GUIDE

Connect Vantage Events to Claude

Connect your Vantage account to Claude, then ask about your events in plain English. Claude can look up your events and guests, read your attendance forecasts and create draft events, with only the permissions you allow.

On this page: What you can ask · Connect in Claude · Connect in Claude Code · What you allow · Disconnect · Troubleshooting · Common questions

What you can ask

Once you're connected, try questions like these:

"Which of my upcoming events has the most registrations?"
"Who registered for the Spring Workshop?"
"What's the attendance forecast for Saturday's seminar?"
"Create a draft event called Estate Planning 101 on October 14 at 6 PM."
"Publish Estate Planning 101."
"How many emails did my last campaign send?"

Claude answers from your Vantage account. It can't send email, and it can't see other organizations.

Connect in Claude

You need a Vantage login as an Admin or Manager, and any Claude plan. On Claude's Free plan, you can add one custom connector.

In Claude, open Customize, then Connectors. Choose + Add, then Add custom connector.
In Add custom connector, name it Vantage Events, paste https://api.vantageevents.app/mcp as the server address, and choose Continue.
Under Authentication, keep Sign in now.
Under OAuth client, choose Use Claude's published identity, then choose Add. There's no client ID to enter.
Choosing Add takes you straight to Vantage. There's no separate Connect button. If you're not signed in to Vantage, sign in first. Then check the permissions and choose Allow. See What you allow.
Start a chat and ask about your events. There's nothing to switch on. The first time Claude uses a Vantage tool, it asks you: Deny, Always allow or Allow once.

Claude asks before it uses each Vantage tool until you change that. To change it, open Customize, then Connectors, choose Vantage Events, and set each tool under Tool permissions.

Connect in Claude Code

Run claude mcp add --transport http vantage-events https://api.vantageevents.app/mcp --client-id claude-code
In Claude Code, type /mcp, choose vantage-events, then Authenticate. You can also run claude mcp login vantage-events in your terminal.
Your browser opens Vantage's Connect Claude Code? screen. Check the permissions and choose Allow.

What you allow

When you connect, Vantage shows Connect claude.ai? (in Claude Code, Connect Claude Code?) with the name of your organization. Under It will be able to:, each permission has its own box. Untick anything you don't want, then choose Allow. Choose Cancel to stop without connecting.

The permissions, as the screen shows them:

See email campaigns and their results, never send them
Look up registrants and contacts
Publish an event to the public web, and unpublish it again
List events and look them up
Create draft events and edit any event's details
Read attendance forecasts and email activity

The screen also promises: "claude.ai will never be able to send email as you, and cannot see other organizations. You can disconnect it at any time from Settings." In Claude Code, the promise starts "Claude Code will never be able to send email as you".

A new event Claude creates is always a draft. It goes public only if you allowed publishing and you ask Claude to publish it.

Only an Admin or Manager can connect Claude. A Staff account sees "Your role cannot connect apps to this organization." Ask an Admin or Manager to connect it.

Disconnect

In Vantage, open Settings, then Connected apps. Claude is listed as claude.ai, and Claude Code as Claude Code. Choose Disconnect on the one you want to remove. Vantage asks "Disconnect claude.ai?" and explains that it loses access on its next request. Choose Yes, disconnect claude.ai, or Keep it connected to change your mind. Vantage then confirms "claude.ai is disconnected. It can't act for this organization anymore." To use Claude with Vantage again, connect it again and approve the permissions.

In Claude, open Customize, then Connectors, choose Vantage Events, then Disconnect. In Claude Code, type /mcp, choose vantage-events, then Clear authentication.

Troubleshooting

Claude can't connect. Check that the server address is exactly https://api.vantageevents.app/mcp. In Claude, choose Use Claude's published identity. In Claude Code, use the client ID claude-code. To change the authentication choice or client ID, remove the connector and add it again.

"Your role cannot connect apps to this organization." Connecting apps is for Admins and Managers. Ask one of them to connect Claude.

Claude says the connection doesn't have a permission. That permission was not selected when you connected. Disconnect Claude in Settings, Connected apps, then connect again and select it.

Claude stopped working with Vantage. A connection lasts 90 days. It also stops if someone disconnects it in Settings, Connected apps, or if the person who connected it is no longer an Admin or Manager. Connect again and approve the permissions.

Common questions

Which Vantage plan do I need? Any plan, Free included.

Can Claude send emails or texts to my guests? No. Claude can read your email campaigns and their results, but it can never send them.

Will a new event go live by itself? No. Claude creates events as drafts. Publishing is a separate permission you choose to allow, and Claude publishes only when you ask.

Can Claude see my other organizations? No. A connection covers only the organization you approved.

I'm on Staff and can't connect. Why? Connecting apps is for Admins and Managers. Ask one of them to connect Claude.

How long does a connection last? 90 days from when you approve it. After that, connect again and approve the permissions. Changing your password or your Vantage plan doesn't end it.

Free. No card.