Get set up
About a minute per source. Roster only ever reads, and only what you pick for each client.
1.Connect your sources under Connectors
In the dashboard, under Connectors, click Add to Slack, pick a workspace and approve. Nothing to copy or paste. Repeat for each workspace, then connect the rest the same way: Teams, inboxes, calendars, Zoom, Notion, Google Drive, Linear, Jira & Confluence, GitHub and HubSpot.
If Slack shows Send request to admin, your workspace needs an admin to approve new apps. Send the request with a short note and share our page for Slack admins. Once it's approved, click Add to Slack again.
2.Choose what Roster can read
For Slack, share all channels you can see, or pick specific ones. You can change this any time from the workspace's channel settings. Direct messages are never shared.
3.Create a client and pick what it uses
Add a client for each company you work with. Its short slug (like
acme) is how you'll name it when you ask Claude. On the client's page, switch on what belongs to it: Slack workspaces, inboxes and calendars, Teams channels, Drive folders, Linear teams, Jira projects, repos, HubSpot companies and so on. Add its email domains too, so shared inboxes, calendars and Teams chats only show its people.4.Add the connector to your AI app (once)
Copy the connector URL from the dashboard. In Claude, go to Settings → Connectors → Add custom connector, paste the URL, then sign in to Roster and allow access. ChatGPT and Cursor work the same way. One URL covers all your clients and workspaces, and you can disconnect any AI app from the dashboard.
Then ask things like “search acme for the launch date” or “what's new in #campaign for acme”. Always name the client.
Advanced: use your own Slack app
Slack limits apps outside its Marketplace to reading 15 messages a minute per channel. Search isn't affected. If you need full-speed channel reads, create an app inside the workspace from our manifest and connect it with its token instead of Add to Slack.
1.Create the Slack app from our manifest
Open api.slack.com/apps, choose Create New App → From a manifest, and pick the client's workspace. Paste this manifest and create the app.
slack-manifest.yamldisplay_information: name: Roster description: Read-only access for Claude through Roster oauth_config: scopes: user: - search:read - channels:history - channels:read - groups:history - groups:read - users:read settings: org_deploy_enabled: false socket_mode_enabled: false token_rotation_enabled: falseLeave distribution turned off. The app only ever lives in this one workspace.
2.Install it to the workspace
In the app settings, open Install App and click Install to Workspace. If your workspace requires admin approval, an admin will need to approve the request first.
3.Copy the User OAuth Token
On the same page, copy the User OAuth Token. It starts with
xoxp-. Don't use the bot token.4.Paste it under Connectors
In the dashboard, under Connectors, open Slack with your own app, give the workspace a short alias (like
acme-main), paste the token and connect. Roster checks it with Slack and stores it encrypted. Then link it to its client on the client's page.
What the app can do
The token is read-only. It acts as you, so it only sees channels you can see.
search:read: search messageschannels:history: read messages in public channelschannels:read: list public channelsgroups:history: read messages in private channels you're ingroups:read: list private channels you're inusers:read: show people's names instead of IDs
To cut access at any time, disconnect the workspace in the dashboard, or remove the app in Slack. See the privacy page for what we store.