Direct answer: In Claude, add a custom remote connector named Finta with the endpoint https://finta.ai/mcp, complete the Finta OAuth flow, choose the correct organization, and confirm that Claude can list Finta tools. Do not paste a Finta password or private token into a prompt.
Before you connect
| Check | Why it matters |
|---|---|
| You can sign in at Finta | The OAuth flow binds the connector to a real Finta user. |
| You know which Finta organization to use | CRM, inbox, documents, deals, and network context are organization scoped. |
| Your Claude plan supports remote connectors | Anthropic controls plan availability and workspace permissions. |
| A workspace owner has enabled connectors when required | Team and Enterprise workspaces may restrict who can add connectors. |
Add Finta to Claude
- Open Claude and go to Settings, then Connectors.
- For a Team or Enterprise workspace, select the organization connector area approved by your workspace owner.
- Choose Add custom connector.
- Name the connector Finta.
- Paste
https://finta.ai/mcpas the remote MCP server URL. - Save the connector and choose Connect.
- Sign in to Finta when the authorization window opens.
- Select the Finta organization you intend to use and review the requested access.
- Return to Claude and enable only the Finta tools needed for the current task.
Anthropic's remote MCP connector guide is the source of truth for Claude navigation and plan availability.
Verify the connection
Start with a read-only request:
List the Finta tools you can use, then search my CRM for a contact I name. Do not create or update anything.
A working connection should show Finta in Claude's tools menu and expose tools appropriate to your Finta account. Tool availability can change with permissions, product configuration, and the current Finta release.
Use the smallest useful permission set
- Enable only the tools needed for the conversation.
- Review each tool request before approval.
- Keep write-capable tools disabled during broad research when you do not need them.
- Disconnect Finta in Claude and revoke the connection if the workspace or device changes hands.
How Finta helps
Claude can use supported Finta tools to find CRM contacts, inspect deal context, search relationship sources, read supported inbox and calendar context, and prepare next actions. Finta remains the system that holds the organization record and enforces its own permissions, confirmation steps, and usage controls.
Limitations
- Claude controls connector availability, workspace administration, and parts of the approval experience.
- A successful connector does not grant access beyond the authorized Finta organization.
- Some actions require a second confirmation step. A draft or pending confirmation is not an executed action.
- Connected tools can return incomplete results when the underlying CRM, inbox, calendar, or document source is incomplete.
Related guides
- Finta MCP tools reference
- Finta MCP security and permissions
- Troubleshoot Finta MCP
- Use Finta MCP for relationship intelligence
Verification status: Pending an authenticated Claude connection, discovered-tool inventory, and successful read-only Finta tool call receipt.