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Connect Tracify's MCP server to Claude

Connect Tracify to Claude so you can ask questions about your analytics.

Written by Adam Jacobson

Before you start

  • A Claude account with access to custom connectors (available on paid plans).

  • A Tracify account with access to the organisation you want to connect.

The Tracify MCP server URL is:

https://mcp.tracify.ai/mcp

Step 1: Open Connectors in Claude

  1. In Claude, open Settings.

  2. Under Customize, select Connectors.

You'll see your existing connectors and their status.

Step 2: Add the Tracify custom connector

  1. Click Add in the top right, then choose Add custom connector.

  2. In the dialog, enter:

    • Name: Tracify

    • Remote MCP server URL: https://mcp.tracify.ai/mcp

  3. Click Continue.

Claude creates the connector and opens its detail page, which shows detected authentication roles. Use the defaults and then click Add

Step 3: Connect and authorize

Next Claude will tell you you're not connected to Tracify yet - press the button to connect.

This will redirect you to a Claude webpage where you'll be asked to continue connecting.

Step 4: Configure Tracify Access

  1. A Tracify authorization page opens in a new tab: Authorize Tracify MCP. Review the details:

    • Client: Claude

    • Scope: tracify.analytics.read (read-only)

  2. Under Organisation, select the organisation you want Claude to access. The page lists the stores included in that organisation. Claude can only request data for stores and presets inside the selected organisation.

Step 5: Create an API token

The authorization form needs an organisation API token.

  1. Click Create token.

  2. In the Create API token dialog, choose a Validity period (for example, 30 days), then click Create token.

  3. A Copy API token dialog appears with the token. This is the only time the full token is shown, so copy it now if you want to keep a record. The token is also automatically copied into the authorization form for you.

  4. Note the expiry date shown (for example, "Valid until Aug 13, 2026"). You will need to reconnect after the token expires.

  5. Click Done.

You'll see a "Token created" confirmation, and the API token field on the authorization form is now filled.

Step 5: Finish authorization

  1. Click Authorize MCP for [your organisation].

  2. You're redirected back to Claude, and a Connected to Tracify confirmation appears.

Step 6: Review tool permissions

Back on the connector detail page in Claude, you'll see Tool permissions. Tracify exposes read-only tools such as:

  • Get Channel KPI Breakdown

  • Get Connection Scope

  • Get Creative Visuals

  • Get Customer Journey Channel Roles

  • Get Customer Journey Conversion Paths

  • Get Customer Journey Order Touchpoints

  • Get Customer Journey Overview

  • Get KPI Overview

  • Get KPIs Per Channel

You can set how Claude is allowed to use these tools. Set the connector to Always allow if you don't want to approve each call individually, or configure permissions per tool. You'll only see tools your organisation has given access to.

Step 7: Test the connection

Start a new chat and ask a question about your data. For example:

  • "Can you tell me what sites I have in my Tracify organization?"

  • "Tell me what my revenue was in June 2026 for [store]."

  • "Break my revenue for [month] down by channel."

Claude loads the Tracify tools, calls the integration, and returns the results (for example, a list of your stores with their IDs, or a revenue-by-channel table). If you see the data, the connection is working.

Note: Avoid requesting large amounts of data via MCP as you risk maxing out your usable context space.

Managing the connection

  • Reconnect: When the API token expires, open the connector in Settings > Connectors and connect again to create a new token.

  • Disconnect: Open the connector detail page and click Disconnect to remove Claude's access.

Troubleshooting

  • "You are not connected to Tracify yet" persists: Make sure you completed the authorization in the Tracify tab and clicked Authorize MCP. Return to the connector and click Connect again if needed.

  • Claude doesn't use Tracify data: Check Tool permissions on the connector and confirm the tools are allowed. Also confirm you selected the correct organisation during authorization.

  • No data for a store: The connection is limited to stores inside the organisation you authorized. Data for stores in other organisations is not included.

  • Connection stopped working after a while: The API token has an expiry. Reconnect to generate a new one.

Limitations

  • The connection is read-only. Claude an retrieve data but it cannot modify anything in your Tracify account.

  • You can connect one organisation at a time via MCP.

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