> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Claude and other AI assistants

> Add the Utilified MCP server to Claude or Claude Code, with all tools or just the groups you use.

The Utilified MCP server gives AI assistants live, permission-scoped access to your
portfolio. Each assistant signs in as you and sees only what you can see in UMS.

## Choose what to connect

Connect only the groups you work with. Fewer tools means faster, more accurate answers.

| URL                                                | What it covers                                                                                     |
| -------------------------------------------------- | -------------------------------------------------------------------------------------------------- |
| `https://mcp.ums.utilified.com/mcp/billing`        | Invoices, validation, payment files, retail accounts, ledger transactions, inbox, brokerage        |
| `https://mcp.ums.utilified.com/mcp/portfolio`      | Accounts, sites, connections, meters, tariffs, agreements, contacts, suppliers, documents, outages |
| `https://mcp.ums.utilified.com/mcp/sustainability` | Emissions, budgets, forecasts, reports                                                             |
| `https://mcp.ums.utilified.com/mcp/modelling`      | Scenarios, load profiles, datasets, data sources, market events                                    |
| `https://mcp.ums.utilified.com/mcp/admin`          | Users, CRM, alerts, notifications, exports, plans                                                  |
| `https://mcp.ums.utilified.com/mcp`                | Everything above                                                                                   |

Every group also includes search, account, site and supplier lookups, and the
account, site and invoice overviews.

## Add a connector in Claude

<Steps>
  <Step title="Open connectors">
    In Claude, open **Settings → Connectors → Add custom connector**.
  </Step>

  <Step title="Paste a group URL">
    Paste a URL from the table above, for example `https://mcp.ums.utilified.com/mcp/billing`.
  </Step>

  <Step title="Sign in">
    Sign in with your UMS account when prompted. Repeat for each group you want.
  </Step>
</Steps>

## Add a connector in Claude Code

Add each group you want from your terminal, then run `/mcp` inside Claude Code to sign in:

```bash theme={null}
claude mcp add --transport http ums-billing https://mcp.ums.utilified.com/mcp/billing
claude mcp add --transport http ums-portfolio https://mcp.ums.utilified.com/mcp/portfolio
```

## Moving from the full connector

If you already connected `https://mcp.ums.utilified.com/mcp`, it keeps working and still
serves every tool. To switch to groups:

1. Add a connector for each group you use, as above. Each group asks you to sign in once.
2. Remove or turn off the full connector. Keeping both loads the same tools twice.

Keep the full connector if you regularly ask questions that span every area, such as
billing, sustainability and modelling in one conversation.