---
title: "RevSure - MCP Connector Setup Guide with Claude"
slug: "revsure-mcp-connector-setup-guide-with-claude-1"
updated: 2026-08-24T10:06:31Z
published: 2026-08-24T10:06:31Z
canonical: "documents.revsure.ai/revsure-mcp-connector-setup-guide-with-claude-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documents.revsure.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# RevSure - MCP Connector Setup Guide with Claude

**RevSure — MCP Connector Setup Guide with Claude**

Credentials Required - These will have to be added by your Claude Account Owner

[Step 1: Preliminary Steps (For Owners)](/v1/docs/revsure-mcp-connector-setup-guide-with-claude-1#step-1-preliminary-steps-for-owners)

[Step 2: Configure the MCP Server](/v1/docs/revsure-mcp-connector-setup-guide-with-claude-1#step-2-configure-the-mcp-server)

[Step 3: Authenticate with RevSure](/v1/docs/revsure-mcp-connector-setup-guide-with-claude-1#step-3-authenticate-with-revsure)

[Step 4: Enable Auto-Approval for Tool Calls (Recommended)](/v1/docs/revsure-mcp-connector-setup-guide-with-claude-1#step-4-enable-autoapproval-for-tool-calls-recommended)

[Step 5: Start Using the Connector](/v1/docs/revsure-mcp-connector-setup-guide-with-claude-1#step-5-start-using-the-connector)

**Steps for Members (After Connector is Configured)**

[Step 1: Connect the Connector](/v1/docs/revsure-mcp-connector-setup-guide-with-claude-1#step-1-connect-the-connector)

[Step 2: Authenticate with RevSure](/v1/docs/revsure-mcp-connector-setup-guide-with-claude-1#step-2-authenticate-with-revsure)

[Step 3: Enable Auto-Approval for Tool Calls (Recommended)](/v1/docs/revsure-mcp-connector-setup-guide-with-claude-1#step-3-enable-autoapproval-for-tool-calls-recommended)

[Step 4: Start Using the Connector](/v1/docs/revsure-mcp-connector-setup-guide-with-claude-1#step-4-start-using-the-connector)

## 

## **Credentials Required - These will have to be added by your Claude Account Owner**

To configure the connector, you will need the following credentials:

- The MCP server URL
- OAuth client ID

## **Step 1: Preliminary Steps (For Owners)**

Before members of Team and Enterprise plans can configure custom connectors, an **Owner** or **Primary Owner** needs to follow these initial steps to add a custom connector to your organization:

1. In the left sidebar, click **Customize** → **Connectors**.
2. Click the **+** button in the top-right corner of the Connectors panel (next to the search icon).
3. In the popup that appears, select **"Add custom connector"**.
4. A configuration form will open.

![](https://cdn.document360.io/1ba0d15e-f1ca-43db-aba7-8e6b7d8766f9/Images/Documentation/revsure---mcp-connector-setup-guide-with-claude-image-bywuyzx0.png)

## **Step 2: Configure the MCP Server**

1. Choose a suitable name. [**RevSure** is preferred]
2. Enter the MCP Server URL:

[MCP Server URL (check Prerequisites)]

1. Click on **Advanced Settings**.
2. Add the OAuth Client Id as: [OAuth Client ID (check Prerequisites)]
3. Leave OAuth Client secret blank

## **Step 3: Authenticate with RevSure**

1. You will be redirected to the **RevSure login page**.
2. Enter your RevSure credentials and log in.
3. Once authenticated, the connector is active — you can now use Claude with RevSure.

## **Step 4: Enable Auto-Approval for Tool Calls (Recommended)**

1. Click on **Always Allow** for all tools.
  - This prevents Claude from prompting you for approval on every individual tool call.

## **Step 5: Start Using the Connector**

1. Open a **new chat**.
2. Click the **+** icon in the input prompt box.
3. Click on Connectors and make sure the MCP connector is enabled.
4. Click on **Tool Access**.
5. Select the “**Tools already loaded”** option to enable them for the conversation.

![](https://cdn.document360.io/1ba0d15e-f1ca-43db-aba7-8e6b7d8766f9/Images/Documentation/revsure---mcp-connector-setup-guide-with-claude-image-7yoefmp7.png)

## Steps for Members (After Connector is Configured)

Once an Owner has added the custom connector, team members can connect it by following these steps:

### **Step 1: Connect the Connector**

1. Navigate to **Customize > Connectors**.
2. Find the custom connector your Owner added in the list (it will have a **"CUSTOM"** label).
3. Click **"Connect"** to authenticate.

![](https://cdn.document360.io/1ba0d15e-f1ca-43db-aba7-8e6b7d8766f9/Images/Documentation/revsure---mcp-connector-setup-guide-with-claude-image-60ji9yfr.png)

### **Step 2: Authenticate with RevSure**

1. You will be redirected to the **RevSure login page**.
2. Enter your RevSure credentials and log in.
3. Once authenticated, the connector is active — you can now use Claude with RevSure.

### **Step 3: Enable Auto-Approval for Tool Calls (Recommended)**

1. Go to **Customize (**available in the left side panel) **→ Connectors**. Choose your MCP connector.
2. In tool permissions click on **Always Allow** for all tools.
  - This prevents Claude from prompting you for approval on every individual tool call.

### **Step 4: Start Using the Connector**

1. Open a **new chat**.
2. Click the **+** icon in the input prompt box.
3. Click on **Connectors** and make sure the MCP connector is enabled.
4. Click on **Tool Access**.
5. Select the **"Tools already loaded"** option to enable them for the conversation.

![](https://cdn.document360.io/1ba0d15e-f1ca-43db-aba7-8e6b7d8766f9/Images/Documentation/revsure---mcp-connector-setup-guide-with-claude-image-1deul4z2.png)