Quickstart

Three steps from nothing to your first answer out of Potloc data.

1. Add the connector

In Claude Desktop or claude.ai, open Settings → Connectors, find Potloc in the connector directory, and select Connect.

Every other client takes the server URL somewhere in its connector settings. See Connection and client setup:

https://mcp.potloc.com

2. Sign in

Your client opens a browser window. Sign in with your Potloc account, exactly as you sign in to the platform, and authorize the connection.

That is the whole setup. Your client registers itself, stores the token it gets back, and refreshes it on its own; you will not be asked to sign in again for this connection.

3. Ask for something

Start with the survey list, because almost every other tool starts from a survey id:

Which Potloc surveys can I see?

Your assistant calls list_surveys and comes back with the surveys you have access to, each with its id, its name and a link into Potloc. Then work from one:

Read the questions on survey 4044, then summarise what the reports say about pricing.

That runs list_questions, list_reports, get_report and get_chart_data in turn — your assistant chains them itself. You never name a tool.

If nothing comes back

What you see	What it means
The survey list is empty	Your account holds no permission on any survey. Ask whoever administers your Potloc account to grant one.
A survey you expect is missing	Same cause, for that survey. The server shows you what your Potloc permissions show you, and nothing else — see Permissions.
Your client keeps asking you to sign in	The token was revoked or the sign-in did not complete. Remove the connector and add it again.
“Not authorized to …”	You reached a survey but not that action on it. Permissions and data scope says which role unlocks what.
Everything stalls after a burst of activity	You hit the rate limit. See Rate limits and errors.