UserGems MCP — Claude Setup Guide

New to the UserGems MCP? Start with the Getting Started guide for an overview of what it does and how it works. This article walks you through connecting it in Claude.

Before you start

Check your Claude plan

Your Claude plan	What to know
Pro or Max	You’re all set. Setup takes about 60 seconds.
Team or Enterprise	Adding connectors is usually reserved for workspace Owners. If you can’t add one yourself, your Claude admin can do it for you (instructions below).
Free	Free accounts support one custom connector at a time.

Not sure which plan you’re on? Click your name (bottom-left) → Settings. Your plan is listed at the top.

Set up your MCP

One-time setup. Takes about 60 seconds.

Step 1 — Open Claude Desktop and confirm you’re logged in

You should land on the home screen with the chat composer in the middle. Your name appears in the bottom-left corner of the sidebar when you’re logged in.

Step 2 — Open Settings

Click your name in the bottom-left to open the profile menu, then click Settings.

Step 3 — Go to Connectors

The Settings panel opens on General. In the left sidebar, scroll to the Customize section and click Connectors.

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Step 4 — Add UserGems as a custom connector

Click the Add button in the top-right of the Connectors panel, choose Add custom connector, and paste this URL:

mcp.usergems.com

Make sure you’re logged in to UserGems in your browser first. The connector authorizes against your active UserGems session.

If you do not see an option to add a custom connector, this means a Claude Admin is required to set this up (send them this article for assistance).

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Step 5 — Review the connection settings

After you paste the server URL, Claude shows a screen of auto-detected connection settings. Confirm these before continuing:

Setting	Recommended value
Authentication	Sign in now
OAuth Client	Register automatically
Connection methods	Leave off

Step 6 — Authorize

Click Connect. You’ll be redirected to UserGems’ authorization page, which shows “Authorize Claude” with your email under Logged in as.

Confirm the email is correct and click Authorize.

You’ll be redirected back, and the UserGems connector will flip to Connected.

Step 7 — Verify it works

Open a new chat and type:

What UserGems tools do you have available?

You should get back a list of UserGems tools. Once you see them, try any play from the tables below.

Start a fresh conversation after connecting. Existing chats won’t pick up the new connector.

Step 8 — Set your tool permissions to always allow

Claude asks for approval the first time it calls a UserGems tool. To stop being asked for every read-only action, go to Settings → Connectors → UserGems and set the first two tool categories to Always allow. We’d still leave write actions (campaign creation, CRM writes, sequence enrollment) on Always ask.

If you need your Claude admin to add it

Some Claude workspaces reserve connector setup for admins.

First — make sure they have UserGems access. If they don't already have an account, invite them: click your profile in the upper-right corner → Users → Invite User.

Then — send them the block below. Forward it to whoever administers your company's Claude account, usually IT or an ops lead. It takes them under a minute.

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Hi — I’m setting up the UserGems MCP integration and need a custom connector added to our Claude workspace.

1. Go to Organization settings → Connectors
2. Click Add
3. Hover Custom, then select Web
4. Paste this URL: https://app.usergems.com/mcp/usergems
5. Click Add

Each person still signs in with their own UserGems login and their own permissions after this.

Once your admin has added it, open Settings → Connectors, find UserGems in the list, and click Connect. Then follow Step 6 above to authorize.

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Permissions and approvals. The first time Claude calls a UserGems tool it asks you to approve it. Once you're connected, follow Step 8 above to set read-only tools to always allow. Matters most for write actions: campaign creation, CRM writes, sequence enrollment — we'd leave those on always ask.

How to install as a non-Claude admin

Once your Claude admin has added UserGems as a connector for your organization, you don't need to add it again — you just need to connect it for yourself.

Step 1 — Open Settings → Connectors

Click your name in the bottom-left → Settings → Connectors.

Step 2 — Find UserGems and connect

UserGems should already be listed. Click Connect next to it.

If you don't see it listed, your admin hasn't added it yet — send them the block above to get it added first.

Step 3 — Authorize, verify, and set permissions

Follow Step 6, Step 7, and Step 8 above to finish connecting, confirm it's working, and set your tool permissions.

Step 3 — Check out best practices

Review our prompt library here for copy/paste prompts to get you started with the UserGems MCP.

What you can do today

Everything in this section is live and available to you right now, running against your own UserGems workspace and your own CRM data.

For reps

What you can do	What it does	Notes / prerequisites
Search accounts & prospects	Find accounts and the right people at them
Get account info	Full account picture in one prompt: firmographics, buying stage, current signals, funding, news
Pull intel	Signal and score history of an account over time, plus intel from past conversations and deal history	Requires Gong connected for past-call intel
Rank best prospects	The right people to reach at an account, ranked, with why they qualify
Run account research	Ask complex questions answered about any account in your CRM data and public sources (“why now”, or any custom question)
Draft personalized emails	Gem-E writes a tailored message using its instructions and your content library	Personalizes for known contacts today

For admins

What you can do	What it does	Notes
Set up a campaign (guided)	Build a campaign from scratch — audience, actions, schedule — from a prompt, saved as a reviewable draft	Supports outbound and marketing branches
See what’s running	List and search live campaigns; pull their audiences and actions (e.g. “show me all campaigns with contact-level intent”)
Create / edit / clone campaigns	Full lifecycle: edit, clone, pause, archive
Configure campaign actions	Add to sequence (Outreach, Salesloft), Gem-E messages, CRM writes (fields, tasks, owner, CRM campaigns), email, Slack alerts, ad-audience sync (LinkedIn, Meta, Google), webhook, research step, timed delays
Build & inspect audiences	Full filter set including CRM custom fields; see who matches, check a sample, get record counts; find existing audiences
Set sending controls	Caps per day, account, owner, rep
Manage & test Gem-E	Global and campaign-level instructions, content library (case studies, value props, sample emails, links, conditional instructions); preview and test messaging
Research at scale	Run research across a whole audience within a campaign

Three prompts worth trying in your first session:

“Give me the full picture on [account] — buying stage, signals, and who I should reach.”
“Show me all campaigns using contact-level intent and how many records each is hitting.”
“Build me an audience of accounts in [segment] with [signal] and tell me how many match.”

For a full list, check out this page here.

How to give us feedback

Rate a session within Claude

At the end of any session where the MCP did something — created a campaign, sized an audience, drafted an email, ran research — type one of these:

Rate this session with UserGems
Give UserGems feedback on this session

From there you can provide your feedback to us directly in Claude.

Coming soon

Agent	What it will do
Data Agent	Upload people and accounts (Salesforce report, HubSpot list, CSV, Google Sheet) into UserGems and your CRM with fields mapped for you; turn any list into a named, filtered signal
Reporting Agent	Metrics and patterns across signals, campaigns, and content: reply rates, opps generated and closed, time from signal to first message, where things stall
Intelligence Agent	Surfaces gaps and proposes the multi-step fix, and can make the change on its own
Scoring Agent	Persona, ICP, and scoring in one place, with a live preview of score impact

For a full list of what’s coming next, check out this page here.

Troubleshooting

Problem	Try this
No “Add custom connector” option	Your Claude workspace reserves this for admins. Send them the block above.
Connector shows Connected, but no UserGems tools appear	Start a brand-new conversation. Existing chats don’t pick up new connectors.
Authorized against the wrong account	Log out of UserGems in your browser, log back in, then remove and re-add the connector.
Connection fails or times out	Claude reaches our server from Anthropic’s cloud rather than your laptop. If your company routes traffic through a strict proxy, ask IT to allow `app.usergems.com`.
Need to change the connector URL	Connectors can’t be edited. Remove it and add it again.
A tool returns an error or empty result	Note what you asked, then rate the session (see “How to give us feedback” above) and include the conversation URL. That’s the fastest path to a fix.
Something is missing that should be there (e.g. Gong intel)	Check the prerequisite column in “What you can do today” above. If the integration isn’t connected, that tool returns empty.

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