Set Up Clappia MCP

With MCP, you can use AI assistants to create and manage your Clappia apps simply by giving instructions in plain language.

Below, we’ll show an example setup of connecting an AI assistant (Claude, in this case) with Clappia using MCP. Once connected, you can give prompts like “Create an Employee MIS app with fields to capture Name, Department, and Joining Date” and the AI will build the app for you. The same approach can be used for any other AI tool that supports MCP.

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Setting Up the MCP

Before you can start giving prompts to the AI that affect your Clappia workplace, you need to install Claude Desktop (if using Claude), and configure the AI with Clappia’s MCP details. This is laying the groundwork so that the AI can “talk” to Clappia.

Once set up, the AI can:

• Create new apps from scratch
• Edit existing apps and fields
• Fetch app information and show you its structure
• Replicate an app
• Add workflows (such as sending emails or approvals)
• Create charts from app data

Essentially, MCP acts as a bridge between your instructions and Clappia’s app builder. This is especially useful if you want to save time, quickly try out different configurations, or if you’re more comfortable giving high-level instructions rather than manually setting up everything yourself.

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Step 1: Install Claude Desktop

You’ll need to install Claude Desktop onto your system. This is the application where you’ll type your instructions to Claude.

Download Claude Desktop from:  https://claude.ai/download

Once installed, open Claude Desktop and sign in with your Claude account.

Important: You need a paid Claude account to use the MCP connection with Clappia. Without it, the connection will not work.

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Step 2: Configure Claude Desktop for Clappia

This is where you link Claude to your Clappia account.

Open Claude Desktop > Settings > Connectors > Add custom connector. Give a name and add the URL: https://mcp.clappia.com/mcp
Then click on Add.

Completely quit Claude Desktop (do not just close the window but quit the app). Then reopen Claude Desktop.

After restarting, go to Claude Desktop → Search & Tools (located just below the prompt input area). Here you will see a list of all the Clappia MCP connections available.

Restarting is critical. The new connector/tools won’t appear until you restart Claude Desktop. If you don’t see the Clappia servers after restarting, close Claude completely and open it again. In some cases, you may need to try twice.

• Make sure to enable the tools you want to use, such as Apps, Workflows, Charts, etc.
• If a tool is disabled, and you give Claude a prompt related to it (for example, asking it to add a workflow), Claude will not execute the request. Instead, it will explain how you can set it up yourself in Clappia. This ensures you are not left stuck even if something is disabled.

At this point, Claude is connected to Clappia. You can now begin using prompts to create or manage apps directly.

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Using Claude with Clappia

Now that the setup is complete, let’s look at how you can actually use Claude to work with Clappia. The basic idea is that you type instructions (prompts) into Claude Desktop, and Claude will perform the actions inside your Clappia workplace.

There are two general ways to use prompts:

• Detailed prompts, where you specify everything (fields, workflows, email, etc.).
• Simple prompts, where you only give the basics and let Claude fill in the rest.

Creating apps

When creating an app, you need to tell Claude what the app should contain and also include the email address where the app should be assigned. This ensures the app appears in your Clappia dashboard.

For example: Create an Inventory Management app for user@example.com with fields for item code, supplier, quantity in stock, reorder level, and expiry date.

Claude will:

• Create the app in Clappia with relevant sections and fields.
• Add the fields listed in the prompt.
• Configure the right panel for each field (validation, dropdown options, etc.).
• Show you a summary of what was added.

Depending on complexity, this may take a few minutes.

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Editing apps

You can also make changes to an existing app.

Note: If you are working on the same app in the same chat session, you don’t need to include the App ID in the prompt. However, if you are working on multiple apps in the same Claude session, always provide the App ID so that Claude knows which app it needs to work on. The App ID can be found in the app’s URL or in the right panel inside Clappia.

Add a new field

Prompt Example: [APP_ID] Add a field for item weight.

(The same prompt could also be given as “Add a field for item weight.” without the App ID).

Here, Claude will add a new field to the app with the same name and appropriate configurations on the field’s right panel.

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Edit an existing field

Use the variable name of the field (not just the label) so Claude knows exactly which field you want to edit.

Prompt Example: [APP_ID] Edit {part_number} to SKU Number along with variable name.

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View the app structure‍

Prompt: [APP_ID] Show me the structure of this app.

Useful if you have a very long app and need to know what it contains, or want to replicate the same app with modifications.

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Replicate an app‍

Prompt Example: [APP_ID] Create a copy of this app.

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Adding workflows and charts

Claude can configure workflows and charts in your app.

Workflows

Prompt Example: [APP_ID] Add a workflow to send an email notification when a submission is made.

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Charts

Prompt Example: [APP_ID] Add a bar chart to show stock levels by supplier

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Simple prompts

You don’t always need to be detailed.

For example: Create a simple CRM app for user@example.com

Claude will still build a complete app and then explain what it added. You can refine it further by giving more instructions or editing it manually in Clappia.

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Troubleshooting

Q. My Clappia tools are not appearing in the AI client after setup.
Fully quit Claude Desktop (not just close the window) and reopen it. The tools won't show up until Claude is fully restarted, and in some cases you may need to quit and reopen twice.

Q. Workflows or charts are not being added. What should I check?
Open Claude Desktop → Search & Tools (available on the chat bar) and make sure the Workflows and Charts tools under your Clappia connector are enabled. If a tool is disabled, Claude will skip the request and explain how to set it up manually instead.

Q. My field edits aren’t working. Why?
‍Use the field’s variable name in curly brackets in your prompt. You can also give in the App ID so that the correct app is identified and the field is edited. If using Claude and it cannot apply the change, it will explain how to do it yourself.

Q. The AI is editing the wrong app or getting confused. How do I avoid this?
Always include the App ID when you’re managing multiple apps in the same Claude chat session.