Connect your tools

Palmata runs an MCP server, so the assistants you already use can read your reports and answer questions about them directly. The exact steps depend on the client, but every client connects to the same server URL:

https://mcp.palmata.ai

Access is read-only and tied to your account: the assistant sees exactly the reports you can see, and can’t build, change, or delete anything.

Claude Cowork

1. Go to Customize > Connectors (organization owners: Organization settings > Connectors).
2. Select Add custom connector (owners: Add, then Custom).
3. Enter the server URL: https://mcp.palmata.ai.
4. Leave authentication on OAuth and click Add.
5. Click Connect, then Authorize on Palmata’s sign-in screen.

Codex

1. Open Settings, then MCP servers.
2. Select Add server.
3. Choose Streamable HTTP and enter the server URL: https://mcp.palmata.ai.
4. Save, then select Authenticate to complete sign-in.

Claude Code

claude mcp add --transport http palmata https://mcp.palmata.ai

Claude Code will prompt you to authenticate the first time it needs to. To do it up front instead, run:

claude mcp login palmata

Codex CLI

codex mcp add palmata --url https://mcp.palmata.ai/

Then sign in:

codex mcp login palmata

Other clients

Most MCP clients connect the same way: give them the server URL and let the client handle sign-in, either through a settings UI or a config file with an mcpServers block. If your client uses the latter, this works for most of them:

{
  "mcpServers": {
    "palmata": {
      "url": "https://mcp.palmata.ai"
    }
  }
}

The client opens Palmata’s Authorize screen in your browser. It confirms the account you’re signed in as and tells you the connection grants read access to your reports and organization data. Click Authorize to finish, or Deny to cancel.

Disconnecting

Remove the Palmata server from your AI client to end its access. Because the grant is tied to your account, removing it there stops the assistant from reading any further.