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Claude (Web & Desktop)

This guide covers both Claude.ai (web) and Claude Desktop. Pick the section for the client you use.

Step 1: Enable 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

Claude.ai​

Claude.ai connects via OAuth — no API key needed.

Step 2: Connect Claude.ai to Holistics MCP Server​

  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 — obtain it from Step 4 — 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.

Claude Desktop​

Claude Desktop uses a local command config and supports either OAuth or API key.

Step 3: Connect Claude Desktop to Holistics MCP Server​

  1. Go to Settings > Developer > Edit Config.

    claude-desktop-mcp.png

  2. Add Holistics to your config:

    {
      "mcpServers": {
        "holistics": {
          "command": "npx",
          "args": [
            "-y",
            "mcp-remote",
            "<MCP_SERVER_ADDRESS>"
          ]
        }
      }
    }
    • Obtain connection URL from Step 4 and replace <MCP_SERVER_ADDRESS>.
    • For API key auth, obtain your API key from Step 5 and add "--header", "X-Holistics-Key:<YOUR_HOLISTICS_API_KEY>" to the args array.

  3. Save and restart Claude Desktop.

Step 4: Obtain 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    • development: Let your AI work with unpublished Holistics objects in your current AMQL project branch (i.e. objects on your Holistics Development tab)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 5: Obtain API key​

Find your key under Account settings in Holistics.

Holistics Account Settings page showing the API key location

Need more help?​

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

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