About one minute

Add Dashy to Claude

The connector is a remote MCP server. You add it once in Claude's settings, then enable it in any conversation. Here is the URL you will need:

MCP Server https://data.familybusiness.se/mcp

Pick your plan

Pro & Max

Individual accounts

Open Settings → Connectors.
Click Add custom connector.
Paste the MCP server URL above.
Click Add, then sign in when prompted.

Team & Enterprise

Managed by an owner

An Owner opens Organization settings → Connectors.
Chooses Add custom connector and pastes the URL.
Saves it for the organisation.
Each member then connects individually and signs in.

Custom connectors are a Claude feature on Pro, Max, Team and Enterprise plans. The remote MCP server URL must use HTTPS — Dashy already does. New connectors are added from the web app or desktop app; the mobile apps can use a connector you have already added, but cannot add new ones.

Step by step

Open Connectors in settings

On Pro or Max, go to Settings → Connectors. On Team or Enterprise, an Owner does this under Organization settings → Connectors.

Add a custom connector

Click Add custom connector at the bottom of the Connectors section, then paste the Dashy MCP server URL:

https://data.familybusiness.se/mcp

You can leave the transport and icon fields at their defaults. Then click Add.

Sign in to authorise

Claude will open a sign-in step to authorise the connection. This grants Claude read access to the research dataset on your behalf — Claude never sees your password, and you can revoke access at any time by disconnecting the connector.

Enable it in a conversation

In a chat, use the + button near the message box, open Connectors, and switch on Dashy. Connectors are toggled per conversation, so you decide when Claude can reach the dataset.

Try a first question

Ask something the dataset can answer, for example:

Using Dashy, how many family business papers were published
on succession since 2020, and who are the five most prolific
authors on that topic?

If Claude returns counts and a ranked list of authors, the connector is working.

If something is off

The connector doesn't appear in my chat

Connectors are enabled per conversation. Open the + menu near the message box, choose Connectors, and toggle Dashy on. On Team and Enterprise plans, an Owner must add the connector for the organisation before members can see it.

I can't add a connector

Custom connectors are available on Pro, Max, Team and Enterprise. They are added from the web or desktop app, not from the mobile apps. If you are on a Team or Enterprise plan, only an Owner can add a new connector.

Sign-in failed or I need to reconnect

Remove the connector in Settings → Connectors and add it again with the URL above. If the sign-in step still fails, the dataset may be in a maintenance window — get in touch and we'll check.

I'm being rate-limited

Access is paced per user to keep capacity fair during the pilot. For larger or systematic searches, reach out and we'll talk through options.