the two, so the page stays silent on what it covers.
What Claude asks before acting
By default, Claude stops and asks for your go-ahead before any action it takes on an account for you. The request shows up in the conversation, at the moment it matters.
Rally adds brakes of its own. Six tools preview and wait for your confirmation, and sends, like the first round of recruiting, become decisions you approve inside Rally. On Team and Enterprise, owners decide whether a member may let some actions through without being asked. They can also cap what a connector may do across the organization, and nobody bypasses that from their account. Claude works with your rights: Rally says it cannot reach any data your account cannot reach.
Which plans include it
Of the 819 sheets in the official directory, none shows availability by plan. The per-connector answer is published nowhere, a real gap in the catalogue.
The general rule is public: remote connectors are open to all users on Claude, Cowork, Claude Desktop and mobile, and desktop extensions install on Claude Desktop. On Team and Enterprise, an Owner or Primary Owner enables the connector for the organization before members can connect. For the current state, open the Rally sheet in the directory from your own account.
Where this connector stops
A connector is not an automation. Claude calls these tools while it answers you; nothing starts when a participant books, cancels or finishes a survey.
This connector is documented only by its publisher: neither Claude's help center nor Anthropic's developer docs cover it. The tool list is an observed floor, not a promise, since an administrator can open actions no public sheet shows. The partner badge is not a security audit, and Anthropic says on every sheet that it does not decide which tools a publisher exposes. The directory and Rally's article do not list exactly the same tools.
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