MCP Connector

Merba for Claude

Connect your Merba business account to Claude. Ask about appointments, clients, revenue, competitive intelligence, and AI ad campaign status — directly in conversation.

Read-only tools · OAuth 2.0 · HTTPS · Scoped business access

Claude MCP is a user-authorized connector. It is separate from Merba's internal proprietary intelligence runtime.

Setup

Create a Merba account

Add the Merba connector in Claude

In Claude.ai, go to Settings → Integrations and find Merba in the connector directory. Click Connect.

Authorise access

You'll be redirected to Merba to log in and approve access. Merba uses OAuth 2.0 — your credentials are never shared with Claude. After approving, you'll be returned to Claude automatically.

Start a conversation

Ask Claude anything about your business. Try: "What's happening today?" or "Who are my busiest clients this month?" Claude will use your live Merba data to answer.

What Claude can do

All data is scoped to your business. Claude cannot access other Merba accounts.

Claude sees booking history, spend, and tags — not chart notes, health records, or personal health information.

📅

Understand your schedule

View upcoming appointments, check availability, and see the full staff schedule.

👥

Visit history & spend

Look up a client's visit count, lifetime spend, last appointment, and tags. Claude cannot access chart notes, health records, or personal health information.

📈

Track revenue

Get revenue summaries, booking trend analysis, and month-over-month performance reports.

🧠

Competitive intelligence

See your market position, local competitors, industry trends, threats, and opportunities Merba has identified.

🎬

AI ad campaigns

Review recent campaigns, monitor status, and get preview links when an ad is ready.

⚡

Daily briefing

One command catches you up on everything: today's schedule, at-risk clients, promos, and revenue.

Tool Reference

Current Claude connector grants read-only scopes. Mutation and paid campaign tools are intentionally hidden unless Merba introduces a separate write-consent tier later.

Bundle

get_daily_briefingread

Returns a complete daily snapshot in one call: today's schedule, at-risk clients to reach out to, active specials, and this month's revenue. Use instead of chaining individual tools.

get_business_contextread

Returns a full business overview: name, services, business hours, top clients, and intelligence summary. Call once at the start of a session to orient Claude to the business.

Scheduling

get_upcoming_appointmentsread

Returns upcoming appointments including client name, service, stylist, time, and status. Default 7-day window, max 30 days.

check_availabilityread

Finds open time slots for a given service on a specific date. Optionally scoped to a specific staff member.

get_staff_scheduleread

Returns the full appointment schedule for all staff on a given date or date range, grouped by staff member.

get_active_specialsread

Lists currently active Merba Specials — discounted time slots available for booking.

get_waitlistread

Returns the current waitlist entries for the business.

Clients

get_client_profileread

Looks up a client by name or phone number. Returns appointment history, visit count, loyalty status, and tags. Does not include chart notes, health records, or clinical data.

get_client_spend_historyread

Returns total lifetime spend, visit count, and recent booking history for a specific client. No health or clinical data included.

get_client_insightsread

Returns top clients by spend, at-risk clients inactive for 60+ days, and upcoming client birthdays. Aggregated booking data only.

Revenue

get_revenue_summaryread

Returns total revenue, appointment count, and average per appointment for a given date range. Defaults to the current month.

get_booking_trendsread

Analyses booking patterns over the past N days: peak hours, busiest days of the week, and most popular services.

get_performance_reportread

Returns month-over-month revenue trends, client retention rate, and average spend per client over recent months.

Intelligence

get_business_intelligenceread

Returns accumulated business intelligence: category taxonomy, competitive positioning, target market, price tier, and unique strengths.

get_competitor_intelligenceread

Returns known local competitors with pricing position, strengths, weaknesses, why clients choose them, and where they're vulnerable.

get_market_signalsread

Returns current market signals for the business category: trends, threats, opportunities, seasonal patterns, and gaps. Filterable by type.

get_market_statsread

Returns verified market statistics and industry proof points for the business category.

get_discovery_performanceread

Returns the business's performance on Merba's discovery marketplace: average rating, total ratings, and bookings sourced from discovery.

get_ad_insightsread

Returns accumulated insights from past AI ad campaigns: what worked, creative patterns, and performance findings.

Campaigns

get_ad_jobsread

Lists recent AI video ad campaigns with their status, creation date, and preview availability.

get_campaign_statusread

Returns the detailed status of a specific ad campaign, including a preview URL when the video is ready.

Billing

get_credit_balanceread

Returns the current credit balance and subscription tier.

get_billing_summaryread

Returns credit balance, subscription tier, per-campaign cost, and available credit pack options with prices and purchase links.

Communications

get_broadcast_historyread

Returns recent broadcast messages sent to clients, including channel, content, and send date.

get_invoicesread

Lists recent invoices with status, amounts, and client details.

Troubleshooting

Claude says it can't connect to Merba

Go to Claude Settings → Integrations and check that Merba is connected. If the connection shows an error, disconnect and reconnect — this refreshes the OAuth token.

I authorised access but Claude doesn't see my data

Make sure you completed Merba onboarding (business name, at least one service, business hours). Accounts without completed onboarding have no data to return.

Claude returns 'No business access'

This means your Merba account doesn't have an active business membership. Log in at merba.app and complete the setup flow.

Ad campaign creation fails

Check your credit balance with the Credit Balance tool. Campaigns cost 34 credits. If your balance is insufficient, the Billing Summary tool returns top-up options and purchase links.

The token expired or access was revoked

OAuth tokens expire after 90 days. Reconnect Merba from Claude Settings → Integrations to get a fresh token.

I need help or have a question

Email support@merba.app or use the in-app chat at merba.app.

Data & Security

· All connections use OAuth 2.0 — your Merba password is never shared with Claude
· All traffic is encrypted over HTTPS
· Every request is checked against the token's OAuth scopes and authorized Merba business membership
· Tokens expire after 90 days and can be revoked at any time from merba.app
· Merba does not store your Claude conversation history
· Claude MCP is separate from Merba's internal AI provider stack
· Merba operates from Ontario, Canada. Disclosed providers may process data outside Canada; Merba does not make a blanket Canadian data-residency claim

Client Data Isolation

Merba's provider-bound ad and market-intelligence workflows use bounded business context and Merba-owned knowledge infrastructure. Client contact details, chart notes, health records, payment credentials, broad client lists, and identifiable appointment records are prohibited provider inputs.

✓Provider-bound intelligence uses bounded business context. Ad creation and market analysis use business profile, services, pricing, brand assets, website content, campaign history, and public market data—not broad client lists or identifiable appointment records.
✓Chart notes and health records are outside provider-bound intelligence. They are prohibited inputs to Merba's advertising, market-intelligence, and MCP provider contexts.
✓MCP client tools return booking data only. When you ask Claude about a specific client, Merba returns visit history, lifetime spend, and tags — nothing else. Chart notes, health records, personal health information, and clinical data are never included in any MCP response, regardless of what is asked.
✓Tenant authorization is enforced per request. Merba validates OAuth scopes and authorized business membership before returning connector data; a token cannot be used to read a business outside that authorization.

Full Intelligence Policy — what each feature sees →