> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Claude to Upflow

> Connect Claude Desktop or Claude.ai to Upflow via OAuth in a few minutes.

Use this guide to connect Claude to the Upflow MCP server. Once connected, Claude can query data across every Upflow organization you have access to.

<Info>
  Before you start, make sure an admin has enabled the MCP Server for your organization in Upflow. See [Connect Upflow to your AI client](/en-us/technical-documentation/mcp-server/overview) for details.
</Info>

## Which path applies to you?

The Claude setup depends on your **Claude plan**:

* **Claude Free, Pro, or Max** — you can add Upflow as a custom connector yourself. Follow [Path A: Personal Claude plan](#path-a-personal-claude-plan).
* **Claude Team or Enterprise** — only your organization's Owner can add a custom connector at the org level. Once they have, you can authorize Upflow from your own Claude account. Follow [Path B: Team or Enterprise Claude plan](#path-b-team-or-enterprise-claude-plan).

<Warning>
  If you're on Claude Team or Enterprise and can't find **Add custom connector** in your settings, that's expected — your Claude Owner / IT admin needs to add the connector first. Share the steps in Path B with them.
</Warning>

## Path A: Personal Claude plan

For Claude Free, Pro, and Max users.

### Step 1 - Open the connector settings in Claude

1. In Claude, open the **Customize** tab from the navigation bar
2. Click **+** and select **Add custom connector**, clicl  Click **+** and select **Add custom connector**.

<Frame>
  <img src="https://mintcdn.com/upflow-04dc27cd/3X9KKVSGcogngKDe/images/image-12.png?fit=max&auto=format&n=3X9KKVSGcogngKDe&q=85&s=eb97b62e10ffd3aa88a13b9e9609dcd4" alt="Add custom connector option in Claude" width="992" height="384" data-path="images/image-12.png" />
</Frame>

<br />

### Step 2 - Add Upflow as a connector

Fill in the form:

* **Name**: `Upflow`
* **URL**: `https://api.upflow.io/mcp`

No advanced settings are required. Click **Add**.

<Frame>
  <img src="https://mintcdn.com/upflow-04dc27cd/3X9KKVSGcogngKDe/images/image-17.png?fit=max&auto=format&n=3X9KKVSGcogngKDe&q=85&s=8f8237f3f39699a1fedec493ab45157d" alt="Image" width="1383" height="1016" data-path="images/image-17.png" />
</Frame>

### Step 3 - Connect and authorize

1. Back in your connectors list, click **Connect** next to Upflow.
   <Frame>
     <img src="https://mintcdn.com/upflow-04dc27cd/3X9KKVSGcogngKDe/images/image-18.png?fit=max&auto=format&n=3X9KKVSGcogngKDe&q=85&s=f23ffc7fbc18b78f157fd009c9f2869e" alt="Image" width="1644" height="598" data-path="images/image-18.png" />
   </Frame>
2. If you're not already signed in to Upflow, you'll be prompted to log in.
3. On the consent page, review the access Upflow is granting and click **Authorize**. You'll be redirected back to Upflow with a confirmation.

### Step 4 - (Optional) Skip approval prompts

By default, Claude asks for your permission each time it uses a tool to query Upflow. To stop the prompts, select **Always allow** the first time Claude requests access.

<Frame>
  <img src="https://mintcdn.com/upflow-04dc27cd/3X9KKVSGcogngKDe/images/image-19.png?fit=max&auto=format&n=3X9KKVSGcogngKDe&q=85&s=0100da705f1205d5ab1df0cc3539b788" alt="Image" width="1678" height="624" data-path="images/image-19.png" />
</Frame>

## Path B: Team or Enterprise Claude plan

On Team and Enterprise plans, the setup is two-sided: an **Owner** adds Upflow at the organization level once, then each **member** connects individually.

### For the Claude Owner / IT admin

#### Step 1 - Add Upflow at the organization level

1. In Claude, go to **Organization settings → Connectors**.
2. Click **Add**, hover over **Custom**, then select **Web**.

#### Step 2 - Fill in the form

* **Name**: `Upflow`
* **URL**: `https://api.upflow.io/mcp`

Click **Add**.

<Frame>
  <img src="https://mintcdn.com/upflow-04dc27cd/3X9KKVSGcogngKDe/images/image-17.png?fit=max&auto=format&n=3X9KKVSGcogngKDe&q=85&s=8f8237f3f39699a1fedec493ab45157d" alt="Image" width="1383" height="1016" data-path="images/image-17.png" />
</Frame>

Once added, every member of your Claude organization can authorize Upflow individually from their own Claude account.

### For each Claude member

#### Step 1 - Connect Upflow from your account

1. In Claude, open the **Customize** tab from the navigation bar. Upflow now appears in the list of available connectors.
2. Click **Connect** next to Upflow.
   <Frame>
     <img src="https://mintcdn.com/upflow-04dc27cd/3X9KKVSGcogngKDe/images/image-18.png?fit=max&auto=format&n=3X9KKVSGcogngKDe&q=85&s=f23ffc7fbc18b78f157fd009c9f2869e" alt="Image" width="1644" height="598" data-path="images/image-18.png" />
   </Frame>

#### Step 2 - Authorize

1. If you're not already signed in to Upflow, you'll be prompted to log in.
2. On the consent page, review the access Upflow is granting and click **Authorize**. You'll be redirected back to Upflow with a confirmation.

#### Step 3 - (Optional) Skip approval prompts

By default, Claude asks for your permission each time it uses a tool to query Upflow. To stop the prompts, select **Always allow** the first time Claude requests access.

<Frame>
  <img src="https://mintcdn.com/upflow-04dc27cd/3X9KKVSGcogngKDe/images/image-19.png?fit=max&auto=format&n=3X9KKVSGcogngKDe&q=85&s=0100da705f1205d5ab1df0cc3539b788" alt="Image" width="1678" height="624" data-path="images/image-19.png" />
</Frame>

## Try it out

Ask Claude anything about your Upflow data. A few prompts to get started:

* **Top debtors** — *Who are the top 5 debtors by outstanding balance?*
* **Recent collections** — *How much have we collected since the beginning of the month?*
* **Customer contact** — *Who is the main contact for \[customer name]?*

## Manage or disconnect

To see all the AI clients you've connected to Upflow, or to revoke this connection, go to [**Settings → User → MCP access**](https://app.upflow.io/organization/-/settings/user/mcp-access) in the Upflow app. Each connected client can be revoked individually.

## Related articles

* [Connect Upflow to your AI client (overview)](/en-us/technical-documentation/mcp-server/overview)
* [Connect ChatGPT](/en-us/technical-documentation/mcp-server/connect-chatgpt)