circle-playGetting Started

Getting Started

Once connected, you can ask Claude things like "What were our top locations by revenue last month?" or "Build me a dashboard comparing provider performance across locations" — and Claude will pull directly from your CorralData account to answer.


Connecting to Claude

You'll add CorralData directly inside Claude.ai or the Claude Desktop app.

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You'll need admin access to your Claude.ai organization to complete this setup.

Step 1 — Open your Claude.ai Organization Settings

Log in to claude.aiarrow-up-right, click your organization name in the upper left, and select Settings.

Step 2 — Go to Connectors

In the left sidebar, click Connectors. Scroll down and click Add Custom Connector. Or, click herearrow-up-right to go there directly.

Step 3 — 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

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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.

Step 4 — Click Add

CorralData will now appear in your connectors list.

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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.

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