Aligned MCP for Claude - Setup & how to use

The Claude Integration connects an Aligned account to Claude through the Model Context Protocol (MCP), allowing sellers to query and build their own deal rooms - and admins to query any room in the account - directly from a Claude conversation. Once connected, asking Claude about a deal returns grounded answers pulled live from the Aligned room - including stakeholder engagement, MAP / Next Steps, content interactions, and last activity - and you can ask Claude to build a room, add tabs and sections, and add MAP items without leaving the conversation.

Prerequisites

Plan: Enterprise plan only.
Role: Any user in Aligned.
Technical: An active Claude account. Whether you can add Aligned yourself depends on your Claude workspace: on unmanaged workspaces you can add it directly, while on managed workspaces a Claude workspace admin must authorize Aligned first.

Setup and how to use

Aligned is listed in Claude's Connectors Directory. In most cases you add it by searching for Aligned by name in Claude - you do not need to paste a URL or set it up as a custom connector. The Connector URL below is still what you use in any AI tool that supports remote MCP but has no directory listing, and on Claude workspaces that block directory connectors.

The Claude Integration has two setup paths depending on whether your Claude workspace requires admin approval before members can add connectors:

If your workspace does not require admin approval → You can add Aligned yourself. Follow the steps under “User setup” below.
If your workspace requires admin approval → A Claude workspace admin must authorize Aligned before you can connect. Follow the steps under “Admin setup” below.

If you're not sure which applies to you, try adding the connector yourself - if the option is missing, your workspace requires admin approval (see Admin setup).

Setup info to use in Claude:

Name: Aligned
URL: https://my.teamaligned.com/api/v1/mcp

These values also appear in the Setup modal inside Aligned when you click Enable.

Admin setup

On workspaces that require admin approval, individual members cannot add connectors themselves. The Claude workspace admin (Owner or Primary Owner) must authorize Aligned first.

If this step doesn't apply to you, you can skip it and move on to the User setup section below.

Seller steps:

In Aligned, navigate to Settings → Integrations → My Integrations.
Locate the Claude card and click Enable to open the Setup modal.
Copy the Connector URL.
Share the URL and admin instructions with your Claude workspace admin.
Wait for your admin to authorize Aligned in the Claude workspace settings.
Once authorized, open Claude and navigate to Customize → Connectors, then search and select Aligned from the list and click Connect.
On the Aligned-hosted OAuth page, sign in to Aligned (if not already signed in) and click Approve.
Start a new chat in Claude and make sure Aligned is enabled before asking about a deal.

What your Claude workspace admin needs to do:

In Claude, navigate to Organization Settings → Connectors.
Find Aligned in the Connectors Directory and add it to the workspace. Because Aligned is listed in the directory, there is no need to add it as a custom connector.

If your workspace does not allow directory connectors, the manual route still works:

Click Add, hover over Custom, and select Web.
Paste the Aligned name and Aligned MCP URL.
(Optional) Click Advanced settings to enter an OAuth Client ID and Secret → This step is not required for Aligned because Aligned uses Dynamic Client Registration.
Click Add to authorize Aligned for the workspace.

User setup

In Aligned, navigate to Settings → Integrations → My Integrations.
Locate the Claude card and click Enable.
In the Enable modal, copy the Connector name and the Aligned MCP URL.
In Claude, navigate to Customize → Connectors and search for Aligned in the Connectors Directory.
Click Connect on the Aligned connector.
- Adding Aligned as a custom connector with the name and URL above also still works:
On the Aligned-hosted OAuth page, sign in to Aligned (if not already signed in) and click Approve.

How to disconnect

Disconnect happens entirely on the Claude side - there is no Disconnect button inside Aligned.

Open Claude and navigate to Customize → Connectors.
Locate Aligned in the connectors list.
Click Disconnect.
Confirm the removal.

After disconnecting, Aligned no longer receives queries from Claude. The Claude card in Aligned returns to its default Enable state.

Where the Claude Integration works

The Aligned Claude Integration works in every Claude surface that supports remote MCP servers - Claude.ai (web), Claude Desktop, Claude Mobile, Claude Code, and Claude Cowork. To use Aligned in any other surface, copy the Connector URL from the Setup modal and paste it into that app's connector setup. The same URL also works with other remote-MCP-compatible AI assistants.

What can you do with Aligned in Claude?

Once connected, ask Claude about any active deal and get grounded answers pulled live from your Aligned room - or ask it to build one. Common workflows include:

Pre-call deal prep: "Bring me up to speed on the Acme deal — I have a call in 15 minutes”
Personalized follow-up writing: "Draft a follow-up email for Globex referencing what they've engaged with this week”
Deal health & risk check: "Is the Acme deal at risk? What should I flag in tomorrow's pipeline review?”
Stakeholder engagement mapping: "Who are the most engaged stakeholders on Globex, and who's gone silent?”
MAP & Next Steps tracking: "What's overdue on the Acme MAP and who owns each item?”
Spinning up a new room: "Build me a room for the Initech deal from our Enterprise template”
Filling a room out: "Add a security review section to the Acme room and add three onboarding stages to the MAP”

Available Tools

The Claude Integration provides 16 skills — 10 read and 6 write. Read access is bounded by your own Aligned permissions. Write is limited to rooms you own, and Claude asks you to confirm every write before it runs.

Deal overview

Pull a quick brief on any deal — engagement, top stakeholders, MAP status, and pending AI insights in one response.

Engagement & people

See who's been active on a deal and how long they spent in the room.
Surface the stakeholder roster, including buyer-side stakeholders who haven't been added as contacts.
Deep-dive on a specific person — their full engagement history, the sections they cared about, and their recent activity.

Deal health & next steps

Read MAP completion status, overdue items, and assignees.
Surface AI-generated opportunities, risk flags, and suggested actions.
Pull recent buyer comments from rooms.

Content

Search for files, decks, or sections inside a specific room.

Cross-deal

Get a pipeline briefing — what needs your attention today across all your active deals.
Find or list rooms across your pipeline.

Building

Create a room from a duplicate, a template, or from scratch — always previewed before it is built.
Add tabs, including from a saved tab template.
Add sections to a tab.
Add stages and tasks to a MAP.
Apply a banner and client logo to a room.

Detailed skill list

Below are the specific skills Claude can call. You don't need to memorize these — Claude picks the right one automatically based on your question.

Skill	Type	Ask Claude	What you get
Pipeline / morning briefing	Read	"Catch me up."	A unified list of deals needing attention today, sorted by urgency.
Search rooms	Read	"Which deals went quiet this week?"	Rooms across your pipeline, filtered or listed.
Room brief	Read	"What's happening on Acme?"	Engagement totals, top engaged stakeholders, MAP status, and pending AI Insights, in one response.
Room engagement	Read	"Who's been most active on Acme?"	Lifetime room totals plus every buyer-side stakeholder with their own session totals, sorted by most active.
Stakeholder map	Read	"Who's visiting the Stripe deal that we haven't added?"	Stakeholder roster with roles plus uncovered stakeholders.
Stakeholder content engagement	Read	"Tell me about Sarah on the Stripe deal."	How one stakeholder engaged with the room: the sections and content they spent time on, plus their recent activity.
Room actions & insights	Read	"What should I do next on Acme?"	Opportunity, risk, and flag items with reasoning and suggested actions.
MAP status	Read	"What's overdue on Acme?"	Stage-by-stage completion status and the next upcoming Next Step, with deep links. If a room has more than one MAP, Claude asks which one you mean.
Recent comments	Read	"What did Acme say last week?"	A thread of the three most recent comments, oldest to newest, each with the author's full name and the section it was written under.
Search room content	Read	"Where's the security review deck on Stripe?"	Keyword-matched sections and resources with a snippet and deep link.
Build a room	Write	"Build a room for Initech from our Enterprise template."	A preview first, then the room once you approve. Built from a duplicate, a template, or from scratch.
Add a tab	Write	"Add a Security tab to the Acme room."	A new General tab. Lands hidden from buyers.
Add a tab from template	Write	"Add our Onboarding tab template to Acme."	A saved tab template, instantiated in the room. Lands hidden from buyers.
Add a section	Write	"Add a text section summarising the security review."	A Text, Single-embedded, List, Multiple-embedded, or Action-items section.
Add MAP items	Write	"Add three onboarding stages to the Acme MAP."	New stages and tasks on the MAP. Add-only — existing items are never changed.
Set room branding	Write	"Apply Initech's branding to the room."	A banner and client logo applied to the room.

⚠️ Anything Claude creates is hidden from buyers until you unhide it. New tabs, sections, and MAP items land hidden by default. Sharing the room does not unhide them — open the room in Aligned and unhide each item when you are ready for your buyer to see it.

Important to know:

Reads are bounded by you — as a seller, Claude sees deals you own. As a manager, Claude sees your own rooms plus rooms in your group. As an admin, Claude can access any room in the account, one room at a time.
Writes are always own-rooms-only, whatever your role. Claude cannot build in or modify a room you don't own.
Claude asks you to confirm every write before it runs.

Limitations

Detailed room reads are one room at a time, including for admins. Cross-room comparison and account-level summaries are planned for a future release.
Write is own-rooms-only — you can't write to another user's room, even as an admin.
MCP-created content is hidden until you unhide it in the app.
MAP tasks created via Claude are title-only. Owner, due date, and status are set in the app.
Only General tabs can be created. MAP and Files tabs are structural and cannot be added this way.
No new file uploads via Claude. Attach existing library assets or links; upload new files in the app.
Room building is best-effort. If one section fails, the rest still build, and Claude tells you what to finish in the app.
Room creation is rate-limited to 10 rooms per 24 hours.
No admin visibility: Aligned Admins and Owners cannot see which sellers have connected the Claude Integration or what they query.

Pro Tips

Set up before your next call. Connect Aligned to Claude before a customer meeting so you can pull live deal context in seconds rather than searching across tabs.
Use Claude to draft your follow-up. Pair the Aligned Integration with Claude's writing capability - ask Claude to draft a follow-up email referencing specific content the buyer engaged with this week.
Preview before you build. Claude always shows you the room plan first — read it, adjust it in the conversation, then approve.

FAQ

I get "This integration is available on the Enterprise plan only" - what does it mean?

The Claude Integration requires an active Aligned Enterprise plan. Sellers on Free, Basic, or Pro plans cannot enable the integration. Contact your Aligned account Owner about upgrading to Enterprise, or click the Upgrade plan CTA on the Claude card in Settings → Integrations.

Why does Claude say it can't find my deal?

The search may have returned no matches because the room name doesn't match what you queried, the room was archived, or you don't have access to it in Aligned. Confirm the room exists and is active in your Aligned account, then try again with the exact room name. If the issue persists, contact Aligned support with the room name and the exact Claude prompt you used.

Claude says it isn't authorized to write. What do I do?

You connected with read access only. Disconnect Aligned in Claude, reconnect, and grant write access when the Aligned OAuth page asks.

My buyer can't see a section Claude added. Why?

This is expected. Anything created through Claude is hidden from buyers by default, and sharing the room does not unhide it. Open the room in Aligned and unhide the tab or section.

Part of a room build failed. Did I lose the whole room?

No. Room building is best-effort — a failed section does not abort the rest. Claude reports what failed so you can add it in the app. If it keeps happening, contact support with the room name and the sections that failed.

What kind of data does Claude get from Aligned?

Claude can read your Aligned room data, including room title, URL, description, engagement signals, stakeholders, MAP / Next Steps, content interactions, and last activity. With write access granted, Claude can also create rooms, tabs, sections, and MAP items in rooms you own — always with your confirmation first. Claude cannot delete data and cannot see rooms you don't have access to.

Can Claude see other sellers' deals in my account?

That depends on your role in Aligned. A seller's queries return only their own rooms. A manager can also query rooms in their group. An admin can query any room in the account, one room at a time. Building and editing is always limited to rooms you own, whatever your role.

Can admins query rooms they don't own?

Yes. An Aligned admin can ask Claude about any room in the account, not only rooms they own, running the same read tools a seller runs on their own rooms. Admins query one room at a time, and admins cannot write to a room they don't own. Cross-room comparison and account-level summaries are planned for a future release.

Does this work with ChatGPT, Gemini, or Microsoft Copilot?

You can use this link with any AI tool that supports remote MCP servers. Just set it up as a custom connector. The Connectors Directory listing is specific to Claude.

Do I still need the Connector URL?

Not for Claude in most cases — Aligned is listed in Claude's Connectors Directory, so you add it by name. You still need the URL for other remote-MCP tools, and on Claude workspaces that only allow custom connectors.

What happens if my Aligned account is downgraded from Enterprise?

The OAuth token tied to your account is revoked automatically. Your next query from Claude returns an authentication error and prompts you to reconnect, but reconnection is blocked until your account returns to the Enterprise plan.

What happens if I'm removed from my Aligned account?

The OAuth token tied to your account is revoked automatically. Your next query from Claude returns an authentication error. Reconnecting requires an active Aligned user on an Enterprise account, so access ends when your user is removed.