Getting 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.
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.ai, 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 here to go there directly.
Step 3 — Fill in the connection details
Enter the following values exactly as shown:
Name
CorralData
URL
https://mcp.corraldata.com/mcp
OAuth Client ID
corral-mcp-client
OAuth Client Secret
iAu9n27mfuS8RrMv7iVCVqp801Hi6xqi
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.
You're done! CorralData will be available in new Claude conversations. Claude will have access to all accounts your login can view.
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:
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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