Connect Orvo to Claude Code

Who this is for

Developers and technical leads who live in the terminal and want their stakeholder notes, open actions and people context available to Claude Code.

Before you start

• Claude Code installed and signed in.
• An Orvo account with web access (the free trial works).
• Optional: a personal token from Orvo Settings → Integrations, only if browser sign-in doesn’t work.

Your Orvo MCP server URL.

Fastest: paste a setup prompt into Claude Code

Claude Code can add Orvo to its own MCP configuration. Paste this prompt, then sign in with Orvo when your browser opens. No token needed.

1. Copy the prompt below. It’s also in Orvo under Settings → Integrations when you choose Claude Code.
2. Paste it into Claude Code’s chat and send it. Claude Code adds Orvo to its configuration. Approve its changes when it asks, and restart it if it tells you to.
3. When your browser opens Orvo, sign in, choose Read only (recommended) or Read and make changes, and click Authorise & Connect. Adding notes, actions or other changes needs Read and make changes.

Please connect Orvo, my personal CRM, to this app as a remote MCP server by adding it to your own MCP configuration.

- Server name: orvo
- URL: https://www.getorvo.com/api/mcp
- Transport: Streamable HTTP
- Authentication: OAuth sign-in through my browser. Orvo needs no API key or token, so do not add an Authorization header.

How to do it in Claude Code: run this command. User scope makes Orvo available in every project:
claude mcp add --transport http --scope user orvo https://www.getorvo.com/api/mcp
If orvo already exists, first remove it with: claude mcp remove orvo --scope user
Then run "claude mcp list" to check that orvo is there, and tell me to type /mcp in Claude Code, select orvo and choose to authenticate. My browser opens on Orvo. If orvo isn't listed in /mcp yet, tell me to restart Claude Code first.

Please also:
- Replace any existing server called orvo instead of adding a second one, and keep it in my own user-level settings, not in a project file.
- When the sign-in starts, tell me what happens next: my browser opens an Orvo page where I sign in and choose "Read only (recommended)" or "Read and make changes", then click "Authorise & Connect". Adding notes, actions or other changes needs "Read and make changes".
- After I have signed in, check the connection and list the Orvo tools you can see. If they only appear after a restart, tell me.

If sign-in doesn’t work: a setup prompt with a token

Use this only where Claude Code can’t sign in through a browser, for example on a remote machine.

1. In Orvo, open Settings → Integrations, find AI assistants (MCP), choose Claude Code and open Use a token instead.
2. Click Generate token, then Copy setup prompt with token. The token is shown once, and generating a new one turns off the old one.
3. Paste the prompt into Claude Code’s chat and send it.

Please connect Orvo, my personal CRM, to this app as a remote MCP server by adding it to your own MCP configuration.

- Server name: orvo
- URL: https://www.getorvo.com/api/mcp
- Transport: Streamable HTTP
- Authentication: send the header "Authorization: Bearer YOUR_ORVO_TOKEN"

How to do it in Claude Code: run this command. User scope makes Orvo available in every project and keeps the token out of project .mcp.json files:
claude mcp add --transport http --scope user orvo https://www.getorvo.com/api/mcp --header "Authorization: Bearer YOUR_ORVO_TOKEN"
If orvo already exists, first remove it with: claude mcp remove orvo --scope user
Then run "claude mcp list" and check that orvo shows as connected.

Please also:
- Replace any existing server called orvo instead of adding a second one.
- Keep the token in my own user-level settings only, never in a project file, a repository or anything that is shared. Do not repeat the token in your replies.
- When you are done, check the connection and list the Orvo tools you can see. If they only appear after a restart, tell me.
- The token may be read-only. If Orvo refuses a change later, tell me to switch on "Allow changes with this token" in Orvo under Settings > Integrations (https://www.getorvo.com/setting?tab=integrations).

Set it up by hand: sign in with Orvo

1. Add the server. --scope user makes Orvo available in all your projects instead of only the current one:
   Terminal Copy

   claude mcp add --transport http --scope user orvo https://www.getorvo.com/api/mcp

2. Start Claude Code and type /mcp. Select orvo and choose to authenticate; your browser opens on Orvo.
3. Sign in to Orvo if asked, choose Read only (recommended) or Read and make changes, and click Authorise & Connect. Claude Code stores and refreshes the sign-in for you.
4. Check the connection with claude mcp list, then ask Claude Code something about your network.

Set it up by hand with a token

Also useful for scripts or machines where a browser sign-in isn’t possible.

1. In Orvo, open Settings → Integrations, find AI assistants (MCP), choose Claude Code and click Generate token. Copy it right away; it’s shown once.
2. Add the server with the token as a header:
   Terminal Copy

   claude mcp add --transport http --scope user orvo https://www.getorvo.com/api/mcp --header "Authorization: Bearer YOUR_ORVO_TOKEN"

3. Or, for a project-scoped .mcp.json, keep the token in an environment variable so it never lands in version control:
   .mcp.json Copy

   {
     "mcpServers": {
       "orvo": {
         "type": "http",
         "url": "https://www.getorvo.com/api/mcp",
         "headers": {
           "Authorization": "Bearer ${ORVO_MCP_TOKEN}"
         }
       }
     }
   }

Read only, or read and make changes

With browser sign-in you pick Read only (recommended) or Read and make changes on Orvo’s page. To switch, run /mcp, clear the authentication for orvo, and sign in again.

With a token, the Allow changes with this token switch in Orvo Settings → Integrations decides. Claude Code’s own permission prompts still ask before tools run unless you allow them.

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 Code