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Send a fax from Claude

Updated

Claude can send and read faxes for you through the Fax for Agents connector. You describe the fax in plain words. Claude prepares the page, gets a quote and sends it. By default it sends inside the limits your organization set, with no approval per fax. This guide was recorded in Sandbox mode, so nothing reached a real fax line.

Screenshots taken on .

Before you start

  • A Fax for Agents account. The dashboard is at app.faxforagents.com.
  • The Fax for Agents connector added to your Claude account. Open Customize, then Connectors, and add Fax for Agents from the directory. Allow the connection in the browser and keep the box "Let this app send faxes within your limits without asking" ticked.
  • The Connected apps switch in Settings is on by default. The default limits are $5.00 per fax and 20 faxes a day.

1.Open the connector

Open Customize in Claude and select the Connectors tab. Fax for Agents is listed under Yours with a tick under Status.

Claude's Customize page, Connectors tab, with the Fax for Agents row and a tick under Status.
Under Customize, Connectors, Fax for Agents shows as connected. Select it to see its tools.

2.Check the tool permissions

The connector page lists every tool. Each group reads Needs approval, which is Claude's own setting for the connector.

The Fax for Agents connector page in Claude with its tool list and the permission menu set to Needs approval.
Every tool reads Needs approval. Claude asks before a tool runs, once per tool, until you choose Always allow.

3.Choose Always allow

Start a new chat and describe the fax. Before the first tool runs, Claude shows a card at the bottom of the chat. It names the tool and the connector.

Claude's permission card at the bottom of the chat, naming the tool, with the buttons Decline, Allow once and Always allow.
The first time a tool runs, Claude asks. Choose Always allow and it stops asking for that tool.

4.Describe and send

Type what the fax should say and where it goes, and say send. Claude prepares a one page document, quotes it and sends it in the same turn.

Claude's answer: the one page fax sent and delivered in Sandbox to +1 555 000 0001, 1 of 1 pages.
Describe the fax and say send. Claude prepares it, quotes it and sends it at once, with no approval.

5.Check the evidence

Ask for the delivery evidence when you want the full record.

Delivery evidence in Claude's answer: state delivered, 1 of 1 pages, the provider reference, the remote station SBX-OK and both document hashes.
Ask for the delivery evidence to see every attempt and the document fingerprint.

6.Read the inbox

Received faxes work the same way. Ask for your inbox.

Claude's answer: the inbox holds one received fax from +1 555 000 0042, 2 pages, read out page by page.
Ask for your inbox. Claude lists the received faxes and reads the newest one.

What the limits mean

Open Settings in the dashboard. The Connected apps card holds the switch "Let connected apps send without asking". Under it are two fields, "Amount per fax, at most" ($5.00) and "Faxes per day" (20). Apps like Claude send inside these limits with no approval per fax. Turn the switch off and every send waits for a person. Finer limits, such as destinations or one app only, live under Policies. See the guide Your assistant sends within limits by default.

Approve every fax instead

  1. In Settings, turn off "Let connected apps send without asking" and choose Save.
  2. Ask Claude to quote the fax. The quote says a person must approve it.
  3. Say "Ask a person to approve it." A person approves in the dashboard, then you tell Claude to send.

The full routine is in Approve every fax from Claude.

Troubleshooting

  • The quote says a person must approve the send although you expect a plain send. An owner turned the Connected apps switch off, or the fax is above a limit. Check Settings, Connected apps for your environment.
  • Claude shows a card with Decline, Allow once and Always allow before a tool runs. That is Claude's own permission prompt, and it appears once per tool. Choose Always allow to stop it for that tool. The connector page under Customize, Connectors can set a whole group of tools to Always allow.
  • After a quote that needs a person, Claude offers to request human review. Say yes. The request lands in Approvals in the dashboard.
  • The connector shows Reconnect or no tick under Status. Select it under Customize, Connectors and connect it again. The consent page opens in a new window, and the Sandbox or Live choice is made there.

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