> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Integrate CxPlanner with Claude via API

## Overview: Claude API integration

The Claude connector uses OAuthPKCE so Claude can work with CxPlanner data on behalf of a specific user through a remote MCP server.

For the Claude Cowork plugin workflow, see the Claude Cowork guide.

* Your role must be company **Admin** to create API keys.
* You can find the menu at avatar - **Company profile** - **API**, and in Claude at Settings - Connectors.
* This creates a user-based Claude connection. Available tools depend on your company setup and enabled modules.

|| Only users with the company role Admin can create API keys.
||| Store your Client Secret securely. It cannot be retrieved again after you close the dialog.

## How to integrate Claude with CxPlanner

### Create an API key in CxPlanner
1. Click your avatar in the top right corner.
2. Go to **Company profile**.
3. Open the **API** section.
4. Click **Generate new API key**.
5. Enter a name, for example Cloud integration.
6. Select API type **OAuthPKCE**.
7. Click **Save**.
8. Copy the **Client ID** and **Client Secret**.

### Set up the connector in Claude
1. Open **Claude**.
2. Go to **Settings**.
3. Open **Connectors**.
4. Click **+** (Add connector).
5. Select **Custom connector**.
6. Enter a name, for example CxPlanner MCP.
7. Set Remote MCP server URL to `https://mcpcxplanner.com`.
8. Expand advanced settings and paste the **Client ID** and **Client Secret**.
9. Click **Add**.

### Authorize the integration
1. When redirected to CxPlanner, log in if needed.
2. Click **Authorize**.
3. Confirm you are redirected back to Claude.

### Video guide

${frame}[Tutorial: CxAI: Integrate ClaudeAI into CxPlanner](https://www.loom.com/embed/5b659d7bcc7445719cb932a7d1f1e798)

## Results: Claude API integration

| Type | Description |
|---|---|
| OAuthPKCE | User-based authentication used for Claude |

* Claude interacts with CxPlanner using your user permissions
* Actions run at your access level
* Available tools depend on company configuration and enabled modules

## Troubleshooting: Claude API integration

| Problem | Cause | Solution |
|---|---|---|
| Connection is required again | Connector session was dropped | Disconnect the connector in Claude, then reconnect and authorize again in CxPlanner |
| Cannot create an API key | Your company role is below Admin | Ask a **Company Admin** to create the OAuthPKCE key and share setup steps securely |
| Connector fails after paste | Client Secret was lost or mistyped | Generate a new OAuthPKCE key, copy both values immediately, and recreate the connector |