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Claude Desktop is the app version of Anthropic’s AI assistant, Claude. Once successfully connected to Omni, you can interact with your Omni data right in the Claude Desktop interface. Looking for Claude Code? Check out the Claude Code guide.

Requirements

Every person who wants to use the MCP Server must complete the setup.
To follow the steps in this guide, you’ll need:
  • The latest version of Claude Desktop installed
  • The MCP Server AI setting enabled in your Omni instance. An Organization Admin can enable this setting by navigating to Settings > AI > General.
  • For API key setup only: npm and Node.js installed. Check with:
    node -v
    npm -v
    

Setup

Choose your authentication method. See the MCP authentication guide if you need help selecting a method.

Using the MCP

Once the MCP Server is connected, Claude Desktop automatically uses it when you ask questions about your data. You can prompt Claude to use Omni by referring to it by name or description.
  1. Enter a prompt in the chat panel, such as Hey Omni, tell me how many users have been sourced by referrals.
  2. Each time Claude uses an MCP tool, you’ll be prompted to approve its usage. Click Allow once or Allow always to proceed: Claude Desktop MCP approval prompt
  3. The MCP Server will pick a model (if not configured) and topic, then run a query to retrieve the data: Claude Desktop chat with MCP Server running a query