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The Char SaaS MCP connects Claude Code to your Char account, letting you manage everything through conversation instead of switching between terminal and dashboard.

Prerequisites

First-Time Setup

When you first use the Char SaaS MCP, an authentication flow runs automatically:
1

Sign in

A browser window opens to the Char sign-in page. Sign in with your identity provider, or create a new account.
2

Create your organization

If you’re new, name your organization. Char suggests a name based on your email domain (e.g., “Acme” for [email protected]).
3

Authorize Claude Code

Confirm that Claude Code can access your Char account. Click Authorize and the browser closes.
4

Start using

Back in Claude Code, you’re authenticated. Your session persists across restarts.

Common Tasks

Configure an Identity Provider

Ask Claude to set up your IDP:
Configure Okta as my identity provider. My issuer URL is
https://acme.okta.com and my client ID is 0oa1234567890abcdef.
Claude uses the update_organization tool to save your configuration.

Check Your Organization

Show me my Char organization details
Returns your org name, configured IDP, allowed domains, and subscription tier.

Add Allowed Domains

Add app.acme.com and staging.acme.com to my allowed domains
These are the origins where you can embed the Char agent.

Access Browser Tools

If you have browser tabs open with Char embedded, you can invoke those tools from Claude Code:
List the tools available in my browser tabs
Call the crm.searchContacts tool with query "Acme Corp"
This uses the Tool Hub to route calls to your browser.

Available Tools

ToolPurpose
get_organizationView org details, IDP config, allowed domains
update_organizationConfigure IDP, update allowed domains
get_subscriptionCheck plan tier and features
hub_list_toolsList tools from connected browser tabs
hub_call_toolInvoke a browser tool
For the full API, see MCP Tools Reference.

Session Persistence

Your authentication persists across Claude Code sessions:
  • Restart Claude Code → still authenticated
  • Close terminal → still authenticated
  • Next day → still authenticated
Re-authentication is only needed if you explicitly sign out or your session expires.

Troubleshooting

  • Check that your default browser is set correctly
  • Try running Claude Code from a terminal with GUI access
  • On headless systems, copy the URL from the output and open it manually
  • Verify you’re signing into the correct account
  • Check that third-party cookies aren’t blocked
  • Try in an incognito window to rule out extensions
  • Ensure you have browser tabs open with Char embedded
  • Check that those pages have registered WebMCP tools
  • Verify you’re authenticated to those applications

See Also