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Set up SmartSegments in Claude.

Connect your SmartSegments data to Claude, check the connection, then ask questions about your venue's performance.

First, check your plan

Check your plan and choose your setup

Open claude.ai in a web browser and confirm which account you are using.

  • Individual account: use the individual steps for Free, Pro or Max. For a paid personal subscription, check Settings > Billing. Free accounts can add one custom connector.[1, 5]
  • Team or Enterprise: select your organisation's account and follow Organisation setup. Ask an Owner to confirm the plan; Team owners can check Organization settings > Billing.[6]

Your SmartSegments data and user access must already be configured. Have the authorised Google account ready; for ROLLER, it needs access to the relevant Google Cloud project. SmartSegments can confirm which data is enabled for your account.

01 / Individual account

Individual account setup

Free, Pro or Max

  1. Add a custom connector

    Open Customize > Connectors, then + Add > Add custom connector. If the menu shows Add > Custom > Web, use that option.[1, 3]
    Illustrated example: Customize > Connectors with the + Add button and the Add custom connector option highlighted.
    Illustrated example, not a screenshot. Open Customize > Connectors, then + Add > Add custom connector.

  2. Enter the SmartSegments details

    Copy the URL exactly, then select Continue if shown.

    Name
    SmartSegments
    Remote MCP server URL
    https://mcp.smartsegments.ai/
    Illustrated example: Add custom connector dialog with Name set to SmartSegments and Remote MCP server URL set to https://mcp.smartsegments.ai/.
    Illustrated example, not a screenshot. Enter the name and remote MCP server URL.

  3. Review the sign in settings

    Review Claude's detected authentication settings. For this Google OAuth connection, choose Sign in now when offered. Keep the detected OAuth client setting unless SmartSegments gives you different instructions. Select Add to save.[1, 2]
    Illustrated example: Authentication settings with Sign in now selected, the detected OAuth client setting left unchanged and the Add button highlighted.
    Illustrated example, not a screenshot. Choose Sign in now, leave the detected OAuth client setting, then select Add.

  4. Connect your Google account

    Choose Connect beside SmartSegments if sign-in has not started. Use your authorised Google account, review the permissions and finish sign-in. Check that the connector shows Connected, then go to Test your connection.[3, 7]

02 / Organisation account

Set up Claude Team or Enterprise

Owner first

An Owner adds SmartSegments for the organisation first. Each member then connects their own authorised Google account.

On Team, an Owner or Primary Owner must add it. Enterprise also allows custom roles with Manage access to Libraries. If SmartSegments is already listed for your organisation, go to Member sign in.[1]

  1. Open organisation connectors

    Select the correct organisation in Claude. Open Organization settings > Connectors, then Add > Custom > Web.[1]
    Illustrated example: Organization settings > Connectors with Add, Custom and Web highlighted.
    Illustrated example, not a screenshot. Open Organization settings > Connectors, then Add > Custom > Web.

  2. Enter the connection details

    Add the name and server URL, then select Continue if shown.

    Name
    SmartSegments
    Remote MCP server URL
    https://mcp.smartsegments.ai/

  3. Configure Google sign in and add

    Review the detected OAuth settings and select Sign in now when offered. Keep the detected OAuth client setting unless SmartSegments supplies specific client details. Select Add. If you see a single form, enter the name and URL and use Add; provide optional client credentials only if supplied.[2]

  4. Confirm it is available to members

    Check that SmartSegments appears under Customize > Connectors in the organisation account. Adding it in organisation settings makes it available there; each member completes their own sign-in.[2]

Team or Enterprise member

Member sign in

Follow these steps once an Owner has added SmartSegments to your organisation. You do not need to add the connector again.

  1. Connect your own Google account

    Open Customize > Connectors, find SmartSegments and select Connect. It may carry a Custom label. Sign in with your authorised Google account and review the permissions.[3]
    Illustrated example: SmartSegments listed under Customize > Connectors with a Custom label and a Connect button, then the same row showing Connected after Google sign-in.
    Illustrated example, not a screenshot. Select Connect, sign in with Google, then check for Connected.

  2. Check the connection

    Confirm the status is Connected. Open a new chat and follow Test your connection to enable SmartSegments and verify your projects and venues.[7]

03 / Test and use

Test your connection and ask a question

Start a new chat. Open + > Connectors and turn SmartSegments on for that conversation. Paste the prompt below and review any tool approval request.[3, 7]

Illustrated example: New chat with the + button highlighted and the Connectors menu showing SmartSegments switched on for the conversation.
Illustrated example, not a screenshot. Open + > Connectors and turn SmartSegments on for this chat.
Check your projects and venues
Use SmartSegments to list the projects and ROLLER venues I can access. Show their names and IDs, then ask me which venue to analyse.

Success means Claude calls SmartSegments and returns the expected project and venue names. If it cannot retrieve them, use Get unstuck. Include your project ID if you already know it.

Ask your first business question

Choose a venue, then try one of these prompts. Replace text in square brackets with the name or ID returned above.

Revenue and bookings
For [venue], compare bookings and revenue for the last full calendar month with the month before. Show totals, percentage changes and the main drivers.
Top products
For [venue], rank the top 10 products by revenue over the last 90 complete days. Include booking counts and each product's share of revenue.
Party revenue
For [venue], analyse party bookings and revenue over the last 90 complete days. Show average spend per party booking and the strongest packages, then suggest three ways to grow party revenue. Flag any missing data.

Make the numbers comparable

Add this instruction to your question:

“State the exact dates, timezone, currency, date basis, and how revenue, tax, refunds and cancellations are treated. Flag missing or incomplete data.”

For peak trading times, ask for visit date and session time rather than the time the booking was placed.

04 / More questions

Explore marketing and guest behaviour

Build on your first insights with GA4 and more detailed ROLLER questions. Available answers depend on the data and permissions in your connection.

See which marketing channels perform

GA4 availability depends on your authorised Google account and SmartSegments connection. First confirm which properties are available:

Discover GA4 properties
Use SmartSegments to list the Google Analytics 4 (GA4) properties I can access, including their names and property IDs.
Compare marketing channels
For [GA4 property ID], compare sessions, key events and purchase revenue by session source/medium for the last full calendar month. Highlight the strongest channels and flag unavailable metrics.

Go deeper into venue performance

Peak and quiet trading periods
For [venue], break down visits and revenue by day of week and session start hour over the last 90 complete days. Identify peak and quiet periods. Use visit dates and session times where available, and explain how revenue is allocated.
New and returning guests
For [venue], compare revenue share and average spend per booking for new and returning guests last quarter. Define returning guests and the history used to identify them. If customer history is insufficient, explain the limitation.

Use the project, venue and property IDs returned by SmartSegments when similar names appear. Ask Claude to show the date range, definitions and missing data alongside each result.

05 / Help and reference

Get unstuck

Check the Claude account, connector status and Google data access before retrying.

Common connection problems and what to do
What you seeWhat to do
Add custom connector is missingCheck the account and plan. Free accounts allow one custom connector. On Team, ask an Owner or Primary Owner; on Enterprise, use an Owner or an authorised custom role.[1]
SmartSegments is missing for a memberUse the correct organisation account. Ask the Owner to confirm it was added under Organization settings > Connectors, then look under Customize > Connectors.[2]
Google sign in or OAuth failsReconnect with the authorised Google account. If it still fails, send SmartSegments the exact error and ask them to confirm Claude's OAuth client settings and callback support. Do not switch to No sign in to bypass an OAuth error.[3, 4]
Claude cannot reach the serverCheck the URL matches the guide. Ask SmartSegments to check service availability and access from Anthropic's servers. A URL working in your browser does not confirm Claude can connect.[1]
Connected but no venue data appearsAsk SmartSegments to check the connected Google email, project permissions and venue setup. For GA4, confirm access to the intended property and that it is available through SmartSegments.
Claude gives a generic answerIn the chat, open + > Connectors and enable SmartSegments. Ask explicitly to use SmartSegments and repeat the project check. Review any tool approval request.[3, 7]
Totals differ from another reportCompare the same venue, dates, timezone and currency. Check booking versus visit dates, tax, refunds, cancellations, metric definitions and data freshness.