Use Vani MCP in Claude | Vani Help

Use Vani MCP in Claude

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After setting up Vani MCP, enable the Vani connector in your Claude conversation and ask Claude to work with Vani.

For example, you can ask Claude to:
  1. Find Vani Spaces about Q4 launch planning and summarize what each Space contains.
  2. Search your team for comments mentioning "pricing review".
  3. Create a mind map for a product idea in a new Zone.
  4. Turn meeting notes into a kanban board in a Vani Space.
  5. Create a flowchart for a customer onboarding process.
  6. Build a table from CSV data and add it to a Zone.
  7. Find the Zone named "Product Roadmap" and summarize its main sections.
  8. Add a reply to a comment thread asking for design review.
  9. Check who has access to a Space.
  10. Create an external share link for a Space with viewer permission.

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Claude may ask you to choose a Vani edition, team, Space, Zone, frame, or object if your request does not clearly identify where it should work.

Notes
If Claude cannot access Vani after the connector is set up, make sure the required external AI connection settings are enabled in Vani. See Enable external AI connections in Vani in Set up Vani MCP in Claude article.
Notes
Both settings must be enabled to allow MCP connections between Vani and external AI platforms.

Recommended ways to prompt

Be specific about where Claude should work.

For example:
Good:
"In the Product team, find the Space named 'Mobile Launch' and create a Kanban board from these tasks."
Less clear:
"Make a board for these tasks."

Tell Claude whether it should only read information or whether it can make changes.
For example:
  1. "Only search and summarize. Do not make changes."
  2. "Create a draft mind map in a new Zone."
  3. "Update the existing table. Ask before deleting rows."
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For important changes, ask Claude for a plan first. You can review the plan before it uses any write tools and approve or adjust it before content is changed in Vani.

Security and privacy when using the connector

  1. Only connect Claude to the official Vani MCP server URL for your data center.
  2. Review the permissions shown during sign-in before approving access.
  3. Review tool approval requests before allowing write actions.
  4. Be careful when approving actions that can delete, move, share, or update content.
  5. Disconnect the connector if you no longer want Claude to access Vani.

Disconnect Vani MCP from Claude

  1. Open Claude.
  2. Go to Customize.
  3. Open Connectors.
  4. Find the Vani connector.
  5. Click Disconnect or Remove.

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For organizations on the Team or Business plans, an Owner can also remove the connector from the organization connector settings.


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