Incorta MCP • Setup Guide

Overview

This guide walks you through:

Installing Node.js on your system
Installing Claude Desktop application
Configuring the Incorta MCP Server in Claude Desktop
Setting up your Incorta credentials and connection details

Keep your Incorta credentials handy: environment URL, tenant name, access token, SQLx host, and username.

Prerequisites

A computer running macOS or Windows
Internet connection for downloading Node.js and Claude Desktop
Incorta environment URL and tenant name
Incorta Cloud Portal Access Token (PAT)
Advanced SQL Interface connection string (SQLx)
Your Incorta username

Step 1 — Install Node.js

Download Node.js

Visit https://nodejs.org/en/download and download the appropriate installer for your operating system.

Verify Installation

Open any terminal (Command Prompt on Windows or Terminal app on macOS) and type:

npx --version

This command should return the version number, confirming Node.js is installed correctly.

Step 2 — Install Claude Desktop

Download and install Claude Desktop on your system from https://claude.ai/download.

Step 3 — Open Developer Settings

Open the Side Menu

Launch Claude Desktop and open the side menu.

Claude side menu — Claude Desktop side menu.

Navigate to Settings

Go to the bottom-left corner, click your Name, then select Settings.

Claude settings menu — Accessing Claude settings.

Open Developer Settings

In Settings, navigate to Developer Settings.

Developer settings option — Developer settings in Claude.

Developer settings screen — Developer settings configuration screen.

Locate the Configuration File

Your file browser will appear. Find the file named claude_desktop_config.json and open it in any text editor.

Clear Existing Content

Delete any existing content in the file before proceeding to the next step.

Step 4 — Insert MCP Server Configuration

Replace the content of claude_desktop_config.json with the following configuration:

{
  "mcpServers": {
    "Incorta MCP Server": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://incorta-mcp.incortaops.com/mcp/",
        "--header",
        "env-url: ${env-url}",
        "--header",
        "tenant: ${tenant}",
        "--header",
        "access-token: ${access-token}",
        "--header",
        "sqlx-host: ${sqlx-host}",
        "--header",
        "incorta-username: ${incorta-username}"
      ],
      "env": {
        "env-url": "YOUR_INCORTA_ENVIROMENT_BASEURL/api/v2",
        "tenant": "YOUR_TENANT",
        "access-token": "YOUR_INCORTA_CLOUDPORTAL_ACCESS_TOKEN_(PAT)",
        "sqlx-host": "Advanced_SQL_Interface_connection_string(SQLX)",
        "incorta-username": "INCORTA_USERNAME"
      }
    }
  }
}

Make sure you don't leave any spaces by mistake when pasting your credentials.

Step 5 — Edit Environment Variables

Inside the "env" section of the config, update the following values with your own details:

env-url

Replace with your Personal Incorta environment base URL, then add /api/v2 to the end.

Example:
https://testcluster.cloudstaging.incortalabs.com/incorta
becomes
https://testcluster.cloudstaging.incortalabs.com/incorta/api/v2

tenant

Replace with your Incorta tenant name.

access-token

Replace with your Incorta Cloud Portal Access Token (PAT).

sqlx-host

Replace with your Advanced SQL Interface connection string.

incorta-username

Replace with your Incorta username.

Step 6 — Save and Restart

Save the Configuration

Save the updated claude_desktop_config.json file.

Force Quit Claude (Mac)

Open the Apple menu → Force Quit
Select Claude
Click Force Quit
Reopen Claude

End Task (Windows)

Open Task Manager
Locate Claude
Click End Task
Reopen Claude

Verify Connection

Ensure that the server is connected successfully.

MCP server connected successfully — Incorta MCP Server connected successfully in Claude.

Your Claude app should now be configured to use the Incorta MCP Server successfully. You can start the conversation after mentioning the exact schema name you want to access at the start of the chat.

Example Prompts

Once connected, try these example prompts:

"Can you tell me more details on the data available in OnlineStore schema?"
"In OnlineStore schema, what are the most selling categories and their purchases and profit from this?"

Errors and Issues

If Claude can't execute the connection with the server:

Verify Node.js Installation

Ensure that you have downloaded and installed Node.js correctly.

Locate npx Path

Run the following command in your terminal:

Mac: which npx
Windows: where npx

Update Configuration with Full Path

Take the path returned by the command above and replace "npx" with the full path in the "command" field of claude_desktop_config.json.

Using full npx path in configuration — Example of using the full npx path in the configuration file.

Revision History

Updated setup guide to focus on Claude Desktop integration with Node.js and MCP server configuration. Replaced OAuth 2.0 CMC setup with direct client configuration approach.