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Integrations

The ExChek classification skill supports classification notes, file or pasted source documents, and optional pull from or push to your CRM (HubSpot, Salesforce, or another). The CSL search skill is separate and uses the Trade.gov API — see CSL search skill. Credentials stay with you; ExChek does not store or require API keys.

Classification notes

You can add optional classification notes when providing item information. Use them for internal or compliance notes, or to record a reclassification reason (e.g. "Reclassified from 1A004 after 772.1 release analysis"). The skill includes these in the audit-ready report. See Install the ExChek skills and Classification flow.

File attachments

If you have a spec sheet, datasheet, or other document, you can provide a file path (in environments with file access, such as CoWork, Desktop, Cursor, or Claude Code) or paste relevant excerpts in chat. The skill uses the content to pre-fill the classification template and cites the source document in the report. On Claude web or environments without file access, paste the relevant excerpts instead of attaching a file.

CRM integration

When you have a HubSpot, Salesforce, or other CRM skill or connector installed (or API access), you can:

  • Pull — Pre-fill the classification template from a product, deal, or company record so you don’t re-type item details.
  • Push — After you approve the classification, write the ECCN, jurisdiction, and determination date back to the same (or another) record for traceability.

ExChek does not store or require CRM credentials. You provide API access per session or via your environment; the skill instructs Claude how to call your CRM or use your connector.

HubSpot

Pull from Products, Deals, or Companies by record ID; map name, description, and custom properties to the template. Push: set custom properties such as eccn, export_jurisdiction, and classification_date (and optionally classification_report_url) on the same object types. Create these custom properties in HubSpot if they don’t exist. Use a private app token (user-provided, not stored in the skill).

Salesforce

Pull from Product2, Opportunity, or Account by record Id; map Name, Description, and custom fields. Push: update the same object with custom fields (e.g. ECCN__c, Export_Jurisdiction__c, Classification_Date__c). User provides credentials per session.

Other CRM

If you use another CRM or a generic connector (e.g. Zapier, Make, or a custom Claude skill), the skill can still support pull and push: you provide the system name, object type, and record ID; if Claude has a tool that can read or write that CRM, it will use it after your confirmation. Otherwise, you can paste exported record data for pull and receive the exact values to enter for push.

Next steps