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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    • Development: unpublished Holistics objects in your current AMQL project branch - those on the Development tab.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.
  • Install Holistics skills: add the Holistics plugins so Claude knows how to work with Holistics.

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    • development: Let your AI work with unpublished Holistics objects in your current AMQL project branch (i.e. objects on your Holistics Development tab)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.

Step 4: Install Holistics skills​

Holistics skills teach Claude how to work with Holistics, such as exploring datasets and writing AQL. Plugins are available on paid Claude plans, and on Team and Enterprise plans your admin may limit which plugins you can install.

  1. In the left sidebar, go to Customize → Plugins.
  2. Click Add → Add marketplace.
  3. Enter holistics/skills and confirm.
  4. Find the Holistics plugins you need and click Add:
    • holistics-development: develop your AMQL project (models, datasets, and dashboards).
    • holistics-reporting: ask data questions on published datasets and dashboards.

For more details, see Anthropic's guide: Plugins.

Bring a Claude dashboard into Holistics​

Built a dashboard in Claude on Holistics data? You'll be able to turn it into a governed data app. See Import Claude dashboards.

Need more help?​

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


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