How to Connect Claude to Your Trades Software (Xero, ServiceM8, GoHighLevel)

Claude for Small Business shipped with eight connectors built in: QuickBooks, PayPal, HubSpot, Canva, Docusign, Google Workspace, Microsoft 365, and Slack.

If you run a trades or services business, your day-to-day stack sits outside that list. You're on Xero or MYOB, ServiceM8 or Tradify, AroFlo, simPRO, GoHighLevel. The good news: all of them can plug into Claude through Zapier.

One door opens them all

Connect Zapier to Claude once. Claude can now read and write anywhere Zapier reaches, which is more than 8,000 apps. The tools you already run become things Claude can act on. Here's what that looks like in practice.

ServiceM8 → Zapier → Claude

• Pull today's jobs and brief the team in plain English.
• Draft tomorrow's customer confirmations in one batch.
• Chase the quote that went cold three weeks ago.

Xero → Zapier → Claude

• See who hasn't paid you and why it's been sitting there.
• Draft the polite chase email in your voice, not a template.
• Check your cash position before you commit to the next big job.

GoHighLevel → Zapier → Claude

• Audit your pipeline and surface the leads worth a real follow-up.
• Draft follow-ups for cold leads in the voice of your business.
• See which campaigns actually converted last week.

The tools still walled off

A few sit outside the bridge for now: Tradify, MYOB, hipages, Oneflare. Worth knowing before you start. A custom integration or in-product sync can still close the gap, and that's the kind of thing worth scoping properly rather than forcing.

Where this goes next

Connecting Claude to your stack is the first layer. The next is turning the repeatable parts, your quoting and your lead response, into systems that run on their own. See how AI quoting and the full process fit together, or book a calland we'll map your tools to the bridge.