Connect to Grid MCP

Last updated: May 5, 2026

The Grid MCP server lets Claude, ChatGPT, Cursor, and other MCP-compatible clients query your Grid data in natural language, using the same metric definitions, segments, and records you see in the app.

The MCP is read-only. It cannot modify data, edit charts or dashboards, or write back to your source systems.

How to set up

You'll need your MCP URL, and an access token if you're connecting via Claude Code with a token. Both are available at:

https://app.withgrid.com/mcp-auth

Use OAuth wherever it's supported. Access tokens are a fallback for Claude Code.

Claude Code

See Anthropic's docs for general reference: https://docs.claude.com/en/docs/claude-code/mcp.

You can connect with OAuth (recommended) or an access token.

Option A: OAuth

  1. Copy your MCP URL from https://app.withgrid.com/mcp-auth.

  2. In your terminal, run:

   claude mcp add --transport http --scope user grid <MCP URL>

  1. Start Claude Code by running claude, then run the /mcp command.

  2. Select the Grid MCP and complete the OAuth flow.

Option B: Access token

  1. Generate an access token at https://app.withgrid.com/mcp-auth.

  2. Copy your MCP URL from the same page.

  3. In your terminal, run:

   claude mcp add --transport http --scope user grid <MCP URL> --header "Authorization: Bearer <Your token>"

Claude / Cowork

An admin must add Grid as a custom connector before users can enable it.

Admin (one-time)

  1. Go to https://claude.ai/admin-settings/connectors.

  2. Add a new custom web connector.

  3. Paste in your Grid MCP URL.

Each user

  1. Go to https://claude.ai/settings/connectors.

  2. Find the Grid MCP, click Connect, and complete the OAuth flow.

ChatGPT

An admin must add Grid before users can use it.

  1. Go to https://chatgpt.com/admin/ca.

  2. Create a new App and add your Grid MCP URL.

  3. Authenticate with OAuth.

  4. Open Advanced OAuth settings and uncheck OIDC enabled.

  5. Create the app and publish it to your organization.

What you can do

Explore your data. Look up customers, opportunities, subscriptions, and invoices. Search by name or keyword. Drill into line items, contract dates, attributes, and revenue history.

Run charts, reports, and dashboards. Execute any saved chart or report and get the underlying time series back, including the formula breakdown (e.g. New Sales + Expansion − Churn for Net New ARR).

Ad-hoc analysis. Ask metrics questions in plain English, such as "ARR by segment for enterprise customers over the last 12 months," "which customers churned in Q1," or "NRR excluding the Acme expansion." The MCP picks the calculation, groupings, and filters, runs it on your grid, and returns the result. No saved chart required.

Search the help center. Ask how a metric is defined or how a feature works. The MCP searches Grid's documentation so answers reflect the current product.

What that unlocks

Because the MCP returns structured data, you can use your assistant to:

  • Build custom visualizations

  • Create custom reports and export to Excel, Google Sheets, or CSV

  • Pull Grid metrics into board decks, investor updates, or QBRs

  • Schedule workflows that fetch fresh numbers on a recurring basis

  • Combine Grid data with other connected tools (Slack, Linear, Notion, internal docs)