> For the complete documentation index, see [llms.txt](https://docs.corraldata.com/kb/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.corraldata.com/kb/mcp/getting-started.md). # Getting Started ## Getting Started Once connected, you can ask Claude or ChatGPT things like "What were our top locations by revenue last month?" or "Build me a dashboard comparing provider performance across locations" — and it will pull directly from your CorralData account to answer. *** ### Choose Your Setup * [**Connecting to Claude**](#connecting-to-claude) * [**Connecting to ChatGPT**](#connecting-to-chatgpt) *** ### Connecting to Claude You'll add CorralData directly inside Claude.ai or the Claude Desktop app. {% hint style="info" %} You'll need **admin access** to your Claude.ai organization to complete this setup. {% endhint %} {% stepper %} {% step %} #### Open your Claude.ai Organization Settings Log in to [claude.ai](https://claude.ai), click your organization name in the upper left, and select **Settings**. {% endstep %} {% step %} #### Go to Connectors In the left sidebar, click **Connectors**. Scroll down and click **Add Custom Connector**. Or, [click here](https://claude.ai/settings/connectors?modal=add-custom-connector) to go there directly. {% endstep %} {% step %} #### Fill in the connection details Enter the following values exactly as shown: | Field | Value | | ------------------- | ---------------------------------- | | Name | CorralData | | URL | `https://mcp.corraldata.com/mcp` | | OAuth Client ID | `corral-mcp-client` | | OAuth Client Secret | `iAu9n27mfuS8RrMv7iVCVqp801Hi6xqi` | {% hint style="info" %} **Why is the client secret visible here?** These credentials identify the CorralData app to Claude — they don't grant access to your data on their own. Your CorralData login is what actually controls access. Think of it like a public app ID, not a password. {% endhint %} {% endstep %} {% step %} #### Click Add CorralData will now appear in your connectors list. {% hint style="success" %} You're done! CorralData will be available in new Claude conversations. Claude will have access to all accounts your login can view. If your login has access to more than one account, confirm with Claude which one you're working in before running queries or creating widgets. {% endhint %} {% endstep %} {% endstepper %} #### Add the CorralData skill (recommended) The connector gives Claude access to your data. The CorralData skill teaches Claude how to use it well: how to explore your schemas, write correct SQL, and read your boards and widgets. Installing it leads to faster, more accurate answers with less back-and-forth. It is optional, and only available on Claude clients that support skills. **To install it: download the file below**, then in Claude go to **Settings**, then **Capabilities**, then **Skills**, and choose **Upload skill**. Select the downloaded file. Claude applies it automatically whenever a conversation involves your CorralData data. {% file src="/files/ZEbHMRYW7L6KDRsEUGVu" %} *** #### Your first conversation After connecting, try asking Claude: > "What databases and schemas are available in my CorralData account?" Claude will use the `list_schemas` tool to discover your data. From there you can explore further: > "Show me the tables in the public schema" > "Describe the customers table — what columns does it have?" > "Write a SQL query to find the top 10 customers by revenue this month" *** #### Understanding permissions What you can do depends on your role in CorralData: | Permission level | What you can do | | --------------------------- | ----------------------------------------------------------------------------------------------------------------------- | | **All authenticated users** | Explore schemas, tables, and relationships. Execute read-only SQL queries. View boards, widgets, filters, and datasets. | | **board.edit role** | All of the above, plus create and update boards and board filters. | | **widget.edit role** | All of the above, plus create and update widgets and datasets. | If you try an action you don't have permission for, Claude will let you know. Contact your CorralData administrator to request additional roles. *** #### Tips for effective use * **Start with schema exploration** — Ask Claude to list schemas and describe tables before writing queries. This helps it understand your data model and write accurate SQL. * **Use progressive disclosure** — Ask for a list of boards first, then drill into a specific one. This keeps responses concise. * **Be specific with SQL** — When asking for data, mention the table names and columns you're interested in. * **Leverage filters** — When listing boards or widgets, mention the name or keyword you're looking for to narrow results. *** ### Connecting to ChatGPT You'll add CorralData directly inside the ChatGPT web app. {% hint style="info" %} You'll need a **paid ChatGPT subscription** (Plus, Pro, or Team) to use custom MCP connectors. {% endhint %} {% stepper %} {% step %} #### Enable Developer Mode Log in to [ChatGPT](https://chatgpt.com/), click your profile name in the left sidebar, and select **Settings**. Navigate to **Connectors**, then **Advanced Settings**, and toggle on **Developer mode**. {% endstep %} {% step %} #### Create a new connector Return to **Connectors**. You should now see a **Create** button — click it. {% endstep %} {% step %} #### Fill in the connection details Enter the following values exactly as shown: | Field | Value | | ------------------- | ---------------------------------- | | Name | CorralData | | MCP Server URL | `https://mcp.corraldata.com/mcp` | | Authentication | OAuth | | OAuth Client ID | `corral-mcp-client` | | OAuth Client Secret | `iAu9n27mfuS8RrMv7iVCVqp801Hi6xqi` | {% hint style="info" %} **Why is the client secret visible here?** These credentials identify the CorralData app to ChatGPT — they don't grant access to your data on their own. Your CorralData login is what actually controls access. Think of it like a public app ID, not a password. {% endhint %} {% endstep %} {% step %} #### Authorize Check the **I trust this application** checkbox and click **Create**. Complete the OAuth consent screen by selecting your organization and clicking **Allow**. CorralData will now appear in your connectors list. {% endstep %} {% step %} #### Enable CorralData in chat Open a new chat. Click the **+** icon in the message bar, then **More → Developer Mode → Add Sources**, and toggle on CorralData. You'll need to do this step each time you start a new chat where you want to use CorralData. {% hint style="success" %} You're done! CorralData will be available once enabled in a chat. Remember to turn it on at the start of each new conversation (Step 5 above). ChatGPT will have access to all accounts your login can view. If your login has access to more than one account, confirm with ChatGPT which one you're working in before running queries or creating widgets. {% endhint %} {% endstep %} {% endstepper %} *** #### Your first conversation After connecting, try asking ChatGPT: > "What databases and schemas are available in my CorralData account?" ChatGPT will use the `list_schemas` tool to discover your data. From there you can explore further: > "Show me the tables in the public schema" > "Describe the customers table — what columns does it have?" > "Write a SQL query to find the top 10 customers by revenue this month" *** #### Understanding permissions What you can do depends on your role in CorralData: | Permission level | What you can do | | --------------------------- | ----------------------------------------------------------------------------------------------------------------------- | | **All authenticated users** | Explore schemas, tables, and relationships. Execute read-only SQL queries. View boards, widgets, filters, and datasets. | | **board.edit role** | All of the above, plus create and update boards and board filters. | | **widget.edit role** | All of the above, plus create and update widgets and datasets. | If you try an action you don't have permission for, ChatGPT will let you know. Contact your CorralData administrator to request additional roles. *** #### Tips for effective use * **Start with schema exploration** — Ask ChatGPT to list schemas and describe tables before writing queries. This helps it understand your data model and write accurate SQL. * **Use progressive disclosure** — Ask for a list of boards first, then drill into a specific one. This keeps responses concise. * **Be specific with SQL** — When asking for data, mention the table names and columns you're interested in. * **Leverage filters** — When listing boards or widgets, mention the name or keyword you're looking for to narrow results. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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