Connect Orvo to Claude (custom connector setup guide)

Who this is for

Anyone who uses Claude for everyday work: meeting prep, writing follow-ups, deciding who to call this week. You set the connector up once on the web or in Claude Desktop, and it’s then available in your chats, including on your phone.

Before you start

A Claude account. Custom connectors are available on the Free, Pro, Max, Team and Enterprise plans; the Free plan is limited to one custom connector.
On a Team or Enterprise plan, an Owner adds the connector for the organisation first (see below); members then connect their own Orvo account.
An Orvo account with web access (the free trial works).

https://www.getorvo.com/api/mcp

Your Orvo MCP server URL.

Add Orvo as a custom connector (Free, Pro and Max)

On claude.ai or in Claude Desktop, open Customize, then Connectors.
Choose Add custom connector (on some accounts it sits behind a + Add button).
Enter Orvo as the name and paste https://www.getorvo.com/api/mcp as the URL, then continue.
If Claude asks how to sign in, choose to sign in now. If it asks which OAuth client to use, Register automatically works with Orvo. If your dialog only shows a name, a URL and Advanced settings, leave the advanced settings empty.
A window opens on Orvo. Sign in if asked, choose Read only (recommended) or Read and make changes, and click Authorise & Connect.
In a chat, click the + button next to the message box, open Connectors and switch Orvo on. Then ask your question.

Claude asks before it uses a tool (Allow once or Always allow). To decide per tool, open Customize → Connectors → Orvo → Tool permissions and set each tool to Always allow, Needs approval or Blocked. Setting the delete tools to Needs approval is a sensible default.

Team and Enterprise plans

An Owner opens Organization settings → Connectors, chooses Add, then Custom, then Web, and enters Orvo and https://www.getorvo.com/api/mcp as above.
Each member then opens Customize → Connectors, finds Orvo (labelled Custom) and clicks Connect.
Every member signs in with their own Orvo account and chooses their own access level, so nobody sees anyone else’s data.

On your phone

Set the connector up on the web or in Claude Desktop first; that is the main way Anthropic documents for custom connectors.
Open the Claude app on iOS or Android with the same account. Connectors you added appear there after you sign in, and you can switch Orvo on in a chat.

Read only, or read and make changes

Claude uses Orvo’s sign-in page, where you choose Read only (recommended) or Read and make changes each time you connect. To switch later, disconnect Orvo under Customize → Connectors and connect again.

Claude’s own Tool permissions add a second layer: even on a read-and-change connection you can block or require approval for individual tools.

Either way, deleting never erases anything: People and notes go to Recently deleted for 30 days, daily limits cap how much an assistant can change, and changes to a person (their profile, tags, notes and linked actions) show in their activity as made via AI assistant. How Orvo keeps you in control.

Things to ask Claude

Troubleshooting

I can’t find Add custom connector

On Team and Enterprise plans only Owners can add custom connectors; ask yours to add Orvo, then connect it under Customize → Connectors. On the Free plan, check that you haven’t already used your one custom connector.

Orvo is connected but Claude doesn’t use it

Switch the connector on for the conversation (+ → Connectors → Orvo) and mention Orvo in your question, for example “Check Orvo for…”.

I need to change how the connector signs in

Claude doesn’t let you edit a connector’s authentication after it’s added. Remove Orvo under Customize → Connectors and add it again.

The sign-in page asks me to log in to Orvo first

That’s expected. Sign in with your Orvo account in that browser window and you’ll land on the Connect … to Orvo page. Pick an access level and click Authorise & Connect.

I chose the wrong access level

Disconnect Orvo in your assistant (or sign out of the connector) and connect again. The Orvo sign-in page appears again and you can pick the other option.

Orvo refuses every request although I signed in

Check that your Orvo account is active (trial not expired, subscription current) and that it has web access. The mobile-only plan doesn’t include MCP connections.

“Too many requests” or a daily limit message

Orvo allows about 60 MCP requests a minute per account, so wait a minute and try again. Daily limits on changes reset at midnight UTC.

Official documentation

Menus and plans change. If a step above doesn't match what you see, Anthropic's own documentation is the source of truth:

Steps last checked against these pages on 10 October 2026. Claude is a product of Anthropic; Orvo is not affiliated with Anthropic.

Claude and Orvo: FAQ

Does Orvo work with the free Claude plan?

Yes. Anthropic lets Free accounts add one custom connector, which can be Orvo. Pro, Max, Team and Enterprise plans can add more.

Can I use Orvo in the Claude mobile app?

Yes. Add the connector on claude.ai or in Claude Desktop, then sign in to the Claude app on your phone with the same account; Orvo appears in your connectors there.

Do I need an API key or a config file?

No. Claude signs in to Orvo through your browser. You only paste the URL https://www.getorvo.com/api/mcp.

Can the assistant read my emails or calendar through Orvo?

No. The Orvo MCP server works with your People, notes, actions, opportunities, tags, groups and relationship insights. Synced emails and calendar events are not exposed, and it can’t send messages.

What happens to things the assistant deletes?

They go to Recently deleted in Orvo, with their notes and actions, and can be restored for 30 days. Deleting is only possible on a connection you set to “Read and make changes”.

Connect Orvo to Claude