Prerequisites
- Claude Desktop installed.
- A Clickbase team with an active subscription — see Authentication.
Setup via Settings
- In Claude Desktop, go to Settings > Connectors and click Add custom connector.
- Enter the server URL — add the Reader for reporting, the Writer if the agent should also make changes:
- Claude Desktop opens your browser to complete the OAuth authorization flow — sign in and approve access. See Connectors for the auth model.
Manual configuration
You can also configure the servers directly inclaude_desktop_config.json:

