Claude.ai (web) — Connect to aprity
You add aprity to Claude.ai as a custom connector and sign in with your Salesforce login. See Remote MCP Server for what the connection gives you, plan availability and quotas.
Custom connectors are available only on some Claude.ai plans. If your account does not offer them, use Claude Desktop or another client.
Prerequisites
-
Your aprity organization is on the Intelligence or Trial plan.
-
Your administrator has completed the administrator setup and given you your organization's MCP address (from Connectors in the aprity web portal). It looks like:
https://mcp.aprity.ai/v1/mcp/t/<your-slug> -
A Salesforce login on the org that aprity documents, with a profile authorized on the aprity Connected App.
Steps
- Add the connector. On claude.ai, open Settings > Connectors and choose to add a custom connector. Give it a name (for example
aprity) and paste your MCP address as the URL. - Sign in. Connect the connector: a browser tab opens on your Salesforce login page. Sign in with your usual Salesforce credentials and approve the access.
- Check. In a conversation, enable the aprity connector and ask, for example, "What happens when a Case is updated in our org?". The answer should cite automations from your scan.
Disconnect or reconnect
Disconnect or remove the aprity connector in Settings > Connectors. Add it again and sign in to reconnect.
Troubleshooting
| Symptom | Where to start |
|---|---|
| No option to add a custom connector | Your Claude.ai plan does not include custom connectors. Use Claude Desktop. |
Salesforce shows redirect_uri_mismatch | Ask your administrator to add the MCP callback URL to the Connected App (administrator setup). |
| The sign-in fails or loops | MCP authentication failed. |
| 401 Unauthorized on every tool call | Disconnect the connector, then connect it again. |
| Tools are refused | Check that your plan includes the Remote MCP Server and that the tool-call quota is not used up. |
For anything else, contact contact@aprity.ai.