Connecting Claude to ChartHop via MCP

ChartHop supports MCP (Model Context Protocol) integration with Claude (by Anthropic), allowing users to query ChartHop data directly from within Claude.

MCP access requires the AI Pro module. All data access follows each user's ChartHop access role and permissions.

How It Works

In the agent settings, turn on Enable MCP connections. Claude can then read ChartHop data on behalf of the authenticated user. Write access is off by default. Turn on Allow write access to let MCP clients call tools that change data. Access is limited by both the agent's role and the permissions of the user who authorized the connection.

Admins configure the Claude agent and can restrict what data is available, from fully open (matching Ask ChartHop's scope) to a narrower dataset. Individual user permissions always apply regardless of scope.

For Admins: Initial Setup

Step 1: Install the Claude Agent in ChartHop

Navigate to Apps, Agents & Bundles in the sidebar.

Select the Agents tab.

Find Claude in the list of available agents and install it.

Select Role: Admins can configure the scope of the Claude agent:

Agent Role (recommended role) - Recommended default for agents. Can read all data including sensitive data, send messages, submit forms, create scenarios and reports, and read from connected external apps. Cannot edit or delete records, change configuration, impersonate users, or write to external apps.

Other Roles - Read through descriptions on the Access Roles page to find alternatives to Agent role if desired.

User-level permissions always apply. Users will never see data they can't access in ChartHop.

Copy the MCP Server URL from the agent settings. If you have more than one organization in ChartHop, you can copy the Any Organization URL. If you only have one, which is typical, copy the This Organization URL.

Step 2: Add a Custom Connector in Claude

Team and Enterprise plans: Only an Owner or Primary Owner can add a connector via Organization settings > Connectors. Once added, it will be available for members to connect to.

In Claude, click Customize.

Click Connectors.

Click Add Connector.

Enter a Name (e.g. ChartHop) and paste the MCP Server URL.

Add the connector.

For Users: Connecting Your Account

Once an admin has set up the ChartHop connector, each user needs to connect their own account.

In Claude, click Customize.

Click Connectors.

Search for ChartHop under the Not Connected category.

Click Connect and complete the OAuth flow using your ChartHop credentials.

Tip: If you don't see ChartHop listed, try refreshing the page or restarting Claude.

Use Claude to Access Information about Your Org!

Permissions and Write Access

MCP lets Claude read ChartHop data. It can only change data when every setting described below allows it.

The three settings that control writes

Three settings must all be on for a write to succeed. If any one is off, the request is blocked.

Setting	Where to find it	Default
AI Chat Write Actions	Admin > AI	Off
Enable MCP connections	Admin > Agents > Claude	Off
Allow write access	Admin > Agents > Claude	Off

Once all three are on, what Claude can actually do is further narrowed by two roles working together: the agent's configured role (set by an admin), and your own ChartHop role. Claude can never exceed what you can do yourself in ChartHop.

No confirmation prompt over MCP

Unlike Ask ChartHop, writes made through Claude over MCP execute immediately without a confirmation step. Claude will typically describe what it's about to do before acting, but ChartHop does not show a separate approval prompt.

What Claude can and can't write

The following record types support writes through Claude when the settings above are enabled.

Writable: Jobs (create, update, delete), People (create, update), Goals, Goal Targets, Goal Progress, Actions, Assessments, Calendars, Calendar Entries, Forms, Content (Resource Pages), Reports, Scenarios, Tables, Tasks, Templates, Time Off, Time Off Policies (create, update, delete), App Installs (update only)

Read-only: Comp Bands, Stock Grants, Categories, Events (audit log), Processes, Groups, Transcripts

The AI can never create or modify a record that you yourself couldn't create or modify in the ChartHop UI.

Troubleshooting: "Claude says it can't make this change"

Work through this checklist in order:

Is AI Chat Write Actions on? Check Admin > AI.

Is Allow write access on? Check Admin > Agents > Claude.

Did you ask Claude to make a write? Claude defaults to read-only mode over MCP. Try explicitly asking it to create or update the record.

Does the agent's role allow this action? Check Admin > Agents > Claude > Permissions. The Agent Role (recommended) can read all data and send messages, but cannot edit records by default. You may need to assign a broader role.

Can you make this change yourself in the ChartHop UI? If not, it's a permissions issue with your own role, not MCP.

Is the record type writable? See the list above. Comp Bands, Stock Grants, and audit log events cannot be written by any AI tool.

Worked example: bulk-creating goals from Claude

Goals are fully writable over MCP. To bulk-create goals from Claude:

Confirm that AI Chat Write Actions and Allow write access are both on.

Make sure your ChartHop role permits creating goals.

In Claude, describe the goals you want to create. Claude will draft them and confirm the details with you before writing.

Claude submits the write request. Each goal is created in ChartHop under your name.

If Claude says it cannot create goals, work through the troubleshooting checklist above.