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 to:
Surface customer knowledge from Marvin in Claude
Work in Marvin to create new projects, Insight reports, and discussion guides directly from Claude
Read-only Tools | Function |
search | Search customer knowledge in Marvin |
list_projects | List projects |
list_project_files | List files |
list_discussion_guides | List discussion guides |
list_available_skills | List available skills |
get_insight | Access Insight report in Marvin |
get_project_overview | Access project overview |
get_discussion_guide_status | Get discussion guide status |
get_file_content | Show file content |
link_context | Bring over context from Marvin links |
get_file_summary | Access file summaries |
fast_ask_ai | Run Ask AI on Fast mode |
standard_ask_ai | Run Ask AI on Standard mode |
get_ask_ai_status | Check if your Ask AI answer in Fast mode is ready |
get_standard_ask_ai_status | Check if your Ask AI answer in Standard mode is ready |
install_skill | Install skill |
You can also add data from your AI tool to Marvin to share it with your team:
Write Tools | Function |
create_project | Create a project |
create_insight | Create an Insight report |
update_project_overview | Edit or create a project overview |
generate_discussion_guide | Create a discussion guide |
save_discussion_guide | Save a discussion guide to a project |
update_insight | Edit or publish an Insight report |
confirm_insight_image_upload | Add an image to an Insight report |
import_insight_image | Import Insight image from URL |
get_insight_image_upload | Get Insight image upload URL |
Who can connect to Marvin's MCP Server?
All users on Enterprise plans can individually connect their tools to Marvin.
However, Admins may choose to disable this for their Marvin team. In case you're unable to connect, please contact your team Admin(s).
Admins can manage this from Settings > Developer > Enable MCP
Marvin authorizes the login for each user through OAuth.
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.
Marvin MCP use Standard mode in Ask AI by default. In Standard mode, explorer agents scan all the data to which you have access to find insights and give an in-depth answer. As it runs iterations to generate the answer, each query may take 2–4 minutes.
If you would like to prioritize speed over depth, prompt the tool to run Ask AI in Fast mode.
Answers in MCP will:
Give more weight to Marvin data from the last 6 months, unless you specify that you want to consider older data.
Use the documents and context added to your team's Organizational Memory in Marvin.
Prioritize data from respondents, unless you specify wanting to focus on data from internal team members.
This is what an answer collated from Marvin will look like.
How do I verify the insights from Marvin?
Responses in Claude will include clickable citations that take you to the exact source in Marvin. You'll see the citations as inline links in the text, like [link to insight] or [link to transcript]. Click to view the file or published report in Marvin to verify and learn more.
How do I work in Marvin from Claude?
Before you can share data, you must grant Claude write access. You must check the box against "Perform actions on your behalf within your permission level" while setting up the Marvin connector.
Once you're connected, you can prompt the write actions directly from Claude.
Let’s consider an example. We looked at the customer knowledge in our repository to predict product design trends for 2027.
First, we surfaced insights from Marvin. The MCP read tools ran a repository-wide search to identify relevant projects, and then search within them to find relevant insights.
We then asked Claude to pull in predictions from experts, reports, agencies, etc., across the internet. Once we’d verified and sorted the data to keep, we prompted Claude to create an Insight report in Marvin.
You’ll need to grant access to the List Projects tool to find your project in Marvin. You can choose between Allow once or Always allow. If you Deny permission, your AI tool will not be able to access the list of projects through the Marvin MCP connector.
While creating an Insight report, remember to:
Specify the project where you want to add the report
Mention share permissions. To collaborate with team members in Marvin or edit further, create a shared or private draft. To share your work with everyone, publish the report. By default, Marvin will create a private draft if you don’t specify.
Add instructions to visualize data as graphs, quotes, tables, callouts, images, and include citations.
Review the report before you add it to Marvin
You’ll need to grant permission for each tool the first time it is run. A prompt to create the report will trigger the Create Insight tool.
Once the report is ready, the tool will add it to the specified project. You can open the Insight in Marvin by clicking the link in the chat.
You can view, edit, leave comments, and publish the report in Marvin. Or you can update the report from Claude.
Next, we prompted in Claude to create a discussion guide based on the report, so we could interview designers and PMs to ask them about the predicted trends.
It used the Generate Discussion Guide tool to draw up a list of questions.
While creating your discussion guide, remember to:
Add details about the study and the people you intend to interview
Ask the AI to check the project overview to understand the objectives
Pull in additional context from Marvin and external sources
Review and iterate before you finalize the questions
Once you’ve reviewed the discussion guide, prompt your tool to save it in Marvin. You can access it from the link in your chat or find it in your project.
Access to data
All permissions and access in Marvin transfer over to Claude. You only see insights and answers based on the research that is shared with you in Marvin. Admins need to manage permissions in Marvin to decide which research should be accessible to everyone and which confidential data to safeguard.
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.