Origami.ms + Claude: Manage Your Data With Natural Language

Origami.ms now integrates directly with Claude, Anthropic’s AI assistant. With the official Origami plugin for Claude, you can query, create, update, and manage your Origami data just by asking — no code, no API calls, no switching tabs.

Whether you’re a business user who wants to pull a quick report, a developer integrating Origami into a workflow, or an admin building an entire Origami environment from scratch, the plugin gives Claude full access to your Origami account.

What Is the Origami Plugin for Claude?

The plugin connects Claude (via Claude Code or Claude Cowork) to your Origami.ms account through a secure API connection. Once installed, Claude can read your data, create records, run queries, generate invoices, upload files, and even help you design and build complete Origami environments — all through conversation.

It works in two ways. First, there’s a live API connection with 14 tools that let Claude interact directly with your Origami account in real time. Second, there are 3 expert skills — deep knowledge bases that give Claude specialized expertise in Origami’s API, troubleshooting, and system design.

What Can You Do With It?

Query and Explore Your Data

Ask Claude to pull data from any entity in your Origami account. You can filter by date, status, or any field — just describe what you’re looking for in plain language.

“Show me all open deals worth more than 50,000 that were created this month”

“How many support tickets did we close last week? Break it down by assignee”

“List all contacts from Tel Aviv who haven’t been contacted in 30 days”

Create and Update Records

No need to open Origami and fill out forms manually. Tell Claude what you need and it will figure out the right entity, the right fields, and create or update the record for you.

“Create a new lead: company name Acme Corp, contact person John Smith, email [email protected], status New”

“Update the deal for BlueStar — change the stage to Negotiation and set the expected close date to next Friday”

Generate Invoices and Documents

Claude can create invoices directly in Origami, pulling data from your existing records.

“Create an invoice for project ABC-100 based on the hours logged this month”

Upload Files

Attach files to any record through the conversation.

“Upload this proposal PDF to the Acme Corp deal”

Manage Records at Scale

Archive, unarchive, or delete records. Work with repeatable groups (sub-tables within records). Send push notifications through Origami.

“Archive all leads that have been in ‘Lost’ status for more than 6 months”

Troubleshoot Issues

The plugin includes deep troubleshooting knowledge. If something isn’t working in your Origami environment — a workflow that isn’t firing, a formula that’s returning errors, a web form that isn’t saving data — Claude can diagnose the problem and walk you through the fix.

“My workflow should send an email when a deal moves to ‘Won’ but nothing happens”

“The calculated field on my invoices is showing zero — here’s the formula I’m using”

Design and Build Origami Environments

This is where the plugin really stands out. Claude has been trained on Origami’s data model, field types, view configurations, workflow patterns, and best practices. You can describe a business need and Claude will design a complete Origami environment for you — entities, fields, relationships, views, workflows, permissions, and all.

“Design a CRM for a real estate agency with properties, buyers, agents, viewings, and deals”

“I need a project management system with tasks, milestones, time tracking, and client portal access”

“Build me an HR system for onboarding new employees with checklists, document collection, and manager approvals”

The 14 API Tools

Here’s what Claude can do through the live API connection:

ToolWhat It Does
List EntitiesDiscover all entities in your account
Entity StructureGet the complete field schema for any entity
Query InstancesSearch and filter records with complex conditions
Create InstanceCreate new records with field values
Update InstanceModify fields on existing records
Remove InstanceDelete records
Upload FileAttach files to record fields
Add Group RepetitionAdd rows to repeatable groups (sub-tables)
Remove Group RepetitionRemove rows from repeatable groups
ArchiveArchive or unarchive records
Query ProtectedQuery system entities like users and roles
Create InvoiceGenerate invoice documents
Query InvoicesSearch and retrieve invoices
Push NotificationSend push notifications to users

The 3 Expert Skills

Beyond the API tools, the plugin includes three knowledge-rich skills that give Claude deep expertise:

Origami API Skill — Complete API reference including endpoint documentation, filter syntax, authentication patterns, error handling, and common gotchas. When you’re doing anything with the API, Claude knows exactly how Origami expects the data.

Origami Support Skill — A comprehensive troubleshooting and how-to knowledge base. Covers workflows, formulas, permissions, web forms, imports, email configuration, WhatsApp integration, and more. If you have a question about how something works in Origami, this skill has the answer.

Origami Builder Skill — System design expertise for building complete Origami environments. Includes data modeling patterns, field type selection, view configuration, workflow design, and implementation best practices. This is what powers Claude’s ability to design entire systems from a plain-language description.

How to Set It Up

Setting up the plugin takes about 5 minutes.

Step 1: Install the Plugin

In Claude Code, run:

claude plugin install origami-ms

Or in Claude Cowork, search for “origami-ms” in the plugin directory and click Install.

Step 2: Install Dependencies

After installation, navigate to the plugin’s server directory and install the required Node.js packages:

cd <plugin-directory>/servers
npm install

This installs the MCP SDK and Zod (for input validation). You need Node.js 18 or higher.

Step 3: Configure Your API Credentials

The plugin needs three pieces of information to connect to your Origami account:

SettingWhat It IsExample
ORIGAMI_ACCOUNTYour Origami subdomainmycompany (from mycompany.origami.ms)
ORIGAMI_USERNAMEThe email of an API-enabled user[email protected]
ORIGAMI_API_SECRETYour API secret keyFound in Origami settings

Where to find your API secret:

  1. Log into your Origami account
  2. Go to Settings (gear icon)
  3. Navigate to General Settings
  4. Scroll down to the Developer Section
  5. Copy your API secret

If you don’t see the Developer Section, contact your Origami administrator — API access may need to be enabled for your account.

Step 4 (Recommended): Set Human-Readable API Names

By default, Origami uses auto-generated identifiers like e_725 for entities and fld_11693 for fields. While the plugin works fine with these, the experience is much better when you assign human-readable API names like leadsfirst_name, and deal_stage.

To set API names:

  1. Go to Settings > General Settings > Developer Section
  2. Assign readable names to your entities and fields
  3. Claude will automatically use these names when interacting with your data

Security and Privacy

The plugin connects to your Origami account using your API credentials, which are stored locally on your machine as environment variables. Your credentials are never sent to Anthropic or stored in the cloud. All API communication happens directly between your local machine and Origami’s servers over HTTPS.

The plugin only has access to the data that the API user has permission to see in Origami. If you want to limit what Claude can access, create a dedicated API user with restricted permissions.

Requirements

  • Node.js 18+ installed on your machine
  • An Origami.ms account with API access enabled
  • Claude Code or Claude Cowork (Claude Max, Team, or Enterprise plan)

Get Started

Install the plugin today and start managing your Origami data through natural conversation. Whether you need a quick query, a new record, help troubleshooting an issue, or a complete system designed from scratch — just ask Claude.

The plugin is available now in the Claude Plugin Directory.