# Connect Netmera to Claude

Connect Claude to Netmera and turn campaign questions into faster answers.

Instead of switching between reports, segments, and dashboards, you can ask Claude for the insight you need and get a readable answer back quickly.

### What marketers can do with it

Once connected, Claude can help you:

* review campaign performance without building each report manually,
* compare channels, audiences, and conversion trends faster,
* inspect user activity, events, and message history,
* and prepare summaries your team can share or act on.

Common marketing prompts:

* “Analyze push campaign performance for the last 30 days.”
* “Compare email and SMS engagement for last week.”
* “Show campaigns with the highest click-through rate this month.”
* “Summarize last week's engagement metrics for my team.”
* “Create a dashboard for active campaigns.”

### How Claude connects to Netmera

Netmera MCP connects Claude to your Netmera app through a secure MCP connection.

That lets Claude retrieve permitted data, compare results, and generate readable summaries from your Netmera workspace.

#### Supported Platforms

This setup works for both:

* Claude Desktop
* Claude.ai web application

### Installation Steps

{% stepper %}
{% step %}

#### Step 1: Open the Settings Menu

In Claude Desktop or Claude.ai, click your profile name located in the bottom-right corner. From the opened menu, select **Settings**.

<div align="center"><figure><img src="/files/raEWow8LlFgXLKcK1vZ5" alt="" width="269"><figcaption><p>Click your profile name and select Settings from the opened menu</p></figcaption></figure></div>
{% endstep %}

{% step %}

#### Step 2: Go to the Connectors Page

In the Settings screen, click the **Connectors** tab.

<div align="center"><figure><img src="/files/CXiNU7TxDrY5B9gDt6IH" alt="" width="180"><figcaption><p>Select Connectors from Settings Page<br>in the web application</p></figcaption></figure> <figure><img src="/files/7WoC7XIJSdqbVHKdpRgE" alt="" width="222"><figcaption><p>Select Connectors from Settings Page<br>in the desktop application</p></figcaption></figure></div>
{% endstep %}

{% step %}

#### Step 3: Switch to Customize Mode

On the Connectors page, click the **Customize** link.

This step works the same way for both the desktop and web applications.

<figure><img src="/files/OaJprg3rJTr31umya19M" alt=""><figcaption><p>Click the Customize link on the Connectors page in the web application</p></figcaption></figure>

<figure><img src="/files/EiAl3TwlbCvqd4yooaOa" alt=""><figcaption><p>Click the Customize link on the Connectors page in the desktop application</p></figcaption></figure>
{% endstep %}

{% step %}

#### Step 4: Add a Custom Connector

After clicking Customize, click the **+** button located next to the **Connectors** title.

From the opened menu, select **Add custom connector**.

<figure><img src="/files/aASYgHnBsoEurOcq8mT6" alt=""><figcaption><p>Click the + button located next to the Connectors title and select Add custom connector from the open menu</p></figcaption></figure>
{% endstep %}

{% step %}

#### Step 5: Enter the Netmera MCP Details

<figure><img src="/files/pZIhnduyDwwLmqK7Eq7O" alt="" width="339"><figcaption><p>Enter the Name and Remote MCP Server URL</p></figcaption></figure>

In the opened modal, enter the following information:

#### Name

```
Netmera MCP
```

You may also use a different name if preferred.

#### Remote MCP Server URL

```
https://ai.netmera.com/ai/mcp
```

{% hint style="warning" %}
Enter the URL exactly as shown above. Make sure it starts with https\://
{% endhint %}
{% endstep %}

{% step %}

#### Step 6: Authenticate with the Netmera Panel

After clicking **Connect**, the Netmera panel login page will open.

Log in using your Netmera account credentials.

<figure><img src="/files/laoG64b4GLBGlKU81LBX" alt="" width="563"><figcaption><p>Click Connect, the Netmera panel login page will open</p></figcaption></figure>

<figure><img src="/files/FH0SQukyTve2uC4iPO3N" alt="" width="563"><figcaption><p>Log in using your Netmera account credentials</p></figcaption></figure>
{% endstep %}

{% step %}

#### Step 7: Select an App Key

After logging in, the App Key selection screen will appear.

Select the App Key for the application you want to access.
{% endstep %}
{% endstepper %}

#### Setup Complete

You can now use Netmera MCP directly from Claude.

Claude can help you analyze Netmera data, generate reports, inspect campaign performance, and retrieve insights using natural language.

### Frequently Asked Questions

#### What should I do if the connection is disconnected?

Go to:

**Settings → Connectors → Netmera MCP**

Then select **Reconnect**.

#### What if I need access to multiple App Keys?

You can reconnect using a different App Key whenever needed. Re-authentication may be required.

#### Security Notes

* Your Netmera account credentials are only shared with the Netmera panel authentication flow.
* Claude can only access the App Key you selected during authentication.
* You can remove the connection at any time from the Settings menu.

{% hint style="success" %}

### You are ready

You can now use Claude and Netmera together through MCP integration.
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://user.netmera.com/netmera-user-guide/ai-features/connect-netmera-to-claude.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.