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Connect Claude Desktop

Step-by-step setup to wire Harmonia's MCP server to Claude Desktop.

This guide gets Harmonia plugged into Claude Desktop in about five minutes. The same flow works for Cursor and other MCP clients. Only the config file path differs.

1. Generate an MCP token

In Harmonia, open Settings → MCP. Click New connection. You'll be asked to:

  1. Name the connection (e.g. Claude Desktop · MacBook).
  2. Pick scopes: read is on by default, toggle write and comms if you want this client to send email/SMS.
  3. Confirm.

You'll get a one-shot token of the form mcp_…. Copy it now. Harmonia hashes it on the server so we cannot show it again.

2. Add Harmonia to Claude Desktop

Open the Claude Desktop config file:

  • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json

Add Harmonia under the mcpServers block:

{
  "mcpServers": {
    "harmonia": {
      "command": "npx",
      "args": ["-y", "@modelcontextprotocol/inspector-cli", "https://app.harmoniacrm.com/api/mcp"],
      "env": {
        "HARMONIA_MCP_TOKEN": "mcp_paste_your_token_here"
      }
    }
  }
}

Or, if you prefer the HTTP transport directly (Claude Desktop 0.9+):

{
  "mcpServers": {
    "harmonia": {
      "url": "https://app.harmoniacrm.com/api/mcp",
      "headers": {
        "Authorization": "Bearer mcp_paste_your_token_here"
      }
    }
  }
}

Save the file, fully quit and reopen Claude Desktop.

3. Verify

In a new Claude conversation, click the connector icon. You should see harmonia in the list with a green dot.

Ask Claude: "Show me my top 5 open opportunities."

Claude will call the opportunities.list tool, get JSON back, and summarize the deals.

Troubleshooting

  • Connector shows red: Check the token is current. Generate a new one if unsure.
  • Tool calls return unauthorized: Confirm the scope. comms tools require mcp:comms.
  • Tools list is empty: Your tenant may not have MCP enabled. Check Settings → MCP. On Starter, MCP isn't available: upgrade to Pro.

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