Connect Claude & Cowork (MCP) – RevOS Documentation & Support

Overview

Ask business questions in plain English right inside Claude chat or Cowork and get answers pulled live from your organization's RevOS semantic model — no CLI, no code. This guide walks through installing the RevOS Platform plugin from the revosai/skills marketplace and authorizing it against your RevOS organization.

Prerequisites

A Claude.ai or Cowork account

Access to your RevOS organization (for the authorization step)

Setup guide

1. Open the plugin directory

In the left sidebar of Claude chat or Cowork, click Customize.

2. Open your plugins panel

Under Personal plugins (or Organization plugins), click + — or Browse plugins if you don't have any installed yet.

3. Add the RevOS marketplace

In the Directory, go to the Plugins tab, click + in the top right, and choose Add from a repository.

4. Point it at the RevOS skills repo

Enter revosai/skills in the URL field (or pick it from the dropdown) and click Sync.

5. Find the RevOS plugins

Switch to the Personal tab — you'll see the skills marketplace listing RevOS Data Engineering and RevOS Platform.

6. Install RevOS Platform

Click + on RevOS Platform. Once installed, the + turns into a ⚙️ you can click to open its settings.

Installed plugin card with settings gear icon

7. Check the Skills tab

In the plugin's settings, the Skills tab lists the skills it added, e.g. /query-semantic-model.

8. Authorize the RevOS connector

Switch to the Connectors tab and click Connect to authorize the RevOS MCP connector. This step is required before the skill can query your data.

Plugin settings, Connectors tab with Connect button

9. Sign in and allow access

This opens RevOS's OAuth screen in your browser. Pick your organization from the dropdown and click Allow. You'll land back in Claude with a "Connected for RevOS" confirmation.

10. Ask a question

That's it — ask a business question in plain English and Claude queries your semantic model live:

Hi! Can you tell me which products are ordered most often?

Claude querying the semantic model via cube list/describe/query

Top 10 most-ordered products result table

Frequently Asked Questions

Do I need Claude Code or a CLI tool for this?

No. Everything above happens in the Claude chat or Cowork web interface — no CLI, no local setup.

Is my RevOS data secure?

Yes. Authorization uses OAuth against your own RevOS organization — Claude never sees your RevOS password, and you approve the connection yourself by picking your org and clicking Allow.

Can I connect without installing the plugin, e.g. from ChatGPT?

Yes — paste the MCP URL https://api.revos.ai/mcp directly into Claude.ai's or ChatGPT's custom connector settings (Claude.ai: Settings → Connectors → Add custom connector; ChatGPT: Connectors → Add MCP server). OAuth still happens automatically in-browser on first use. This path skips the plugin, so you lose the built-in chart-rendering and join-ambiguity guidance the skill provides — expect a thinner experience.

What kinds of questions can I ask?

Any business question your org's semantic model can answer — counts, revenue breakdowns, trends over time, top-N lists, comparisons between segments, and similar.