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Introhive MCP Server Configuration & Support Guide

Set up and support the Introhive MCP Server in Claude. Covers OAuth setup, server settings, user authentication, example prompts, known limitations, and troubleshooting for connecting Claude to your firm's relationship data.

Introhive MCP Server Configuration & Support Guide

Purpose-built for professional services firms, the Introhive Model Context Protocol (MCP) Server provides AI assistants like Claude with real-time access to your firm's collective relationship network

By connecting Claude to Introhive, you can ask natural language questions to identify who knows a key prospect, uncover at-risk accounts, surface cross-sell signals, and generate meeting briefs based on your firm's historical engagement data

The MCP Server exposes the ask_introhive tool, allowing your AI assistant to "discover" your Introhive capabilities and dynamically synthesize relationship data into actionable insights and recommendations

Overview: What Users Can Do

Find contacts and relationships — top contacts at a company, strongest colleague relationships, key decision-makers

Explore organizations — overview of any organization in your Introhive data, relationship scores, engagement trends

Review activity — recent meetings, email patterns, communication history with specific people or companies

Ask follow-up questions — "Who else do we know there?", "Show me their email history" and the agent maintains conversation context

Disambiguate entities — when multiple matches exist (e.g. "Microsoft" matches several entities), the agent asks the user to pick the right one

Combine with web search — enrich relationship insights with relevant, real-time information

Use Cases:

  • Meeting Prep: "Summarize our last three interactions with [Company]."

  • Warm Introductions: "Who is the best person to introduce me to the CEO of Acme Corp—and why?"

  • Relationship Risk: "Which top accounts have declining relationship scores?"

  • Event Targeting: "Which of our top-tier contacts are based in [City Name]?"

1. Prerequisites

The Introhive MCP Server exposes the ask_introhive tool to Claude, empowering it to answer natural language questions about your firm's relationship strength, engagement activity, and network paths.

Before you begin, ensure you have:

  • Active Introhive Licenses: Every user interacting with the agent must have an active Introhive user account and Ask Introhive access.

  • Admin Access: You must have administrator permissions in Introhive to create OAuth applications.

  • Claude Plan: On Claude Team and Enterprise plans, only an organization admin can add the Introhive connector. Other users will see a request button that notifies their admin to add it.

  • Specific SKUs (Optional): Specialized datasets, like Alumni tracking, require the relevant organizational SKU to be active.

2. Administrator Setup & Configuration Details

Establishing the connection requires creating an OAuth 2.0 application in Introhive and adding those credentials to the Introhive connector in Claude.

Step 1: Create a Placeholder OAuth Application in Introhive. Because of a circular dependency where Introhive requires a Redirect URI to create the app, but your AI platform may not provide the Redirect URI until the configuration is saved, you will use a placeholder first.

  1. Navigate to your Introhive instance: https://[instance].introhive.com/profiles/oauth_applications

  2. Click Create OAuth Application.

  3. Enter an Application Name (e.g., "Claude MCP").

  4. For Redirect URI, enter https://claude.ai/api/mcp/auth_callback

  5. Under Scopes, check AI Agents JWT (Note: This cannot be combined with other scopes).

  6. Click Create and securely save your generated Client ID and Client Secret, as they cannot be retrieved again.

Step 2: Configure the Server in your AI Client Input the following parameters into your AI platform's MCP or external tool configuration settings to establish the bridge layer:

  1. Go to the Introhive listing at claude.ai/directory/introhive and click Connect

  2. Enter the following:

    1. Server URL: https://[instance].introhive.com/pollen/mcp

    2. Client ID: (Your generated ID from Step 1)

    3. Client Secret: (Your generated Secret from Step 1)

  3. Click Connect

NOTE: If additional details of the connection are needed they are below.

  • Server Name: Introhive MCP

  • Authentication Type: OAuth 2.0

  • Authorization URL: https://[instance].introhive.com/oauth/authorize

  • Token / Refresh URL: https://[instance].introhive.com/oauth/token

  • Scopes: pollenchain_jwt

3. User Authentication & Security

The Introhive MCP is built on a "Human-in-the-loop" security model.

  • Per-User Authentication: The first time a user prompts Claude for relationship data, they will be asked to log in with their personal Introhive credentials and authorize the connection.

  • Short-Lived Tokens: Access is granted via short-lived OAuth access tokens that refresh automatically, ensuring no long-lived credentials are stored.

  • Data Privacy: Data is encrypted in transit via TLS 1.2+, and no customer relationship data is retained or used to train third-party AI models. Access generally mirrors the permissions users have in the Introhive web app, though minor context boundaries may vary.

4. Capabilities & Example Queries

The ask_introhive tool is highly versatile. Claude will automatically discover how to use the tool and handle data queries, summaries, and recommendations.

Try asking Claude:

  • Meeting Prep: "Summarize our last three interactions with [Company Name]." or "Who from our team has met with [Contact Name] recently?"

  • Warm Introductions: "Who is the best person to introduce me to the CEO of Acme Corp—and why?"

  • Relationship Risk: "Which organizations did we have a surge in activity with over the past year, but have since gone dormant?"

  • Event Management: "Which of our top-tier contacts are based in [City Name]?"

5. Known Limitations

To get the most out of the Introhive MCP, be aware of the following constraints:

  • Read-Only: The MCP server retrieves relationship intelligence (contacts, meetings, emails, engagement scores, etc.). It cannot create, modify, or delete records in Introhive.

  • Scope of Data: The server does not have access to financial metrics like revenue, active deals, pipelines, or contracts.

  • File Analysis Constraints: Claude allows you to upload CSV files, but the Ask Introhive tool cannot analyze or ingest uploaded CSV files to cross-reference against the database.

  • Industry Field Requirements: If you are asking for relationships within a specific industry (e.g., "Which accounts in legal do we have the best relationships with?"), your Ask Introhive will not be pulling from Industry data fields.

6. Troubleshooting & Debugging

If you run into issues, check these common resolutions:

  • Authentication Errors / Connection Fails: This is almost always caused by an incorrect Redirect URI or Server URL. Confirm that the Redirect URI in your Introhive OAuth Application is exactly https://claude.ai/api/mcp/auth_callback, and that the Server URL uses your organization's Introhive instance (https://[instance].introhive.com/pollen/mcp)

  • Claude Doesn't Use Introhive: Make sure the Introhive connector is turned on for the chat, then ask your question again

  • Can't Find or Add the Connector: On Claude Team and Enterprise plans, only an organization admin can add the connector. Ask your Claude admin to add it, or use the request button to notify them

  • Tool Pauses or Asks for Clarification (Entity Disambiguation): If you search for a common name (like "Microsoft" or "Allen & Overy"), Claude may pause and ask "Which one did you mean?". You must reply with your selection to continue the query.

  • Unexpected Empty Results: If the tool claims it cannot find a client, confirm you are asking about people or organizations. The tool cannot search by "active project" or "contract name".

7. Support & Privacy

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