Connect Claude via MCP

Set up ContextFlo with Claude Pro and Team plans

Last updated: 1/17/2025

Connect ContextFlo to Claude so you can ask questions about your data in natural language.

Prerequisites

  • Claude Pro or Team account
  • Active ContextFlo account
  • At least one data source connected in ContextFlo

Claude Pro Plan

For individual Claude Pro users.

Setup Steps

  1. Open Claude chat, click on "Search and tools" icon and click on "Manage connectors"

manage connectors

  1. Click Add custom connector
  2. Fill in the details:
    • Name: contextflo (or any name you prefer)
    • URL: https://mcp.contextflo.com/mcp

add mcp

  1. Click Add
  2. Click on "Connect" and you'll be redirected to ContextFlo to authorize
  3. After signing in, you should see "Connected".

Verification

Test your connection:

  1. Start a new chat in Claude
  2. Type: @contextflo list my tables
  3. Claude should respond with your database tables

Claude Team Plan

For Claude Team organizations. Setup video guide:

Setup Steps

  1. Open Claude and go to Settings
  2. Navigate to Connectors
  3. Click on Organization Connectors
  4. Click Add custom connector
  5. Fill in the details:
    • Name: contextflo
    • URL: https://mcp.contextflo.com/mcp
  6. Click Add
  7. Each team member will need to authorize individually:
    • Click on the connector
    • Authorize with ContextFlo
    • Select organization

Using ContextFlo with Claude

Mention ContextFlo

Use @contextflo (or @cf for short) in your messages to Claude:

@cf What tables do I have?
@cf Show me the schema for the users table
@cf How many signups did we have last month?

Example Queries

Explore your data:

@cf What are the key metrics I should track?

Analyze trends:

@cf Show me revenue growth over the last 6 months

Understand relationships:

@cf How are the users and orders tables related?

Generate SQL:

@cf Write a query to find our top 10 customers by revenue

Tips for Best Results

Be Specific

Good:

@cf Show me daily active users for the last 30 days

Better than:

@cf Show me users

Use Context

ContextFlo automatically provides:

  • Table descriptions
  • Column meanings
  • Business context
  • Metric definitions

So you can ask business questions directly without explaining your schema!

Iterative Queries

Claude can refine queries based on your feedback:

You: @cf Show me revenue by product
Claude: [Returns data]
You: Now break it down by month
Claude: [Returns monthly breakdown]