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Connect your AI

Connect Claude

Link Claude to your guide so you can change it by chatting.

Using ChatGPT? Connect ChatGPT instead →

Claude asks for it in step 3. There’s nothing else to set up.

Your build link

https://forge.smartcxp.com/mcpAdd to Claude (opens in a new tab)

Paste this into Claude or ChatGPT when it asks for a connector, or use Add to Claude to open Claude with it filled in. It is private to you: to let a colleague try your guide, share the customer link instead.

Add it to Claude

These steps work in Claude on the web (claude.ai) and in Claude Desktop.

0 of 6 done

  1. Open Claude and go to Customize, then Connectors.
  2. Choose "Add custom connector".
  3. Paste the link above and choose "Add".
  4. Approve the sign-in that opens in your browser. If you are already signed in to Forge in that browser, it is one click. If not, Forge emails you a link.
  5. Open a new chat and turn the connector on from the + menu, under Connectors.
  6. Try a prompt, such as "What can you do with my loyalty guide?"

On a phone or a work plan

On a phone, the sign-in page that opens in your browser offers "Scan to finish sign-in on mobile". Scan it with your phone camera.