Connect Rep AI to Claude and ask about your store in plain language. Claude reads your Rep AI data and answers questions like "What did shoppers ask about most last week?" or "How did Rep AI perform this month compared with last month?" You don't need to open the Rep AI Console or export reports.
The connection is read-only. Claude can never change anything in Rep AI, your store, or your conversations.
What you can ask Claude
| Ask about | Example question | Permission it needs |
|---|---|---|
| Performance: conversations, engagement, AI-generated sales, conversion and orders, compared with the previous period | "How did Rep AI perform last month compared with the month before?" | How Rep AI is performing |
| Conversation topics: what shoppers talk about, and how often Rep AI helped | "What did shoppers ask about most in the last 30 days?" | How Rep AI is performing |
| Customer problems: where shoppers get stuck, such as high shipping costs or missing product information | "Where do shoppers get stuck on my store?" | How Rep AI is performing |
| Support workload: how many support emails Rep AI handled and how they were resolved | "How many support emails did Rep AI resolve this week?" | How much support email Rep handled |
| Specific conversations: filtered by date, topic, problem, shopper emotion, satisfaction or channel | "Show me conversations from frustrated shoppers last week." | What shoppers talked about, and how it went |
| One shopper's history: every conversation with a shopper, found by their email address | "What happened with alex@example.com?" | What shoppers talked about, and how it went and Who the shopper was |
Claude can combine these. For example: "Find the top three customer problems this month, and show me two conversations for each."
Before you start
- You need a Rep AI account for your store.
- You need the admin role on that store in the Rep AI Console. If you are not an admin, ask an admin of your store to connect Claude.
- On a Claude Team or Enterprise plan, your organization owner may need to add or allow the Rep AI connector first.
Connect Rep AI to Claude (claude.ai, desktop and mobile)
- In Claude, open Settings → Connectors.
- Add Rep AI in one of two ways:
- From the connector directory: browse or search for Rep AI, then click Connect.
-
As a custom connector: click Add custom connector, name it Rep AI, paste this address, click Add, then click Connect next to Rep AI:
https://console-server.hellorep.ai/mcp/v1
- The Rep AI login page opens. Sign in to the Rep AI Console.
- If you manage more than one store, select the store to connect.
- Under What Claude will be able to see, select the information that Claude may read. See "Choose what Claude can see" below.
- Check the Let the assistant read what shoppers wrote switch. It is on by default. Turn it off if Claude should not see message text.
- Click Connect.
Claude is now connected. Ask your first question in any Claude chat. Connectors you add on claude.ai also work in the Claude desktop and mobile apps.
Connect Rep AI to Claude Code
- In your terminal, run:
claude mcp add --transport http rep-ai https://console-server.hellorep.ai/mcp/v1 - In Claude Code, run
/mcp, select rep-ai, and choose to authenticate. - Your browser opens the Rep AI login page. Sign in, choose what Claude can see, and click Connect, as in steps 3 to 7 above.
You can also find this address and the setup steps in the Rep AI Console, under the account menu → API → Connections (MCP).
Choose what Claude can see
You decide what Claude may read. Select only what you need. By default, the first two permissions are selected. You must select the others yourself.
| Permission | What Claude can see |
|---|---|
| How Rep AI is performing | Store-wide performance figures, and the topics and customer problems summarized across all your conversations. |
| What shoppers talked about, and how it went | For each conversation: its topics, the problem the shopper had, how they seemed to feel, satisfaction, timings, tags, and whether an order followed. Not the messages themselves. |
| The actual messages | The messages exchanged between your shoppers and Rep AI. |
| Who the shopper was | The name, email address and phone number of the shoppers in your conversations. |
| How much support email Rep handled | How many support tickets Rep AI handled and how they were resolved. |
Let the assistant read what shoppers wrote works together with The actual messages. Claude sees message text only when both are on. When either is off, Claude can see how many conversations there were, what they were about and how they ended, but not the messages.
Claude can answer a question only when the connection has the permission that question needs (see the table at the top). If a permission is missing, Claude tells you it can't answer that question. Add the permission in the Rep AI Console and ask again.
Manage or disconnect
In the Rep AI Console:
- Open the account menu, then click API.
- Go to Connections (MCP). Each connection shows what it can see, who approved it, and when it was last used.
- To change what Claude can see, click Edit on the connection. Change the permissions or the message-text switch, then click Save changes. You don't need to reconnect.
- To disconnect Claude, click Revoke on the connection, then confirm.
When you revoke a connection, Claude loses access right away. A revoked connection can't be turned back on. To connect again, start again from Claude and approve the new request.
Every member of your store can see the list of connections. Only an account admin can edit or revoke them.
In Claude: open Settings → Connectors, find Rep AI, and disconnect or remove it. To make sure access ends on the Rep AI side too, also revoke the connection in the Rep AI Console.
Troubleshooting
"Only an account admin can connect an AI assistant to this store."
You are not an admin of that store. Ask an admin of the store to connect Claude, or to give you the admin role.
"AI assistant connections are not on this store's plan."
Contact us and we'll help you turn them on.
"This connection request is no longer valid."
The request expired or was already answered. Start the connection again from Claude.
Claude says there is no data for a period.
Rep AI reports only from the day your store started using Rep AI. Topics and customer problems update once a day, so today's conversations appear in them the next day. Conversation search goes back up to one year. A lookup of one shopper by email has no date limit.
Support email figures are empty.
Support workload covers Rep AI's AI email answering. If AI email answering is not connected for your store, there is nothing to report.
Claude can't answer a question about conversations or a specific shopper.
The connection doesn't have the permission that question needs. Check the table at the top of this article. Then add the permission with Edit in the Rep AI Console.
Days look slightly different from the Rep AI Console.
Claude counts whole days in UTC (Coordinated Universal Time). Your Console may show your local time, so the first or last day of a period can differ slightly.
Your data and privacy
- The connection is read-only. Claude can never change anything in Rep AI.
- Rep AI sends data only when Claude asks for it to answer your question, and only within the permissions you approved.
- Rep AI marks text written by shoppers as information to report on, not instructions to follow.
- You can change permissions or revoke the connection at any time in the Rep AI Console.
- See the Rep AI privacy policy: https://www.hellorep.ai/legal/privacy-policy
Technical details
For developers and reviewers.
-
Server address:
https://console-server.hellorep.ai/mcp/v1(Streamable HTTP) - Sign-in: OAuth 2.1 with PKCE. The merchant signs in and approves the connection in the Rep AI Console. Tokens can be revoked by the merchant at any time.
- Access: read-only. Every tool is marked read-only and non-destructive. Rep AI has no tools that write.
- Tools and the permissions they need:
| Tool | What it answers | Permission (scope) |
|---|---|---|
get_rep_performance |
Performance figures for a period, compared with the previous period | How Rep AI is performing (analytics.read) |
get_conversation_topics |
What shoppers talk about, with counts | How Rep AI is performing (analytics.read) |
get_customer_problems |
Where shoppers get stuck, with counts | How Rep AI is performing (analytics.read) |
get_support_workload |
Support emails Rep AI handled and how they were resolved | How much support email Rep handled (support.read) |
search_conversations |
Conversations filtered by date, topic, problem, emotion, satisfaction or channel | What shoppers talked about, and how it went (tickets.read). Message text also needs The actual messages (messages.read). Shopper details also need Who the shopper was (customers.read). |
get_shopper_conversations |
Every conversation with one shopper, by email address | What shoppers talked about, and how it went (tickets.read) and Who the shopper was (customers.read). Message text also needs messages.read. |
Need help? Contact Rep AI support from the Rep AI Console, or email support@hellorep.ai.