# 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](../api/guides/authentication)).
- 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:

```sh
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](mcp/faq) for more.

## Next

- [Available tools](mcp/tools)
- [Connect ChatGPT](mcp/chatgpt)