Connect with Claude Code

Note

Vault AI agents are only available to customers who have licensed Vault AI.

This guide outlines how to connect the Vault MCP Server to Claude Code. You must have Claude Code installed before you begin.

1. Log in to Vault and generate an access token from your user profile. Copy the access token's value and store it safely, as you cannot access this value again.

2. Run the following command from your terminal, replacing {access_token} with the value obtained in the previous step and replacing {host} with the URL from your Vault DNS. For additional options, see the Claude Code Documentation.

   Copy to clipboard

   claude mcp add --transport http vault-mcp \
     https://{host}/api/ai/mcp \
     --header "Authorization: Bearer {access_token}"

3. Launch Claude Code by entering claude in the terminal.

4. Type /mcp to list available MCP servers and confirm that vault-mcp appears as connected.

5. Ask Claude Code to perform a task that requires a Vault AI agent action, such as summarizing a document or checking the metadata on an object record. Claude Code calls the appropriate agent action exposed as an MCP tool, using your permissions in Vault.

   Copy to clipboard

   > Summarize document 1001_1_3 in Vault. What are the contraindications listed in document 1001_1_3?

You have successfully connected the Vault MCP Server.