Claude can connect to your Trackdesk account through the Trackdesk MCP server. Once connected, you can ask Claude about your affiliates, conversions, and payouts, or have it run any action available in the Trackdesk public API, without leaving the conversation.
You sign in with your own Trackdesk account and approve the access. There is no API key to copy, and Claude works with exactly the permissions your account has.
This guide covers Claude on the web, desktop, and mobile. If you use a different AI client such as Cursor or Windsurf, see Trackdesk MCP Server instead.
Before you start
You will need:
A Claude account. Custom connectors are available on Free, Pro, Max, Team, and Enterprise plans. Free accounts are limited to one custom connector.
Your Trackdesk Tenant ID, the subdomain you log in with
A Trackdesk account. Admins and team members can connect right away. Affiliates and advertisers can connect when the program allows it.
Connect with Add to Claude
If you're an admin or a team member who can manage OAuth2 credentials, use the Connect Trackdesk to Claude banner:
Navigate to Settings → Integrations → OAuth2, or to Integrations.
Click Add to Claude. Claude opens its custom connector dialog in a new tab, with the name
Trackdeskand your server URL already filled in.Confirm in Claude, sign in to Trackdesk and click Allow access.
Claude confirms that the connector is ready.
The banner isn't shown to affiliates and advertisers or while you're signed in as another user, and once you close it with Dismiss it stays hidden in that browser. In those cases, use the steps in Connect Claude.
Connect Claude
Open the Add custom connector dialog in Claude. You can also get there from the message box: click the plus button, then Connectors → Add connector → Add custom connector.
Name the connector, for example
Trackdesk, paste your server URL and click Add:https://TENANT_ID.trackdesk.com/mcp
Replace
TENANT_IDwith your Tenant ID.Click Connect, sign in to Trackdesk, check the application name, and click Allow access.
Claude confirms that the connector is ready.
On Team and Enterprise plans, an Owner adds the connector to the organization once. Every member then clicks Connect and signs in with their own Trackdesk account, so each person's requests carry their own permissions.
What Claude can do
The server gives Claude two tools that together cover the whole Trackdesk public API:
search: Finds the right API endpoint for a request.
execute: Calls that endpoint on your behalf.
You do not need to know endpoint names or parameters. Ask in plain language, for example:
"List the last five affiliates that joined my Trackdesk program."
"Show me approved conversions from the past seven days."
"Which offers generated the most revenue last month?"
If you're an affiliate, Claude sees only your own data in the program: your offers, coupons, balances, payouts and reports. Claude asks for your permission the first time it calls a Trackdesk tool.
If the connection fails
If Claude cannot reach the server at all, check that the URL uses your own subdomain and ends in
/mcp.If Trackdesk says your account is not allowed to authorize applications, sign in with a different account, or ask the program owner to allow it.
If Claude returns an authentication error later, disconnect the connector and connect again to approve a fresh access.
Disconnect Claude
You can remove the connector in Claude at any time. To revoke the access on the Trackdesk side:
Admins: navigate to Settings → Integrations → OAuth2, open the Admin tab, find your Claude credentials (owner Registered by the application itself) and click Delete on the row.
Affiliates and advertisers: navigate to Tools → Integrations → OAuth2 and delete the Claude credentials.
The credentials disappear from the list, and Claude needs your approval again to reconnect.
Connect with an API key instead
If you can't use the sign-in flow, you can still connect with a personal token. In the connector dialog, choose None as the authentication method, then under Request headers add x-api-key with your token as the value.
⚠️ Important: An API key added by a Team or Enterprise Owner is shared by everyone in the organization who uses the connector, and every request carries that single token's permissions.
Claude does not let you edit a saved connector. To change the key, remove the connector and add it again.
Security and permissions
Claude can do exactly what your Trackdesk account can do, so changes it makes take effect immediately in your live program.
Claude connects to your Trackdesk subdomain from Anthropic's servers, not from your own device.
Access tokens expire after one hour and are renewed automatically. Deleting the credentials in Trackdesk stops them immediately.
Related
AI Assistant: the assistant built into your dashboard, no connection needed.