Most lists of AI prompts for travel agents stop at "plan a 7-day trip to Italy". This guide to Claude for travel agents takes the opposite route: twelve situations your team meets every week, each with a prompt you can copy and adapt today.
Six use cases work with Claude alone. The other six need Claude connected to your agency data, which is what the Ezus connector for Claude does.
In short
- Claude writes, summarizes, translates and analyzes attached documents, which already covers proposals, client emails, supplier terms and sales briefings.
- Connected to Ezus through the official MCP connector, Claude can also answer questions on your real data, check a file before sending and, with write access, create projects, import rate sheets or record payments.
- The Ezus connector is read-only by default, and Claude shows planned changes and waits for your confirmation before saving anything.
- The best results come from precise prompts: exact names and periods, one step at a time, and a human review before anything reaches a client.
Want to run these prompts on your own data? Book a demo or discover the Ezus connector for Claude.
What can Claude do for a travel agency?
Claude is a general AI assistant made by Anthropic. On its own, it works on what you give it: a brief, an email thread, a PDF contract. It knows nothing about your clients, margins or supplier catalog unless you paste them in.
Connected to your agency software, things change. Through MCP, the open standard Anthropic released in late 2024, Claude can read and act on your business data where it lives, with no intermediate copy. Our guide MCP explained for travel agencies covers it in plain words, and our complete guide to using AI in a travel agency gives the wider view.
6 use cases with Claude alone
These prompts work in any Claude conversation. Replace the brackets and attach the documents mentioned.
1. Draft a tailor-made trip proposal from your notes
After a discovery call, your notes are fragments. Claude turns them into a proposal text.
Here are my notes from a client call: [paste notes]. Write the introduction and day-by-day narrative of a tailor-made proposal for this couple. Warm, precise tone, no superlatives, 400 words max. Flag anything I still need to confirm.
2. Rewrite product descriptions for several markets
One excursion, several markets. Ask for adaptation, not literal translation.
Here is our description of a sunset dhow cruise in Zanzibar: [paste]. Rewrite it for French, Spanish and Italian travelers. Adapt tone and references to each market, keep the facts identical, 120 words per version.
3. Reply to a client email with the right tone
Delicate emails deserve care. Give Claude the context and the outcome you want.
A client is unhappy that their Lisbon hotel room did not have the promised view. Their email: [paste]. Draft a reply that acknowledges the issue, offers [solution] and keeps the relationship warm. Under 150 words.
4. Summarize supplier terms and list cancellation conditions
Key clauses hide in the middle of long contracts. Attach the PDF.
Attached is the contract from [supplier]. Summarize it in 10 bullet points, then list every cancellation condition in a table: deadline, penalty, services concerned. Quote the exact clause for each line.
5. Turn a messy itinerary into a clean day-by-day
Forwarded emails, a supplier Word file, late changes: Claude restructures them.
Here is an itinerary in no particular order: [paste]. Rebuild it as a day-by-day: date, city, morning, afternoon, evening, overnight stay, transfers. Do not invent anything. Tell me if a night has no accommodation.
6. Prepare a destination briefing for a sales call
A short briefing helps you ask the right questions to a corporate client.
Tomorrow I call an HR director planning a 3-day incentive for 60 people in Seville in May. Prepare a one-page briefing: what to know about the destination then, 5 qualifying questions, 3 activity ideas. Mark what I should verify with local suppliers.
6 use cases with Claude connected to Ezus
With an Ezus Premium plan, each user connects Claude to their own account by following the Help Center guide to connecting Ezus to Claude. More on the Ezus connector for Claude page and in our article how the Ezus connector for Claude works. Read-only is the default; write access is enabled for your agency on request.
7. Query your business
Read-only. Questions you would otherwise answer with exports. Large questions take a little longer.
Which projects leave next week? Then list overdue invoices and give me my net margin on invoices issued in September, by sales manager.
8. Check a file before sending it
Read-only. A final check before the proposal goes out.
Check the project [project name] before I send it: list any night without accommodation, any traveler without email or phone, and show me the margin line by line.
9. Create a project from an existing itinerary
Write access. From a Word file, PDF or supplier email, Claude picks up steps, services, prices and descriptions. Faster when suppliers are already in your catalog; step addresses are still completed in Ezus.
Create a new Ezus project from the attached itinerary for [client], departing [date]. Reuse suppliers already in my catalog. Show me what you plan to create before saving.
10. Import a supplier rate sheet
Write access. Claude maps columns, spots duplicates and price differences, tests about twenty rows, then asks whether to create, update or skip. Seasonal prices are supported, group-size tier prices not yet.
Import the attached rate sheet from [supplier] into my catalog. Start with 20 rows, show me duplicates and price differences, and wait for my go before continuing.
11. Enrich your catalog in several languages
Write access. Short and long descriptions in several languages, plus photos you are authorized to use.
For every activity from [supplier] in my catalog with no description, write a short and a long description in English, French and Spanish. Show me three examples before updating the rest.
12. Record a payment
Write access. Claude summarizes project, amount and date before saving a client deposit or supplier invoice.
Record a deposit of [amount] received today from [client] on the project [project name].
Best practices for prompting Claude in a travel agency
These rules come from the Help Center guide on what you can do with Claude and Ezus.
- Be specific. Give the exact name of the project, supplier or client, and the period.
- Go step by step. For a catalog import or long itinerary, start with one part, check, then continue.
- Review before confirming. Claude shows every change before saving. Read it, then check the item in Ezus.
- Check AI-suggested prices with suppliers. When Claude designs a trip from an idea, services and prices come from Claude, not your Ezus data.
Prompts are one part of a bigger shift. Read our analysis of how AI is changing the travel agent job.
Put Claude to work in your agency this week
Pick two prompts from the first block that match your most repetitive tasks, refine them until the output needs only light edits, then share them with the team.
Connecting Claude to your agency software turns it from a writing assistant into an operational one. Ezus supports more than 600 travel agencies, DMCs and tour operators in over 70 countries with an itinerary builder, supplier management, financial management, document automation and an integrated CRM, all reachable from Claude in plain language.
Book a demo with Ezus and discover how Claude and your agency data can work together, from the first question to the final check.
Frequently asked questions
Is Claude good for travel agents?
Yes, for text-heavy work: proposals, emails, translations, contract summaries and briefings. On its own it has no access to your rates or bookings, so prices and availability must be checked.
What is the best prompt for a travel itinerary?
State the travelers, dates, destination, budget and pace, then ask for a precise format such as a day-by-day with overnight stays and transfers. With an existing itinerary, add "do not invent anything". Prompt 5 is a ready-to-use example.
Can Claude access my travel agency software?
Only through a connector. Ezus offers an official MCP connector for Claude on the Premium plan (see Ezus pricing). Claude only sees what each user's Ezus rights allow.
Can Claude make changes in Ezus without my approval?
No. The connector is read-only by default and write access is enabled only on request. Even then, Claude shows planned changes and waits for your confirmation, and there is no delete tool.
Which Claude plan do I need for the Ezus connector?
Pro, Max, Team or Enterprise is recommended. The free plan works but allows only one custom connector. On Team and Enterprise, an organization owner adds the connector first.
Should I start with Claude alone or connect it to Ezus right away?
Build prompting habits on low-risk tasks like emails first. Then connect Ezus and start with read-only prompts such as "Who am I in Ezus?" or "List my last ten projects."
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