Adding Versium REACH as a Claude Connector

Adding Versium REACH as a Claude connector

Adding Versium REACH as a Claude Connector

 

Objective

Here’s the steps to connect Claude to the Versium REACH data APIs – so you can use natural language to query data effectively.

 

Key Steps

Step 1: Log into Claude 0:32

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  • Ensure you have a paid Claude account.

  • Log into your Claude account.

Step 2: Access Settings 0:42

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  • Navigate to the settings menu in Claude.

Step 3: Add a New Connector 0:52

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  • Go to the ‘Connectors’ section.

  • Click on ‘Add a new custom connector.’

Step 4: Name the Connector 0:59

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  • Name the connector ‘Versium REACH.’

Step 5: Enter the URL 1:10

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  • Input the following URL: https://app.versium.com/mcp/reach.

Step 6: Skip Advanced Settings 1:21

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  • Leave the advanced settings as they are; dynamic client registration will be used.

Step 7: Authenticate the Connection 1:34

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  • Log into your Versium REACH account.

  • Authorize Claude to access your Versium account.

Step 8: Verify Connector Activation 2:41

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  • Ensure that the Versium REACH connector is activated in the connectors menu.

Step 9: Adjust Context Space 2:48

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  • If you’d prefer, turn off any other connectors to provide Claude with more context.

Step 10: Query Data 3:07

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  • Use natural language to ask Claude for specific data, e.g., ‘Find me some decision-maker contacts at marketing firms in New York with over 50 employees.’

Step 11: Review Results 3:48

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  • Analyze the results provided by Claude, including the number of estimated contacts.

Step 12: Explore Available Tools 4:32

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  • Ask Claude about other available tools and their functionalities.

 

Tips for Efficiency

  • Regularly check for updates on available tools in Claude to maximize your querying capabilities.

  • Use specific and clear language when querying to improve the accuracy of results.

 

What the full set up video here.

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