Start in Claude on the web. This guide uses Claude’s hosted custom connector. Claude Code uses a different setup. A prompt alone does not install the connector or approve access to your CoachIQ account.
Before you begin
Have your CoachIQ staff login ready and decide which group you want Claude to work with. Use your own account so its permissions apply. Claude currently supports remote custom connectors on Free, Pro, Max, Team, and Enterprise. Free accounts are limited to one custom connector. In Team and Enterprise, an owner must first add the connector for the organization; each person then connects their own account. Plan limits and workspace settings can affect what you see. Claude’s connector requirements. Use this connection address:1. Connect CoachIQ
1
Open Claude's connector settings
In Claude, go to Customize → Connectors. Use the + menu and choose Add custom connector.
2
Enter the connection details
Name it CoachIQ and paste the server address above. If asked for transport, use HTTP / Streamable HTTP. Use automatic OAuth registration; leave a custom client ID and secret blank unless CoachIQ Support specifically provides them. Add the connector, then choose Connect to sign in.
Choose your group and access
The connection opens CoachIQ’s sign-in and approval flow. Sign in normally, then check the organization, group, and role shown on the approval page. One connection covers one CoachIQ group. If you work in several groups, add a separately named connection for each and authorize the correct group. Naming a Claude Project after another group does not switch the connection. Choose the access you want:
Read the access summary and the final button before connecting. For supported changes, the approval button should reflect that choice. If it still says Connect with read-only access, you are approving reads only.
Supported changes have limits. The connector is not permission to do everything available in the admin app. For example, automation drafts remain off for you to review in CoachIQ, and the assistant cannot use this connection to charge or refund a client. Ask it to check its current tools before planning a task.
2. Confirm the connection
In a new Claude chat, open + → Connectors and enable CoachIQ. A connector can be authenticated but switched off in the current conversation. Ask Claude to check the connection:“Check my CoachIQ connection with a small live read. Confirm my business, group, and whether you can read only or make supported changes. Don’t change anything.”Once it confirms the correct business and a successful live read, continue below. If it cannot access CoachIQ, use the troubleshooting steps at the end of this guide.
3. Set up your personal Project
Once CoachIQ is connected, copy and paste this prompt into the connected chat. It will help Claude learn your business through MCP, consult help.coachiq.io, and prepare a Project tailored to how you work.Save your Project
- Open Projects → + New Project and create a private Project using the suggested name.
- Paste the generated instructions into Set project instructions and add the Business Brief to project knowledge.
- Open a new chat inside the Project and enable CoachIQ under + → Connectors.
Start using it
Try one of the five requests in your Business Brief, or ask: “What can you help me with in CoachIQ this week, based on my goals?” Use the same Project for ongoing work. The Help Center explains features; the MCP provides current business information and supported actions. Review proposed changes before approving them, and update your brief when your goals change.Troubleshooting
I pasted the prompt, but Claude did not connect
I pasted the prompt, but Claude did not connect
Add the connector through Customize → Connectors first, complete CoachIQ authorization, and enable it in the chat. Pasting terminal commands or configuration JSON into a Claude chat does not install it.
CoachIQ is connected, but this chat cannot see it
CoachIQ is connected, but this chat cannot see it
Check + → Connectors in this conversation. Turn CoachIQ on, then ask it to check the connection again. Repeat this check in a new Project chat.
Claude can read, but cannot make changes
Claude can read, but cannot make changes
Reconnect and review the CoachIQ access choice. If the approval page offers the changes checkbox, select it when you want supported writes. If an older connector offers no write choice, remove that connector and add it again, then authorize the new connection. Rerun verification. If it still reports read-only, send Support the access summary and a screenshot with sign-in details and the browser URL hidden; do not send tokens or passwords.
I cannot find Add custom connector
I cannot find Add custom connector
In a managed Claude workspace, ask its owner to add CoachIQ. Check your account’s current connector limits and whether you are in the intended workspace. Start in the web app using the current connector instructions linked above.
Claude is looking at the wrong group
Claude is looking at the wrong group
Stop before making changes. Use the correctly named connection for that group, or add a separate connection and authorize it. Verify the group before continuing and keep its Project brief separate.
A new Project chat forgot what we discussed
A new Project chat forgot what we discussed
Check that the Business Brief was added to project knowledge and the instructions were saved. Important context should not live only in an earlier conversation. Then enable CoachIQ in the new chat and ask it to check the connection again.
A change failed or the result is unclear
A change failed or the result is unclear
Ask Claude to check the actual record before retrying. A written plan is not proof that CoachIQ changed. For an unsupported action, use the corresponding admin page or contact Support with the requested task and error.