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Connect claude.ai

This walks you through connecting claude.ai (in the browser) to Logistified as a custom connector, so you can ask Claude questions about your purchase orders, suppliers, and inventory. This walkthrough shows the default read-only flow — the scope is chosen when you generate the connection code (see Connect claude.ai or ChatGPT).

For the concept behind this flow, see Connect claude.ai or ChatGPT.

  • AI / Agent access (it’s in open beta — enabled for every store on any plan).
  • A claude.ai account that supports adding a custom connector.

Step 1 — Generate your connection code in Logistified

Section titled “Step 1 — Generate your connection code in Logistified”

In Logistified, generate the one-time code you’ll paste back into claude.ai at the end.

  1. Open P&H Cloud Platform (Beta)LLM / Agent Access.
  2. In the Connect a web chat card, click Connect ChatGPT / Claude.
  3. Copy the connector URL (it ends in /mcp-agent) and the one-time connection code. Both are valid for 10 minutes.
The LLM / Agent Access page in Logistified showing the Connect ChatGPT / Claude button, the connector URL ending in /mcp-agent, and a one-time connection code
Copy the /mcp-agent URL and the one-time code from LLM / Agent Access.

Step 2 — Add a custom connector in claude.ai

Section titled “Step 2 — Add a custom connector in claude.ai”
  1. Go to claude.ai/customize/connectors (Customize → Connectors).
  2. Click the + icon at the top of the Connectors panel.
  3. Choose Add custom connector.
The claude.ai Connectors page with the plus-icon menu open, showing Browse connectors and Add custom connector options
Connectors → + → Add custom connector.
  1. Name: Logistified.
  2. URL: paste the /mcp-agent URL from Step 1 — https://prod.logistified.app/mcp-agent.
  3. Leave the Advanced settings (OAuth Client ID / Secret) blank — they aren’t needed.
  4. Click Add.
The claude.ai Add custom connector dialog with Name set to Logistified and the URL set to the /mcp-agent endpoint, Advanced OAuth fields left blank
Name the connector and point it at the /mcp-agent URL.

Step 4 — Connect and approve read-only access

Section titled “Step 4 — Connect and approve read-only access”
  1. On the new Logistified connector, click Connect.
  2. Claude forwards you to Logistified’s Connect to Logistified screen at https://prod.logistified.app/mcp-agent.
  3. Paste the connection code you copied in Step 1 and click Approve read-only access.
Logistified Connect to Logistified screen showing Claude is requesting read-only access, with a field to paste the connection code and an Approve read-only access button
Paste the one-time code, then approve read-only access.

Once approved, you’re back in claude.ai and connected. The connector also shows up in the Connected apps table on the LLM / Agent Access page in Logistified.

Ask Claude something in plain language, such as “Summarise my most recent stock take.” It reads the answer live from your store.