Settings → Integrations → Claude (MCP) gives you a server URL and a token. Add them to Claude Code, Claude Desktop or any MCP client and Claude can list your clients, read their pages and reports, write a report into a client's folder, raise a task, and pull the weekly numbers.
The token opens this workspace only. It's shown once when you make it; if you lose it, make a new one and the old one stops working. Revoke ends it immediately.
Claude.ai's own connector setting uses a sign-in flow instead of a token: add the server URL there and approve on the screen that appears while signed in here.