Every person on your team gets Claude with the right context for their role, scoped access to your integrations, and guardrails that prevent them from doing something they can't undo. Set it up once. It works every session.
ROLE
You are working with the Marketing team.
Lead with brand voice — warm, expert, never corporate.▋
STRATEGY
Focus on education-driven conversion.
Coffee Break email drives ~28% of monthly revenue.
GUARDRAILS
✕ Do not send Klaviyo campaigns without confirmation.
✕ Never write to live Shopify from a local session.
INTEGRATIONS
THE PROBLEM
Your marketing lead is describing your brand from memory. Your ops person is making up the context. Ten people using AI, ten different versions of what your company is.
Claude can be connected to Shopify, Klaviyo, Stripe, your CRM. That's great — until someone sends a campaign to your entire list, or pushes to production, or deletes a record they didn't mean to.
No shared memory, no shared rules, no audit trail. Someone made a decision with AI help that contradicts the strategy you set last week. You found out because a customer emailed.
HOW IT WORKS
Three things. That's the whole setup.
Create functional groups — Marketing, Finance, Dev, Owner. Write the Claude role instructions once: how it should think, what it knows, what it sounds like. Add your strategy. Add your people guidelines.
Link Shopify, Klaviyo, Stripe, Slack, HubSpot, Meta Ads — whatever your team actually uses. Then decide, per group, exactly what each integration can do. Marketing can draft Klaviyo campaigns. They can't send without confirmation.
Each team member pastes their MCP URL into Claude Desktop settings in thirty seconds. Every Claude session they open from that point loads their full context automatically. No prompting rituals. It just works.
IN PRACTICE
Clive Coffee — specialty espresso equipment. Mac-native Claude users.
Integrations
✕ Claude cannot send Klaviyo campaigns without explicit confirmation. Every time.
Integrations
✕ No live Shopify writebacks from local session. Confirm before any delete.
Integrations
✕ No write operations. No customer PII in output.
Integrations
✕ No direct production deploys without review. No legacy theme modifications.
PLATFORM
Define functional groups — Marketing, Finance, Dev, Owner, or whatever maps to your org. Each group carries its own Claude role instructions, strategy description, people guidelines, and integration access. Members inherit all of it automatically. Be in multiple groups and Claude combines the context.
Org admins connect shared tools — Shopify, Stripe, HubSpot, Klaviyo, Slack — with API keys stored encrypted in On Belay. Access is granted per group with scope-level controls. Team members connect personal tools (Gmail, GitHub, Google Drive, Notion, Google Calendar) through their own OAuth. Claude retrieves credentials on demand and never exposes API keys in responses.
When a team member asks Claude for something outside their current permissions, Claude submits a structured approval request to org owners — including what was asked, a risk level (low / medium / high), and a suggested permission change. Owners approve, deny, or approve and apply the update. The whole exchange can happen in Slack without leaving the thread.
If your org connects On Belay to Slack, team members can interact with Claude via DM or @mention in any channel where the bot is present. Claude looks up the Slack user by email, loads their full On Belay context, and responds in-thread — exactly as it would in Claude Desktop. The approval flow works the same way, all in Slack.
The Owner group is the governance tier. Owners receive notifications for all approval requests, review them in the On Belay dashboard, and have the authority to act — including updating group memberships and integration access directly from the approval flow. They have full visibility across the org and can configure all groups, integrations, and policies.
Every approval request is logged: what was asked, who asked it, risk level, who reviewed it, what decision was made, and whether permissions were updated. Credentials are encrypted at rest. Personal integrations are user-authorized through standard OAuth. Integration access is granted explicitly, by group, by admin — not assumed.
WHO IT'S FOR
You're the person who sets this up and keeps it running. You decide which groups exist, what context they carry, what tools they can access, and at what scope. You review approval requests when someone on the team needs something outside their current permissions. On Belay gives you a single place to manage all of that — and the confidence that Claude is operating within the boundaries you've set, for every person, in every session.
You don't have to re-explain your org to Claude. You explain it once, in On Belay, and every Claude session your team opens inherits it.
You use Claude. On Belay means you never have to explain who you are or what you're working on — Claude already knows your role, your team's strategy, and which tools you have access to. You just ask questions and get work done.
If you need access to something you don't have, you don't have to track down an admin and explain yourself. Claude handles the request. You wait for the notification. If approved, you're unblocked — and depending on what the owner decides, you may not have to ask again.
One person on your team will eventually use AI to do something that can't be undone.
On Belay is the thing that stops them.
PLATFORM
On Belay works through MCP — Model Context Protocol — available in Claude Desktop and claude.ai. This isn't a browser extension or a wrapper. It's a first-class integration with the way serious Claude users actually work.
If your team is running Claude daily, this is infrastructure. If they're not — this isn't the right product yet, and that's fine.
1
URL per team member
0
config files to edit
~20
min to set up your first group
∞
sessions it applies to
PRICING
Try it free for 14 days. No credit card. Invite your team on day one — that's the only way to know if it works.
On Belay
14-day free trial · no credit card required
FUND
For PE / VC portfolios
Compare that to one bad AI action. A rogue campaign send, an accidental data write, one compliance incident.
Your team is already using AI. The question is whether it's working for your company or just for whoever's typing.
On Belay takes about an hour to set up for a team of ten.
Get Started Free14 days free · no credit card required