Before you Start
If you haven't read through the introductory article about the MCP server, please do that first in order to verify you have the correct user permissions (hint: MarginEdge Admin or Franchisee Admin!!) and understanding of the scope of the connection:
> Connecting your [me] data to your AI Platform
Article Contents
A step-by-step guide — no technical background needed to create a Claude custom connector
- Free, Pro, or Max Plans
- Team or Enterprise Plans
- How to Use your [me] data from within Claude
- Getting Help
How to connect Free, Pro, or Max plans to MarginEdge
1) Go to Settings
2) Click on Connectors (under Customize)
3) Click on Discover
4) Search for MarginEdge and click on the result
5) Click on Connect to Claude
6) The [me] sign-in page will open and prompt you to sign in as you normally would.
7) You'll see a screen listing what Claude is asking permission to do. You can review and click "Accept" to continue.
8) You'll land back in Claude, and MarginEdge should now show as Connected. Good work!
Skip ahead to read tips on using Claude + MarginEdge for the first time.
How to connect Team or Enterprise plans to MarginEdge
This is a two-part process:
- A Claude account Owner installs the connector
- Every person who wants to use the connector, including the Owner, connects it with their own personal account
Part 1: For the Claude account Owner
Only Owners and Primary Owners can install the Connector for the account. It only needs to be done once for the entire workspace and does not require a [me] login. (If this isn't you, forward this section to the right person, then continue from Part 2 once they confirm it's done!)
1) Go to Settings
2) Click on Connectors (under Customize)
3) Click on Discover
4) Search for MarginEdge and click on the result
5) Click on Connect to Claude
Adding the connector does not give anyone access to your MarginEdge data by itself. It only makes the connector available to your team. Each person still signs in with their own MarginEdge credentials, which is how permissions stay correct for each individual.
6) This is now complete and you can let your team know it's ready!
Part 2: For each Team Member
Once your account owner has completed the process to install the MarginEdge Connector, then you can connect MarginEdge from the desktop app. (Remember, you must be an [me] user with MarginEdge Admin or Franchisee Admin role.)
1) Open Claude Desktop → Customize → Connectors.
2) Find MarginEdge in the list. If it isn't there, fully quit and reopen Claude Desktop, then look again. If it's still missing, your Claude account owner hasn't completed Part 1, in which case please contact them and have them follow those steps first, then you can try again.
3) Click Connect.
4) Sign in with your MarginEdge account when prompted.
5) Review the permissions screen — all of them will be read permissions — and approve.
6) You should now be Connected!
How to use your [me] data from within Claude
Adding a connector once makes it available across all devices - it is tied to the account, not the device. After you add it, it will appear in Claude Desktop, on claude.ai in your web browser, in Claude Code, and in the Claude mobile apps, because the connection lives with your Claude account rather than with your computer. Note that you may need to switch it on for the conversation you're in.
1) Start a new conversation in Claude Desktop.
2) Click the + button near the bottom-left of the message box, then choose Connectors (in some versions this menu is called Search and tools).
3) Make sure MarginEdge is toggled on.
4) In your chat, ask something specific as a test. For example:
"Using MarginEdge, what invoices came in over the past seven days?"
Naming MarginEdge explicitly in your first few messages helps Claude reach for the right tool.
5) The first time Claude tries to use one of our tools, it will pause and ask your permission. Approve it to continue.
PRO TIP: You'll usually see an Always Allow option. Because every one of our tools only reads data and none can alter your account, choosing Always Allow is a reasonable convenience here — it saves you approving each lookup individually. If you'd rather review every request, the one-time approval works just as well.
If Claude answers with your real MarginEdge data, you know you're finished!
For a list of good questions to start with: AI Prompt Ideas for Actionable Insights
Getting Help
First check the list of Common Questions for any troubleshooting support!
For anything beyond the common issues covered in our articles regarding account linking, roles, what the connector can retrieve, or a connection that won't establish, contact MarginEdge Support at help@marginedge.com.
For questions about Claude Desktop itself — the app, your plan, connector settings in general — Anthropic's documentation is the right place:
Claude's settings screens change fairly often, so a button may be labeled slightly differently or sit in a slightly different place than described here. The sequence — Settings, Connectors, Discover, MarginEdge, sign in — stays the same. If your screen doesn't match this guide, let us know and we'll update it.