Connect Claude

This guide walks you through adding the Altoviz MCP server to Claude — on the web (claude.ai), the desktop app, or Claude Code — so you can manage invoices, customers, quotes, and more from a conversation.

Requirements

• An Altoviz API key. Create one from the Altoviz web app (see the API authentication guide).
• The server URL: https://mcp.altoviz.com
• For claude.ai / Claude Desktop: a plan that allows custom connectors (Pro, Max, Team, or Enterprise). On Team/Enterprise an admin may need to allow custom connectors first.

Note

Connector menus differ slightly between the web app, the desktop app, and Claude Code. The steps below cover each.

Claude web & desktop

Step 1 — Add the custom connector

1. Open Settings → Connectors (on Team/Enterprise this may be Settings → Integrations).

2. Click Add custom connector (shown as Browse connectors → Add custom connector).

3. Fill in:

   Field	Value
   Name	Altoviz
   Remote MCP server URL	https://mcp.altoviz.com

4. Click Add.

Step 2 — Connect and sign in

1. Back on the Connectors screen, find Altoviz and click Connect.
2. Claude opens the Altoviz login page — paste your Altoviz API key and submit.

Claude receives an authorization token and the connector turns on. The token is refreshed automatically, so you won’t need to sign in again on every restart.

Step 3 — Use it in a conversation

1. Start or open a chat.

2. Open the tools/attachments menu (the search & tools or + control near the message box) and make sure Altoviz is enabled.

3. Ask in plain language, for example:

   “Test my Altoviz connection.”

   “What was my turnover last month vs. the same month last year?”

   “Find the customer with email j.doe@example.com and list their unpaid invoices.”

Claude asks for permission before running a tool the first time. Approve to continue.

Claude Code

Add the server from the terminal:

claude mcp add --transport http altoviz https://mcp.altoviz.com

Then run /mcp inside Claude Code and choose Authenticate for the Altoviz server. A browser window opens the Altoviz login page where you paste your API key.

To confirm it’s connected, run /mcp again — Altoviz should show as connected with its tools listed.

Troubleshooting

• No “Add custom connector” option — your plan or organization may not allow custom connectors. On Team/Enterprise, ask an admin to enable them.
• Sign-in fails — make sure you pasted a valid, active API key. Ask Claude to “test my Altoviz connection” to re-check.
• Connector won’t connect — confirm the URL is exactly https://mcp.altoviz.com (no trailing path).
• Tools not used — open the tools menu in the conversation and confirm Altoviz is enabled.

See the full FAQ & troubleshooting for more.

Next

• Available tools
• Connect ChatGPT