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

# Claude

> Connect CaptivateIQ from the Claude directory to ask Claude about your plans, employees, payouts, and worksheets.

<Warning>
  The CaptivateIQ MCP server is in early access. Tools, setup steps, and behavior may change.
</Warning>

Add [CaptivateIQ from the Claude directory](https://claude.ai/directory/captivateiq) to bring your CaptivateIQ compensation and planning data into Claude. Look up plans and payouts, review employee assumptions, and export worksheets using your live CaptivateIQ data.

You'll need a Claude account and a CaptivateIQ account in an organization with MCP access enabled. During early access, the connector is intended for organization admins, and what you can see depends on your role. To request early access, contact [support@captivateiq.com](mailto:support@captivateiq.com).

## Set up CaptivateIQ in Claude

<Steps>
  <Step title="Open the CaptivateIQ listing">
    Sign in to [Claude](https://claude.ai) and [open the CaptivateIQ listing in the directory](https://claude.ai/directory/captivateiq).

    You can also go to [**Customize → Connectors**](https://claude.ai/customize/connectors), browse the directory, and search for **CaptivateIQ**.
  </Step>

  <Step title="Connect your CaptivateIQ account">
    Click **Connect**. When prompted, sign in with your CaptivateIQ account, and review and approve the requested access.
  </Step>

  <Step title="Ask about your compensation data">
    Start a new chat. Click **+ → Connectors** and check that CaptivateIQ is toggled on. Type a question and send it, for example:

    > Who am I in CaptivateIQ?

    Claude should call `ciq_get_current_user` and return your name and organization. Claude asks for permission the first time it uses one of CaptivateIQ's tools.
  </Step>
</Steps>

<Tip>
  On Team and Enterprise plans, an Owner may first need to enable CaptivateIQ in [**Organization settings → Connectors**](https://claude.ai/admin-settings/connectors). Members can then connect to it from **Customize → Connectors**.
</Tip>

<Tip>
  Can't see any data? Check that you signed in to the CaptivateIQ account and organization where that data lives, and see [troubleshooting](/connectors/mcp#troubleshooting).
</Tip>

For Claude Code, a custom connection, or another AI tool, see the [MCP setup guide](/connectors/mcp).