MCP server

Valtrix MCP

Use Valtrix from any AI assistant. The MCP server gives your model live queries and writes over the same tables and records as the REST API.

MCP server URL

Claude connects over OAuth. Add the connector once and every conversation on claude.ai and the Claude desktop app can read and write your Valtrix data.

  1. 1Go to claude.ai, open Settings, then Connectors
  2. 2Click Add custom connector
  3. 3Paste the server URL and click Add
  4. 4Click Connect on the new Valtrix connector. Claude redirects you to the Valtrix authorization page
  5. 5Paste your API key on the authorization page and approve to finish connecting

Once connected, try asking

Name Valtrix in the prompt, as these examples do, so the assistant knows to reach for this connector.

  • Look in Valtrix: which invoices are overdue for Acme Builders, and what do they total by project?
  • From my Valtrix data, summarize last month’s costs by vendor and flag anything unusual.
  • Record in Valtrix the payment I just received against invoice 2041.
  • Use Valtrix to create a connect link for a new organization to link its systems.

See the MCP server reference for the full tool list and how access follows your key.