SETUP GUIDE

Connect Momently to Claude

Momently is listed in Claude's connector directory. Add it in a couple of clicks, sign in with your Momently login, and ask Claude about your campaigns, reports, and analytics. Every answer is live and read-only.

Before you start

  • Your workspace must have the Momently assistant enabled. If you are not sure, email admin@momently.com and we will confirm or turn it on.
  • Every person connects with their own Momently login. Claude only sees the workspaces that person already belongs to, and the connection is strictly read-only. It cannot change anything in Momently.

Add it for yourself

  1. In claude.ai, open Settings, then Connectors.
  2. Browse the connector directory and find Momently.
  3. Click Connect. You will be sent to the Momently sign-in page. Sign in with your own Momently account and approve access.
  4. Test it: start a new chat, make sure Momently is enabled in the chat's tools menu, and ask "Which Momently workspaces do I have access to?"

Add it for your whole organization (Team and Enterprise plans)

An organization Owner enables the connector once. Each member then connects their own Momently account.

  1. As an organization Owner, open Organization settings, then Connectors.
  2. Find Momently in the directory and enable it for the organization.
  3. Each member then goes to their own Settings, then Connectors, finds Momently, clicks Connect, and signs in with their own Momently login. Members without a Momently account cannot connect. Invite them to your Momently workspace first.

Troubleshooting

  • Sign-in keeps looping or fails. On the Connectors page, disconnect Momently, then click Connect and sign in again.
  • Claude does not use Momently in a chat. Open the tools menu in the chat input and make sure Momently is turned on for that conversation.
  • You removed and re-added the connector, and an old chat behaves oddly. Start a new chat. Existing conversations can hold on to a stale connection.
  • "The Momently connector is not enabled for this workspace yet." Your workspace needs the assistant switched on by Momently. Email admin@momently.com.

Questions or stuck on a step? Email admin@momently.com and we will help, or walk through the setup with you on a call. Using ChatGPT instead? See Connect Momently to ChatGPT.