Claude Desktop

Connect your Extole programs to Claude Desktop and manage referrals with natural language.

Claude Desktop is the app version of Anthropic's Claude. Once connected to Extole, you can run reports, check program performance, and make changes to your programs directly in Claude — without opening My.Extole.

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Looking for Claude Code?

If you work in the terminal, see the Claude Code guide instead.

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Requirements

Every person who wants to use the Extole MCP must complete setup individually.

You'll need:

• The latest version of Claude Desktop installed
• An active Extole user account
• MCP access enabled for your Extole organization (contact your administrator if unsure)

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Setup

Step 1: Open Claude Desktop settings

In Claude Desktop, navigate to Settings > Connectors.

Step 2: Add a custom connector

Click Add custom connector.

Step 3: Configure the connector

Fill in the following:

• Name — Enter Extole
• Remote MCP Server URL — Paste the following:

https://mcp.extole.com

Click Add.

Step 4: Authorize the connection

Claude Desktop will add the connector to your connector list.

1. Click Connect next to the Extole connector.
2. Your browser will open to an Extole authorization page.
3. Review the permissions and click Authorize.

Extole will create an access token linked to your user account.

Step 5: Verify the connection

In a chat, click the + (plus) icon, then Connectors. Your Extole connector should appear as enabled.

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Using the MCP

Once connected, Claude Desktop uses the Extole MCP automatically when you ask questions about your programs or request changes.

Step 1: Open a chat and enter a prompt. For example:

"Show me the performance report for my refer-a-friend program this month."

"What reward is currently configured for the friend offer in my main campaign?"

"Increase the advocate reward in the summer promotion to $20."

Step 2: The first time Claude uses an Extole tool, you'll be prompted to approve it. Click Allow once or Allow always to proceed.

Step 3: Claude will call the appropriate Extole MCP tools, retrieve or update data, and return the result in the chat.

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Write operations

Actions that modify programs, rewards, or campaign components execute immediately under your Extole permissions and are recorded in the Extole change log. Review prompts carefully before approving write operations.