Connect an AI Assistant

Connect your favourite AI client to Formation Direct so it can read your app data and take actions on your behalf.

This is the address your AI client will connect to.

Connect to Claude (claude.ai)

  1. 1

    Open Claude settings

    Go to claude.ai , click your profile menu (top-right), then Settings.

  2. 2

    Navigate to Connectors

    In Settings, select the Connectors tab, then click Add custom connector.

  3. 3

    Enter the connector details

    Give it a name (e.g. "Formation Direct"), paste the MCP Server URL above, and click Add.

  4. 4

    Sign in and approve

    Claude will open a consent page where you sign in with your Formation Direct account and approve the connection. The assistant only ever acts as you.

Tip: AI assistants cache the list of available tools. If we add or change tools after you've connected, refresh or re-authorise the connector in your client to pick up the update.

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