Skip to content

Claude Web (claude.ai) Setup

Claude on the web supports MCP connections through connectors.

Step 1 — Add the MCP Connector

  1. Go to claude.ai and sign in
  2. Click your profile icon in the bottom-left corner
  3. Select Settings
  4. Navigate to Connectors
  5. Click Add Connector
  6. Enter:
  7. Name: FinPlan
  8. URL: https://mcp.finplan.prethink.io/mcp
  9. Save the configuration
  10. Click Allow All for tool use to allow the tools.

Step 2 — Install the FinPlan Skill

Skills give Claude domain knowledge about how to use FinPlan tools effectively (conventions, workflows, parameter formats).

  1. Download the plugin repository ZIP and unzip it
  2. Build the skill ZIP: 
    cd finplan-plugin-main/skills
zip -r finplan-skill.zip finplan/
  3. Go to Settings > Capabilities
  4. Scroll to Skills and ensure skills are toggled on
  5. Click Upload skill and select finplan-skill.zip
  6. Confirm the FinPlan skill appears in your skills list

Verification

Start a new conversation and try:

Calculate federal income tax for $85,000 filing single in 2025

Claude should use a FinPlan tool to answer. If not, see Troubleshooting.

Priming the agent

Sometimes agents need to be told to use tools. Making sure it knows about them often helps.

user> 'Do you have access to FinPlan tools for financial planning?'
agent> (inspecting) 'Yes, I do'.