> For the complete documentation index, see [llms.txt](https://docs.intellizence.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.intellizence.com/mcp-connectors/setup.md).

# Setup

Make sure you have the following before setting up the Intellizence MCP Connector.

* **An active Intellizence account.** If you don't have an account yet, [start your free trial](https://intellizence.com/trial). 
* **Login credentials** associated with your Intellizence account.
* **Remote MCP Server URL:** <https://mcp.intellizence.com/mcp>
* **OAuth Client ID:** V7Wy7WpQTcKJM06ptHjIH6wIE3jtlKic<br>

{% hint style="info" %}
**Data Access & Subscription:** \
Data available through the MCP Connector is governed by your existing Intellizence subscription. Your access to datasets, records, and historical data will match the entitlements included in your Intellizence Business plan. The Intellizence MCP Connector does not provide access beyond your current subscription.
{% endhint %}

### Supported AI Platforms

You need access to an AI assistant or workspace that supports MCP connectors.

Intellizence MCP Connector can be used with supported platforms such as:

* **Claude**
* **ChatGPT**
* **Other MCP-compatible clients**

The setup steps may vary by platform.

If you are using a team or enterprise workspace, your workspace admin may need to approve or enable custom MCP connectors.

This may apply to platforms such as ChatGPT Business, ChatGPT Enterprise, Claude Pro, or Claude Max.

Once these are ready, continue with the setup for your preferred platform.

### Claude Setup

Follow the steps below to connect the Intellizence MCP Connector to Claude.

#### Download&#x20;

1. Visit the [Claude downloads page](https://claude.ai/download).
2. Select the appropriate version for your operating system:
   * For Mac users, find macOS and click "Download."
   * For Windows users, find Windows and click "Download."
3. Once the download is complete:

* Open the file to complete installation.
* Launch Claude from your Applications folder (Mac) or Start menu (Windows).
* Sign in with your account to get started.

#### **Step 1: Add a Custom Connector**

* In Claude, go to Settings → Customize → **Connectors**.
* Click **Add** in the top-right corner.
* Select **Add custom connector**.<br>

#### **Step 2: Enter the Connector Details**

On the '**Add custom connector**' screen, enter the following:

* **Name:** Intellizence
* **Remote MCP Server URL:** <https://mcp.intellizence.com/mcp><br>

<figure><img src="https://1902192103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fyxb48oRcQIrFh2QDo88x%2Fuploads%2FxNuA5ESryfSHZkWu8ImN%2FScreenshot%202026-09-23%20at%201.06.52%E2%80%AFPM.png?alt=media&amp;token=25df1889-2c69-4bc2-a541-c20e3e84be1f" alt="" width="375"><figcaption></figcaption></figure>

* Enter "**Continue**"

<figure><img src="https://1902192103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fyxb48oRcQIrFh2QDo88x%2Fuploads%2FjabXCGxkV4y0HctKNsPJ%2FScreenshot%202026-09-23%20at%201.07.51%E2%80%AFPM.png?alt=media&amp;token=8d453df9-1dd5-4654-a6ed-a40004ede1b5" alt="" width="375"><figcaption></figcaption></figure>

* **Enter OAuth Client ID:** V7Wy7WpQTcKJM06ptHjIH6wIE3jtlKic

<figure><img src="https://1902192103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fyxb48oRcQIrFh2QDo88x%2Fuploads%2F0HncbJ4UHGhElWlPa3Xq%2FScreenshot%202026-09-23%20at%201.08.21%E2%80%AFPM.png?alt=media&amp;token=762aa6fc-8953-4018-b1f7-cd1fab38f33f" alt="" width="375"><figcaption></figcaption></figure>

* Click "**Add**"
* **Step 3: Connect and Authorize**
  * Click **Connect**

<figure><img src="https://1902192103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fyxb48oRcQIrFh2QDo88x%2Fuploads%2FyJwZy2EPPOSHQ4h4OBdo%2FScreenshot%202026-08-13%20at%201.22.56%E2%80%AFPM.png?alt=media&amp;token=130151d4-6b18-422a-9f60-e1413d66c55b" alt="" width="375"><figcaption></figcaption></figure>

* Sign in using the **login credentials associated with your Intellizence account**.

<figure><img src="https://1902192103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fyxb48oRcQIrFh2QDo88x%2Fuploads%2FS4X8xf200POSxr7JjdRT%2FScreenshot%202026-08-13%20at%202.15.16%E2%80%AFPM.png?alt=media&amp;token=f476f281-255f-4016-ac03-afb86cd89b21" alt="" width="375"><figcaption></figcaption></figure>

* Authorize **Intellizence App** by clicking **Accept**<br>

<figure><img src="https://1902192103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fyxb48oRcQIrFh2QDo88x%2Fuploads%2FdykpXcnkOrDOFvWEFSvi%2FScreenshot%202026-08-13%20at%202.41.41%E2%80%AFPM.png?alt=media&amp;token=ecb63064-7622-4e02-98e2-4a0d37b3399e" alt="" width="375"><figcaption></figcaption></figure>

* Once the connection is successful, the available Intellizence tools will appear in Claude.

<figure><img src="https://1902192103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fyxb48oRcQIrFh2QDo88x%2Fuploads%2FdpGuKa5o5nTNNu507JBW%2FScreenshot%202026-08-13%20at%201.23.48%E2%80%AFPM.png?alt=media&amp;token=3d5026da-2c78-49aa-b50b-89b23e31c796" alt="" width="375"><figcaption></figcaption></figure>

Under Tool Permissions, you may choose Always Allow if you want Claude to use the Intellizence tools without requesting permission each time.

### ChatGPT Setup

Coming soon...

{% hint style="info" %}
**Do you need any assistance or help?** \
**Please send a mail to <support@intellizence.com> with screenshots**
{% endhint %}