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The MCP connector (the Kowalah Claude Connector) puts your Kowalah workspace directly inside Claude. Anyone who uses Claude on the web or desktop gets instant access to your projects, deliverables, accelerators, and the opportunities pipeline — right alongside whatever they’re already working on.
The MCP connector is available to Kowalah Managed Services customers, and during a paid Kowalah programme. Learn more about how it works.

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What you can do

The connector is built around three intent-shaped tools — the things people actually want to do in chat.

Get an update

A portfolio rollup, a focused view of any project / deliverable / Expert Request / opportunity, or a list of discovery briefs you’re invited to.

Find an accelerator

Search the global Kowalah library and your organization’s private accelerators for a prompt, GPT, or workflow that already solves your problem.

Raise an opportunity

Capture a new idea, ask, or question for Kowalah’s team to triage — optionally linked to a discovery brief you’ve been invited to.

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See what’s waiting for you

Ask Claude for an update and the connector returns a role-appropriate rollup plus any Discovery briefs you’ve been invited to respond to: 
What's pending for me in Kowalah?
The pending_discoveries section shows each brief, its goal, the business value context, the close date, and the project it sits against. You only see your own invites — never anyone else’s, regardless of role.

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Respond to a discovery from chat

If you’ve been invited to a discovery, you can submit your response without leaving Claude: 
I want to respond to the supplier onboarding discovery
Claude walks you through goal, what good looks like, and the context Kowalah needs, then submits the opportunity with the discovery ID attached. The server:
  • Validates that you’re on the discovery’s audience
  • Stamps the opportunity with the discovery and its project
  • Marks your invite as responded so reminders stop

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Raise a free-standing opportunity

Opportunities don’t have to come from a discovery. Anyone in your organization — admin, core team, or member — can raise one any time: 
I want to raise an opportunity with Kowalah about reducing the
admin load on our finance team at month-end
Claude checks the accelerator library first, sharpens the description with you, then submits and shows you the opportunity number (OPP-XXXX) so you can refer back to it.
Picking Submit an opportunity from Claude’s prompt menu starts the guided submission flow directly. It accepts an optional one-liner to seed the conversation.

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Role-based access

The connector enforces the same visibility rules as the platform:
RoleUpdate viewOpportunities visibleProjects / deliverables / ERs visibleCan raise opportunities
AdminFull org rollupEvery opportunity in the orgAllYes
Core teamFull org rollupEvery opportunity in the orgAllYes
MemberPersonal rollupOnly the ones you raisedOnly the ones you’re a stakeholder onYes
Discovery invites are personal — you always see your own pending discoveries regardless of role.

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Data security

  • Organization scoped — you only see data from organizations you belong to
  • Role-filtered — members only see what they raised or are a stakeholder on
  • Client visibility — tasks, risks, and decisions are filtered to client-visible items
  • Discovery audience gate — opportunity submissions tagged with a discovery are rejected if you’re not on the audience
  • Stateless — each request is independently authenticated; nothing is cached

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Set up the connector

Setup guide

Add the connector to your Claude workspace

Available tools reference

What each tool returns and how role affects it