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AI models

Genipy and the Anthropic API

Call recaps, follow-up drafts and lead qualification from Claude, through the Anthropic API, in the internal tools your team shares on Genipy.

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About

What is the Anthropic API?

Anthropic is the company that makes Claude, a family of AI models. Its API is a way for a program, rather than a person, to send Claude a request and get an answer back. Companies use it inside their own software to summarize notes, draft emails or read long documents, without anyone copying text into a chat window. Where it falls short for a team: the API has no screen of its own, so a rep can’t just open it and use it. Someone has to set up the form, the request and the place where the answers go. A dedicated internal tool does that once, then asks the same question every time, in the same format, for everyone.

Use cases

What you can do

  • Summarize call notes into a short recap with next steps, so reps stop rewriting them by hand after every discovery call.
  • Draft follow-up emails from a meeting summary, ready for the rep to edit and send.
  • Qualify inbound leads against your own criteria and flag the ones a rep should call first.
  • Pull deadlines, requirements and questions out of an RFP so the team can plan the response.
  • Prep an account brief for a QBR or renewal call from the notes and history the team already keeps.

Setup

How it works

An admin connects the Anthropic API to Genipy once, on the Integrations page, with an API key, and Genipy checks the key with Anthropic before saving it. The admin then chooses which tools may use that connection. Your team never touches the key or the API: the internal tool calls it for them. Ask your AI for a tool, for example: “Build a tool where a rep pastes call notes and gets a three-line recap, next steps and a draft follow-up email written by Claude.” When it’s ready, you click Publish. Every version passes automatic checks before your team can open it. Then you invite teammates by email, each with a role: Viewer, Editor or Owner.

Questions

Genipy and the Anthropic API FAQ

What teams ask before they connect the Anthropic API. Can’t find yours? We’ll answer in a demo.

Who’s behind Genipy

  • Christopher LafayChristopher LafayCo-founder & CTO · Has been coding since he was 9.LinkedIn
  • Alexandre ReynalAlexandre ReynalCo-founder & CEO · Had the ideas but not the technical skills to build them.LinkedIn

They built Genipy so you can put your ideas to work securely, without writing code. Ask them anything in a 30-minute demo.

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01What can a team build with the Anthropic API in Genipy?

Reps use it for call recaps with next steps, follow-up email drafts, lead qualification against your own criteria, RFP summaries and account briefs for QBRs. Someone on the team asks their AI for the tool, then clicks Publish. Reps then open a simple screen instead of a blank chat.

02Why use Genipy with the Anthropic API instead of the API alone?

The API has no screen, so a rep can’t use it directly. A Genipy tool gives it a form, asks Claude the same question in the same format every time and shows the answer on a screen made for the job. Access is private, limited to the people you invite by email.

03What does a Genipy tool send to Claude and get back?

The tool sends the text a rep provides, such as call notes or an email thread, with the instructions built into the tool. Claude returns a recap, a draft or a list, which the rep reviews. A tool can also keep its own data in its own database, alongside the answers.

04How do we connect the Anthropic API to Genipy?

An admin of your workspace opens Genipy’s Integrations page, adds an Anthropic API key, and Genipy checks it with Anthropic before saving the connection. The admin then chooses which tools may use it, and one connection serves several tools. Genipy gives your AI the setup link.

05Who can see and do what in a tool that calls Claude?

Every tool is private by default and open only to the people you invite by email, each as a Viewer, Editor or Owner, enforced by the server. Viewers use the tool; changing the tool takes an Editor or an Owner. Removing a tool’s access to the connection blocks its next calls right away.

06How does the Anthropic API handle our customer data?

Anthropic’s Commercial Terms say it may not train models on Customer Content from its services. On the Genipy side, the key is stored encrypted and never appears in the tool’s code, in your conversation with your AI or to the people using the tool, and a published tool reaches Anthropic only through Genipy. Ask your security team to read the current terms.

07How long does Anthropic keep what a tool sends to Claude?

By default, Anthropic says it deletes API inputs and outputs from its backend within 30 days of receipt or generation. Exceptions include a separate agreement with Anthropic, such as zero data retention, Usage Policy enforcement and legal requirements. Check Anthropic’s current retention page with your security team.

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