Connect Claude

Add Upclient as a connector in Claude or Claude Code so you can ask about projects, tasks, clients and messages, and make changes, in plain language.

Upclient runs a remote MCP server, so you can add your workspace to Claude as a custom connector. Once connected you can ask questions like “Which tasks are waiting for my review?” or “What did Juniper Furniture say in the Website Redesign thread?”, and ask Claude to do the work: create a project from a template, add a task, approve a submission or reply to a client.

Claude acts as you. It sees only what you can see in Upclient and can only change what your role allows.

How the connection works

Server URL: https://api.upclient.app/mcp. Claude talks to it over Streamable HTTP.
Signing in: Claude opens Upclient in your browser, you sign in and choose Allow. Claude then holds a token that lasts an hour and renews itself for up to 30 days of inactivity. Claude never sees your password.
Workspaces: one connection covers every workspace you belong to. Claude calls list_workspaces first and passes the workspace on each request, so it can answer “in Copperline, …” without reconnecting. If you only have one workspace, Claude uses it without asking.
Permissions: every request runs through the same role and project checks as the app. A viewer can read but never write; a member only sees the projects they are on. Billing that has ended stops the connection the same way it stops the app.
Read only: when you connect you can grant reading only. Claude can still look everything up, and asks you to reconnect with write access the first time it tries to change something.

What Claude can do

Area	Read	Change
Projects	list and open projects with their stages, people, progress	create a project (blank or from a template), add a stage
Tasks	list by status, assignee, due date, review queue or overdue; open a task with its client steps	create a task, change it, approve a review or send it back
Clients	list and open contacts and companies	add a contact or company, invite a contact to the portal
Library	templates, forms, form submissions with answers, contracts	none
Messages	list a project’s threads, read a thread	reply, or start an internal or project thread
Pages	list and read project pages	create a page (always hidden at first), edit it, show or hide it

Claude cannot delete anything, change settings, billing or team members, edit workflows, or manage API keys. Lists return at most 50 items per page and Claude asks for the next page when it needs more.

Connect Claude

You need a workspace plan that lets you add custom connectors in Claude.

In Claude (web or desktop), open Settings → Connectors and choose Add custom connector.
Name it Upclient and paste https://api.upclient.app/mcp as the URL. Leave the OAuth client fields empty; Claude registers itself.
Choose Connect. Upclient opens in your browser; sign in if you are asked.
Check the access Claude asks for and choose Allow.
In a chat, open the tools menu and make sure Upclient is turned on, then ask something like “List my overdue tasks in Fernhill Studio”.

Connect Claude Code

Add the server once from your terminal:

claude mcp add --transport http upclient https://api.upclient.app/mcp

Then run /mcp inside Claude Code, pick upclient and choose Authenticate. Your browser opens the same sign-in and Allow screen as above.

To use the connector from a script or a shared machine without a browser, send a workspace API key instead (the same stk_ key the REST API uses). A key is fixed to its workspace, so Claude Code does not pass a workspace and does not see list_workspaces:

claude mcp add --transport http upclient https://api.upclient.app/mcp \
  --header "Authorization: Bearer $UPCLIENT_API_KEY"

An API key acts with the role of the person who created it, and keys of viewers can only read.

Disconnect

Remove the connector in Claude’s Settings → Connectors, or run claude mcp remove upclient in Claude Code. Claude forgets its tokens, and a token that is left over stops working within an hour. When a connection has been withdrawn on the Upclient side, the next request answers “This app is no longer connected to Upclient” and Claude asks you to connect again. Revoke the API key to stop a key-based connection.

Troubleshooting

“Say which workspace to use”: Claude did not pass a workspace. Ask it to list your workspaces first.
“None of your workspaces matches …”: the workspace slug is wrong or you are not a member. Upclient gives the same answer in both cases so it never reveals other workspaces, and the same goes for projects, tasks and clients you cannot see: “Nothing with that id was found in this workspace.”
“This connection can only read”: you granted read access only. Disconnect and connect again, allowing changes.
“This API key only works in the workspace …”: a key is fixed to its workspace; leave the workspace out.
Too many requests: a connection can make 300 requests a minute, the same limit as the REST API. Claude waits for the time in the Retry-After header and tries again.