> ## Documentation Index
> Fetch the complete documentation index at: https://docs.minoa.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Claude Desktop & Claude Web

> Connect Claude to Minoa for AI-powered sales intelligence

## Overview

Connect **Claude** to your **Minoa** workspace and let AI help you sell. Once connected, you can ask Claude about your pipeline, find winning use cases, and even create business cases — all through natural conversation.

<Warning>
  This integration is currently in **beta**. Reach out to [support@minoa.io](mailto:support@minoa.io) to get access.
</Warning>

## What Can I Do With This?

Once connected, just ask Claude what you need:

| What You Want             | What to Ask                                                         |
| ------------------------- | ------------------------------------------------------------------- |
| **See your deals**        | "Show me my open business cases"                                    |
| **Check pipeline health** | "How's my pipeline doing this quarter?"                             |
| **Find what's working**   | "Which use cases have the highest win rate?"                        |
| **Prep for a meeting**    | "Create a business case for Acme Corp — they're enterprise fintech" |
| **Get deal details**      | "Show me the Snowflake business case"                               |

***

## Getting Started

### Quick add (one click)

The fastest way to connect — this opens Claude with Minoa already filled in. Just review the details, click **Add**, then sign in.

<Card title="Add Minoa to Claude" icon="plug" href="https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Minoa&connectorUrl=https%3A%2F%2Fmcp.minoa.io" horizontal>
  Opens Claude's "Add custom connector" dialog with the Minoa server pre-filled. Works on Claude web and desktop.
</Card>

<Note>
  Claude shows a notice that these details came from an external link — that's expected. Confirm the URL reads `https://mcp.minoa.io`, click **Add**, then sign in to Minoa.
</Note>

<Tip>
  On a **Claude Team** or **Enterprise** plan, an org Owner can [add Minoa once for the whole workspace](https://claude.ai/admin-settings/connectors?modal=add-custom-connector\&connectorName=Minoa\&connectorUrl=https%3A%2F%2Fmcp.minoa.io). Each teammate then connects it from **Customize > Connectors** and signs in with their own account.
</Tip>

### Add manually

Prefer to add it yourself? The Minoa server URL is `https://mcp.minoa.io`.

#### Claude Desktop

1. Open **Claude Desktop** ([download here](https://claude.ai/download) if you haven't)
2. Go to **Settings > Connectors**
3. Click **Add**
4. Enter `https://mcp.minoa.io`
5. Click **Connect**

#### Claude Web

The Minoa integration also works with **Claude on the web** at [claude.ai](https://claude.ai).

<Note>
  Claude web integrations require a **Claude Pro**, **Team**, or **Enterprise** subscription.
</Note>

1. Go to [claude.ai](https://claude.ai) and sign in
2. Open **Settings > Connectors**
3. Click **Add** and enter `https://mcp.minoa.io`
4. Click **Connect**

### Authorize Access

After adding the server, Claude will redirect you to Minoa to sign in. After logging in, you'll see an authorization screen — click **Authorize** to grant Claude access to your Minoa data.

Once authorized, you'll be redirected back to Claude and see "Minoa" in your connected servers.

<Tip>
  **Why do I sign in with my own account?**

  Minoa uses personal authentication rather than a shared service account. This means:

  * **Audit trail** — Every action Claude takes is logged under your user, so your team knows who did what
  * **Permissions** — Claude can only access data you're allowed to see
  * **Accountability** — AI actions are tied to a real person, not an anonymous bot
</Tip>

### Try It Out

Open a new conversation and ask:

> "What business cases do I have open right now?"

If Claude responds with your actual deals, you're all set.

***

## Things You Can Ask

### Browse Your Business Cases

* "Show me all my open business cases"
* "Find business cases for Acme"
* "List my won deals"

### Check Your Pipeline

* "How's my pipeline doing?"
* "What's my win rate this quarter?"
* "Show me pipeline trends for the last 90 days"

### Find What's Working

* "Which use cases have the highest win rate?"
* "What should I be leading with in enterprise deals?"
* "Show me our top performing value drivers"

### Get Deal Details

* "Show me the full business case for Snowflake"
* "What's the value story for the Stripe deal?"
* "Pull up the ROI breakdown for Acme"

### Explore Your Value Framework

* "What use cases do we have?"
* "Show me our ROI calculations"
* "What value drivers can I use?"

### Create a Business Case

* "Create a business case for Stripe — enterprise fintech"
* "Set up a BC for a mid-market healthcare company called MedTech"
* "I have a call with Notion tomorrow — build me a business case"

When you ask Claude to create a business case, it will:

1. Find or create the account in Minoa
2. Analyze which use cases win in similar deals
3. Add the best-fit use cases automatically
4. Generate an AI value hypothesis
5. Give you a link to the new business case

***

## Disconnecting

To revoke Claude's access to your Minoa data:

**Claude Desktop:** Go to **Settings > MCP Servers**, find **Minoa**, and click **Remove**.

**Claude Web:** Go to **Settings > Connectors**, find **Minoa**, and disconnect.

***

## Technical Reference

For power users and admins, here's what's available under the hood.

### Available Tools

| Tool                             | Description                                                                  |
| -------------------------------- | ---------------------------------------------------------------------------- |
| `list_business_cases`            | Search and list business cases by name or status                             |
| `get_business_case`              | Get full details of a specific business case                                 |
| `list_value_framework_use_cases` | List use cases from your value framework library (compact: IDs, names, tags) |
| `get_value_framework_use_case`   | Get full detail for a single value framework use case (calculations, inputs) |
| `get_value_hypothesis`           | Get the AI-generated value hypothesis for a deal                             |
| `get_pipeline_analytics`         | Pipeline metrics, win rates, and trends                                      |
| `get_use_case_analytics`         | Use case effectiveness and win rates                                         |
| `create_smart_business_case`     | Create a new business case with AI-recommended use cases                     |

### Available Resources

Claude can also read these resources directly:

| Resource         | Description                                           |
| ---------------- | ----------------------------------------------------- |
| Value Framework  | All active use cases with calculations and properties |
| Business Case    | Full details including scenarios and financials       |
| Value Hypothesis | AI-generated value narrative for a deal               |

### Security

* All requests are authenticated via OAuth and scoped to your Minoa workspace
* Claude can only access data you have permission to view
* Your authorization can be revoked by removing the server from Claude

***

## Need Help?

If you're having trouble connecting, try removing and re-adding the Minoa server.

For access or other questions, reach out to [support@minoa.io](mailto:support@minoa.io).
