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MCP Integration — Synaply

Model Context Protocol · Claude Integration

Your org's knowledge,
inside Claude — permanently.

Synaply connects directly to Claude via MCP, giving your AI assistant live access to your team's captured intelligence, insight history, and organizational memory.

Overview

What the MCP Integration Does

Most AI assistants start from a blank slate every session. They don't know what your team decided last week, what worked in your last sales call, or what process your ops team documented in March. Synaply's MCP integration fixes this.

Once connected, Claude can read your team's insights, synthesize new ones from your recent work across connected tools, draft structured entries for your review, and query your organizational memory on demand — all from inside your conversation, without switching apps.

The integration exposes 12 tools organized into four areas: Synthesis (generating insights from your recent activity), Read (querying your insight library), Write (creating, editing, and publishing insights), and Identity (understanding your org structure).

Captured once, available everywhere your team works. Synaply doesn't replace your existing tools — it captures the knowledge produced inside them and makes it queryable across your entire AI stack via MCP.

Setup

How to Connect via Claude

Synaply connects to Claude.ai through the native MCP connector flow. You need an active Synaply account. The full setup takes under two minutes.

1

Open Claude Settings

In Claude.ai, navigate to Settings → Connectors in your sidebar.

2

Add a New Connector

Click Add Connector and search for Synaply, or paste the MCP server URL provided by your admin.

3

Authenticate via OAuth

You'll be redirected to Synaply to authorize the connection. Log in with your Synaply credentials and approve the requested permissions.

4

Confirm the Connection

Return to Claude with Synaply listed as active. All 12 tools are immediately available in your conversations.

5

Start Your First Session

Try: "Synthesize my insights from this week." Claude pulls your schema, checks your last submission, scans connected sources, and drafts everything for your review.

Use Cases

What You Can Do With It

Once connected, these are the most common ways teams use Synaply through Claude.

Weekly Knowledge Synthesis

Claude scans your connected tools — Slack, email, calendar, Drive — since your last session and auto-drafts structured insights for your review. Takes under a minute.

"Synthesize my insights from this week."

Institutional Memory on Demand

Ask Claude anything your team has captured and get answers grounded in real org knowledge — not hallucinated generalities.

"What do we know about handling procurement objections?"

Team Intelligence Briefing

Pull everything a specific division has captured about a topic, person, or account — filtered by time period, insight type, or author.

"Show me Sales insights on outbound messaging from the last 30 days."

Onboarding New Hires

New team members can ask Claude to surface everything the team knows about their role, accounts, or processes — before their first meeting.

"What should I know about our enterprise sales process?"

Leadership Analytics

Get submission trends, participation rates, and insight type breakdowns across your divisions — useful for quarterly reviews and identifying knowledge gaps.

"Summarize Q1 analytics — who's active and what's missing?"

Structured Manual Capture

Walk Claude through what you learned in a meeting, call, or project — it formats it into your org's insight schema and saves it as a draft for review.

"Capture a process insight from my call just now."

API Reference

All 12 Tools

Every tool available through the Synaply MCP server. Required parameters marked ✱.

get_insight_schema Synthesis
Returns the full insight schema for all divisions — every insight type, guideline, and form field. Called first at the start of every synthesis session.
get_last_submission Synthesis
Returns when you last published an insight per division. Sets the lookback window for synthesis so Claude only surfaces what's new since your last session.
get_insights Read
Fetches insights you have access to. Filterable by division, insight type, author, date range, and location. Use this to browse or pull insights in bulk.
get_division_insights Read
Returns the insight types available in a division along with their form fields and guidelines. Used before creating an insight manually. Required: divisionId ✱.
create_insight Write
Creates a new insight entry and saves it as a draft. Works automatically during synthesis or interactively in manual mode. Required: content ✱, title ✱.
update_insight Write
Edits an existing insight — content, type, title, or privacy level. Required: entryId ✱, content ✱.
publish_insight Write
Publishes a draft insight to your division. Only called after you explicitly confirm — Claude never publishes automatically. Required: entryId ✱.
get_drafts Read
Returns all unpublished drafts saved on your behalf. Useful for resuming a session or reviewing insights before publishing.
get_user_identity Identity
Returns your profile and org context. Supports six query types: identity, divisions, team_structure, locations, manager, org_chart. Required: queryType ✱.
search_users Identity
Looks up a team member by name and returns their user ID. Required for filtering insights or analytics by a specific person. Required: name ✱.
get_analytics_summary Read
Returns aggregated analytics across your team — submission trends, participation rates, and insight type breakdowns. Filterable by date range and insight type.

Reference

Privacy Levels

Every insight has a privacy level controlling who can read it. Claude defaults to EVERYONE during auto-synthesis. Specify a different level explicitly at any point if needed.

LevelWho can see it
ONLY_MEVisible only to you — private notes and personal captures.
DIRECT_SUPERVISORYou and your direct manager.
ALL_SUPERVISORSYou and your full upward reporting chain.
MY_TEAMYou and everyone who shares your manager (your peer group).
MY_DIVISIONAll members of your division.
EVERYONEAll authenticated users in your organization. Default for auto-synthesis.

Security

How the Integration Is Secured

Synaply's MCP integration is built with security as a baseline, not an afterthought.

OAuth 2.0 authentication. All connections are established via standard OAuth 2.0. No passwords are exchanged — your AI assistant receives a scoped access token that can be revoked at any time from your Synaply account settings or from Claude's connector settings.

Encrypted transit. All data exchanged between Synaply's servers and your AI assistant provider travels over encrypted HTTPS connections.

Scoped access. The MCP integration only accesses data your account is already authorized to see — existing role-based permissions and insight privacy levels are enforced on every tool call. An insight marked ONLY_ME is never returned to another user's session.

No AI training. Data accessed through the MCP integration is not used to train AI models, by Synaply or any third party.

Revocation. Disconnect the Synaply connector from your AI assistant's settings at any time. This immediately terminates the integration's access with no further action required.

Support

Troubleshooting

Claude says Synaply tools aren't available
The connector may have been disconnected or the OAuth session expired. Go to Settings → Connectors in Claude.ai and confirm Synaply shows as active. If listed but unresponsive, disconnect and reconnect — the OAuth flow issues a fresh token.
Auto-synthesis returns no drafts
Either (a) no signal-producing connectors are enabled — try connecting Slack, Gmail, or Google Calendar — or (b) there's nothing new since your last submission. Synthesis only covers activity after your last submission timestamp per division.
Insight types are missing or wrong
Insight types are configured by your workspace admin in Synaply. If types are missing for your division, contact your admin. Claude reads the live schema every session — nothing to refresh on the Claude side.
How do I revoke the connection?
Disconnect the Synaply connector from Settings → Connectors in Claude.ai. This immediately revokes the token and terminates access. You can also contact [email protected] to force-revoke all active tokens for your account.