You can connect Aivie directly to Claude via the MCP standard (Model Context Protocol). This gives Claude secure access to your contacts, campaigns, emails, and other data in Aivie.
Requirements
To connect, you will need:
- An Aivie installation with the MCP plugin enabled
- A user account in Aivie
- A Claude.ai or Claude Desktop account with support for MCP Connectors
- API credentials (OAuth) from your Aivie installation
If you don’t have API credentials yet, your administrator can create them under Settings → API Credentials.
Prepare Claude
Open Claude and create a new Custom Connector.
Enter the MCP endpoint of your Aivie installation as the connection. Then select OAuth 2 as the authentication method and enter the Client ID and Client Secret from your Aivie installation’s API credentials.
You also need to add the callback used by Claude to the API credentials in Aivie.
Connect with Aivie
After configuration, click Connect and log in with your normal Aivie username and password.
Once the login is successfully completed, all shared MCP tools will be available to Claude.
Configure tool permissions
Claude allows you to set individual permissions for each connector.
We recommend allowing Claude all read actions. For write actions such as creating or modifying contacts, emails, or campaigns, you should configure Claude to ask for confirmation before every change.
What can Claude do with Aivie?
Once connected, Claude can, for example:
- Search for contacts and companies
- Prepare meetings
- Create or optimize marketing emails
- Analyze campaigns
- Evaluate reports
- Search segments
- Update content directly in Aivie (depending on your permissions)
Which functions are available depends on the activated MCP tools as well as your user rights in Aivie.
Privacy
Aivie was developed so that only the information necessary for the respective request is transmitted to Claude.
Particularly sensitive personal data such as email addresses, last names, or company names are pseudonymized or redacted by default. Claude thus works with anonymized data without unnecessary personal information being transmitted.
You control which additional data Claude is allowed to use via the permissions of the MCP plugin and the user rights in Aivie. Write actions can also be approved separately, so that Claude asks before making changes.
This way, Aivie combines the possibilities of modern AI with privacy-friendly handling of your customer data.
Summary
With the Claude integration, you can use Aivie directly from within Claude. This allows you to research contacts, analyze campaigns, create marketing emails, or prepare for meetings without having to switch between different applications.
