> ## Documentation Index
> Fetch the complete documentation index at: https://claude.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Set up Claude Tag
> Set up Claude Tag for your organization: pair your Slack workspace, add Claude to channels, launch, give Claude access to your tools, and check that it works.
export const BetaNote = () => Claude Tag is in public beta. Features and behavior described here may change before general availability.;
Claude Tag is Claude working in your team's Slack channels. Setup connects Claude to your Slack workspace and turns Claude Tag on. Claude gets access to your other tools, like your issue tracker or data warehouse, after setup. Running setup requires the Owner role in a Claude organization on a Team or Enterprise plan.
Go to [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag) and click **Start setup** (**Resume setup** if you started earlier). The setup page walks you through these steps in order.
1. [Pair your Slack workspace](#pair-your-slack-workspace): install the Slack app and redeem a pairing code
2. [Buy usage credits](#buy-usage-credits): appears only when your organization pays by card in US dollars and has no credits
3. [Launch Claude Tag](#launch-claude-tag): add Claude to channels and turn Claude Tag on
If you leave after pairing a workspace, click **Resume setup** to continue from the next step. Your choices on the launch step aren't saved until you click **Launch Claude Tag**.
When you've launched, [give Claude access to your tools](#give-claude-access-to-your-tools) and [verify your setup](#verify-your-setup).
| Prerequisite | Why you need it | If you don't have it |
| :- | :- | :- |
| A **Team or Enterprise plan** on claude.ai | Claude Tag is available on Team and Enterprise plans, on Anthropic's first-party service. It isn't available on individual plans (Free, Pro, or Max), or for third-party deployments. | Start a Team or Enterprise plan at [claude.com/pricing](https://claude.com/pricing) |
| A Claude organization **without Zero Data Retention (ZDR) or customer-managed encryption (CMEK)** | Claude Tag stores channel memory and session transcripts, which ZDR doesn't permit. A CMEK policy doesn't allow Claude Tag either. | Claude Tag isn't available to organizations with a ZDR or CMEK policy |
| **Routines** enabled for your Claude organization | Until it is, Claude answers every mention and DM with a reply that it's unavailable and does no work. | An admin turns on [**Admin settings > Capabilities > Remote sessions > Routines**](https://claude.ai/admin-settings/capabilities) |
| **Owner** role in the Claude organization you're setting up | Pairing a workspace is an Owner-only write. Roles are per organization, so being an Owner elsewhere doesn't carry over. | Ask an Owner to run setup, or have one promote you at [`claude.ai/admin-settings/members`](https://claude.ai/admin-settings/members) |
| A **Slack workspace admin** | Running `@Claude connect` requires a Slack workspace admin; installing the app usually does too. | If that's someone else, [send them the install request](#if-you-re-not-the-slack-workspace-admin) early (app approval can take time), and plan to be online together when you pair; pairing codes expire 15 minutes after they're issued |
| **Usage credits** (Team plans) | Channel work draws from your organization's usage balance; on a Team plan nothing runs until credits are loaded. | Buy credits at [`claude.ai/admin-settings/usage`](https://claude.ai/admin-settings/usage) |
| A **public channel** for Claude to join | The launch step asks you to select at least one public channel, and you can [verify your setup](#verify-your-setup) there. | Create a public Slack channel for the pilot, or pick any existing one |
If any of your services restrict traffic by IP, file the [network requirements](/docs/claude-tag/admins/network-requirements) request with your network team early; in many organizations, IP allowlist changes take days to approve.
If you see **View setup guide** and **Go to chat** buttons instead of **Start setup**, your signed-in account can't run setup. See [Common setup issues](#common-setup-issues).
If your team already uses the earlier Claude in Slack, the same steps apply and your existing app stays; see [Migrate from the earlier app](/docs/claude-tag/admins/migrate-from-earlier) for what changes.
## Pair your Slack workspace
Install the Claude app in Slack, get a pairing code from Slack, and paste it on the setup page.
**Where:** the Slack Marketplace, at [claude.com/claude-for-slack](https://claude.com/claude-for-slack).
Click **Add the Claude app** on the setup page to open the listing, then click **Add to Slack** and approve the permissions. If the app is already installed, click **Add to Slack** anyway: you reinstall over the existing app with its current permissions and keep your settings.
On Slack Enterprise Grid, installing takes two Slack actions. See [Set up Claude Tag on Enterprise Grid](/docs/claude-tag/admins/workspaces#set-up-claude-tag-on-enterprise-grid) for the steps.
**Where:** Slack, in the workspace you just installed the app in.
Open any channel and add Claude to it with `/invite @Claude`. Claude posts a short welcome message when it joins. Then send `@Claude connect` as a new message with no other text. Claude replies in the channel with a message only you can see, containing the pairing code:
> Connect **this workspace** (Acme) to your Claude organization for billing: have a Claude **organization admin** redeem this code in Claude admin settings. The code works once and expires in 15 minutes.
>
> `workspace_a1b2c3d4e5f6a7b8c9d0e1f2a3b4c5d6`
>
> *Once connected, Claude usage in this workspace is billed to that organization.*
Only a Slack workspace admin (or Grid org admin) can run this command; anyone else gets a message naming who to ask.
If you skip the invite, Slack shows you a notice that Claude isn't in the channel, with an **Add Them** button. Click it, then send `@Claude connect` again.
**Where:** the Claude Tag setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
Paste the pairing code Claude sent into the **Paste the pairing code** field. **Connected to** followed by your workspace name appears under it when the code is accepted.
The setup page opens [**Buy usage credits**](#buy-usage-credits) when that step applies to your organization, and [**Launch Claude Tag**](#launch-claude-tag) otherwise.
Pairing covers the whole workspace. Claude doesn't answer mentions in Slack until you finish [Launch Claude Tag](#launch-claude-tag). A mention before then gets a notice that starts "Claude isn't on in this channel yet."
After launch, people can tag Claude in any channel it has joined. To keep Claude to certain channels, see [Limit Claude Tag to specific channels](/docs/claude-tag/admins/restrict-access#limit-claude-tag-to-specific-channels).
Only a Slack workspace admin can run `@Claude connect`, and in most workspaces only an admin can install the app. If that's not you, send the Slack admin the message below and have them return the pairing code:
```text wrap theme={null}
Please install the Claude app (https://claude.com/claude-for-slack) in [workspace]. When that's done, let me know a time that works for the next part: in any channel, run /invite @Claude, then post "@Claude connect" with no other text and send me the code it returns. Pick a channel that belongs to just [workspace]. The code expires 15 minutes after Claude posts it, so I'll redeem it right away. What it can access: https://claude.com/docs/claude-tag/admins/for-slack-admins
```
When a Slack Org Owner or Org Admin sends `@Claude connect`, the reply includes two codes. One begins `workspace_` and pairs only the workspace the admin sent the command in, and one begins `enterprise_` and pairs the whole Grid. Paste the `enterprise_` code. See [Pair an Enterprise Grid](/docs/claude-tag/admins/workspaces#pair-an-enterprise-grid).
## Buy usage credits
**Where:** the Claude Tag setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
Claude's work in channels draws from your organization's usage balance, and this step adds credits to that balance. The setup page shows the step only when your organization is on a Team or self-serve Enterprise plan, pays by card in US dollars, and has no usage credits. Every other organization goes from pairing to [Launch Claude Tag](#launch-claude-tag).
Enter an amount and click **Buy now** to charge your organization's saved payment method. To continue without buying, click **Skip**, then buy credits at [`claude.ai/admin-settings/usage`](https://claude.ai/admin-settings/usage) before your team starts tagging Claude.
## Launch Claude Tag
**Where:** the Claude Tag setup page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
On the launch step, you add Claude to channels and turn Claude Tag on. You also set a monthly spend limit here, unless setup included the [**Buy usage credits**](#buy-usage-credits) step.
The spend limit caps how much of your organization's usage balance Claude Tag can use each month.
* **Channel work**: draws from that balance, not from individual seats
* **Direct messages (DMs)**: One-to-one DMs from members who have connected a Claude account run on the member's own claude.ai account and aren't capped by this limit. For members who haven't connected one, see [Direct messages from members without a Claude account](/docs/claude-tag/admins/restrict-access#direct-messages-from-members-without-a-claude-account).
If setup included the [**Buy usage credits**](#buy-usage-credits) step, the launch step has no spend limit picker. Set a limit after launch at [`claude.ai/admin-settings/usage/claude-tag`](https://claude.ai/admin-settings/usage/claude-tag).
Otherwise, choose from `$500`, `$1,000`, `$2,500`, `$5,000`, **Unlimited**, or **Custom** (a US-dollar amount up to `$1,000,000`). `$2,500` is preselected unless your organization already has a Claude Tag spend limit. Usage bills against your organization's balance up to that amount each month. See [Set a spend limit](/docs/claude-tag/admins/set-spend-limit) for what counts toward the cap, per-channel limits, and what users see when it's reached.
Choose which channels Claude joins when you launch.
* **If the launch step lists public channels from the workspace you paired**: select at least one. **Launch Claude Tag** stays unavailable until you do. Claude joins the channels you selected when you launch, so people can tag it there right away.
* **If the launch step shows no channel list**: launch, then run `/invite @Claude` in a channel in Slack.
To add Claude to a private channel, or to more channels later, run `/invite @Claude` in that channel.
If you paired a whole Enterprise Grid, skip this step. The launch step doesn't show the toggle, launching doesn't send the DMs, and the admin page has no row for them.
Otherwise, the **Let members know they can now tag Claude** toggle is on by default. After launch, Claude DMs each member of the workspace to help them get started. Those DMs don't count toward your usage. Turn the toggle off to skip them.
The admin page has a matching row, **Let people know they can talk to Claude**. To send the DMs from the admin page, select **Notify members now** on that row and confirm. The row reads **Members notified** once the DMs have gone out.
Claude Tag turns on. From here on, Claude answers mentions in the workspace you paired. The setup page shows **You're set**. Click **Done** to open the Claude Tag admin page.
To stop before launching, leave the setup page. Your pairing is saved, and your choices on the launch step aren't.
## Give Claude access to your tools
Setup connects Claude to Slack and to nothing else. After launch, Claude reaches your other tools through personal connectors and through access you give Claude itself.
* **Personal connectors**: Claude can use a member's own claude.ai connectors for that member's requests in a channel. You don't connect anything for these. See [Personal connectors in channels](/docs/claude-tag/concepts/personal-connectors) for how members approve that use.
* **Access you give Claude**: you connect a tool on the Claude Tag admin page with credentials that belong to Claude rather than to a person. Claude then works in that tool for everyone in the channels you choose, and can use it for [work it starts on its own](/docs/claude-tag/users/proactivity).
### Connect GitHub
Connect GitHub if your team will give Claude code work. Claude reaches GitHub through the [Claude GitHub App](/docs/claude-tag/admins/configure-github). Only an owner of your GitHub organization can install it.
[Link your GitHub organization](/docs/claude-tag/admins/configure-github#link-your-github-organization) to install the app, then [grant repositories](/docs/claude-tag/admins/configure-github#grant-repository-access).
### Create accounts for Claude's other tools
**Where:** your company's email admin console and each tool you're connecting, then the Claude Tag admin page at [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
In each tool other than GitHub, Claude works through an account of its own, so you can see what it did in that tool's logs and cut off its access without touching anyone else's. You give Claude an email address, add it to each tool as a member, then sign in as Claude and create an API key. [How agent identity works](/docs/claude-tag/concepts/agent-identity) has the full model.
Work through one tool end to end before starting the next.
In your company's email admin console, create a new user for Claude with any address, for example `claude@yourcompany.example.com`, the same way you'd create a mailbox for a new hire. Every tool invitation and verification email for Claude lands in that inbox.
In the tool's member or user settings, invite `claude@yourcompany.example.com` the way you'd add a new teammate. Open the invitation from Claude's inbox and finish creating the account, including a password. Give the account the narrowest role that covers the work, read-only where the tool offers it.
For a tool that offers service accounts, create one in the tool's admin settings instead of inviting the email address, scoped read-only or to the specific project.
Sign in to the tool as Claude and create the credential that tool's [connection guide](/docs/claude-tag/admins/connections/overview) names, usually an API key or personal access token from the tool's settings. Copy it. The credential belongs to Claude's account, so Claude's actions show up in the tool's audit log under Claude's name.
On the Claude Tag admin page, [create an Access bundle](/docs/claude-tag/admins/add-connections#your-first-access-bundle), a named set of connections, repositories, plugins, and instructions, if you don't have one. Then [add a connection](/docs/claude-tag/admins/add-connections#add-a-connection) for the tool and paste the key you created. Claude can use the tool in the [workspace or channels you attach the bundle to](/docs/claude-tag/admins/attach-to-scope).
For the next tool, start again from **Add Claude to the tool as a member**. Claude keeps the one email address for every tool.
See [Give Claude access](/docs/claude-tag/admins/add-connections) for which services to connect first and what access to give each account, and the [per-service connection guides](/docs/claude-tag/admins/connections/overview) for the credential fields per tool.
## Verify your setup
**Where:** Slack, in a channel you added Claude to at launch or any other channel of the workspace you paired.
Run the first check after you launch, then the ones that match what you connected.
### Check that Claude responds
If you didn't select this channel at launch, add Claude to it. Then mention Claude:
```text wrap theme={null}
/invite @Claude
```
```text wrap theme={null}
@Claude summarize what this channel decided this week and list any open questions
```
**Passed when:** Claude replies in a thread under your message. The reply ends with a footer naming the model and a **Configure** link.
**If not:** a notice that starts "Claude isn't on in this channel yet" means you haven't finished [Launch Claude Tag](#launch-claude-tag). No reply at all means the channel isn't covered; check that the workspace appears under **Claude Tag's access** on the **Slack** tab in admin settings, then see [Nothing responds](/docs/claude-tag/admins/troubleshooting#nothing-responds).
### Check a tool you connected
Run this check after you [connect a tool with Claude's own account](#create-accounts-for-claude%E2%80%99s-other-tools). In a new thread, ask what the channel can reach:
```text wrap theme={null}
@Claude what can you access from this channel?
```
Then ask one tool for something small that a read-only account can do. If you connected an issue tracker:
```text wrap theme={null}
@Claude pull the five most recent issues from our issue tracker and post them here
```
For a data warehouse, ask for a row count from one table. For a support tool, ask for the newest open tickets. For a document store, ask it to find a file by name.
**Passed when:** the first reply lists the tools you connected, the second comes back with data, and the request appears in that tool's audit log under Claude's account.
**If not:** a tool missing from the list means its connection didn't save; open the Access bundle in admin settings and [connect it again](/docs/claude-tag/admins/add-connections#add-a-connection). "I can't reach…" in a thread you started before connecting means Claude wasn't told about the new connection; start a fresh thread. Anything else, see [Access and connections](/docs/claude-tag/admins/troubleshooting#access-and-connections).
### Check GitHub
Run this check after you [connect GitHub](#connect-github). Ask about a repository you granted:
```text wrap theme={null}
@Claude list the open pull requests in your-org/your-repo and who each one is waiting on
```
**Passed when:** Claude lists the pull requests.
**If not:** see [GitHub doesn't work in this channel](/docs/claude-tag/admins/troubleshooting#github-doesn%E2%80%99t-work-in-this-channel).
For more tasks to hand Claude once the checks pass, see the [use case library](/docs/claude-tag/users/use-cases).
## After setup
After launch, you change anything about Claude Tag from the admin page:
1. Go to [`claude.ai/admin-settings/claude-tag`](https://claude.ai/admin-settings/claude-tag).
2. Under **Claude Tag's access**, open the **Slack** tab.
3. In the list on the left, select **Default Slack** to change how Claude works everywhere, or select a workspace or channel to change it in that one place.
Anything you add on **Default Slack** applies in every workspace and channel. Anything you add on a workspace or channel applies there in addition.
Every entry in the list on the left has **Connectors**, **Repositories**, **Custom instructions**, and **Access bundles** sections, and a collapsed **Advanced** section with settings such as the [**Default model**](/docs/claude-tag/admins/customize#choose-the-model-for-a-scope) and the [**Environment**](/docs/claude-tag/concepts/glossary#environment). A **Plugins** section appears once your organization has plugins available to [attach](/docs/claude-tag/admins/add-connections#attach-plugins). An [Access bundle](/docs/claude-tag/concepts/glossary#access-bundle) is a named set of connections, repositories, plugins, and instructions that you can attach to more than one place.
| To do this | Go to | Learn more |
| :- | :- | :- |
| Change the model Claude replies with | The entry's **Advanced** section, **Default model**. Set it on **Default Slack** to change it everywhere, or on one channel. | [Choose the model for a scope](/docs/claude-tag/admins/customize#choose-the-model-for-a-scope) |
| Give Claude standing instructions | The **Custom instructions** field on **Default Slack** for every channel, or on one channel's entry for that channel only. | [Customize](/docs/claude-tag/admins/customize) |
| Connect a tool | **Connectors** on the entry, or an Access bundle under **Access bundles**. | [Give Claude access](/docs/claude-tag/admins/add-connections) |
| Let Claude reach a site or API that has no credential | The **Domains** list of the Access bundle, under **Access bundles**. | [Allow a host without a credential](/docs/claude-tag/admins/add-connections#allow-a-host-without-a-credential) |
| Grant more repositories | **Repositories** on the entry. | [Configure GitHub access](/docs/claude-tag/admins/configure-github) |
| Give one channel more than the default | Select the channel and add to it. | [Configure per-channel access](/docs/claude-tag/admins/attach-to-scope) |
| Limit where Claude works or who can use it | | [Restrict where Claude operates](/docs/claude-tag/admins/restrict-access) |
| Require review of personal connector results | On the Enterprise plan, the **Personal connectors** section of the admin page. | [Admin controls for personal connectors](/docs/claude-tag/concepts/personal-connectors#admin-controls-for-personal-connectors) |
| Pair another workspace, or disconnect one | The Slack row's **â‹®** menu under **Where Claude Tag works**. Disconnecting permanently deletes the workspace's Claude data. See [Data lifecycle and deletion](/docs/claude-tag/concepts/data-lifecycle). | [Manage workspaces](/docs/claude-tag/admins/workspaces) |
| Change the spend limit | [`claude.ai/admin-settings/usage/claude-tag`](https://claude.ai/admin-settings/usage/claude-tag). | [Set a spend limit](/docs/claude-tag/admins/set-spend-limit) |
| Turn Claude Tag off | The **Enable Claude Tag for your organization** toggle at the top of the admin page. | |
| Bring in the first users | | [Getting started for users](/docs/claude-tag/users/getting-started) |
## Common setup issues
Every message setup can show instead of the next step, matched to its fix, is in [Setup errors](/docs/claude-tag/admins/troubleshooting#setup-errors) on the troubleshooting page.
## Related resources
* [How Claude Tag works](/docs/claude-tag/concepts/how-it-works): what happens between a mention and a reply
* [How agent identity works](/docs/claude-tag/concepts/agent-identity): why Claude gets its own accounts, and what that means for audit logs and access
* [Configure per-channel access](/docs/claude-tag/admins/attach-to-scope#how-scopes-inherit): how Default Slack, workspaces, and channels inherit Access bundles
* [Claude Tag settings map](/docs/claude-tag/concepts/settings-map): every setting, and whether admins, channel members, or users control it
* [Glossary](/docs/claude-tag/concepts/glossary): Access bundle, scope, session, and the other terms on this page
* [Network requirements](/docs/claude-tag/admins/network-requirements): what your services must allowlist so Claude can reach them
* [Claude Tag in production at Anthropic](https://claude.com/blog/ai-ci-cd-on-call): how Anthropic runs Claude Tag as its first responder for CI/CD failures