Overview
Supercharge every Claude chat with real customer intelligence. Query your OCSEE workspace, surface relevant docs and verbatim quotes, and ground PRDs, roadmap decisions, or exec updates in real evidence, without ever stepping out of the chat. OCSEE connects to Claude via a remote MCP connector using OAuth, so you just sign in and authorize- no API tokens or manual server configuration needed for Claude.ai.OCSEE API scopes granted to Claude:
project:read— Read projectsproject:write— Create and modify projects via APInote:read— Read notes/data via APInote:write— Create and modify notes and highlights via APIinsight:read— Read insights/docs via APIinsight:write— Create and modify insights/docs via APIsearch:read— Search across workspace content via APIchannel:read— Read channels via APIchannel:write— Create and modify channels and channel data points via APIfield:read— Read fields via APIcontact:read— Read contacts via APIcontact:write— Create and modify contacts via APIuser:read— Read workspace users via APIfile:read— Read files via API
Connect OCSEE to Claude
On Claude’s individual plans
- Sign in to OCSEE with your usual credentials
- Go to Claude.ai
- Open Customize → Connectors
- Click “Connect”
- Authorize access
Grant Claude permission to access your OCSEE workspace. - Start asking questions
Claude can now search your workspace, read project docs, and surface customer highlights
On Claude Team or Enterprise plans
- An admin first enables OCSEE under Organization settings: Organization settings → Connectors → Add → All Available → Search for OCSEE
- Users then connect it from Settings → Customize → Connectors
- Click “Connect”
- Authorize access
- Grant Claude permission to access your OCSEE workspace.
- Start asking questions
- Claude can now search your workspace, read project docs, and surface customer highlights.
Using Claude Code
Once the connector has been added to your Claude account (following the steps above), it is automatically available in Claude Code. You can confirm it’s ready to use by running the/mcp command in your terminal and checking that OCSEE shows as connected.
To connect to the OCSEE MCP server directly from Claude Code, run this command in your terminal:
claude mcp add --transport http ocsee https://ocsee.com/api/mcpUsing OCSEE in your prompts
- Open a new chat in Claude.ai.
- Click [+] on the lower left of the message input to open the tools menu.
- Select Connectors, then toggle OCSEE on
- OCSEE indicator will appear next to the input, and Claude will now use your workspace as context for that conversation.
Example: planning a roadmap
Example: writing a design brief
Example: preparing a sales pitch
Example: preparing for renewals
Tips
Use exact project names
Use exact project names
Claude matches against your workspace, so ask it to list projects first if you’re unsure.
Combine tools in one conversation
Combine tools in one conversation
The best results come from chaining search, docs, and highlights together, e.g. “Search for ABC, then get the full doc, then pull supporting quotes”.
Filter by content type
Filter by content type
Ask Claude to search only highlights or only docs if results are too broad.
Page through large projects
Page through large projects
Results return 20 items at a time. Ask Claude to “get the next page” for more.