Connect Claude to Occam

What the connector does

Claude reads what your Occam login can see: bookings, coach schedules, open times, clients, memberships, packages, notes and reports. Ask it about tomorrow's schedule or last month's revenue and it answers from your facility's own records.

Claude can also set up changes. It books members into sessions and classes, reschedules bookings, manages waitlists, adds notes and tasks, and updates services, hours and resources.

Nothing changes until you approve it. Each change comes back as a short summary first. Say yes and Claude carries it out. A change you don't approve expires after five minutes.

Before you start

You need an Occam staff login: owner, admin, coach or front desk. Client accounts and contractor coach accounts can't connect.

Your connector address is your Occam address with /api/mcp on the end. If you sign in at https://yourbusiness.occam.golf, your connector address is https://yourbusiness.occam.golf/api/mcp.

Connect from Claude

1. In Claude on the web or the desktop app, open Settings, then Connectors, and choose Add custom connector.
2. Name it Occam and paste your connector address.
3. Choose Connect. Claude opens Occam's sign-in page. Sign in with your staff login.
4. Occam shows what Claude is asking for. Choose Allow, and Claude shows the connector as connected.

On a Claude Team or Enterprise plan, an owner can add the connector once for the whole organization. Each person still connects with their own Occam login.

Connect from Claude Code

Add the connector, using your own connector address:

claude mcp add --transport http occam https://yourbusiness.occam.golf/api/mcp

Then run /mcp in Claude Code and choose to authenticate. Your browser opens Occam's sign-in page. Sign in and choose Allow.

What Claude can and can't do

Your role still applies. Claude sees the tools your Occam login has. A coach gets the coach tools; setup tools need an owner or admin login.

One business per connection. A connection reads and changes only the Occam account you signed in to. If you work at two, connect each one.

No money moves through the connector. For anything below, Claude tells you why it stopped, and you finish the job in the Occam dashboard.

• Claude books a session or class only when the client's current membership covers it. The service can't have a green fee, and the coach can't be a contractor.
• Claude can't cancel a booking that was paid by card, since that refunds the card.
• Claude sends a paid membership to the client as a payment link. It can't charge a card the client has saved.
• Claude can't resume a membership that bills, since resuming restarts billing.

Disconnect

In Occam, open Profile, then Connected apps, and choose Disconnect next to Claude. Claude loses access right away. You can also remove the connector in Claude's settings.

A connection you don't use for 30 days signs itself out. Connect again to pick up where you left off.

Troubleshooting

• The sign-in page looks like a normal Occam login. That's expected. Sign in, and the Allow screen follows.
• Claude can't connect. Check that the address is your own Occam address and ends in /api/mcp. The main occam.golf address won't work.
• A tool you expected is missing. Your Occam role decides which tools Claude sees. Ask an owner or admin.
• Claude says a change expired. Changes wait five minutes for your yes. Ask Claude to set it up again.
• Claude stopped before a booking or cancellation. See what Claude can't do, above, and finish it in the dashboard.

Still stuck? Email [email protected].