Your organization must have the AI Chat Assistant add-on turned on. If it’s off, the assistant can connect but can’t load any Relyant tools.
What your assistant can do
The connection is read-only. Your assistant can look up, list, and report on data, but it can’t create, edit, approve, or delete anything in Relyant. What it can read depends on the apps your organization has turned on:Access and permissions
- Your assistant acts as you. It can only see what your role lets you see in Relyant, and never more.
- Access is limited to your organization. If you belong to more than one organization, the assistant uses the organization you most recently had open in Relyant.
- Each lookup your assistant makes is recorded in your organization’s audit log.
Connect Claude
1
Add a custom connector
In Claude, open Settings > Connectors and add a custom connector.
2
Enter the server URL
Use your Relyant address followed by
/api/mcp:3
Sign in to Relyant
When Claude opens Relyant, sign in with your usual Relyant account.
4
Approve access
Review the consent screen and click Approve.
/mcp in Claude Code and choose to authenticate. Other assistants that support remote MCP servers connect the same way with the same URL.
The consent screen
The first time you connect an assistant, Relyant shows a consent screen titled “Assistant name wants to connect to Relyant”. It explains that the assistant will have read-only access and lists what it’s asking for:- Confirm your identity
- See your basic profile (name)
- See your email address
- Keep access until you disconnect it