Connecting the MetaField MCP to Claude

This guide walks you through connecting the MetaField MCP to Claude so you can query your MetaField data and workflows directly from your Claude conversations.

Before You Start

Make sure you have:

• A Claude account
• Your MetaField MCP server URL:
  • US customers: https://us.mcp.metafield.com/mcp
  • Canadian customers: https://ca.mcp.metafield.com/mcp
• Admin or Owner access if setting this up for a Team or Enterprise organization

For Team & Enterprise Admins:
If you're setting this connector up for your organization, you'll follow a slightly different workflow than individual users. Check this Claude support article for step-by-step instructions on enabling the MetaField MCP org-wide.

Step 1: Open Claude Settings

• In your browser go to claude.ai.
• Click your profile icon in the bottom left.
• Select Settings from the menu.

• Click Connectors in the sidebar.
• In the upper-right, click Add > Add custom connector
  • Note: Free Claude accounts only allow one custom connector

Step 2: Add the MetaField MCP Connector

• Enter a name for the MCP (e.g., MetaField MCP)
• Enter the MCP Server URL
  • US customers: https://us.mcp.metafield.com/mcp
  • Canadian customers: https://ca.mcp.metafield.com/mcp
• Press Add to enable the connector
  • Note: All advanced settings are optional

• At the Sign in screen, login with your MetaField username and password - or by pressing Sign in with SSO
• With either option, you'll need to enter your customer alias.
  • This is the text that appears in your MetaField URL just before .agileframe.net.
  • For example, if your MetaField URL is qatest.agileframe.net, enter qatest.
• Return to Claude and click Connect

Step 3: Start Using the MCP

The MCP should now be enabled for your account. Here are a few helpful use cases and questions you can ask when chatting in Claude:

• Check soil compaction pass rates - "What's the soil compaction pass rate on this project?"
• Spot unassigned work - "Which work orders next week don't have a technician assigned yet?"
• Stay ahead of concrete breaks - "What concrete breaks are due this week, and are any past their 28-day window?"
• Get a full lab testing summary - "Give me the lab testing rollup for this project: what's complete, what's outstanding, and what failed spec?"
• See daily project activity - "What happened on my projects yesterday, and what's scheduled for tomorrow?"
• Track a sample through its lifecycle - "Where is this sample in testing, and what's the status of every specimen and test on it?"
• Compare technician time - "How do hours logged compare to hours scheduled for each technician this week?"
• Catch concrete that missed strength - "Which cylinders came in below their design strength on this project?"
• See a technician's schedule - "What's scheduled for this technician tomorrow?"
• Roll up boring testing status - What's the testing status for Boring B-12, all the way down through its samples, specimens, and tests?"

Need Help?
If you run into issues contact your MetaField administrator or reach out to MetaField support.

Want to keep learning?

Click here for more how-to articles and MetaField guides. You can also access in-app guidance using the Help Desk.