Connect Claude

Step by step to connect Claude (claude.ai in the browser and the desktop app) to your Memberfy community, with the custom connector, the authorization, the first test, and how to turn the connector on and off in a conversation.

Cet article n’a pas encore été traduit. Vous lisez la version en anglais.

In Claude, Memberfy comes in as a custom connector. You paste the server address once, authorize with your Memberfy account, and Claude gets your community's tools in any conversation.

The address and these steps are also in Memberfy itself. In My Account › AI assistants (/account?tab=assistants), or in Settings › AI assistants (owner and admin), the Connect an assistant block shows the MCP server address with a Copy button, and the steps for each assistant: Claude, ChatGPT and Claude Code / Cursor (with the command and the file snippet, under Copy the snippet).

Before you start

A Claude account on a plan that allows custom connectors. In company accounts (Team and Enterprise), adding connectors is usually done by the organization's admin in Claude.
A Memberfy account, with a role in the community you want to connect.
The server address: https://api.memberfy.net/mcp/{slug}. Each community has its own address, https://api.memberfy.net/mcp/{slug}, where {slug} is the community's address; the Copy button in Memberfy already brings the address ready, and the authorization window opens on the community's own domain. The address without {slug} still works and goes to the default community.

The same connector works in the browser (claude.ai) and in the desktop app: added in one, it shows up in the other.

Step by step

In Claude, open Settings (in the menu under your name, in the corner of the screen).
Go to Connectors.
Click Add custom connector.
Fill in:
- Name: Memberfy (or the community's name, if you'll connect more than one);
- Remote MCP server URL: https://api.memberfy.net/mcp/{slug}. Leave the advanced settings (OAuth client ID and secret) blank: Memberfy registers Claude on its own.
Click Add. The connector appears in the list, not yet connected.
Click Connect. A Memberfy window opens.
If asked, sign in with your Memberfy email and password.
On the authorization screen, choose the community, check what Claude will be able to do and click Allow. See what the screen shows.
The window closes and the connector shows as connected.

Menu names may vary a little depending on Claude's version and language. The address is always the same.

Using it in a conversation

Start a new conversation.
In the tools menu of the message box, check that Memberfy is turned on. From there you can turn the connector on and off, and individual tools too.
Ask something simple to test: "Which Memberfy community are you connected to, and with what role?". Claude calls get_community_context and replies with the community's name, your role and the sections.

When it's about to use a tool that changes something, Claude may ask for your permission for it, once or for good. That prompt is Claude's, not Memberfy's. To stop being asked on every action, set the tool as always allowed in the prompt itself or in the connector settings (Settings › Connectors, under Memberfy), where each tool has its own choice. That doesn't turn off Memberfy's confirmation for anything that touches money or deletes, which happens regardless.

Memberfy gives Claude the ready-made recipes in the table below, with title and text in your account's language. To use one:

In a conversation with the connector turned on, click the + in the message box.
Hover over Connectors and then over the Memberfy option: the menu shows the recipes.
Pick one. If it has fields (the list of people, the course title), fill them in; the optional ones can stay blank.
Claude receives the assembled request and carries on, with the same confirmations as always.

Recipe	What it does	Who sees it
Monthly report	Sales, members, engagement and events of the month, with charts and suggestions	Owner, admin, moderator and finance
Invite a class	Invites a list of people at once, in a group and with tags, after showing the summary	Owner and admin
Import members from a spreadsheet	Analyzes an .xlsx or .csv, asks where the columns go, the consent and the origin, shows the summary and only imports after your yes	Owner and admin
Issue certificates for a class	Issues the completion certificate to a group, with a dry run first	Owner, admin and moderator
Certificate template with the brand artwork	Creates a template from your artwork and shows the preview before activating it	Owner, admin and moderator
Create a course	Builds a course with modules and lessons and, optionally, the product that sells it, as a draft	Owner and admin
Create an event	Creates an event, with an optional ticket, and announces it in the feed after your ok	Owner, admin and moderator
Open a call for papers	Opens a call for an event, with tracks and deadlines, as a draft, and publishes it after your ok	Every role (opening depends on the space's rule)
Refund a buyer	Finds the purchase by name or e-mail, asks whether access continues and refunds after the summary; on boleto, records the money returned directly	Owner, admin and finance
Change my plan	Compares plans, shows what changing costs and changes only after your yes	Every role (it is your own plan)
Review call-for-papers proposals	Shows the pending proposals of a call and decides each one with you	Every role (deciding belongs to the team and the call's owners)
Ask the community (poll)	Creates a poll in the Feed or a Content space and follows the results	Owner, admin and moderator
Run a survey	Creates a survey from a template or from scratch, opens it and summarizes the results, with the NPS and the themes of the texts	Owner and admin
Inspection round	Walks a sector spot by spot, records OK or problem (each problem opens a Support ticket) and completes the round	Owner, admin and moderator
Review my team's development plans	Goes through the team's plans, approves or returns the waiting ones with you and points out who has no plan and the overdue actions	Every role (deciding belongs to the direct leader, the owner and the admin)
Set up time tracking	Creates the time tracking space, registers and links the establishment and registers the employees	Owner and admin
Close the time tracking month	Decides the pending adjustments with you, reviews the timesheets, closes the month and exports the CSV	Owner, admin and finance
Collect with a form	Builds a form, shows who gets the notice before publishing, publishes it and follows up on the submissions	Every role (creating depends on the space's Who can post)
Event door	Opens an event's door list, checks people in by QR, code or name, grants a courtesy with your ok and shows who is missing	Every role (the door belongs to the team and the event's organizers)
Give a badge	Gives a catalog badge to a group of people, showing first who gets the Achievements e-mail	Owner and admin
Automate a rule with a workflow	Turns a rule said in your own words into a workflow: reads the guide, builds the draft and the e-mails, simulates, tests, estimates and turns it on after your ok	Owner and admin
Find someone and book a session	Searches the Networking showcase, shows the profile and free times of the best match and books a free session	All roles
Welcome journey with badges	Creates a sequence of badges that award themselves by rule as newcomers take part; proposes the steps and creates them after your yes	Owner and admin

A recipe only shows up for whoever can use the tools it depends on: the Who sees it column shows who. Some also show up for the member because a call for papers can be owned by a member, anyone can lead someone in a development plan and creating a form depends on the space. The same recipes, in more detail, are in Recipes.

Connected Claude before October 6, 2026? The tools now have English names (create_post instead of criar_post) and gained the menu recipes. A conversation that was already open may keep the old list: open a new conversation for Claude to see the new names. You don't need to connect again; if the old names keep showing up, click Connect on the connector again.

Two communities

Each connection belongs to one community. To use two:

Add a second custom connector, with another name (Memberfy · School, Memberfy · Coworking) and the same address.
In Connect, choose the other community.
In the conversation, turn on only the connector for the community you're working in, so Claude doesn't mix them up.

Disconnecting

In Claude: in Settings › Connectors, open the connector and choose to disconnect or remove it. Claude loses access, but the authorization stays listed in Memberfy until it expires or is disconnected there.
In Memberfy (the sure way): My Account › AI assistants (/account?tab=assistants), Disconnect. It cuts access immediately. See Authorize and disconnect.

Connection problems

What happens	What to do
The Memberfy window says "This access request isn't valid. Go back to the assistant and connect again."	Remove the connector, add it again and click Connect
The community you want doesn't appear in the list	The account you signed in with isn't part of it. Sign in with the right account
The connector connects, but Claude doesn't use the tools	Check that the connector is on in the conversation, and ask explicitly: "use Memberfy to…"
Tools you expected are missing	Your role doesn't allow them. See Tools
After a while, Claude says the connection failed	Click Connect on the connector again; if you disconnected in Memberfy, you need to authorize again

#Before you start

#Step by step

#Using it in a conversation

#Ready-made recipes in the menu

#Two communities

#Disconnecting

#Connection problems

#Related

Before you start

Step by step

Using it in a conversation

Ready-made recipes in the menu

Two communities

Disconnecting

Connection problems

Related