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Copy file name to clipboardExpand all lines: site/sigmaguides/src/Fundamentals 1: Getting Around - v3/Fundamentals 1: Getting Around v3.md
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@@ -526,73 +526,81 @@ The MCP Server flips that around. You stay in your AI tool and bring Sigma to it
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This is particularly useful for analysts and developers who already work in AI-assisted environments and want Sigma data available in that same context.
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<strong>WHY IT MATTERS:</strong><br> The MCP Server doesn't bypass Sigma's permission model — it respects your account type and document-level access. Administrators retain full control over what data is reachable, making this a governed extension of Sigma into AI workflows rather than a workaround.
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</aside>
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### Setup
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The Sigma MCP Server is available to all Sigma customers today as a custom connector.
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The Sigma MCP Server is available to all Sigma customers today via Claude's MCP registry. This provides a pre-configured MCP server that connects Claude to Sigma.
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#### Required from Sigma
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We need two pieces of information from Sigma so that we can provide them to Claude.
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To connect it to Claude:
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Copy these two values to a text file for use in Claude later.
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1. In Sigma, click your profile icon and navigate to `Profile` > `MCP` and copy your personal MCP server URL:
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1.**MCP URL:**<br>
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Log into Sigma and click the profile icon in the upper left corner and select `MCP`. Click the copy icon and save the value off to a text file.
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2. In Claude, click your profile icon and select `Settings` > `Connectors` > `Add a custom connector`.
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2.**Organization name:**<br>
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This is part of the URL Sigma is using in your browser; for example:
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Give it a name and paste the `MCP URL` copied from Sigma and click `Add`:
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Copy your value off to a text file.
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#### Claude setup
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Log into Claude using your browser.
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3. Click `Connect`:
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1. In Claude, click `Customize` from the left sidebar:
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3. When prompted, add your Sigma instance name and click `Continue`:
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Under `Customize` click `Connectors`, `+`and `Browse connectors`:
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Provide your Sigma credentials and login.
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2. Search for `Sigma`and click `+`:
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4. When prompted by Claude, click `Allow`:
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3. Paste the `MCP URL` copied from Sigma into Claude and click `Continue`:
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If successful, the `Connect` button will now show `Configure`:
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4. Add your Sigma organization name and click `Continue`:
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Authenticate via OAuth when prompted.
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Once connected, Claude can interact with your Sigma environment using plain language.
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Provide your Sigma credentials and log in.
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5.Click `Configure`. By default, nothing is authorized:
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5.When prompted by Claude, click `Allow`:
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For testing we selected `Always allow`at the top level:
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If successful, we can `Approve` the operations Sigma will permit via Claude. For testing we selected `Always allow`for all tools:
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6. We ask a simple question about our Sigma instance, which is a new trial and has only one workbook currently:
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Now Claude can interact with your Sigma environment using plain language. We can also decide which tool permissions we want to allow.
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5. We ask a simple question about our Sigma instance, which is a new trial and has only one workbook currently:
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<imgsrc="assets/fun_2026_60.png"width="600"/>
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Since Claude has access, it is able to find the workbook and describe it to us:
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<strong>NOTE:</strong><br> You will need appropriate Sigma permissions to use the MCP Server — at minimum, <code>View connections</code> on your account type and <code>Can view</code> or <code>Can use</code> access on the specific documents or connections you want to query.
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</aside>
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The value here is in the workflow. Instead of switching between Claude and Sigma to answer a data question, you stay in one place. Claude handles the discovery and query work, and you get answers grounded in your actual, live Sigma data — not a training dataset or a cached snapshot.
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For teams that already work in AI-assisted environments, this means Sigma data becomes a natural part of that workflow rather than a separate tool you have to open. And because it respects Sigma's permission model, there's no new governance overhead for administrators to manage.
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For teams that already work in AI-assisted environments, this means Sigma data becomes a natural part of that workflow rather than a separate tool you have to open.
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For full setup instructions, see [Use the Sigma MCP Server](https://help.sigmacomputing.com/docs/use-sigma-mcp-server)
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