Add Orphex to Claude as a custom connector
Connect Orphex to Claude and ask about your ad performance in plain language, without leaving Claude. Answers are pulled live from the Orphex workspaces your own account already has access to. Where your workspace has it enabled, Claude can also make changes to your ad accounts – always by showing you the change first and waiting for you to confirm it.
Orphex is available in Claude as a custom connector, which you add manually. A listing in the Claude connector directory, where adding Orphex takes one click, is in review with Anthropic. Until that listing is approved, the manual setup is the way to connect, it takes about 3 minutes, and it produces exactly the same connection.
Connect Orphex to Claude
Start in Orphex, finish in Claude.
In Orphex
Go to
Settings → AI assistants (MCP)and click Connect.Choose Claude and click Continue. Orphex opens a panel with the three values you need to paste into Claude: the name, the remote MCP server URL, and the OAuth Client ID. Keep this panel open.
In Claude
Open
Customize → Connectors, click + and choose Add custom connector.Paste the Name and the Remote MCP server URL from the Orphex panel. The URL ends in
/api/interaction-gateway/v1/mcp.Open Advanced settings and paste the OAuth Client ID from the Orphex panel.
Click Add, then sign in with your Orphex account. This uses OAuth, so Claude never sees your Orphex password.
Pick the Orphex account and the workspaces this connection should read, then confirm. The first workspace you pick becomes the primary one.
Back in Orphex
Click I've added it in Claude to finish. The connection then appears in
Settings → AI assistants (MCP)with the status Active, the workspaces it reads, and the date and time it was connected.
Ask Claude a data question to check it works.
⚠️ Claude marks the OAuth Client ID field as optional, and leaving it empty is the most common reason the connection fails at step 6. Copy it even though Claude does not ask for it.
You have to have access to every workspace you select. If one of them is outside your access, Orphex refuses the whole selection rather than connecting the rest.
What you can ask Claude
Once Orphex is connected, Claude can answer questions about the reporting data in your connected workspace:
"What was my total cost and ROAS last month?"
"Show conversions by campaign for the last 7 days."
"Compare this week's spend to the previous week."
"What anomalies did Orphex flag on Meta this week?"
"Give me a summary of this workspace."
You ask in natural language and Claude works out the metrics, dimensions and date range. Beyond raw numbers, Claude can also read the insights and anomalies Orphex has already produced, run Orphex's prepared analyses, and assemble a report from Orphex's report templates.
Answers come from your Orphex reporting data, which Orphex builds from the ad platform accounts connected to that workspace. Claude does not connect to Meta, Google Ads or any other ad platform directly to read.
What Claude can change in your ad accounts
Claude can act on Meta, Google Ads and TikTok through Orphex, not only report on them. What is available depends on the platform and the level:
Level | What Claude can change |
Campaign | Status, daily budget, spend cap, bid strategy, schedule |
Ad set / ad group | Status, budget, bid, bid strategy, targeting, schedule, spend cap |
Ad | Status |
Keywords (Google Ads) | Add, remove, pause, and add or remove negatives |
New entities | Create a campaign, an ad set or an ad |
Actions are off unless Orphex has enabled them for your workspace, and you also need the editor role in that workspace. Someone with viewer access can ask Claude anything about the data and cannot change a thing.
How Claude makes a change
Every change goes through the same two steps, and nothing reaches the ad platform in step one.
Claude proposes. You describe the change in the conversation. Orphex reads the live entity, checks it against your workspace's guardrails, and returns a before-and-after preview plus a one-time confirmation token.
You confirm. Claude shows you the preview. Only if you say yes does Claude confirm it, and what runs is identical to what you were shown.
An unconfirmed proposal expires on its own after 24 hours. Claude then reports the result back – whether the platform accepted the change or refused it – and Orphex notifies you when it finishes.
Every proposal and every executed change is recorded in Orphex with who asked for it, what the values were before and after, and how it ended. The record is append-only, so it is a trail rather than a status you can edit.
⚠️ Confirming in the conversation is what spends money. Read the preview before you say yes: the change goes live on the ad platform, and a newly created campaign, ad set or ad cannot be undone from Orphex.
The limits Orphex enforces
A single budget change cannot move the budget by more than 50%. Larger moves are refused at the preview step, so make the change in more than one pass.
A workspace can create at most 50 new entities per day through Claude.
A spend cap at or below what the entity has already spent is refused before it reaches the platform.
Guardrails are evaluated when Claude proposes, and again by the ad platform when you confirm. A refusal is an answer, not a glitch – Claude repeats the reason rather than retrying.
Orphex can tighten any of these for a workspace, including requiring a second person to approve a change instead of letting the person in the conversation approve their own.
Undoing a change
Budget, status, spend cap, bid, bid strategy, schedule and targeting changes can be undone. Ask Claude to revert it: Orphex restores the previous value from the preview it recorded, and the undo goes through the same preview-and-confirm steps as the original change.
Creating a new campaign, ad set or ad cannot be undone this way. Pause or delete it on the ad platform instead.
Before you start
You need:
An Orphex account with access to the workspace you want Claude to read. Viewer access is enough for reporting; changes need the editor role and a workspace where Orphex has enabled actions.
A Claude account. Custom connectors work on the Free, Pro, Max, Team and Enterprise plans. On the Free plan you can have one custom connector in total.
On a Claude Team or Enterprise plan, an Owner in your Claude organization, because only Owners can add a custom connector.
Orphex is not listed in the Claude connector directory yet, so there is no one-click install and no Orphex entry to search for in Claude's connector list. The directory submission is in review with Anthropic, and Orphex has no confirmed publication date for it. Adding Orphex manually as a custom connector gives you the same tools, the same data access and the same permissions as a directory install would.
If Claude can read but not act
The ability to make changes is written into the connection at the moment you sign in. A connection made before Orphex enabled actions for you stays read-only, even after actions are switched on.
The fix is to sign in from Claude again. Start a new sign-in from the Orphex connector in Claude and complete it with the same Orphex account – Orphex adds the actions to your existing connection instead of creating a second one, and your bound workspaces stay as they are.
To check which one you have, ask Claude what Orphex tools it can use. A connection that can act lists tools for proposing and confirming changes; a read-only one lists reporting tools only.
On a Claude Team or Enterprise plan
On Claude Team and Enterprise plans, only an Owner can add a custom connector. Adding it yourself is not possible if you are a member.
The Orphex setup panel has a Copy message for your admin button. It copies a ready message containing the connector name, the remote MCP server URL and the OAuth Client ID, along with a short description of what the connector can reach. Send that message to your Claude Owner.
Your Owner adds the connector once for the organization, in Organization settings → Connectors. After that, each person connects individually from Customize → Connectors and signs in with their own Orphex account. Adding the connector at the organization level does not connect it for everyone, and it does not give anyone access to Orphex data or actions their own account cannot already reach.
Turn the connector on in a conversation
Adding the Orphex connector does not switch it on in every chat. In a Claude conversation, use the + button, open Connectors, and enable Orphex for that conversation.
If Claude replies that it has no Orphex tools available, the connector is almost always added but not enabled for that particular conversation.
Reading more than one workspace
One Claude connection can read up to 50 Orphex workspaces. In Settings → AI assistants (MCP), use Add workspace on the connection row to add another workspace to the same Claude client.
Every workspace on one connection has to belong to the same Orphex account. To point the connection at a different account, move it with Change account rather than adding workspaces to it.
One workspace on the connection is marked PRIMARY. Claude uses the primary workspace when your question does not name a workspace, so name the workspace in your question when you want a different one – this matters most when you are asking for a change. The primary is the first workspace you picked when you connected. Orphex does not let you mark a different workspace as primary later, and if you remove the primary, Orphex promotes one of the remaining workspaces automatically.
The last workspace on a connection cannot be removed. Ending the connection entirely is what Remove connection is for.
Why Claude can't answer about today
Claude answers reporting questions up to yesterday. Today's numbers are still incomplete while the ad platforms keep reporting, so Orphex does not serve them.
If you ask about today, Orphex moves the end date back to yesterday and tells Claude it did, rather than returning a partial figure. Claude normally repeats that in its answer. Ask about yesterday or an earlier period when you need the number to be final.
This applies to reporting, not to changes. A change Claude proposes is checked against the live entity on the ad platform at that moment, not against yesterday's report.
How current the rest of the data is depends on the workspace. Ask Claude for a summary of the workspace and it reports the data freshness along with the connected platforms and the standing insight and anomaly counts.
What the connector can reach
Scoped to your own access. Claude reads only the Orphex workspaces you added to the connection, and only data your own Orphex account can already see. Orphex re-checks that access on every request, so a workspace you lose access to stops answering the same day.
Changes are off by default. Orphex enables actions per workspace; it is not a switch in your own settings. Without it, the Orphex connector modifies nothing at all.
Changes need the editor role. A viewer connected to the same workspace can read everything and change nothing, whatever they ask Claude for.
Nothing runs unconfirmed. Every change is previewed first and executes only after you confirm it in the conversation, and what executes is identical to the preview. A proposal you never confirm expires after 24 hours.
Every change leaves a record. Orphex keeps an append-only trail of who proposed what, the before and after values, and how it ended.
OAuth sign-in. Your Orphex password is never shared with Claude.
Recorded and revocable. Every connection is listed in
Settings → AI assistants (MCP)with its status and connection date, and you can remove it at any time – which ends both reading and acting.
Remove a connection
In Orphex, go to Settings → AI assistants (MCP) and click Remove connection on the row you want to end. Access stops immediately, including the ability to make changes.
⚠️ Removing a connection cannot be undone. To use Claude with Orphex again, you set the connection up from the beginning, including pasting the values into Claude a second time.
Removing the connection in Orphex does not delete the connector entry in Claude. To clear that as well, go to Customize → Connectors in Claude and remove Orphex there. Claude Team and Enterprise Owners remove the organization-level entry in Organization settings → Connectors.
There is no edit option for a custom connector in Claude. If a value changes, remove the connector and add it again with the new details.
When a colleague leaves your company, remove them in Settings → Permissions. That is what revokes their Orphex access, including their MCP connections and anything they could change through Claude.
Current limitations
Orphex does not appear in the Claude connector directory yet, so one-click install is not available and the manual custom connector steps are the only way to connect today.
Claude does not answer about today. Reporting is served through yesterday, and a request for today is moved back to yesterday.
Claude does not change anything without a confirmed preview, and it cannot confirm its own proposal.
Creating a campaign, ad set or ad cannot be undone from Orphex. Only value changes can be reverted.
A single budget change cannot exceed 50%, and a workspace cannot create more than 50 entities per day through Claude.
Not every action exists on every platform. Keyword and negative-keyword actions are Google Ads only, and most ad-set-level levers are Meta only.
One Claude connection reads at most 50 Orphex workspaces, and they all have to sit under the same Orphex account.
You cannot choose which workspace is primary after connecting, and the last bound workspace cannot be removed.
One Orphex sign-in holds one live Claude connection. Connecting the same Orphex identity to a second account is refused until you move or remove the first one.
The Orphex connector does not work as a local MCP server in
claude_desktop_config.json. It is a remote connector, configured through your Claude account.Orphex does not support editing a custom connector in Claude. Values cannot be changed in place.
A Claude Team or Enterprise member does not have the option to add a custom connector. Only an Owner does.
Claude does not read Orphex workspaces that are not added to the connection, even if your account has access to them.
Microsoft Copilot is not self-serve. The Contact us option in the Orphex connect panel starts that conversation with our team instead.
Troubleshooting
Message or symptom | Meaning | Fix |
The connection fails right after you click Add in Claude | The OAuth Client ID was left empty in Advanced settings. | Remove the connector in Claude, add it again, and paste the OAuth Client ID from |
Authentication is required | You are not signed in to Orphex. | Sign in to Orphex, then retry the connection. |
The sign-in handoff is invalid or has expired. Retry from your MCP client. | The connect page was left open too long, or reopened from an old link. | Start the connection again from Claude so Orphex issues a fresh sign-in handoff. |
You need access to every selected workspace to connect it | One workspace in your selection is outside your Orphex access. | Deselect that workspace, or ask an Orphex admin to grant you access, then connect again. |
This identity is already connected to a workspace | Your Orphex sign-in already holds a live Claude connection, on a different account. | Use Change account on the existing connection, or remove it and connect again. |
The connected identity needs access to this workspace to bind it | Add workspace was used for a workspace the connected person cannot read. | Grant that person access in |
The last bound workspace cannot be removed; revoke the connection | You tried to remove the only workspace left on the connection. | Use Remove connection instead. |
A revoked connection cannot be changed | The connection was already removed. | Set the connection up again from |
actions_disabled | Actions are not enabled for that workspace, or your role there is below editor. | Ask your Orphex admin for the editor role, and contact Orphex support to have actions enabled for the workspace. |
Claude has no tool for proposing a change | Your connection was made before actions were enabled, so it holds read access only. | Sign in from the Orphex connector in Claude again with the same account. Orphex adds the actions to the existing connection. |
A guardrail rejected the change | The change breaks a limit – most often a budget move over 50%, or a spend cap at or below what is already spent. | Make the change in smaller steps, or set a cap above the spend so far. Repeating the same request will be refused again. |
Claude says a metric is invalid | Claude guessed a metric name your workspace does not use. | Ask Claude to list the available metrics, then rephrase the question. |
Orphex is not in Claude's list of available connectors
Cause: Orphex is not published in the Claude connector directory yet, so it does not appear in the browsable list and cannot be found by searching.
Resolution: Add Orphex manually with Customize → Connectors → + → Add custom connector, using the values from Settings → AI assistants (MCP) in Orphex.
Claude has no Orphex tools in the conversation
Cause: The Orphex connector is added but not enabled for that conversation.
Resolution: In the Claude conversation, use the + button, open Connectors and enable Orphex.
"Add custom connector" is not in the Claude menu
Cause: You are a member on a Claude Team or Enterprise plan, where only Owners can add custom connectors.
Resolution: Use Copy message for your admin in the Orphex connect panel and send the details to your Claude Owner. Connect with your own Orphex account once the Owner has added it.
Claude answers about the wrong workspace
Cause: The question did not name a workspace, so Claude used the workspace marked PRIMARY on the connection.
Resolution: Name the workspace in your question, or add the workspace you want with Add workspace in Settings → AI assistants (MCP).
Claude proposed a change and it never ran
Cause: The proposal was not confirmed, and a proposal expires 24 hours after Claude creates it.
Resolution: Ask Claude for the change again. It produces a fresh preview and a fresh confirmation.
Claude's numbers stop at yesterday
Cause: Orphex serves reporting through yesterday, because today's data is still incomplete.
Resolution: This is expected. Ask about yesterday or an earlier period.
The connection row does not show Active
Cause: The Orphex sign-in was not completed, or access was revoked afterwards.
Resolution: Click Remove connection and set the connection up again from Settings → AI assistants (MCP).
Frequently asked questions
Can Claude change my campaigns or budgets?
Yes, where your workspace has actions enabled and you hold the editor role. Claude never changes anything on its own: it previews the change with the current and the new value, and the change runs only after you confirm it in the conversation.
What exactly can Claude change?
Status, budget, spend cap, bid, bid strategy, schedule and targeting on campaigns, ad sets and ads, plus keywords and negative keywords on Google Ads, and creating new campaigns, ad sets and ads. What is available depends on the platform.
Can I undo something Claude changed?
Yes, for value changes – budget, status, spend cap, bid, bid strategy, schedule and targeting. Ask Claude to revert it and confirm the undo the same way. Creating a new campaign, ad set or ad cannot be undone from Orphex.
Can someone on my team change spend through Claude without me knowing?
Only someone who already holds the editor role in that workspace, and only in a workspace where Orphex has enabled actions. Every proposal and every executed change is recorded with who asked for it. Orphex can also configure a workspace so a second person has to approve.
Why was my budget change refused?
Most likely the 50% limit on a single budget change. Ask Claude to make the move in more than one step, or contact Orphex support if the limit does not fit how your workspace works.
Claude can read my data but has no tool to change anything.
Your connection was made before actions were enabled for you. Sign in from the Orphex connector in Claude again with the same Orphex account – Orphex adds the actions to your existing connection rather than creating a second one.
Is Orphex in the Claude connector directory or marketplace?
Not yet. Orphex is available in Claude as a custom connector that you add manually, and the directory submission is in review with Anthropic. Orphex does not have a confirmed publication date, so plan on the manual setup for now.
Is the custom connector a limited version of what will be in the directory?
No. The custom connector gives you the same tools, the same workspace access and the same permissions. A directory listing changes how you install Orphex, not what Orphex can do in Claude.
Do I need a paid Claude plan?
No. Custom connectors work on the Free, Pro, Max, Team and Enterprise plans. The Free plan allows one custom connector in total, so Orphex would be your only one.
Why won't Claude tell me today's spend?
Because today's numbers are still incomplete. Orphex serves reporting through yesterday and moves a request for today back to yesterday rather than returning a partial figure. This does not affect changes, which are checked against the live entity.
Does Claude see my Orphex password?
No. You sign in through OAuth in a window Claude opens, and Claude never receives your password.
Can I connect more than one workspace?
Yes, up to 50 on one connection, as long as they all sit under the same Orphex account. Use Add workspace on the connection row in Settings → AI assistants (MCP). One of them is marked PRIMARY and is the one Claude uses when your question does not name a workspace.
Can I change which workspace is primary?
No. The primary is the first workspace you picked when you connected. If you remove it, Orphex promotes one of the remaining workspaces automatically.
Does this work in the Claude desktop app, Cowork and mobile?
Yes. Custom connectors are configured through your Claude account, so the Orphex connection is available across Claude, Claude Desktop, Cowork and the mobile apps.
Does Orphex pull data from Meta or Google Ads when Claude asks a question?
No. Claude reads Orphex reporting data, which Orphex builds from the ad platform accounts already connected to that workspace. A change is different: when you confirm one, Orphex sends it to the ad platform's own API on your behalf.
Can I edit the connector after adding it?
No. Claude does not offer an edit option for custom connectors. Remove it and add it again with the new values.
If I remove someone from Orphex, does their Claude connection stop working?
Yes. Removing a member in Settings → Permissions revokes their Orphex access, including their MCP connections and anything they could change through Claude.
Can I use ChatGPT instead of Claude?
Yes. The same panel in Settings → AI assistants (MCP) has a ChatGPT option that adds Orphex as a custom connector there. Microsoft Copilot is handled by our team – choose Contact us in that panel.
Still need help?
Contact Orphex support through the in-app chat or write to support@orphex.co. Never share your Orphex password or an access token with anyone, including support.