Xakia

Xakia is in the Claude Connectors Directory, so setup takes a few minutes and you only do it once. 

Note: These steps cover Claude Desktop. Claude Code is not supported at the moment.

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An Administrator has switched on MCP Enabled for your location in Admin › AI Settings › MCP, and you have permission to connect. Read <a href="https://support.xakiatech.com/en/articles/17436373-xakia-mcp-connector-overview-and-requirements">Xakia MCP Connector: Overview and Requirements</a> for the full list.

Claude Desktop is installed and you're signed in to your Claude account.

If your organization uses a Claude Team or Enterprise plan, a Claude Owner needs to add Xakia first. See the next section.

- An Administrator has switched on MCP Enabled for your location in Admin › AI Settings › MCP, and you have permission to connect. Read <a href="https://support.xakiatech.com/en/articles/17436373-xakia-mcp-connector-overview-and-requirements">Xakia MCP Connector: Overview and Requirements</a> for the full list. 
- Claude Desktop is installed and you're signed in to your Claude account.
- If your organization uses a Claude Team or Enterprise plan, a Claude Owner needs to add Xakia first. See the next section.

Add Xakia for your organization (Claude Team and Enterprise Owners only) 

Skip this section if you use an individual Claude plan, or if your Claude Owner has already added Xakia.

Open Connectors. In Claude, go to Organization settings › Connectors.

Browse connectors. Click Browse connectors.

Add Xakia. Select Xakia and click Add to your team.

1. Open Connectors. In Claude, go to Organization settings › Connectors.
2. Browse connectors. Click Browse connectors.
3. Add Xakia. Select Xakia and click Add to your team.

Adding Xakia makes it available to your team, but it doesn't grant anyone access to Xakia. Each person still signs in with their own Xakia account.

Open Connectors. In Claude Desktop, click your Profile, select Settings, then select Connectors.

Find Xakia. Search for Xakia and click the Xakia connector.

Connect. Review the connector's description and click Connect.

Sign in. A Xakia sign-in window opens. Sign in with your usual Xakia credentials, including Single Sign-On (SSO) or Multi-Factor Authentication (MFA) if your organization uses them.

Allow access. Review the consent screen, which describes the read-only access Claude is requesting, then click Allow. You'll return to Claude, and Xakia shows as connected under Profile › Settings › Connectors.

1. Open Connectors. In Claude Desktop, click your Profile, select Settings, then select Connectors.
2. Find Xakia. Search for Xakia and click the Xakia connector.
 
 
 
3. Connect. Review the connector's description and click Connect.
4. Sign in. A Xakia sign-in window opens. Sign in with your usual Xakia credentials, including Single Sign-On (SSO) or Multi-Factor Authentication (MFA) if your organization uses them.
5. Allow access. Review the consent screen, which describes the read-only access Claude is requesting, then click Allow. You'll return to Claude, and Xakia shows as connected under Profile › Settings › Connectors.

Note: The consent screen appears every time you connect. You stay signed in for up to 30 days. If you don't use the connector for 15 days, you'll be asked to sign in again.

Start a new chat. Open a new chat in Claude Desktop.

Check the connector. Click + in the lower left of the chat, hover over Connectors, and make sure Xakia is toggled on.

Ask a question. For example: "Which of my open matters have key dates due in the next two weeks?"

1. Start a new chat. Open a new chat in Claude Desktop.
2. Check the connector. Click + in the lower left of the chat, hover over Connectors, and make sure Xakia is toggled on.
3. Ask a question. For example: "Which of my open matters have key dates due in the next two weeks?"

Claude only returns information you already have access to in Xakia.

To choose whether Claude asks before using a Xakia tool, go to Profile › Settings › Connectors, select Xakia, and set each tool under Tool permissions to Always allow or Needs approval.

If you belong to 1 location with the connector enabled, Claude uses it automatically. If you belong to several, Claude asks which one you mean. Reply with the location name, and Claude keeps using it for the rest of the conversation.

Note: If Claude tells you a location isn't enabled, ask your Xakia Administrator to switch on MCP Enabled for it.

<a href="https://support.xakiatech.com/en/articles/17436373-xakia-mcp-connector-overview-and-requirements">Xakia MCP Connector: Overview and Requirements</a>

<a href="https://support.xakiatech.com/en/articles/17437679-change-your-location-or-connection-in-the-xakia-mcp-connector">Change Your Location or Connection in the Xakia MCP Connector</a>

<a href="https://support.xakiatech.com/en/articles/17437891-xakia-mcp-connector-available-tools-and-use-cases">Xakia MCP Connector: Available Tools and Use Cases</a>

<a href="https://support.xakiatech.com/en/articles/8339786-xakia-authentication-with-oidc">Xakia Authentication with OIDC</a>

- <a href="https://support.xakiatech.com/en/articles/17436373-xakia-mcp-connector-overview-and-requirements">Xakia MCP Connector: Overview and Requirements</a>
- <a href="https://support.xakiatech.com/en/articles/17437679-change-your-location-or-connection-in-the-xakia-mcp-connector">Change Your Location or Connection in the Xakia MCP Connector</a>
- <a href="https://support.xakiatech.com/en/articles/17437891-xakia-mcp-connector-available-tools-and-use-cases">Xakia MCP Connector: Available Tools and Use Cases</a>
- <a href="https://support.xakiatech.com/en/articles/8339786-xakia-authentication-with-oidc">Xakia Authentication with OIDC</a>

Set up the Xakia MCP Connector in Claude Desktop to ask about your matters, contracts, key dates and Playbooks using your live Xakia data.

Set Up the Xakia MCP Connector in Claude

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Set Up the Xakia MCP Connector in Claude

Before you start

Add Xakia for your organization (Claude Team and Enterprise Owners only)

Connect Claude Desktop to Xakia

Turn on Xakia in a conversation

Choose your Xakia location