Both sign in with your Upsolve account (OAuth). Nothing else to configure: the
assistant finds your organizations, projects and workspaces itself.
Running Upsolve on your own machine? See Use Upsolve Local from Claude and
Codex: the same two servers, with no sign-in.
Connect
- Claude.ai and Claude Desktop
- Claude Code
- Settings → Connectors → Add custom connector.
- Paste
https://mcp.upsolve.ai/mcp(builder) orhttps://mcp.upsolve.ai/user(analytics). - Sign in with your Upsolve account.
Ask
With Upsolve Analytics:Ask the way your users do
To see exactly what your end users get, add Upsolve Analytics with your own builder account. Every call then runs as your own project user, against the published version, with your own conversations, favorites and canvases. You can’t change a workspace from it. To answer as one of your customers instead, use the builder connector’s Playground (“ask the draft as the project user for Acme”). It runs any version as any project user and saves nothing to that user’s history.What you save is yours
Conversations, favorites and canvases made through Upsolve Analytics are saved to your own account and appear in the Upsolve Hub under the workspace, next to the ones you made there. Nobody else sees them. See Favorites and Canvas. Ask for a canvas in the same conversation as its charts. The workspace’s agent builds it: it lays the charts out two to a row and saves each one with its data, so the canvas shows them as soon as you open it. Charts you save to your favorites keep their data the same way.Roles
Data access is the same as in the Upsolve Hub: row-level security applies to
every answer.
Troubleshooting
This is the Upsolve builder connector, and your account is an end user
This is the Upsolve builder connector, and your account is an end user
Your account has no builder role in any organization. Add
https://mcp.upsolve.ai/user instead.The agent says the workspace has no published version
The agent says the workspace has no published version
Upsolve Analytics only answers from a published version. Publish the
workspace, and promote the version if publishing did not.
No workspaces are listed
No workspaces are listed
You can only ask a workspace that is published in a project you can open.
Ask a builder in your organization to publish one, or to give you access to
its project.
Sign-in fails or loops
Sign-in fails or loops
Remove the connector, add it again with the same URL, and sign in again.