Syncari provides real-time, structured, governed, business-context data (customer hierarchy, account health, GTM data, etc.) by syncing and unifying data from various systems. This makes Syncari a “structured context service” for enterprise AI. With the introduction of Syncari MCP server, you can now interact with this context using clients like Anthropic's Claude (Both online and desktop client). In this article, we'll see how to connect Claude with Syncari MCP server and interact with your unified data.
Claude Setup
Prerequisites :
- Claude Max plan
- Syncari Instance with active pipelines (and Datastore)
To add Syncari MCP server to your Claude, follow the below instructions.
Go to the Settings -> Integrations section in Claude.
Click the Add custom integration button
Provide the name as "Syncari MCP Server" and URL as "https://mcp.syncari.com/sse" and click add button.
Now, Claude initiates the authorization flow with Syncari MCP Server. If you are not logged into Syncari in the browser, you will be redirected to Syncari login page. Provide your Syncari credentials and log into Syncari.
Once you login, Syncari will complete the handshake with Claude and you will be successfully connected to Syncari instance via Claude.
Claude Usage
Once you have successfully connected Syncari MCP server, you can now interact with your unified data with prompts.
Data Analysis
Here is an example of me asking Claude to find me top 5 customers by revenue.
For the very first time when you prompt Claude, it will ask you permission to allow access to Syncari MCP. Click Allow Always.
Now I ask "show me my top 10 customers by revenue industry"
You can see that Claude communicated with Syncari MCP to query my unified data in Syncari and render the charts.
Trigger Syncari Actions
With the Syncari MCP integration, you can now trigger standard and custom Syncari actions via clients like Claude. Ask Claude on the available Syncari Actions.
In this below example, I am sending an email with a subject line and body to myself.
Troubleshooting
Some of the Syncari tool metadata may be cached in Claude. If you run into error executing any Syncari tool, try restarting your Claude.