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Claude Key Setup

ToolboxAI can use Anthropic's Claude models to power the Activity Summarizer, Extractor, and RecordAI tools. To use Claude, you'll need an API key from Anthropic and a few dollars of credit on your Anthropic account.

1. Create an Anthropic account​

If you don't already have one, sign up at console.anthropic.com.

2. Add billing to your Anthropic account​

  1. In the Anthropic Console, go to Settings → Billing.
  2. Add a payment method and add credit to your account. ToolboxAI calls the Anthropic API on a pay-as-you-go basis, so your account needs an active payment method before any requests will succeed.

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3. Create an API key​

  1. In the Anthropic Console, go to Settings → API Keys.
  2. Click Create Key.
  3. Give it a name (e.g. "ToolboxAI") and click Create Key.
  4. Copy the key. Anthropic will only show it to you once, so make sure to copy it before closing the dialog.

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4. Add the key to ToolboxAI​

  1. In Salesforce, go to App Launcher → ToolboxAI.
  2. Click the Settings tab.
  3. Under AI Connections, paste your key into the Claude field.
  4. Click Save.

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Once saved, any tool set to a Claude model in Tool Settings will use this key automatically.