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Claude Setup Guide

This guide walks you through setting up Carbon Arc's MCP Server with Claude (Anthropic's AI assistant).

Skip straight to the listing

Jump directly to the Carbon Arc connector page here: claude.ai/directory/connectors/carbonarc. Carbon Arc is listed in Claude's connector directory, so there's no need to add it as a custom connector.

Video Walkthrough

Watch this quick video to see the full setup process:

Requirements

  • A Claude account
  • A Carbon Arc platform account

Setup Instructions

Step 1: Open the Claude App

Launch the Claude desktop app or visit claude.ai.

Step 2: Navigate to Connectors

Go to: Settings → Connectors Settings

Step 3: Browse the Connector Directory

Click Browse connectors to open the connector directory, then search for Carbon Arc.

Search for Carbon Arc

Skip the search

You can jump straight to the Carbon Arc listing using this direct link: claude.ai/directory/connectors/carbonarc

Step 4: Connect the App

Click on the Carbon Arc listing, then click Connect to add it to Claude.

Connect Carbon Arc

Step 5: Authenticate

A browser window will open. Log in with your Carbon Arc credentials.

Step 6: Verify Connection

Once connected, the tool will appear under Connectors in your Claude app.

Step 7: Start Querying

Open a new chat and start asking questions like:

"What was Walmart's card spend in Q1 2024?"

MCP Prompt

Adding Research Tools (Optional)

To access Research tools (Entity Research, Forecast, Acquire, Retain, Target, Upsell), add a second connector:

Step 1: Add Custom Connector

Navigate to: Customize → Connectors → Add custom connector

Step 2: Configure the Research Connection

FieldValue
NameCarbonArcResearchMCP
Remote MCP Server URLhttps://mcp.carbonarc.ai/research

Step 3: Connect and Authenticate

Click Add and log in with your Carbon Arc credentials when prompted.

Once connected, you'll have access to both the Core tools and Research tools in Claude.

Tips for Claude

  • You can allow Claude to call tools unsupervised for uninterrupted conversations, or require permission for each call
  • If Claude skips the MCP tools, add "use mcp tools" to your prompt
  • All responses include structured data that Claude can use for follow-up questions

Next Steps