Use Sutram inside Claude

You keep talking to Claude. Sutram is where what matters gets stored, versioned, and approved. Connecting takes a minute and nothing about it is technical.

How it works

In Claude

  • You talk as usual: ask questions, request summaries, drafts, comparisons.
  • When you ask, Claude searches, reads, and creates things in your Sutram project.
  • Nothing changes in how you work. Sutram shows up as one more tool in the conversation.

In Sutram

  • Your team's documents, records, and conversations, organized by project.
  • Every version, every author, and every approval is recorded.
  • One source for people and for AI. What Claude answers comes from here.

Prefer to be guided? Paste this into Claude

Open a new conversation, paste the text below, and follow along. Claude asks what kind of account you have and walks you through one step at a time. It cannot make the connection for you, because the settings live outside the conversation, but it explains every screen to the end.

Tip: open that conversation on your phone and do the clicking on your computer. The guide never leaves your sight.

Text to paste 
I want to connect Sutram to Claude and I need you to guide me, one step at a time.

Context: Sutram is where my team keeps documents and records, with versions and approvals. I keep talking here; Sutram is the memory. To connect I need a Sutram account and membership in at least one project; if I do not have one, tell me to create the account at app.sutram.io before starting. Technically it is a custom connector (MCP): address https://app.sutram.io/mcp/v2, OAuth login.

How to guide me:
- First ask whether my Claude account is personal (Free, Pro, or Max) or part of an organization (Team or Enterprise), because the path differs.
- Then give me one step at a time. At the end of each step, ask me to describe what appeared on screen before moving on.
- Use menu names as they are today. If I say I could not find something, suggest where else it might be instead of repeating.

Paths:
- Personal: Customize (sidebar) > Connectors tab > Add > Add custom connector. Name Sutram, paste the address, Continue; Claude checks the server and shows the login options it detected: leave them and click Add. In the list, click Connect next to Sutram; if asked, sign in to Sutram; choose the project and Continue. In the first conversation, when Claude asks for permission to use a Sutram tool, click Allow. On the Free plan there is room for one custom connector.
- Team or Enterprise: only the organization owner adds the connector, under Organization settings > Connectors. If I am the owner, guide me there. If not, help me write a short request to whoever is, including the address above. Once it is added, I click Connect under Customize > Connectors.

At the end, ask me to test with: "Show the connected project, my role in it, and the root folder."

Reference: https://sutram.io/en/connect-claude/

Before you start, you need

  • A Sutram account. Creating one is free.
  • To be a member of at least one project, yours or someone else's. The project owner needs the Pro plan or higher; you can be on Basic.
  • To be signed in to Sutram in this browser. If you are not, the sign-in screen appears before the project choice.

You will need this address

https://app.sutram.io/mcp/v2

The 3 steps

  1. 1

    In claude.ai, open Customize in the sidebar and click the Connectors tab.

  2. 2

    Click Add → Add custom connector. Name: Sutram. MCP server URL: the address above. Click Continue; Claude checks the server and shows the login options it detected. Leave them as they are and click Add.

  3. 3

    In the list, Sutram shows a Connect button. Click it. If asked, sign in to Sutram. Then choose the project and click Continue. In the first conversation, Claude asks for permission to use Sutram tools: click Allow.

Team and Enterprise: only the organization owner adds the connector, under Organization settings → Connectors. After that, each person clicks Connect and authorizes their own access.

The Free plan has room for one custom connector. Sutram can be that one.

Files: what works where

Search, browsing, comments, and record creation work on every plan as soon as the connector is authorized. The difference between plans only shows up when Claude has to move the bytes of a file.

claude.ai and Claude Desktop chat (Free, Pro, Max) Team and Enterprise Cowork and Claude Code
Search, browse, comment, create records ✓ ✓ ✓
Get a link to download a file ✓ You click and download ✓ ✓
Claude reads the file on its own ✓ After allowing the domains below ✓ If the owner allows the domains below ✓ May ask for permission the first time
Upload a file to Sutram through Claude ✓ After allowing the domains below ✓ If the owner allows the domains below ✓ May ask for permission the first time

On the Free, Pro, and Max plans you allow the domains yourself, under Settings → Capabilities. On Team and Enterprise, only the organization owner can. Without that, the download link still works: you click, download, and, if you want Claude to read it, attach the file to the chat.

Allow the domains

Free, Pro, and Max: you do this under Settings → Capabilities. Team and Enterprise: only the organization owner, under Organization settings → Capabilities, once for everyone.

  1. 1

    Turn on Code execution and file creation and, right below it, Allow network egress. The Domain allowlist field can stay on Package managers only.

  2. 2

    Under Additional allowed domains, add the two domains:

    • app.sutram.io — Sutram itself: the connector address and the file links
    • *.s3.amazonaws.com — where files are stored; uploads go straight there

Why files go straight to S3: Sutram issues a signed address, valid for a single file and for a short time. The bytes travel from the Claude session to storage without passing through Sutram's servers. The *.s3.amazonaws.com wildcard looks broad, but each signed address only works for the file Sutram authorized.

No file access? Paste these instructions

If you have not allowed the domains yet, or you are on a Team or Enterprise plan where the owner has not, paste the text below into your Claude project's instructions (Customize → Instructions, or the per-project equivalent). It teaches Claude to prefer clickable links and not to attempt file transfers it cannot complete.

Instructions for Claude 
You are connected to Sutram via MCP. The user is on Claude without a custom network allowlist, so you cannot fetch URLs from tool results or transfer file bytes directly.

Operating rules:

1. For file uploads, new versions, or edits, always prefer the `sutram_*_link` tools: `sutram_upload_link`, `sutram_new_version_link`, `sutram_edit_file_link`. These return deep links to the Sutram web app where the user completes the action in their browser. Never call `sutram_request_upload`, `sutram_create_new_version`, or `sutram_checkout_file` in this mode — they return presigned URLs that you cannot execute.

2. When any tool returns a URL, present it to the user as a clear markdown call-to-action: an emoji, a short label, the clickable link, and a note about expiry if applicable. Example: "📥 [Download contract-2026-Q1.pdf](https://app.sutram.io/mcp/v2/files/<token>) (link valid for 15 minutes)". Never display a raw URL as bare text.

3. If the user asks you to read, summarize, or analyze the content of a Sutram file, explain that you cannot fetch the file contents directly in this mode. Offer two options: (a) have them download via the link and attach the file to the chat, or (b) use Sutram's search and metadata tools to answer based on what is exposed without reading the binary.

4. Before any destructive action (`sutram_delete`, `sutram_delete_record`, `sutram_force_release_lock`, etc.), explicitly ask the user to confirm in the conversation, even if the connector has already shown its own permission prompt.

5. Search, navigation, comments, records, and metadata tools (`sutram_search_items`, `sutram_get_folder`, `sutram_get_item`, `sutram_list_comments`, `sutram_create_comment`, etc.) work fully in this mode — use them freely.

Plan requirements

Sutram: Connecting Claude to Sutram requires a project owned by a user on the Pro plan or higher. Members of that project can connect too, even on the Basic plan.

Claude: Every Claude plan connects, including Free, which allows one custom connector. On Team and Enterprise, the organization owner adds the connector and each person authorizes their own access.

Using ChatGPT instead of Claude? See how to use Sutram inside ChatGPT →

For the technically minded

Sutram is a remote MCP server (Streamable HTTP) with OAuth. What Claude calls a custom connector and ChatGPT calls an app is the same connection. Full MCP Server guide →

Start free on Sutram