Overview

The Vartopia connector lets you securely access your Vartopia Deal Registration data from AI assistants that support the Model Context Protocol (MCP), such as Anthropic’s Claude. Ask questions in natural language, list deals, review pipeline metrics, search, and compare, and get answers drawn from your own Vartopia data. The connector is read-only: it can view your deal data but can never create, edit, or delete anything.

Before you start, you’ll need

• A Vartopia account with the partner role or higher.
• Claude (Claude.ai or Claude Desktop) or another MCP-compatible AI client.

Connecting the connector

1. In Claude, open Settings → Connectors (or the Connectors directory).
2. Find Vartopia and click Connect.
3. You’ll be redirected to the Vartopia login page; sign in with your Vartopia credentials. Authentication uses OAuth 2.0; your password is never shared with the AI client.
4. Approve the requested access; you’re connected. Your Vartopia account is linked automatically on first sign-in.

If you see “account not found,” your Vartopia Account isn’t authorized for the connector yet; please get in touch with your administrator.

Disconnecting the connector

You can remove the connector at any time. Access ends immediately, and the authentication tokens stored to maintain your session are deleted.

1. In Claude, open Settings → Connectors.
2. Select Vartopia and choose Disconnect (or Remove).
3. Confirm. The connection is revoked and any saved tokens are removed.

You can also ask your Vartopia administrator to revoke your access, or reach us using the details in the Support section below.

What you can do

Once connected, ask your AI assistant things like:

• “List my pending deals sorted by expected revenue.”
• “Give me a pipeline overview: total deals, revenue, and win rate.”
• “How many deals did we submit last quarter, broken down by vendor?”
• “Compare Approved vs. Denied deals this year.”
• “Search for the deal registration for [customer name].”

The connector understands natural-language dates (“last 30 days”, “Q1 2026”) and common filters such as status, vendor, sales rep, company, industry, and customer.

Your data & privacy

• The connector accesses only your own deal data, on your behalf, after you authenticate.
• It is read-only and cannot modify Vartopia records.
• Data you request is delivered to the AI client you connected to, at your direction. How that AI provider handles data is governed by their terms and privacy policy — please review them.
• Vartopia does not use connector data to train AI models.

See the Vartopia Privacy Policy for full details.

Usage limits

To keep the service responsive, requests are subject to a fair-use rate limit. If you hit it, wait a few seconds and try again.

Troubleshooting

Support

• Setup, access, and troubleshooting: Vartopia Support — https://www.vartopia.com/support/ (or your Vartopia administrator).
• Privacy questions or data-rights requests: [email protected].
• Vartopia Privacy Policy: https://www.vartopia.com/privacy-policy/