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Getting Started with Claude Desktop

Configure Collate’s MCP Server to interact with Anthropic’s AI assistant platform.

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Prerequisites

For this guide, you will need:

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Adding your Collate MCP Server to Claude Desktop

This how-to guide uses the free version of Claude Desktop for macOS with Sonnet 4.
  • Navigate to Claude Desktop’s Settings, then select Developer and Edit Config. Paste the following into claude_desktop_config.json
{"mcpServers": {
    "Collate": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "<YOUR-Collate-SERVER>/mcp",
        "--auth-server-url=<YOUR-Collate-SERVER>/mcp",
        "--client-id=Collate",
        "--verbose",
        "--clean",
        "--header",
        "Authorization:${AUTH_HEADER}"
      ],
      "env": {
        "AUTH_HEADER": "Bearer <YOUR-Collate-PAT>"
      }
    }
  }
}
  • Restart Claude Desktop. You should see your Collate service running
Claude Settings

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Prompt to read from Collate

This part of the guide assumes that you have assets in Collate that Claude can read, and that some of your data assets have references to customers. You can change the prompt accordingly and/or add data sources into Collate here. Paste the following prompt into Claude to have it read from Collate: 
Imagine you're a data analyst tasked with building a customer retention dashboard. Can you help me identify which tables or datasets in the Collate database might contain relevant information?
Claude will ask if it can use the external integration Collate, select Allow always. You may have to do this multiple times, once for each tool. Claude is now reading from Collate via its MCP Server! Allow Claude to use Collate For more sample use cases with MCP please check out our blog!

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Reach out on Slack!

With MCP, we are finding new ways to use Collate all the time! Now that you have Claude and Collate configured to work together, think you’ve got a great new use case? Show us what you’ve got in Slack!