Connecting Claude to ActivityInfo

ActivityInfo is listed in the Claude directory as the ActivityInfo.org connector. Add the connector from the directory and sign in, then you can ask Claude about the data in your ActivityInfo databases. You do not need to enter a server URL.

Before you begin

• An ActivityInfo account, and a database you can view.
• A Claude account.
• Permission to change the database settings, or a database administrator who can do Step 1 for you.

Read Using AI assistants with sensitive data before you connect a database that holds personal data. Use an account on a plan your organization has bought, not a personal one.

Step 1: Enable the MCP server for a database

Claude can only work with databases where the MCP server is enabled.

1. Open the database in ActivityInfo.
2. Open “Database settings”, then click “Security”.
3. Select “Enable the MCP server for this database.”
4. Click “Save”.

See Enabling the MCP server for a database for more about this setting.

Step 2: Add the connector from the Claude directory

On an individual plan

1. In Claude, open “Settings”.

   

2. Select “Plugins”.

3. Select “Discover” and search for ActivityInfo.

   

4. Click ActivityInfo to open its page, then click “Connect to Claude”.

   

ActivityInfo opens so you can sign in. Continue with Step 3.

On a Team or Enterprise plan

An Owner adds the connector once for the organization. Each member then connects their own ActivityInfo account. Adding the connector for the organization does not give anyone access to ActivityInfo data.

If you are an Owner or Primary Owner:

1. Follow steps 1 to 3 of the individual plan to find ActivityInfo in the directory, and open its page.
2. Click “Connect for your team”. This adds the connector for everyone in your organization.
3. Click “Connect to Claude” to connect your own ActivityInfo account, then continue with Step 3.

To try the connector before you add it for everyone, click the arrow next to “Connect for your team” and choose “Connect just for me”.

You can also add the connector from “Organization settings”, then “Connectors”. Click “Browse connectors” at the bottom of the page, find ActivityInfo, and click “Add to your team”. On an Enterprise plan, a member whose custom role includes managing the organization's libraries can also add connectors.

If you are a member:

1. Follow steps 1 to 3 of the individual plan to find ActivityInfo in the directory, and open its page.
2. If an Owner has added the connector, click “Connect to Claude”, then continue with Step 3.

If an Owner has not added the connector yet, you see “Request” or a note to ask an Owner instead of a connect button. On a Team plan, clicking “Request” sends the request to your organization's Owners. They see it under “Requested by your team” in “Organization settings”, then “Connectors”.

Step 3: Sign in and authorize Claude

1. Sign in to ActivityInfo if you are not already signed in.

2. The “Authorize application” screen appears. Check that the authorization code will be sent to claude.ai. The reported name, Claude, is marked “Unverified” because the application reports its own name. The domain is what you check before you allow access.

3. Clear the “Also make changes on your behalf” checkbox. This checkbox is selected by default. Clearing it gives Claude read access only, which is enough to read and analyze your data.

4. Click “Allow access”.

   

The connector now shows as connected in Claude.

To let Claude create forms or add records later, disconnect the connector and connect it again, this time leaving the checkbox selected.

The authorization also appears on the “Authorized Applications” page of your ActivityInfo account settings. You can revoke it there at any time. See Reviewing and revoking connected assistants.

Step 4: Confirm the connection

1. Start a new chat.

2. Click the “+” button at the lower left, choose “Connectors”, and check that ActivityInfo.org is switched on for the conversation.

   

3. Ask Claude to list your databases:

   List my ActivityInfo databases.
   

   Claude asks your permission to use “List Databases” from ActivityInfo.org. Click “Allow once”, or “Always allow” to skip this prompt for this tool in future.

   

   Claude lists the databases you can view and tells you which ones have the MCP server enabled.

   

4. Ask about the structure of a form. Replace <name> with a form in the database you enabled in Step 1:

   Show me the fields in the <name> form.
   

   

5. Ask a question about the records:

   How many records are in the <name> form?
   

Claude may ask your permission before it uses other ActivityInfo tools. Read each request before you allow it.

Claude sees only what your ActivityInfo user can see. If you cannot view a form or a record in ActivityInfo, Claude cannot read it either.

Troubleshooting

Related articles

• Building a database from a logical framework
• Understanding permissions for AI assistants