GuidesClaude
What you can ask Claude
What you can ask Claude
Claude has access to your entire workspace's operations — ~180 commands covering sources, columns, reconciliations, schedules, exports, alarms, and more. These are the major buckets.
| If you need to… | Example request to Claude |
|---|---|
| Load data | "Upload the file pagos-mayo.csv to the collections source." |
| Run a reconciliation | "Run the bank transaction reconciliation." |
| Schedule tasks | "Schedule reconciliation X to run every day at 8 a.m. Bogotá time." |
| Query data | "Show me the latest 100 pending rows from the collections source." |
| Create or edit reconciliations | "Create a reconciliation between the collections source and the bank source, matching on reference number and amount." |
| Create columns and transformations | "Add a calculated column that subtracts the fee from the gross amount." |
| Join or consolidate sources | "Join the Mexico and Colombia payment sources into a single resource." |
| Export results | "Export the result of the last reconciliation to the S3 connection." |
| Configure alarms | "Create an alarm that alerts me if there are more than 100 unmatched transactions at the close of day." |
| Request approvals | "Request approval to run the month-end close reconciliation." |
| Explore the structure | "Show me the dependency tree for resource X." |
| Monitor status | "Let me know when the task you just launched finishes." |
Claude
Claude has access to ~180 commands covering sources, columns, segments, groups, folders, standard and advanced reconciliations, unions, joins, consolidations, VLookups, snapshots, opening records, schedules, exports, alarms, approvals, integrations, templates, running balances, and diagnostics. If your action falls within Simetrik's normal operation, Claude can do it.