Set Up Visier MCP

Connect to the Visier Model Context Protocol (MCP) server using AI applications.

Note: Alpha This feature is in alpha. While in alpha, features may change in a breaking way without notice; functionality may be removed, and no deprecation notices will be issued. If you're interested in using this feature, please contact your Customer/Partner Success Manager.

Who can use this feature?

Users with the following:

  • A Visier account with a profile that has the API capability.
  • Profiles: Query MCP Server or Additional capabilities: Visier Query MCP Server
  • Access to data that you request through the MCP server. For more information, see Data Security for a Permission.

Not sure if you have this feature or capability? Reach out to your administrator.

Overview

The Model Context Protocol (MCP) is an open-source standard for connecting AI applications to external systems. MCP allows AI systems to access real-time information from various sources. Through MCP servers, organizations can expose their APIs and data in a standardized way, enabling more powerful and context-aware AI interactions.

Caution: Visier MCP is designed to integrate with third-party AI applications and agentic workflows. These are independent service providers. You are responsible for complying with all terms, conditions, and policies applicable to those third-party systems. By enabling and using this feature, you are instructing Visier to send your data to these services.

Each AI application's output quality is client-dependent because different AI applications use different LLMs to interact with MCP. Visier MCP demonstrates successful results with Anthropic's Sonnet LLMs.

Prerequisites

An administrator must ensure the following prerequisites are met before continuing with MCP setup. Visier Query MCP Server requires:

  • A Visier tenant with loaded data.
  • An enabled MCP feature toggle. To enable this feature, contact Visier Technical Support.
  • Vee (Visier's conversational AI tool). See Vee for Partners.
  • OAuth 2.0 client credentials for each AI agent you want to connect to Visier MCP. See Register a Client Application. Your agent must support OAuth 2.0 confidential clients (client ID and client secret).
  • The profile Query MCP Server assigned to all users who can make MCP requests. See Manage the profiles assigned to a user.
  • Your Visier Query MCP server URL: https://{vanity_name}.app.visier.com/visier-query-mcp.

    Tip: Replace {vanity_name} with your tenant name.

    To find your vanity name:

    • Go to the global workspace in Studio, click Settings > Single Sign-On. Then, under Single Sign-On, find your service provider endpoint; for example, https://jupiter.visier.com/VServer/auth. In this example, jupiter is the vanity name.
    • As an administrating tenant, go to the global workspace in Studio, click Settings > Partner Single Sign-On. Then under Bypass Users (Optional), find your service provider endpoint; for example, https://jupiter.visier.com/VServer/auth. In this example, jupiter is the vanity name.

Connect to Visier Query MCP Server using MCP-compatible clients

This section describes the generic steps to set up Visier Query MCP Server with an MCP-compatible client. Your client may have similar but different configuration options. For a list of MCP-compatible AI applications, see MCP Clients.

Set up Visier Query MCP Server as an administrator

  1. Configure your client to connect to https://{vanity_name}.app.visier.com/visier-query-mcp.

    Tip: Replace {vanity_name} with your tenant name.

    To find your vanity name:

    • Go to the global workspace in Studio, click Settings > Single Sign-On. Then, under Single Sign-On, find your service provider endpoint; for example, https://jupiter.visier.com/VServer/auth. In this example, jupiter is the vanity name.
    • As an administrating tenant, go to the global workspace in Studio, click Settings > Partner Single Sign-On. Then under Bypass Users (Optional), find your service provider endpoint; for example, https://jupiter.visier.com/VServer/auth. In this example, jupiter is the vanity name.
  2. Configure your client with the client ID and client secret you registered in Visier. For more information, see Register a Client Application.
  3. Connect to Visier Query MCP Server according to your client's configuration options.
  4. Authenticate your Visier account with OAuth 2.0.
  5. Select the Visier tools to turn on for your client.

Use Visier Query MCP Server as a user

  1. Have a Visier user account with the profile Query MCP Server or profile additional capability Visier Query MCP Server. If your profile access is insufficient, contact your administrator.
  2. Have access to data that you request through the MCP server. If your data access is insufficient, contact your administrator.
  3. Authenticate your Visier account in the MCP-compatible client with your username and password or single sign-on (SSO).

Connect to Visier Query MCP Server using Claude

This section describes the steps to set up Visier Query MCP Server with Claude. Claude is an AI assistant built by Anthropic that, when connected to Visier Query MCP Server, can work with your integrated tools and Visier data all in one place.

Note: Claude requires a Team or Enterprise plan to use MCP servers. For more information, see Pricing.

Set up Visier Query MCP Server in Claude as an administrator

First, a Workspace Owner or Primary Owner must add Visier Query MCP Server to your workspace's Claude connectors.

  1. Open the Claude desktop application.
  2. Navigate to Settings > Connectors.
  3. In Organization connectors, click Add custom connector.
  4. In Name, type Visier Query MCP Server.
  5. In Server URL, type https://{vanity_name}.app.visier.com/visier-query-mcp.

    Tip: Replace {vanity_name} with your tenant name.

    To find your vanity name:

    • Go to the global workspace in Studio, click Settings > Single Sign-On. Then, under Single Sign-On, find your service provider endpoint; for example, https://jupiter.visier.com/VServer/auth. In this example, jupiter is the vanity name.
    • As an administrating tenant, go to the global workspace in Studio, click Settings > Partner Single Sign-On. Then under Bypass Users (Optional), find your service provider endpoint; for example, https://jupiter.visier.com/VServer/auth. In this example, jupiter is the vanity name.
  6. Expand Advanced settings.
  7. In OAuth Client ID, type the client ID you registered during Prerequisites.
  8. In OAuth Client Secret, type the client secret you registered during Prerequisites.
  9. Click Add.
  10. Authenticate your Visier account with OAuth 2.0.
  11. Select the Visier tools to turn on for your workspace.
  12. Click Save.

Use Visier Query MCP Server as a Claude user

  1. Open the Claude desktop application or navigate to claude.ai in your browser.
  2. Navigate to Settings > Connectors.
  3. In the list of connectors, find Visier Query MCP Server and click Connect.
  4. Authenticate your Visier account with OAuth 2.0.
  5. In Claude, navigate to Chats and click New chat.
  6. In the chat, click the  Search and tools button > Visier Query MCP Server.
  7. Optional: To disable a Visier Query MCP Server tool, turn off the tool's toggle. All tools are enabled by default.

Troubleshoot your Claude connection

Claude keeps detailed logs for MCP server connections. You can review your server connection events, configuration issues, runtime errors, and message exchanges. For more information, see Viewing logs.

If you encounter connection errors, verify Claude's system availability. For more information, see Claude Status.