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Claude Web

Overview

Here's what you'll do to connect Claude.ai to Holistics:

  • Turn on MCP Server - a one-time step in your Holistics workspace, done by an admin. If it's already on, skip ahead.
  • Get your connection URL: choose the environment you want to work with
    • Reporting: published Holistics objects - those on the Reporting tab.
    • Development: unpublished Holistics objects in your current AMQL project branch - those on the Development tab.
  • Connect Claude.ai: Claude.ai connects via OAuth - you log in with your Holistics account, no API key needed.

Step 1: Turn on MCP Server

This is a one-time setup done by a workspace admin. Go to AI Settings and enable both Holistics AI and the MCP Server.

ai-mcp-setting

Step 2: Get your connection URL

Your connection URL depends on your data center region and the Holistics environment you want your AI to work with.

Select your data region

Select your working environment

Let your AI work with published Holistics objects — those on the Reporting tab.

Get your connection url

https://mcp-apac.holistics.io/reporting/mcp


URL format
https://mcp-<REGION>.holistics.io/<ENV>/mcp
  • <REGION>: Choose based on your data center: apac, eu, or us
  • <ENV>:
    • reporting (default): Let your AI work with published Holistics objects (i.e. objects on your Holistics Reporting tab)
    • development: Let your AI work with unpublished Holistics objects in your current AMQL project branch (i.e. objects on your Holistics Development tab)

Step 3: Connect

  1. Go to claude.ai/settings/connectors.

  2. Choose Add custom connector.

    Add custom connector button in Claude.ai settings
  3. Enter a name and your connection URL from Step 2, then click Add.

  4. Click Connect and follow the OAuth flow to authenticate with your Holistics account.

  5. To use it in a chat, make sure Holistics under Connectors is enabled.

Need more help?

See the MCP FAQ for questions about permissions, data access, and security.


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