Workflow Automation · CheckFlow + Claude
CheckFlow MCP with Claude: Run Repeatable Workflows Through Plain-English Requests
The short answer
Claude connects to CheckFlow through the CheckFlow MCP server, which lets Claude read templates and task status and take approved actions such as creating workflow runs or updating checklists. Access uses an API key that the organisation controls, so Claude only does what its permissions allow.
What is CheckFlow?
CheckFlow is a workflow and checklist platform for repeatable processes. Teams use it to define templates, assign tasks, track how each process is carried out, and keep data sets and team members aligned. Operations managers, quality teams, facilities leads and service teams often use it to standardise routine work, from onboarding and inspections to month-end closes and maintenance rounds.
How Claude connects to CheckFlow through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter between Claude and a tool. Through it, Claude can read information from CheckFlow and take actions there, using only the permissions your organisation grants.
Once connected, Claude can typically look up checklist templates, check which workflow runs are open, see which tasks are overdue or blocked, and create new workflow runs from a template. A manager could simply ask, in plain English, for the status of every open safety inspection this week.
Permissions and approvals keep people in charge. Access is given with an API key scoped to the access the team needs, following least-privilege principles. Actions that change live work, such as starting a run for a customer or closing a task, can be set to require a person's approval first, and every action is logged for audit.
What you can automate
Starting standard workflow runs on request
Staff ask Claude to start a run from an existing template, such as a new-hire onboarding checklist or a site visit checklist. Claude selects the right template, creates the run and confirms the assignee. This removes the back-and-forth of finding the correct template and setting up each run by hand.
Tracking task progress across teams
Operations leads can ask Claude which tasks are overdue, which runs are stalled, and which teams have the most open items. Claude gathers this from CheckFlow and summarises it in a short list, so managers spend less time opening dashboards and more time acting on blockers.
Querying templates and process standards
New team members often do not know which checklist applies to a task. They can ask Claude to find the template for a given process and explain its steps. This helps keep work aligned with the approved standard, even when the people doing it are new.
Managing checklists during audits and reviews
Quality and compliance teams can use Claude to pull the checklist history for a particular process over a period, check that each step was completed, and list any gaps. The reviewer still makes the judgement, but the search and compilation work is much quicker.
Coordinating handovers between shifts
When one shift ends, Claude can summarise open runs and unfinished tasks so the next shift starts with a clear picture. Supervisors can review the summary and approve any reassignments before they take effect.
An end-to-end workflow: Monthly facilities inspection and maintenance follow-up
TriggerThe first working day of each month, or when a tenant reports a fault through the service desk
Claude reads the monthly inspection template in CheckFlow and creates a workflow run for each site, assigned to the site lead.
As site leads complete tasks, Claude tracks progress and flags any step that is overdue or marked as failed.
For each failed item, Claude opens a matching ticket in the organisation's ticketing system and links it back to the CheckFlow task.
Before any contractor is booked, a facilities manager reviews and approves the request in the ticketing system.
Claude sends a weekly summary to the facilities head listing completed sites, open items and resolved faults.
OutcomeInspections finish on schedule across all sites, each failed check reaches the right repair queue with a clear audit trail, and managers see one consolidated status report instead of chasing updates by e-mail. Results vary by organisation and process.
How we set it up
Book a free automation audit
We review how your teams use CheckFlow today, identify the templates and workflows worth automating, and agree on the outcomes you want first.
Set up the CheckFlow connection
We connect Claude to CheckFlow using an API key, scoped to the access each team needs. The key is stored securely and can be rotated or revoked at any time.
Design the end-to-end workflow
We map the workflow across CheckFlow and your other systems, such as Microsoft 365, your CRM, ERP or ticketing tool, and agree which actions need a person's approval.
Test against real past cases
We run the workflow against past runs and real examples from your team to confirm that Claude reads and acts on CheckFlow data correctly before anything goes live.
Launch, monitor and train
We go live with audit logging and monitoring in place, then train your team on how to make requests, review approvals and spot anything that needs attention.
Who benefits
- Operations manager
- Sees the status of every workflow run in one place and can start standard runs without navigating several screens.
- Quality and compliance lead
- Pulls checklist histories quickly for audits and reviews, with a clear record of who completed each step.
- Facilities or site head
- Gets consolidated inspection results and open-item lists across sites without chasing e-mails.
- IT lead
- Keeps control of access through scoped API keys, audit logs and approval rules for consequential actions.
Security and control
- Access is granted with an API key limited to the permissions each team needs, following least-privilege principles.
- Actions that change live work, such as starting customer-facing runs or closing tasks, can require a person's approval before they take effect.
- Every action Claude takes is recorded in audit logs so teams can review what was done, when and by whom.
- API keys can be rotated or revoked at any time, and we set review dates so access does not outlive its purpose.
- We test each workflow against real cases before launch and monitor it afterwards, so problems are caught early.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can choose hosting in their own region to meet their data protection requirements. Indian organisations can align the workflow with the Digital Personal Data Protection Act, 2023. Organisations in the UAE and Saudi Arabia can select a hosting region that meets local data protection laws. We choose the hosting region with you during the audit so that your data stays where your requirements say it should.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the CheckFlow MCP server do?
The CheckFlow MCP server is the bridge that lets Claude work with your CheckFlow account. It allows Claude to read templates, runs and tasks, and to carry out approved actions such as creating workflow runs or managing checklists. It works through the same access your team already has, limited to what you permit.
Is it secure to connect CheckFlow to Claude?
Security depends on how the connection is set up. We use an API key scoped to the minimum access needed, store it securely, keep audit logs of every action, and require approval for changes that matter. Keys can be revoked at any time. We also review the setup with your IT team before launch.
What can Claude actually do with CheckFlow?
Typically, Claude can look up checklist templates, create workflow runs from them, track task progress, identify overdue or blocked items, and summarise the results in plain language. The exact actions available depend on the access you grant and the setup agreed during the audit.
How long does setup take?
Timing depends on how many templates and systems are involved. A focused workflow with one or two templates can often be connected and tested within a few weeks. Larger, multi-team setups take longer. The free automation audit gives you a realistic timeline before you commit.
Which CheckFlow plan or permissions do I need?
You need an account that allows API key access, and the key must have permissions for the actions you want Claude to take. Plan requirements vary, so we check your current account and access level during the audit and advise you on any changes needed before setup.