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Set up Lattice MCP with Claude

Amy
  • Updated
Note: Lattice MCP is currently only available for customers with data hosted in North America.

Admin Set up

These steps must be completed by an administrator before members of your organization can connect Lattice MCP to Claude.

In Lattice

  1. Go to Admin > Platform > MCP Integrations.
  2. In the dropdown, next to Claude, select Allowed. 

In Claude

To add the connector in Claude, you must be an Owner or Primary Owner of your Claude organization (Team or Enterprise plan).

  1. Go to Organization Settings > Connectors.
  2. Select Browse connectors.
  3. Select Lattice from the directory.
  4. Select Add to your team.

After adding the connector, decide how your members get access: 

  • By default, each member authenticates individually the next time they open Claude.
  • With Enterprise-managed auth (in beta for Team and Enterprise plans), you authorize the connector once for the whole organization, and members inherit access automatically on first login.
  • Owners can restrict which actions the connector may take across the organization. For example, you can allow Lattice to be read only and prevent any writes. Configure this under Customize > Connectors by selecting Lattice and setting its tool permissions.

Individual Set up

Once an admin has configured the Lattice MCP Connector, you can connect your own Lattice account to the Lattice Connector in Claude.

  1. In Claude, click on Connectors > select the Lattice connector.
  2. Click Connect and you will be redirected to Lattice.
  3. Enter your Lattice subdomain and click Continue.
  4. Log in to Lattice.
  5. Lattice will ask you to grant the Lattice MCP the following permissions:
    • View employee information via MCP
    • View feedback via MCP
    • View goals via MCP
    • View Grow competencies and tracks via MCP
    • View and write meetings via MCP
    • View and write performance reviews via MCP
    • View and write updates via MCP
  6. Click Authorize to allow these permissions.
  7. Click Open Claude to navigate back to Claude.
  8. Once this is done, you have connected Lattice MCP to Claude and can begin chatting about your data.

Next, check suggested prompts here.

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