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How to Integrate with Claude

Written by Jasper Cooper

Adding the Connection to your Claude Organization

Requires Claude Organization Admin for Initial Connection

Step 1: Open Claude Settings

  1. Log in to Claude

  2. Click your profile icon in the bottom-left corner

  3. Select Settings

Step 2: Go to Connectors

  1. In the Settings menu, click Connectors

  2. Click Add then Add Custom Connector

Step 3: Enter the AutoRFP MCP Server URL

  1. In the URL field, enter your AutoRFP MCP server address:

api.autorfp.ai/mcp

2. Give the integration a name (e.g. "AutoRFP.ai") and Add.

Adding the Connection to your Claude Chat

Each user inherits their permissions and can make the connection self-serve

Step 1: Go to Connectors

  1. In the Settings menu, click Connectors

  2. Find the AutoRFP.ai connector

  3. Click Connect

Step 2: Authorize the Connection

Claude will prompt you to sign in to AutoRFP and grant access. Follow the on-screen steps. You'll be asked to approve three permission scopes:

  • tags:read lets Claude see your organisation's tag categories

  • projects:read lets Claude read your RFP projects and requirements

  • content:read lets Claude search your approved content library

Step 3: Start Using It

Open a new conversation in Claude, ensure the new Connection is Enabled and try asking:

  • "List my open RFP projects in AutoRFP"

  • "Search our content library for responses about GDPR compliance"

  • "What requirements are still unanswered in the Acme Corp project?"

Learn More

Learn more about this MCP Server and how you can use it in the following guide:

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