Set up Claude.ai as your AI research assistant with direct access to Macroplane's supply chain data, investment theses, and category management tools through the Model Context Protocol.
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Macroplane now supports the Model Context Protocol (MCP) — an open standard that lets AI assistants like Claude connect directly to external tools and data sources. By connecting Claude.ai to your Macroplane account, you can automate investment research workflows: reviewing investment theses, auditing supply chain categories, monitoring risks and catalysts across macro trends, and keeping your data current — all through natural language conversations.
The Model Context Protocol is an open standard created by Anthropic that allows AI models to interact with external services through a standardized interface. Instead of copy-pasting data between Claude and Macroplane, MCP lets Claude call Macroplane's tools directly — looking up companies, reading supply chain graphs, checking thesis details, and even making changes when you authorize it.
Think of it as giving Claude a direct line into your Macroplane workspace.
Connecting Claude.ai to Macroplane takes under a minute. No API keys to manage — authentication happens through your existing Macroplane login via OAuth.
Go to claude.ai and navigate to Settings (click your profile icon in the bottom-left, then Settings). Select the Integrations tab.
Click Add Integration and enter the following URL:
Claude will redirect you to Macroplane's login page. Sign in with your existing account (email/password or Google). Once authenticated, Claude.ai is connected to your Macroplane data.
Open a new Claude.ai conversation. Claude now has access to Macroplane's tools and can query your data directly.
Once connected, Claude has access to these Macroplane capabilities:
Ask Claude to review your thesis structure and identify gaps:
"Look at my thesis on semiconductor supply chains. Check each category in the graph, list the companies assigned, and flag any categories that have fewer than 3 companies or are missing key players."
Claude will call list_theses to find it, then get_thesis_graph to analyze the structure, and give you a detailed review with recommendations.
Keep your product categories accurate:
"Go through the 'GPU Accelerators' category. For each company listed, verify they actually produce or consume GPUs based on their company profile. Flag any that seem misassigned."
Claude will use get_category_companies and get_company to cross-reference each assignment.
Stay on top of what matters for your thesis:
"Check the news for my 'AI Infrastructure' thesis from the last week. Summarize any developments that relate to the risk factors or catalysts I've defined. Are any risks materializing? Any catalysts progressing?"
Claude calls get_thesis for context, get_thesis_news for recent coverage, and synthesizes it against your defined risk/catalyst framework.
Understand exposure and dependencies:
"Map NVIDIA's full supply chain. Who are the critical suppliers? Which ones have the highest concentration risk? Cross-reference with their latest financials."
Claude combines get_supply_chain, get_company_financials, and get_company_ratios to build a comprehensive view.
For administrators managing the category taxonomy:
"Review all companies in the 'DRAM Memory' category. Remove any that don't actually manufacture DRAM. Then check if SK Hynix, Micron, and Samsung are present — add them if missing."
Claude uses get_category_companies, then remove_company_from_category and add_company_to_category as needed.
One of the most powerful patterns is using Claude.ai's Projects feature to set up recurring research workflows. Create a Project with instructions like:
This turns Claude into a research assistant that runs your playbook each time you check in. No code to write, no cron jobs to manage — just a conversation that executes your research process.
The connection works with any Claude.ai plan that supports MCP integrations. If you don't have a Macroplane account yet, sign up here to get started.