How to Use the CaptivateIQ MCP in Claude

Check CaptivateIQ commission data and employee plans without leaving your chat in Claude Desktop.

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Connect CaptivateIQ MCP to Claude Desktop

Create your Vinkius account to connect CaptivateIQ to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup CaptivateIQ with Claude Desktop

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Investigate Commission Payouts

Use `list_commission_payouts`, `list_payout_statements`, and `list_commission_inquiries` to get straight answers about compensation. Ask Claude to show you last month's payouts or list any open disputes for the sales team. It uses the tools and gives you the data right in your chat window. This MCP Server connects Claude directly to your CaptivateIQ instance. If you spot a strange number in a payout report, you don't have to switch apps. Just ask Claude to pull the specific `list_payout_statements` for that employee to cross-reference the details. You get the context you need, instantly.

Look Up Employee Plan Details

The `list_employees` and `get_employee_details` tools let you manage team information from your Claude client. When you're onboarding a new hire, you can ask Claude to pull up the plan details for a similar employee to ensure consistency. It's much faster than digging through the web UI. This isn't just for sales managers. HR and finance teams using Claude can get a quick list of all employees and their current commission plan assignments. You don't have to run a manual report in CaptivateIQ—the information just shows up in your chat.

Audit Calculation Logic

This server exposes `list_workbooks` and `list_worksheets` for the finance ops people who actually build the commission models. From Claude, you can ask to list all active workbooks and their underlying worksheets to confirm your calculations are running against the right data sets. It’s a simple way to see the structure of your compensation logic without leaving your workflow. You can also use `get_account_status` to check on your CaptivateIQ account and its integrations, making sure everything is connected properly before a pay run.

Setup guide

Set up CaptivateIQ MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The CaptivateIQ MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the CaptivateIQ MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under captivateiq-mcp.

json

{
  "mcpServers": {
    "captivateiq-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by CaptivateIQ. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

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Common questions about CaptivateIQ MCP in Claude Desktop

Just ask Claude a direct question, like "show me my last three payout statements from CaptivateIQ." It will use the `list_payout_statements` tool to get the information and display it for you.

Yes. You can ask Claude to "list all employees from CaptivateIQ." Your agent will use the `list_employees` tool to fetch the full roster and their plan details.

If you're using the Claude Desktop app, you can add the MCP server to your local config file for offline access. If you're on claude.ai, just paste the server URL into the Custom Connectors section in your settings.

Absolutely. Just ask, "are there any open commission inquiries in CaptivateIQ?" Claude uses the `list_commission_inquiries` tool to pull a list of all active disputes.

Your data is only passed between Vinkius and CaptivateIQ when your agent invokes a tool. Vinkius uses an ephemeral, zero-trust sandbox for every request, and Claude never sees or stores your CaptivateIQ credentials.

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