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Claude Desktop Integration

Connect Claude Desktop to your Bizily account and manage your business using natural language. Book appointments, look up customers, search your knowledge base, and more.

1Prerequisites

Claude Desktop installed

Download from claude.ai/download

Node.js installed

Required for the MCP remote connector. Install from nodejs.org

Bizily API key

Generate one in your dashboard (Settings → Developer)

2Configure MCP Settings

Open the Claude Desktop configuration file:

macOS:~/Library/Application Support/Claude/claude_desktop_config.json
Windows:%APPDATA%\Claude\claude_desktop_config.json

3Add Bizily Connection

Add the following configuration to your config file. Replace YOUR_API_KEY with your actual API key from Settings → Developer.

claude_desktop_config.jsonjson
{
  "mcpServers": {
    "bizily": {
      "command": "npx",
      "args": ["-y", "@anthropic-ai/mcp-remote", "https://app.bizily.io/api/mcp"],
      "env": {
        "MCP_HEADERS": "Authorization: Bearer YOUR_API_KEY"
      }
    }
  }
}

Keep your API key secure

Never share your API key or commit it to version control. If you believe your key has been compromised, regenerate it immediately in Settings.

4Test the Integration

  1. Save the configuration file
  2. Restart Claude Desktop completely (quit and reopen)
  3. Look for the MCP icon in the chat input area
  4. Click it to see "bizily" listed as a connected server
  5. Try asking Claude about your business data

Tip: If the connection doesn't appear, check the Claude Desktop logs for errors. On macOS, you can find them in Console.app under "claude".

5Example Prompts

Once connected, try these prompts to interact with your business:

"Show me all bookings for today"

View your schedule at a glance

"Find customers who haven't visited in 3 months"

Re-engage inactive customers

"Book a haircut for John Smith tomorrow at 2pm"

Create appointments naturally

"What services do we offer and their prices?"

Quick service catalog lookup

"Add a note to Sarah's profile: prefers organic products"

Keep customer preferences updated

"Search our knowledge base for cancellation policy"

Find business information instantly

Available Capabilities

Claude can access the following through your Bizily connection:

Read Data (Resources)

  • Customer profiles and history
  • Bookings and appointments
  • Services and pricing
  • Knowledge base articles
  • Team member availability
View all resources →

Take Actions (Tools)

  • Create new bookings
  • Cancel appointments
  • Add customer notes
  • Update customer tags
  • Send messages to customers
View all tools →

Troubleshooting

Connection not appearing

  • Ensure the JSON syntax is valid (no trailing commas)
  • Verify Node.js is installed and in your PATH
  • Completely quit and restart Claude Desktop

Authentication errors

  • Check that your API key is correct
  • Ensure the key has the required scopes enabled
  • Regenerate the key if it may have been compromised

Actions not working

  • Enable write scopes in Settings → Developer
  • Check that you haven't exceeded rate limits
  • Verify the requested data exists in your business

Next Steps

Now that you're connected, explore what else you can do:

Browse ResourcesExplore ToolsManage Scopes