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The simplest way to connect Octave to Claude Desktop.
  1. Navigate to your Octave dashboard and click Connect Via MCP
  2. Copy the custom connector link
  3. In Claude Desktop, go to Settings > Connectors > Add custom connector
  4. Paste the connection URL and authenticate

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Option 2: Remote MCP Config

For organizations that restrict custom connectors, you can add Octave as a remote MCP server.
1

Get your config

From the Octave dashboard, click Connect Via MCP and copy the remote config.
2

Edit your Claude Desktop config

In Claude Desktop, go to Settings > Developer > Edit Config to open your claude_desktop_config.json.
3

Add the Octave MCP server

If you have no existing MCP servers, replace the file contents with:
{
  "mcpServers": {
    "octave-myWorkspace": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.octavehq.com/mcp?ctx=YOUR_CONTEXT"]
    }
  }
}
If you already have MCP servers configured, add the octave-myWorkspace entry to your existing mcpServers object.
Replace YOUR_CONTEXT with the value from your Octave dashboard. The full URL is provided in the Connect Via MCP dialog.
4

Restart Claude Desktop

Save the config file and restart Claude Desktop for the changes to take effect.
You will need Node.js installed for the remote MCP config option.
Applies to both install options above. With Octave connected alongside tools like HubSpot, Salesforce, Gong, or Granola, Claude needs a hint to route GTM questions through Octave’s synthesis layer instead of reaching for raw CRM or call-transcript data. Set this once at the org level and every rep gets it automatically — no need to prefix prompts with “Using Octave, …”.
1

Copy the canonical instructions

Open the Octave org instructions for Claude and pick a version:
  • short.md (~1,700 chars) — leaves headroom to layer workspace-specific rules on top (custom ICPs, named motions, vertical terminology).
  • long.md (~2,950 chars) — recommended when HubSpot, Salesforce, Gong, Granola, Fathom, or Clay are also connected. Adds explicit demotion of raw-data tools and LFGTM plugin routing.
Click into the file, view Raw on GitHub, and copy the full contents.
2

Paste into Claude org preferences

In Claude Desktop (or claude.ai), go to Settings → Organization preferences and paste. Save.
Organization preferences are admin-only (Teams / Enterprise) and can take up to 1 hour to propagate across Claude products. Individual Pro users can paste the same text into Settings → Personal preferences instead.
3

Test the routing

After propagation, start a new conversation and run this prompt without mentioning Octave:
“What’s the status of my deal with Acme and what should I be doing next?”
Claude should call get_deal_deep_dive directly. If it still reaches for a CRM tool first, tighten the Routing vs. other connectors section of your org preferences. See the full install and test guide for more prompts, customization tips, and troubleshooting.