Claude Connector

Connect SteepDesk to Claude

The SteepDesk connector lets you run your back-of-house from Claude, ask about spend, check what's below par, place and track orders, and more. It works in claude.ai, Claude Desktop, and Claude Code over the Model Context Protocol (MCP).

What you can do

Once connected, you can ask Claude to:

  • See spend, totals by vendor, blend, category, location, and month.
  • Stay stocked, list inventory and surface items below their par level.
  • Manage orders, create drafts, submit to vendors, reorder, and track status.
  • Work with vendors, search roasters and suppliers and view their details.
  • Check sales & labor, sales summaries and labor/shift summaries.
  • Push to QuickBooks, send confirmed orders to QuickBooks Online as bills.

Read tools (list_*, get_*, search_*) are annotated read-only. Tools that create, update, or delete are annotated as writes so Claude, and you, always know which actions change your data.

Connect in 2 minutes

claude.ai / Claude Desktop: Settings → Connectors → Add custom connector, then paste:

https://steepdesk.com/api/mcp-rpc

You'll be sent to SteepDesk to sign in and approve access (OAuth 2.1). That's it, the tools appear in Claude.

API key (any MCP client): generate a scoped key under Settings → AI and send it as a bearer token to the endpoint above.

Example prompts to try

These work against a freshly connected account with order and inventory history:

“What did I spend on coffee last month, broken down by roaster?”

Calls get_spend (the spend summary + by-vendor breakdown), then returns a per-roaster total for the period.

“Which items are below par right now?”

Calls get_par_alerts (and list_inventory) and lists each item under its par level with the shortfall.

“Reorder the same thing from Counter Culture as my last order.”

Finds the most recent Counter Culture order with list_orders, then creates a new draft with manage_order (reorder).

“Create a draft order to Onyx for 5 bags of the house blend.”

Resolves the vendor with search_vendors and creates a draft with create_order. Nothing is sent until you submit it.

Security & permissions

  • Access uses OAuth 2.1 with PKCE or a hashed API key, credentials are never stored in plaintext.
  • The connector respects your role-based permissions: it can only do what your account can do.
  • Every call is audit-logged and rate-limited.
  • You can revoke access anytime from Settings → AI.
  • Destructive ownership actions (like deleting an organization) are deliberately not exposed to the connector.

See the Privacy Policy for how connector data is handled and Security for our disclosure policy. Questions: info@steepdesk.com.