Articles on: CxAI

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



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

Updated on: 07/26/2026

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