Claude

→ Open connectors in Claude · Open the MCP connector

Set up SimpliServ as a connector in Claude: it can then read your customers, orders, invoices and inventory – and, once you allow it, perform actions too.

You need a Claude account on Pro, Max, Team or Enterprise and a SimpliServ user with the MCP interface → Access permission. No API key is required – authentication runs through OAuth. For ChatGPT there is a separate guide.

Setup (Claude in the browser)Copy Anchor Link

Open connectorsCopy Anchor Link

→ Open connectors in Claude

Alternatively, in Claude go to Customize → Connectors. Click Add at the top right and choose Add custom connector.

If you cannot find the entry: connectors moved out of the general settings into the Customize section.

Fill in the fieldsCopy Anchor Link

In the Add custom connector dialog, enter the following – each block has a copy button on the right:

Name

Copy Text

SimpliServ

Remote MCP server URL

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https://api.simpliserv.app/api/v1/mcp

Leave the fields under Advanced settings (OAuth client ID and secret) empty: Claude discovers them automatically via /.well-known/oauth-authorization-server and registers itself through Dynamic Client Registration. Then click Add.

Sign in and consentCopy Anchor Link

Claude opens the SimpliServ login. Sign in with your workspace user and confirm the consent screen. The connector then appears in the list with a check mark under Status.

Allow toolsCopy Anchor Link

Click the connector in the list. Under Tool permissions you see every tool, split into Read-only tools and Write/delete tools. For each tool you choose between three modes:

Icon	Meaning
Check	Always allow – Claude uses the tool without asking
Hand	Ask – Claude asks before every use
No-entry sign	Blocked – Claude may not use the tool

Use the dropdown next to a group heading to set every tool in that group at once.

A good starting point: allow read-only tools and set write/delete tools to ask. Claude can then research freely but cannot create, change or delete anything without your consent.

Setup (Claude Desktop)Copy Anchor Link

Claude Desktop reads MCP servers from claude_desktop_config.json (macOS: ~/Library/Application Support/Claude, Windows: %APPDATA%\Claude). Use the mcp-remote bridge for the OAuth flow.

"simpliserv": {
  "command": "npx",
  "args": ["-y", "mcp-remote", "https://api.simpliserv.app/api/v1/mcp"]
}

Using it in a chatCopy Anchor Link

The connector can be switched on and off per conversation: click + in the composer, then Connectors, and enable the toggle next to SimpliServ.

After that, just ask Claude, e.g. "Show me the open invoices for customer Müller".

Multiple workspacesCopy Anchor Link

If you belong to several workspaces, the connector always works with your default workspace. Switching as you would in the web interface is not possible, because Claude sends no workspace identifier. Access to other workspaces is ruled out – your membership is checked on every request.

Revoking accessCopy Anchor Link

Two ways, both effective immediately:

• In Claude: open the connector and click Disconnect.
• In SimpliServ: in the MCP connector under Authorized OAuth clients click Revoke. This ends active sessions and invalidates all access tokens.

TroubleshootingCopy Anchor Link

Related topicsCopy Anchor Link