Home Trackian 101: Onboarding Connect Claude Code to Trackian (MCP setup)

Connect Claude Code to Trackian (MCP setup)

Last updated on Jun 25, 2026

Trackian can plug straight into Claude Code, turning it into a marketing analytics assistant that answers from your own live Trackian data. You ask questions in plain language - "what changed last week?", "Why did checkout drop?" - and Claude replies using your real metrics, findings, and root-cause analysis.

Setup takes about five minutes and there is nothing technical to configure. This guide walks you through creating your access key and downloading the ready-to-use setup folder.

What you'll need

  • A Trackian account.

  • An active subscription on a plan that is entitled to the MCP Integration.

  • Non-guest ( Owner, Administrator, or Expert) role in the Trackian company.

  • Claude Code (the desktop app or the command-line tool). If you don't have it yet, install it from https://docs.claude.com/claude-code - it works on macOS, Windows, and Linux.

Step 1: Open the AI Agent setup page

In Trackian, go to Settings > AI Agent Setup. You'll see a card titled Claude MCP Integration. This is where you create the key that lets Claude Code talk to your data.

Step 2: Generate your API key

  1. Click Generate API Key in the top-right of the card.

  2. Give the key a Key Label so you can recognise it later - for example, "Claude Desktop - my laptop".

  3. (Optional) Set a Daily Quota to cap how many requests this key can make per day. Leave it empty for unlimited.

  4. Click Generate.

Your key is created instantly. Treat it like a password - it gives access to your Trackian data.

Step 3: Download the setup folder

Once the key is created, you'll see Your key is ready - get the set-up folder.

Click Download packet (.zip). This downloads a small folder with everything already wired up - your key is embedded inside, so there is nothing to copy or paste.

Step 4: Open the folder in Claude Code

  1. Unzip the folder somewhere stable - your Documents folder is a good choice.

  2. Open the Claude Code desktop app and choose File > Open Folder, then select the unzipped folder. Your key is already configured - there is nothing to paste.

  3. Prefer the terminal? Instead of opening it in the app, cd into the folder and run ./start.sh.

That's it - Claude Code is now connected only to your Trackian data.

Step 5: Run /start

The first time, type /start and press Enter. It asks a few quick questions - your language, your role, how much detail you like, and which projects to watch - and remembers them for every future session.

Step 6: Ask your first question

You're ready. Try one of these:

  • /investigate - find what changed and why

  • /weekly-review - the week in one summary

  • /opportunities - where to grow

  • /briefing - what happened across all your projects

  • or just type a question, like "why did sales dip on Tuesday?"

Every answer comes straight from your live Trackian data. Any report you generate is saved into the reports/ folder inside your setup folder.

For the full list of commands and what each one does, see the companion guide: What you can ask Trackian: commands and prompts.

Good to know

  • Your key stays on your machine. It lives inside the setup folder's configuration and is never shown in answers.

  • Lost the download? Generate a new key and download a fresh folder anytime from the same page.

  • Keeping it current: when a new version is available, run /update inside Claude Code. It never touches your own settings or custom files.