AI integrations · Claude
Claude

Run Manifestly from Claude.

Ask Claude to start a run, complete a step, reassign work, or even author a brand-new workflow from a description. Manifestly's MCP server connects to Claude.ai, Claude Desktop, and Claude Code — the assistant you already use, now driving your workflows.

Now an official connector in the Claude directory
How to connect Have Claude walk you through it
Endpoint
mcp.manifest.ly
Protocol
MCP · Streamable HTTP
Auth
OAuth 2.1
Setup
~ 60 seconds
Why Claude + Manifestly

Claude's reasoning, your runbooks.

Claude is great at multi-step reasoning, drafting structured content, and asking clarifying questions before it acts. Manifestly is where the structured work actually lives — templates, runs, assignments, due dates, audit history.

Snap them together and Claude becomes the assistant that runs your operations: from "what's overdue on the ops team this week?" to "draft me a SOC2 evidence-collection workflow with monthly cadence and import it" — without you leaving the Claude window.

  • Works with Claude.ai (web), Claude Desktop, and Claude Code
  • Native MCP support — no plugin, no API keys to copy
  • OAuth 2.1, scoped to a single Manifestly user
  • Full read, write, and author surface — not a read-only connector
  • Every action attributed to the human in the audit log

Have Claude set itself up. Seriously.

Copy the prompt below, paste it into Claude, and Claude will read this page, figure out which Claude product you're using, and walk you through the exact clicks. If you don't want to read docs, this is the move.

Copy & paste into Claude
I want to connect Manifestly Checklists to Claude using the Model Context Protocol so I can run my workflows by chatting with you.

Please:

1. Read https://www.manifest.ly/integrations/mcp-server and https://www.manifest.ly/ai-integrations/claude so you understand exactly what Manifestly's MCP server does. Note that Manifestly is an official connector in the Claude directory (https://claude.ai/directory/manifestly), so you understand both the directory flow and the manual custom-connector flow.
2. Ask me which Claude product I'm using (Claude.ai web, Claude Desktop, or Claude Code) and which plan I'm on, so you can give me the right click-by-click instructions.
3. Walk me through adding Manifestly — from the connector directory if I'm on Claude.ai or Claude Desktop, or with the endpoint https://mcp.manifest.ly on Claude Code (or as a manual fallback) — and signing in with my Manifestly account when prompted.
4. Once I confirm I'm connected, suggest three useful first prompts I can try based on what Manifestly can do (e.g. "what's overdue this week?", "start the new client onboarding workflow for Acme", "draft me an incident response workflow").
5. Remind me at the end that everything you do via Manifestly is attributed to me in the audit log and only sees what my account is permissioned for.

This works because Claude can browse the web and read these pages itself. If your Claude tier doesn't have web browsing enabled, jump down to How to connect for the manual steps.

What you can ask

Three patterns Claude users keep coming back to.

Claude is particularly strong at the third one — the "design a new workflow from scratch" move. But the daily and in-the-flow patterns are where most of the value lives.

01 / Morning standup

Get the read without opening Manifestly.

Ask Claude what's overdue, who's blocked, which runs are stuck. Pulls live data, scoped to your permissions. Pairs well with Claude Desktop sitting in your taskbar.

For: managers · ops leads · standups
Claude Desktop · Manifestly connected
You
What's overdue across the ops team this week, and who's the worst offender?
Claude
Pulling overdue assignments grouped by assignee.
→ list_my_assignments(team=ops, status=overdue)
5 overdue assignments across 4 runs:
• Priya (2) — Acme onboarding · 2d, 1d late
• Sam (2) — Q2 SOC2 evidence · 5d, 3d late
• Jordan (1) — Acme onboarding · 1d late

Worst offender by total days late: Sam (8 days).
You
Reassign both of Sam's to me and add a comment explaining I'm covering this week.
Claude
Done. Reassigned both steps and added a note on each. Want me to DM Sam a heads-up?
02 / In the flow

Run the workflow without leaving the chat.

Kick off runs, complete steps, set due dates, fill in fields, leave comments — everything your team does in the Manifestly UI is now a sentence in Claude. Great for Claude Code users running ops alongside engineering.

For: anyone executing real work
Claude Code · Manifestly connected
You
Start the new client onboarding workflow for Northwind, mark step 1 done, and assign the contract review to Priya.
Claude
On it. Starting the run, completing step 1, and assigning the contract review.
→ start_run_by_workflow_name("Client onboarding")
→ complete_run_step(run=14228, step=1)
→ assign_run_step_by_name(run=14228, step="Contract review", user="Priya")
✓ Run #14228 — "Northwind onboarding" started
✓ Step 1 "Create CRM record" — completed
✓ Step 4 "Contract review" — assigned to Priya Mehta, due Fri
You
Add a comment on step 7: "Northwind needs SOC2 type 2 — see RFP, page 14."
Claude
Comment added on step 7. Anything else?
03 / The wow

Design new workflows by describing them.

This is where Claude shines. Describe the SOP in plain prose — phases, owners, cadence, conditional logic — and Claude drafts the template against your account's schema, validates it, and imports it.

For: turning SOPs into runnable workflows in minutes
Claude.ai · Manifestly connected
You
Build me a SOC2 evidence-collection workflow on a monthly cadence: collect access reviews, run vulnerability scans, document changes, route everything to the security lead.
Claude
Got it. I'll fetch your account's workflow schema, draft the template, validate it, then import.
→ get_workflow_schema()
→ validate_workflow_import(template=...)
→ import_workflow(department="Security", template=...)
✓ Workflow created: "SOC2 — Monthly Evidence"
   Steps: 11 across 4 phases
   Owners: Security Lead (default), reassignable per run
   Schedule: Monthly, day 1
   Imported into department: Security
You
Looks good. Schedule the first run for next Monday.
Add the connector

Pick your Claude. Add Manifestly.

On Claude.ai and Claude Desktop, add Manifestly straight from the connector directory — no URL to paste. Claude Code adds it from the terminal. All three sign in with your Manifestly account.

Claude.ai · Web

Claude in the browser

  1. Open Claude.ai and go to Settings → Connectors.
  2. Click Browse connectors, search for Manifestly, and click Connect.
  3. Sign in with your Manifestly account when prompted.

Prefer to do it by hand? Add a custom connector with the endpoint:

https://mcp.manifest.ly
Claude Desktop

Claude on your machine

  1. Open Claude Desktop and go to Settings → Connectors.
  2. Browse the directory, find Manifestly, and click Connect.
  3. Sign in with your Manifestly account in the popup — you'll see Manifestly tools appear in the chat composer.

Prefer to do it by hand? Add a custom connector with the endpoint:

https://mcp.manifest.ly
Claude Code

Claude in the terminal

  1. Run claude mcp add and follow the prompts.
  2. Use the HTTP transport with the endpoint URL.
  3. Authenticate via OAuth in the browser window Claude Code opens.
claude mcp add manifestly \
  --transport http \
  --url https://mcp.manifest.ly

Need more detail? The full MCP server reference has the capability surface, transport notes, and an admin setup guide.

Built right

Claude can only do what you can do.

We connected Manifestly to AI without giving up the boring stuff that matters: permissions, attribution, audit.

— Auth
OAuth 2.1, no API keys to share.

You sign in with your Manifestly account. Anthropic never sees a long-lived secret, and you never paste one.

— Permissions
Scoped to your account.

Claude can only see workflows you can see, and only complete steps you'd be allowed to complete in the UI.

— Audit trail
Every action attributed to you.

When Claude completes a step, the audit log records your name. No "AI did it" mystery actions in your history.

— Disconnect anytime
One click, fully revoked.

Revoke the connection from Claude's connectors panel, or from your connected apps page in Manifestly.

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