Workflow Automation · Pneumatic + Claude
Pneumatic MCP with Claude: Run Consistent Workflows Without Messy Handoffs
The short answer
Claude works with Pneumatic through the Model Context Protocol, an open standard that lets Claude securely use the tool. Once connected with an API key, Claude can start reusable workflows, assign tasks, check the status of workflow runs and summarise operational performance, all within permissions your organisation sets.
What is Pneumatic?
Pneumatic is a workflow management platform for building reusable processes, tasks and operations. Teams use it to run the same steps every time, so work moves smoothly between people without lost updates or unclear ownership. Operations leads, project managers and department heads typically use it to standardise recurring processes and keep track of how those processes perform over time.
How Claude connects to Pneumatic through MCP
The Model Context Protocol, or MCP, is an open standard that acts like a universal adapter between Claude and other software. It lets Claude use a tool securely, reading information and taking actions, with the permissions the organisation controls. Pneumatic can be connected this way, so Claude works with your real workflows rather than copies of them.
Once connected, Claude can typically look up existing workflows, start a new run, assign tasks to the right people and check where a run has got to. It can also review performance across runs and explain patterns in plain English, for example which steps tend to slow work down.
Permissions and approvals keep people in charge. Access is limited to what each connection needs, and the consultancy designs the setup so that consequential actions, such as starting a high-value process or reassigning critical work, wait for a named person to approve them. Every action can be logged for review.
What you can automate
Starting a standard onboarding workflow
When HR confirms a new starter, Claude can launch the onboarding workflow in Pneumatic, assign equipment, account set-up and induction tasks to the relevant managers, and confirm each step is in place before the start date. New joiners get the same experience every time, regardless of who is on leave.
Tracking client delivery runs
Account managers can ask Claude which client delivery workflows are behind schedule. Claude checks run status in Pneumatic and returns a short list of overdue tasks, their owners and the next expected step, so the team can act before a client notices a delay.
Reviewing operational performance
Operations leads can ask for a weekly summary of how workflows performed, such as average completion times and where runs stall. Claude reads the run history and writes a plain-language report, helping managers spot bottlenecks without building spreadsheets by hand.
Assigning work from routine requests
When a recurring request arrives, such as a monthly compliance check or a supplier review, Claude can create the matching task set in Pneumatic and assign it to the correct team. This removes the manual step of re-entering requests and reduces missed handoffs.
Preparing for audits and reviews
Before an internal or external review, a compliance lead can ask Claude to pull records of completed workflow runs for a given period. Claude gathers the run details into a clear summary, making preparation faster and more consistent.
An end-to-end workflow: Month-end close coordination
TriggerThe finance lead asks Claude to start the month-end close in Pneumatic, or the calendar date reaches the close schedule.
Claude starts the reusable month-end close workflow in Pneumatic for the current period.
Claude assigns reconciliation tasks to accounts payable, receivables and payroll owners.
Claude checks run status each day and flags any task that is overdue or blocked.
When a task is complete, Claude posts a status update to the finance channel in Microsoft 365 and records it on the related ticket in the ticketing system.
The finance lead approves the final sign-off step, which Pneumatic records in the run history.
OutcomeThe close follows the same steps every month, with fewer missed handoffs, clear ownership of each task and a complete audit trail. Typical outcomes include faster close cycles and less time spent chasing status updates.
How we set it up
Free automation audit
We review how your teams currently run recurring processes and identify the Pneumatic workflows worth connecting to Claude first.
Secure connection
We connect Claude to Pneumatic using the API key sign-in method, with least-privilege access so each connection can only do what the workflow needs. Keys are stored securely and rotated on a schedule.
Workflow design
We map the end-to-end process across Pneumatic and your other systems, such as Microsoft 365, your CRM or ticketing tool, and agree which actions need human approval.
Testing and launch
We test against real past workflow runs, then launch with monitoring and audit logs turned on so you can see every action Claude takes.
Team training
We train your managers and staff on how to use Claude with Pneumatic, including how to approve actions and review performance summaries.
Who benefits
- Operations director
- Gets consistent process execution and a clear view of where workflows slow down.
- Project manager
- Starts and tracks runs in plain language, with fewer status meetings and fewer dropped tasks.
- HR lead
- Launches onboarding and offboarding workflows reliably for every new or departing employee.
- Finance or compliance lead
- Keeps recurring controls on schedule and has complete run records ready for review.
Security and control
- Least-privilege API key access limited to the workflows each connection needs.
- Human approval required for consequential actions such as high-value process starts or reassignments.
- Audit logs of every action Claude takes in Pneumatic, available for review.
- Regular key rotation and secure storage of credentials.
- Staged testing against real past runs before any live use.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can have their Claude deployment hosted in those regions to align with their data protection expectations. Indian organisations are supported under the Digital Personal Data Protection Act, 2023, and Middle East clients, including those in the UAE and Saudi Arabia, can meet local data protection laws through regional hosting. Hosting region is chosen during design to meet each organisation's specific requirements, and we will confirm the right setup during the audit.
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 Pneumatic MCP server do?
The Pneumatic MCP server acts as a secure bridge between Claude and your Pneumatic account. It lets Claude read workflow and run information and take approved actions, such as starting a workflow or assigning a task. It only exposes what your setup allows, so Claude works within the permissions you define.
Is connecting Pneumatic to Claude secure?
Security depends on how the connection is designed. We use API key access with least-privilege permissions, secure storage and regular rotation. Consequential actions can require human approval, and audit logs record what Claude does, so you keep visibility and control.
What can Claude actually do with Pneumatic?
Typically, Claude can start reusable workflows, assign tasks to people, check the status of workflow runs and summarise operational performance. You ask in natural language, and Claude carries out the request or explains what it found, within the limits you have set.
How long does setup take?
Timing depends on how many workflows you want to connect and how many systems they touch. A focused first connection is often ready within a few weeks, including testing and training. The free automation audit gives you a clearer timeline for your organisation.
Which plan or permissions do I need?
Generally, you need an active Pneumatic account and an API key with permissions covering the workflows you want Claude to use. The exact access depends on your Pneumatic setup, so we confirm the required permissions during the audit and set the connection to the minimum needed.