Coupler.io MCP Server for Claude: Connect Your Data to Your AI Tool

1. What is Coupler.io MCP?
2. Before You Start
3. Local MCP vs. Remote MCP
4. Setting Up Coupler.io Local MCP
5. Setting Up Coupler.io Remote MCP
6. Understanding MCP Tools
7. Your First MCP Query: A Practical Example
8. Tips for Success
9. Getting Help

1. What is Coupler.io MCP?

The Coupler.io MCP (Model Context Protocol) Server is a bridge that connects your Coupler.io data flows directly to AI tools like Claude Desktop. Think of it as a secure tunnel that lets AI assistants access and analyze your business data without the usual copy-paste hassle.

Key Benefits

• No more manual exports – AI tools can access your data directly from Coupler.io.
• Handle large datasets – Analyze data that would normally exceed AI context limits through smart aggregation.
• Secure and private – Your data stays in your control, processed locally on your computer.
• Natural conversations – Ask questions about your data just like you would ask a colleague.

What You Can Do

With Coupler.io MCP, you can ask Claude questions like:

• "Show me my advertising performance for last month."
• "What are my top-performing products?"
• "Create a revenue forecast for the next quarter."
• "Analyze customer trends in my data."

Claude will fetch the data directly from your Coupler.io data flows and provide insights, create visualizations, and help you make data-driven decisions.

2. Before You Start

Prerequisites Checklist

1. MCP is available for selected billing plans – check our pricing page to see if you can use it with your current plan.
2. Data flows you want to access via AI tools should have Claude destination.  
3. Successful data flow run – Your data flow must have completed at least one successful run.
4. Claude.ai subscription. A desktop app is necessary to install the Desktop Extension (Local MCP).

System Requirements

Claude Desktop has minimum system requirements. Please check Anthropic's official documentation to ensure your computer meets these requirements.

3. Local MCP vs. Remote MCP

Both options give you the same core functionality – connecting your Coupler.io data to Claude for analysis. The choice comes down to your team setup and security preferences.

Local MCP

Also known as Desktop Extension.

How it works: Runs entirely on your computer. Data flows from Coupler.io to your machine, where the AI tool processes everything locally.

Setup: Download a .dxt file from the Coupler.io MCP page and drag it into Claude Desktop. Each team member sets up their own connection.

Best for:

• Individual users or small teams.
• Organizations with strict data security requirements.
• Users who prefer complete local control over their data.

Key characteristics:

• Your data stays on your machine during analysis.
• Each person needs their own setup.
• Fixed toolset (list data flows, get data flow, get schema, get data).
• No future tool updates.
• Works only with Claude Desktop and is not available from Claude.ai.

Remote MCP

Also known as Web Connector.

How it works: Runs on Coupler.io's servers. Your data stays within Coupler.io's infrastructure while the AI tool accesses it remotely.

Setup: Organization admin generates a connection link and configures access. Team members connect through a simple OAuth flow – no other individual setup required.

Best for:

• Teams and organizations.
• Companies wanting centralized MCP management.
• Users who want access to new features as they're released.

Key characteristics:

• Data processed within Coupler.io's secure environment.
• One-time organizational setup.
• All current tools plus new ones as they're released.
• Team members get instant access once the admin configures the connection.
• Available from Claude.ai and Claude Desktop.

Which Should You Choose?

Go with Local MCP if:

• You're working solo or with a small team.
• You're comfortable with an individual setup for each team member.
• You have access to the Claude Desktop app.

Go with Remote MCP if:

• You have multiple team members who need data access.
• You want a single admin to manage MCP for everyone.
• You want access to new MCP tools as Coupler.io releases them.
• You have either the Claude Desktop app or use the web version (Claude.ai).

Pricing: Both options are available only for selected billing plans. Check our pricing page to see if your current plan supports MCP.

Security note: Both approaches maintain data security – the difference is whether processing happens on your machine (Local) or within Coupler.io's infrastructure (Remote). Choose based on your organization's data governance requirements.

4. Setting Up Coupler.io Local MCP

Setting up local MCP (Claude Desktop Extension) is straightforward – follow these steps to connect your data to Claude.

Step 1: Go to the MCP page

1. Navigate to the Coupler.io MCP Server page on the left navigation menu of Coupler.io.
2. Select Claude among the AI tools.
3. Click "Claude Desktop Extension".
4. Download the .dxt file.
5. Copy the access token to paste it to Claude later.

Step 2: Set up Claude Desktop

1. Open Claude Desktop (not the web version).
2. Navigate to Settings → Extensions. If you use another OS, this section might be located elsewhere.
3. Click "Advanced settings", then "Install Extension..."
4. Select the previously downloaded .dxt file in the file picker and click Install.
5. Once Claude asks you for the access token, paste the one you've copied from step 3.
6. Enable the extension.

That's it! Claude can now access your Coupler.io data flows.

5. Setting Up Coupler.io MCP Remote MCP

Connecting the Coupler.io Remote MCP (Web Connector for Claude) is as simple as well:

Step 1: Go to the MCP Page

1. Make sure you are eligible to use Web connector.
2. Navigate to Coupler.io MCP Server page.
3. Select Claude among the AI tools.
4. Copy "Integration URL" to later paste in Claude.

Step 2: Navigate to Settings of the Claude Web or Claude Desktop App

1. Navigate to Settings > Connectors.
2. Find "Organization integrations" toggle at the top of the page (it is available only for admins of the organization). Users of the personal plans should proceed to the next step.
3. Click the "Add custom connector" button.
4. Give the integration a name and paste in your Integration URL from below.
5. Click "Add".

Step 3: Enable MCP

1. Navigate to the "Search and tools" menu in the chat interface.
2. Select the Coupler.io MCP connection you've previously added.
3. Select which tools you want to make available to the chat.
4. Ask Claude to use them in the prompt!

6. Understanding MCP Tools

When you chat with Claude about your data, it uses four main tools behind the scenes:

List Data Flows

What it does: Shows all your available template-based data flows.

When Claude uses it: When you ask, "What data do I have?" or "Show me my data flows."

What you'll see: A list of your data flow names and basic information. If you have more than 20 data flows created from templates, you will not see them all. However, you can still access the data using the data flow name.

Get Schema

What it does: Gets the structure of your data (column names and types).

When Claude uses it: Automatically with data reading to understand your data format.

What you'll see: Usually invisible – Claude uses this to properly interpret your data.

Get Data

What it does: Fetches the actual data from your data flow.

When Claude uses it: When you ask to analyze, visualize, or work with your data.

What you'll see: Claude will process the data and present insights based on your question.

7. Your First MCP Query: A Practical Example

Let's walk through a real example using e-commerce data.

This example assumes you have an e-commerce data flow created from a Coupler.io template.

Setting Up Your Claude Project (Recommended)

Before starting, we recommend creating a dedicated Claude project for data analysis:

1. In Claude Desktop, create a new project called "Data Analysis" or similar.

   

2. Add project instructions to help Claude understand your context.

   For example:

Role Definition
You are an experienced data analyst specializing in e-commerce, sales, and digital analytics. Your expertise spans customer behavior analysis, conversion optimization, revenue attribution, and performance measurement across multiple channels and platforms.

Core Competencies
E-commerce Analytics: Customer lifetime value, conversion funnels, cart abandonment, product performance
Sales Analytics: Pipeline analysis, lead scoring, attribution modeling, territory performance
Digital Marketing: Multi-channel attribution, campaign performance, audience segmentation, ROI analysis
Business Intelligence: KPI development, trend analysis, forecasting, executive reporting

Communication Style
Provide direct, concise responses without emotional language or embellishments
Focus on analytical insights and data-driven recommendations
Use precise terminology appropriate for analytics professionals
No emojis or conversational filler
Lead with findings, follow with brief context when necessary

Response Constraints
Provide analytical insights through text-based summaries and bullet points
Focus on data interpretation rather than data presentation
Limit your responses to 3 key metrics even if you have more things to say

3. You can ask Claude to provide more specific instructions tailored to your needs.

Step-by-Step Data Analysis

Query 1: "List my Coupler.io data flows"

Claude's response might look like:

Query 2: "Fetch my e-commerce sales data"

Claude will:

• Use the Get Schema and Get Data tools to understand and then fetch your sales data
• Load it into memory for analysis
• Confirm the data is ready

You might see:

Query 3: "What are my top countries over the last year?"

Claude will analyze your data and might create:

• A ranked list of countries from which you get the most orders or profits.
• An interactive bar chart (as a Claude artifact).
• Key insights about country performance.

Query 4: "Create a graph with my revenue projection for the next 6 months."

For this complex request, Claude might:

• Analyze historical trends in your data.
• Create a forecast model.
• Generate an interactive line chart showing:
  • Historical revenue.
  • Projected revenue.
  • Some additional information.

• Provide insights about growth trends and seasonality.

  

Working with Claude Artifacts

Claude can create interactive artifacts for your data, including:

• Charts and graphs – Interactive visualizations you can explore.
• Data tables – Sortable and filterable views of your data.
• Reports – Formatted documents you can save or share.
• Dashboards – Multi-chart views of your key metrics.

These artifacts appear in a separate panel in Claude Desktop, making it easy to interact with your visualizations while continuing the conversation.

8. Tips for Success

Best Practices

Start simple: Begin with basic questions like "What data do I have?" before moving to complex analysis.

Be specific: Instead of "analyze my data," try "show me sales trends for the last 3 months."

Use natural language: You don't need special commands – just ask Claude as you would ask a colleague.

Save important insights: Claude artifacts can be exported for use in presentations or reports.

Create projects for different analyses: Set up separate Claude projects for different types of analysis (sales, marketing, inventory) with tailored instructions.

Common Questions

"Why don't I see all my data flows?"

Only data flows that have Claude destination are supported. Besides, Claude can only show you up to 20 data flows. If you have more than that, you can still access the data you are looking for using the ID of the data flow.

"Can I modify data through MCP?"

No, MCP is read-only. You can analyze and visualize data, but not change it.

"How much data can I analyze?"

MCP uses smart aggregation to handle large datasets that would normally exceed AI context limits. You can work with data flows containing hundreds of thousands of rows.

"Can multiple people use the same MCP setup?"

If you are using Destop Estention, each user will need to install it to their machines. With the Web connector, your organization can use the same MCP setup.

When MCP is Most Useful

• Regular reporting: Ask Claude to create weekly or monthly summaries.
• Quick insights: Get instant answers without opening spreadsheets.
• Data exploration: Discover patterns you might miss manually.
• Presentation prep: Generate charts and insights for meetings.
• Forecasting: Use your historical data for predictions.

9. Getting Help

If you encounter any issues with Coupler.io MCP, please contact our support team.

We're here to help with:

• Desktop Extension and Web Connector setup and configuration.
• Understanding data access.
• Questions about features and capabilities.

Next Steps

Once you're comfortable with basic MCP usage:

1. Explore more complex analyses with your data.
2. Create Claude projects for different business areas.
3. Experiment with different types of visualizations.
4. Share your success stories with the team.

Remember, MCP is designed to make data analysis conversational and accessible. The more you use it, the more valuable insights you'll discover in your data.