In this article, we’ll explore how you can connect your Claude account to Marvin’s MCP server in a few simple steps. We’ve also listed some guidelines to keep in mind while prompting to get the best results from Marvin.
Marvin’s MCP server enables the following tools for Claude to pull data from Marvin and surface it in your chats. All of the following are read-only tools:
Tool | Function |
ask | Run Ask AI queries in Marvin and show the answer in Claude |
get_ask_status | Check the status of the Ask AI query |
get_file_content | Show the contents of a file in Marvin file content |
get_file_summary | Access the file summary created by Marvin |
link_context | Bring over context from Marvin links |
list_project_files | List the files in a project (to which you have access in Marvin) |
list_projects | List the projects you have access to in Marvin |
search | Search customer knowledge in Marvin |
How do I add Marvin as a Connector in Claude?
Once you’ve logged in to your Claude account, navigate to Customize from the left navigation menu. Select Connectors from the list on the left.
In the Connectors tab, click + and select Add custom connector (on a free plan, you may add only one custom connector)
Add the name: HeyMarvin
Add the server URL: If your Marvin account is on app.heymarvin.com, copy and paste this MCP server URL
If your account is on app.eu.heymarvin.com, copy and paste
Click Add to continue.
You’ll see it in the list of connectors, but you must first link both your accounts to access insights in Claude. Select Connect under You are not connected to HeyMarvin yet.
You’ll see the list of permissions required by Claude. Click Allow to continue.
Once you authorize Claude, you’ll be taken back to the Connectors tab. Here you can see the list of tools Claude may use.
That’s it. Your accounts are now connected. Now, let’s explore how to surface insights from Marvin in Claude.
How do I surface insights from Marvin in Claude?
Before you begin your question or prompt, make sure that Marvin is enabled as a connector in Claude. If it is toggled off, Claude will not be able to search across data in Marvin.
The first time you use Marvin as a connector to run a query in Claude, it will ask for permission to use tools to find data in Marvin.
Select the permission that you want to grant. We recommend you select Always allow to get insight from Marvin uninterrupted.
For each answer, Claude will specify the tools it uses.
This is what an answer collated from Marvin will look like.
Best practices to write prompts in Claude to pull the right insights from Marvin
The data and insights you see in Claude will depend on how the two tools speak to each other. You can give Claude the right context to surface customer knowledge that is most relevant to your question.
We recommend you mention as many filters or parameters to help Claude find the right data in Marvin. You could mention the time period, project name, file name, customer, plan, segment, file tag, label, etc. to narrow down your search.
For example, you could ask, “How many Enterprise users did we onboard in 2025?”. Or “List the workflows and jobs mentioned most often by product teams in EU-based companies in the last 6 months.”
If you are searching for specific files, include the word “search” in your prompt. For example, “Search for the 5 most recent sales calls in the Demo folder”.
If you would prefer to receive results as an Ask AI answer analyzed by Marvin, specify that Claude should run an Ask AI query.
Similarly, you can also ask Claude to summarize files and reports on Marvin, wherein it will use the get_file_summary tool to pull context from Marvin.
How do I choose between analysis in Marvin and in Claude?
Choosing whether to conduct your research in Marvin or as a connector in Claude depends on the objective of your task.
Use Marvin when you... | Use Claude when you... |
Need to search and tag user feedback by feature, role, or any other filter | Need to turn that feedback into technical docs, FAQs, code samples, or help content |
Need to redact PII and control access in a SOC 2 and HIPAA compliant environment | Need to compare your findings to market trends, competitor positioning, or academic frameworks |
Need to create polished insight reports with video clips, highlight reels, and cited quotes | Need to turn research into a finished deliverables like a memo, strategy doc, PRD, or pitch |
Need insights traced to source with clickable links to the exact point in a transcript, video, or file | Want to stress-test your conclusions for bias before you present |
Still have questions? Write to us at [email protected]. We'll be happy to speak to you.