IVP.ai for Claude

What you can do

• Find datasets across your workspaces and see their columns
• Ask for totals, trends and rankings, such as "revenue by month for the last 6 months" or "top 10 customers by number of orders"
• Use the agreed metric definitions in your data rooms, so numbers match what your team already reports
• Preview rows with filters
• Browse dashboards and get the numbers behind any tile
• Review Deskless AI agents: latest run status, run summaries and answers found in their outputs
• Search across agent outputs, documents and past missions, with references back to the source
• In Claude Code, download a dataset as a CSV file to analyse in code

Before you start

• An IVP.ai account. Connecting Claude is included on the Pro and Max plans.
• A Claude plan that lets you add connectors. The connector works in Claude on the web, the desktop and mobile apps, Cowork and Claude Code.

Connect in Claude

From Claude's connector directory

1. In Claude, open Settings and go to Connectors.
2. Browse the directory, find IVP.ai and click Connect.
3. Claude opens IVP.ai. Sign in if you need to, then approve the connection (see below).

Or add it yourself

1. In Claude, open Settings, go to Connectors and choose Add custom connector.
2. Enter IVP.ai as the name and https://api.ivp.ai/mcp as the URL.
3. Leave the sign-in options as Claude suggests (Sign in now and Use Claude's published identity), then click Add.
4. Click Connect next to IVP.ai and approve the connection.

A connector you add on claude.ai is also available in the Claude desktop and mobile apps.

In Claude Code

Run this in your terminal:

claude mcp add --transport http ivp https://api.ivp.ai/mcp

Then type /mcp in Claude Code, choose ivp and sign in. Your browser opens IVP.ai to approve the connection.

Approving the connection

Claude sends you to an IVP.ai page titled Connect Claude to IVP.ai.

1. Sign in to IVP.ai if you aren't already.
2. Check the Signed in as panel shows the account and organisation you want to connect.
3. Read what Claude will be able to do, then click Allow access, or Cancel to refuse.

You're then returned to Claude, or for Claude Code, to "an app on this computer". If the page names an app other than ChatGPT or Claude, it shows a warning: only continue if you started the connection yourself.

What Claude can access

• Read-only. Claude can't change, delete or run anything in IVP.ai.
• Only what you can see. Claude sees the workspaces, datasets, dashboards, data rooms and agents your own IVP.ai account can access, and nothing else in your organisation.
• Only when asked. Data goes to Claude when you ask it a question: query results (up to 500 summary rows or 50 rows of records per request), dashboard figures, agent run summaries and document passages.
• Dataset downloads. Where your organisation allows it, Claude can create a download link for a dataset as a CSV file. Links expire after 15 minutes.

Read more in section 5.3 of our privacy policy.

Things to ask

• "What datasets do I have in IVP.ai?"
• "Show me revenue by month for the last 6 months in the Sales dataset."
• "Who are my top 10 customers by number of orders?"
• "Summarise my KPI dashboard."
• "How did my Deskless agents do this week?"

Disconnecting

In Claude, open Settings, go to Connectors, choose IVP.ai and disconnect it. In Claude Code, run claude mcp remove ivp. Disconnecting stops access straight away and cancels any download links Claude created.

If something goes wrong

Help

Questions or problems? Contact us or email [email protected]. Using IVP.ai is covered by our terms and privacy policy.