What this lets you do

Once Claude is connected to Indicate, you can ask about your data in everyday language and get an answer from your Insights straight away, for example "How full are we in the coming weeks?" or "Which room types earn the most?".

There are two ways, depending on where you use Claude:

Both are billed as seats: an app per connecting user, a token per token. See Apps and Tokens.

Before you start

• You have the Admin role in your Indicate space.

• For an app: a Claude AI plan that allows custom connectors, and the right to add them. Ask whoever manages your Claude account if you are not sure.

• For a token: Claude Desktop or the Claude Code CLI installed, and Node.js 18 or newer for Claude Desktop on macOS.

Option A: Claude AI with an app

Step 1: Create the app in Indicate

1. Open Settings, then under Space click Apps.

2. Click Add app. In the dialog Add a preset agent, pick Claude AI.

3. Enter a Display name, pick the Space access, Single space or Multi-space, and switch on I acknowledge that each connecting user is billed.

   

4. Click Create app.

5. In the dialog App created, copy the Client ID and the Client secret, and expand MCP Server URL to copy the address.

   

The client secret is shown once. Lost it? Click ⋮ → Rotate secret on the app.

Step 2: Add the connector in Claude

1. In Claude, open the settings and the section for connectors. Choose to add a custom connector.

2. Enter a name and paste the MCP Server URL, https://industry.indicate-data.io/mcp.

3. Under the advanced settings, paste the Client ID and the Client secret from Indicate.

4. Save. Claude opens the Indicate sign-in page.

Step 3: Allow the connection

The page reads [Display name] wants to connect to your Indicate workspace and lists what the app may reach and do. Click Allow.

Back in Claude, switch the connector on in a chat and ask a question. Colleagues connect the same way with their own Indicate account, they never need the client secret.

Option B: Claude Desktop or Claude Code with a token

Step 1: Create an agent token

1. Open Settings, then under Space click Tokens.

2. Click New agent token, enter a Token name, and under Assign to user pick the account the token runs as.

3. Pick the Access scope, switch on I agree to the additional billing, and click Create token.

4. In the dialog Token created, click Copy to clipboard.

   

Step 2: Add the server to Claude

Below the token list, under Connect your AI assistant, pick the tab Claude Desktop or Claude Code. Each tab shows the exact steps and the configuration with a Copy button.

• Claude Desktop: open the Claude config file, on macOS ~/Library/Application Support/Claude/claude_desktop_config.json, also reachable through Settings → Developer → Edit Config in Claude Desktop. Paste the configuration, replace <YOUR_TOKEN> with your token, save, and fully quit and reopen Claude Desktop. The Indicate tools then appear in the chat.

• Claude Code: run the command shown in the tab in your terminal, with <YOUR_TOKEN> replaced by your token. Confirm with claude mcp list, indicate should be listed.

Keep the word Bearer and the space in front of the token. The server expects the full Bearer <token> value.

You can also open the configuration for one token with ⋮ → View mcp.json on the token.

Try it out

Ask Claude "Which Indicate space do you have access to?" It answers with the name of your space. Then ask a real question, for example "How many bookings did we get last month?" Name the period and the number you care about for the best answers.

Q&A

App or token, which one?

• Several people on Claude AI, each with their own login: an app. Claude Desktop or Claude Code on one machine, or a script: a token.

Can I connect several spaces?

• Yes. Pick Multi-space when creating the app or token. Or create one per space.

Claude says it has no access to any data.

• For a token: it is Unassigned or the account has only the Guest role. Click ⋮ → Edit on the token and assign an account with Reader or higher. For an app: your Indicate account has no access to the space, or the app is Single space and you are asking about another space.

Claude Desktop does not show the Indicate tools.

• Fully quit Claude Desktop and reopen it. Check that Node.js 18 or newer is installed with node -v, the connector runs through npx. Check the JSON for a missing comma and that the token follows Bearer with a space.

How do I disconnect Claude?

• For an app: delete the app in Indicate, or remove the connector in Claude. For a token: click ⋮ → Revoke on the token, or remove the server from the config file or with claude mcp remove indicate.

I lost the secret or the token.

• App: ⋮ → Rotate secret. Token: ⋮ → Regenerate. Update Claude with the new value. The old one stops working immediately.