Connect to Claude

Register the hosted 9squid MCP server with your AI client. Each registration is scoped to a role (originator or investor) — you can register both at the same time under different names.

Authentication

You supply your Clerk API key when registering. It is sent as a bearer token on every request and forwarded by the MCP server to the Platform API for validation. The key is never stored on the MCP server.

Claude Code

Register via CLI

Run these commands from your terminal. Replace <your-api-key> with your 9squid API key. Originator

claude mcp add-json 9squid-originator '{
  "type": "https",
  "url": "https://mcp-stg.9squid.com/mcp?role=originator",
  "headers": {
    "Authorization": "Bearer <your-api-key>",
    "x-9squid-role": "originator"
  }
}'

Investor

claude mcp add-json 9squid-investor '{
  "type": "https",
  "url": "https://mcp-stg.9squid.com/mcp?role=investor",
  "headers": {
    "Authorization": "Bearer <your-api-key>",
    "x-9squid-role": "investor"
  }
}'

The add-json command stores the bearer token in your Claude Code MCP configuration. Do not commit generated MCP config files that contain real tokens.

Register via project config file

Create or edit .mcp.json in your project root. Use an environment variable so the key is not committed to source control.

{
  "mcpServers": {
    "9squid-originator": {
      "type": "https",
      "url": "https://mcp-stg.9squid.com/mcp?role=originator",
      "headers": {
        "Authorization": "Bearer ${NINE_SQUID_API_KEY}",
        "x-9squid-role": "originator"
      }
    },
    "9squid-investor": {
      "type": "https",
      "url": "https://mcp-stg.9squid.com/mcp?role=investor",
      "headers": {
        "Authorization": "Bearer ${NINE_SQUID_API_KEY}",
        "x-9squid-role": "investor"
      }
    }
  }
}

Verify the connection

List configured servers:

claude mcp list

Inside a Claude Code session, check tool availability:

/mcp

You should see 9squid-originator and/or 9squid-investor listed as connected, with tool counts matching the Tools Reference.

Remove a registration

claude mcp remove 9squid-originator
claude mcp remove 9squid-investor

Claude Desktop

Open your Claude Desktop configuration file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

Add the 9squid MCP servers under mcpServers:

{
  "mcpServers": {
    "9squid-originator": {
      "type": "https",
      "url": "https://mcp-stg.9squid.com/mcp?role=originator",
      "headers": {
        "Authorization": "Bearer <your-api-key>",
        "x-9squid-role": "originator"
      }
    },
    "9squid-investor": {
      "type": "https",
      "url": "https://mcp-stg.9squid.com/mcp?role=investor",
      "headers": {
        "Authorization": "Bearer <your-api-key>",
        "x-9squid-role": "investor"
      }
    }
  }
}

Save the file and restart Claude Desktop. The 9squid tools will appear in the tools panel.

What tools you get per role

Registration	Tools available
`role=originator`	Loans (11), Pools (5), Analytics (2), Selection Criteria (4), Documents (4), Webhooks (9), Alerts (3), Health (1) — 39 tools
`role=investor`	Deals (7), Portfolio (3), Subscriptions (4), Documents (4), Webhooks (9), Alerts (3), Health (1) — 31 tools

See the Tools Reference for a complete listing with parameters.

Troubleshooting

No tools visible after connecting The role is missing or invalid. Verify the URL includes ?role=originator or ?role=investor exactly, and the x-9squid-role header matches. Missing or unrecognized roles intentionally expose zero tools. Authentication error Confirm the Authorization: Bearer <your-api-key> header is present. The MCP server only checks that a token exists — the Platform API validates whether the key is authorized. Server not responding Check the health endpoint:

curl https://mcp-stg.9squid.com/health

​Authentication

​Claude Code

​Register via CLI

​Register via project config file

​Verify the connection

​Remove a registration

​Claude Desktop

​What tools you get per role

​Troubleshooting