Visible currently supports the MCP server for users on Claude's paid accounts (Pro & Higher Tiered Plans).
For step-by-step directions, continue reading below.
Step One: Navigate to Settings and click MCP server from the inner navigation menu.
Step Two: Copy the MCP Server URL from the MCP Server tab in Visible.
Step Three: Navigate to Connectors and select Add Custom Connector.
Step Four: Provide a name for the Connector, paste the Visible MCP link, and then click Add.
Step Five: Click Connect to connect your Visible account.
Step Six: Log into Visible & Authenticate your account.
Step Seven: Select the account you want to access and then click Authorize.
Step Eight: Now you can utilize Claude to query your Visible data.
The following tools are called through the MCP server:
A couple things to note when using the Visible MCP server:
Regarding funds, the fund tools utilize aggregated data. Round and transaction level data is not currently supported.
Only users with Admin and Editor permissions are able to use the MCP server. Users with View-only permissions do not have access.
When limited permissions are enabled, users that have limited company access do not have access to the MCP server.
Let us know if you have any questions.