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Connecting Model Match to Claude (Web, Desktop & Claude Code)

Learn how to connect Model Match to Claude Desktop or Web

Model Match connects directly to Claude using a custom connector, so you can pull mortgage and real estate data into your chats without ever leaving Claude.

Once connected, you can ask Claude to search for Loan Originators, Branches, Companies and Real Estate Agents, view Loan Officer and Realtor relationships, grab contact information, run volume analysis and more — all using plain language.

💡Every request Claude makes respects your existing Model Match workspace roles and permissions, so Claude only ever sees what you can already see in Model Match.

What's in this article?

  1. What you'll need before you start
  2. The Model Match connector (MCP server) URL
  3. Connecting in Claude.ai (web)
  4. Connecting in Claude Desktop
  5. Connecting in Claude Code (CLI)
  6. Confirming the connection works
  7. What you can ask Claude to do
  8. FAQs

What you'll need before you start

⭐ Custom connectors are available on Claude's Free, Pro, Max, Team, and Enterprise plans. On Team and Enterprise plans, an Owner or Primary Owner adds the connector for the organization first, then each member connects individually.

🧠 If you're on a Free Claude account, you will be able to add one custom connector. If you want to add additional connectors you will want to upgrade to paid version of Claude

You'll also need an active Model Match account. When you connect, you'll sign in with your normal Model Match credentials, and your existing roles and permissions carry over automatically. 

The Model Match connector (MCP server) URL

This is the only address you'll need. Copy it now and keep it handy — every setup method below uses the same URL.

https://mcp.modelmatch.com/mcp

Connecting in Claude.ai (web)

  1. Open Settings → Connectors in Claude. (You can go straight there at https://claude.ai/settings/connectors.)
  2. Click Add custom connector.
  3. Set the name to ModelMatch and paste the URL https://mcp.modelmatch.com/mcp into the URL field.
  4. Click Add, then click Connect. A sign-in window will open — log in to Model Match to authorize the connection.
  5. Start a new chat. Open the tools menu by clicking the + (plus) icon in the message box, and you'll see your Model Match tools ready to use.

 

🧠 On Team and Enterprise plans, if you don't see an "Add custom connector" option, your Owner or Primary Owner needs to add the Model Match connector at the organization level first.

After that, you'll find it in your Connectors list with a "Custom" label; just click Connect to sign in.

 

Connecting in Claude Desktop

  1. Open Settings → Connectors in the Claude Desktop app.
  2. Click Add custom connector.
  3. Name it ModelMatch, paste https://mcp.modelmatch.com/mcp, and click Add.
  4. Click Connect, then finish the Model Match sign-in in the browser window that opens.
  5. Head back to a chat and open the tools menu to confirm your Model Match tools are listed.

Prefer a config file?

If you'd rather set things up manually, add the snippet below to your claude_desktop_config.json file, then restart Claude Desktop.

 
{   "mcpServers": {     "modelmatch": {       "command": "npx",       "args": ["-y", "mcp-remote", "https://mcp.modelmatch.com/mcp"]     }   } }

💡 Most people won't need the config file. The Add custom connector steps above are the simplest path. The config file is handy if you're comfortable editing JSON or are setting up several machines.

 

Connecting in Claude Code (CLI)

If you're working in the terminal, you can add Model Match MCP with a single command.

  1. Add the server:
claude mcp add --transport http modelmatch https://mcp.modelmatch.com/mcp
  1. Launch Claude Code, run /mcp, then choose modelmatch → Authenticate to complete the sign-in in your browser.
  2. Ask Claude to use it — for example: "Search Model Match for the top loan officers in Austin, TX this year."

💡 Add the -s user flag to make Model Match available across all of your projects instead of just the current one.

Confirming the connection works

To make sure everything is wired up correctly:

  1. Start a new chat in Claude.
  2. Open the tools menu (the + icon in the message box).
  3. Look for Model Match in the list of available tools.

If you see it, you're all set! Try a quick request like "Search Model Match for real estate agents in Charlotte, NC" to see it in action.

🧠 If the tools aren't showing up, jump to the FAQs below — the fix is usually quick.

 

What you can ask Claude to do

Once connected, you can talk to Claude in plain language and let it pull from Model Match for you. A few examples to get you started:

  • "Find the top-producing loan originators in Dallas, TX over the last 12 months."
  • "Show me real estate agents near Catawba County, NC and pull their contact info."
  • "Which lenders is this originator sending the most volume to?"
  • "Look up branches for this mortgage company and summarize their recent volume."

🧠 Claude only returns data you already have access to in Model Match. Your roles and permissions are always respected on every request.

 

FAQs

What is a custom connector (MCP server)?

A custom connector is a secure link between Claude and an outside tool — in this case, Model Match. It uses an open standard called MCP (Model Context Protocol) created by Anthropic. You don't need to install software or write code; you just add the Model Match URL once and sign in.

Do I need a paid Claude plan?

Not necessarily. Custom connectors are available on Claude's Free, Pro, Max, Team, and Enterprise plans. Free accounts are limited to one custom connector, while paid plans support more. You'll always need an active Model Match account to sign in.

Is my data secure? What can Claude see?

Claude connects to Model Match using your own login, and every request respects your existing workspace roles and permissions. That means Claude can only access the same data you can already see in Model Match; nothing more.

Why don't I see the Model Match tools in my chat?

A few things to check:

  1. Start a fresh chat. Newly added connectors show up in new conversations.
  2. Open the tools menu. Click the + icon in the message box to view your connectors.
  3. Confirm you finished signing in. If the authorization window closed early, remove and re-add the connector, then complete the Model Match sign-in.
  4. Team or Enterprise plan? Your Owner or Primary Owner needs to add the Model Match connector at the organization level before you can connect.

If it's still not working, contact our Support Team at support@modelmatch.com.

Can I use Model Match with Claude on my phone?

Custom connectors are set up on Claude.ai (web) and Claude Desktop. Once connected on your account, your connectors are generally available wherever you're signed in to Claude. We recommend doing the initial setup on web or desktop.

How do I disconnect Model Match from Claude?

Go to Settings → Connectors in Claude, find ModelMatch in your list, and remove it. On Team and Enterprise plans, an Owner can remove it for the whole organization from the organization's Connectors settings.

Can I rename the connector?

Yes. To change the name or URL, remove the connector first, then re-add it with the updated details.