An access token lets another tool, such as Claude Desktop, act on your organization's Redswing data. Treat it like a password.
Who can do this: Admin or Editor.
Create a token
- Go to redswing.io/dashboard/connections. (The Connections page has no link in the sidebar yet; type the address.)
- Under Create an access token, give it a Name, such as "Claude Desktop".
- Under Permissions, keep only what the tool needs: Read events & data, Create & edit events, Manage auction, Read donor CRM, Read financials. Tap a permission to turn it off or on.
- Click Create token.
- Copy the token straight away. The page says "Copy this token now, it won't be shown again."
Revoke a token
Under Active tokens, click Revoke next to the token. The tool loses access at once.
Things to know
- A token only reaches your own organization's data.
- Revoke tokens you no longer use, and revoke one at once if it may have been shared.