Explore your IT inventory with Claude
Connect Claude to BlueTally to check equipment assignments, review asset history, and prepare for audits. Ask questions about your inventory in plain English, with read-only access to your records.
Bring your BlueTally inventory into Claude
Use Claude to investigate equipment assignments, review asset history, and summarize records for an audit. The BlueTally MCP Server connects Claude to the inventory your team already maintains.
What you can ask Claude
Find available equipment
- Which Dell laptops are currently unassigned?
- What's checked out to jane@company.com?
Prepare for audits and reviews
- Which assets haven't been audited in the last 12 months?
- Show me the history of asset BT-1042.
Review licenses and purchases
- How many Adobe license seats are assigned and how many are available?
- Summarize laptop purchases by manufacturer over the past year.
Narrow the results with a follow-up question, such as “Only show laptops in the London office.” Answers depend on the records available in your BlueTally account.
Read-only access to your records
Claude can retrieve and summarize BlueTally data through MCP, but cannot create, edit, delete, or check out assets. Manage assignments and other changes in BlueTally.
Access is scoped to your company. Rotate or delete the API key used for the connection to revoke access.
What you need before connecting
AI assistant integration is included on BlueTally Business and Corporate plans, with no separate MCP add-on fee. You also need access to a supported assistant configuration and any permissions required by your organization.
Check the setup guide for Claude plan requirements and the connection options available to your account.
How to connect Claude to BlueTally
1. Follow the setup guide
Use the BlueTally knowledge base for the current client-specific authentication steps and screenshots.
2. Add the MCP Server
Use https://api.bluetally.com/mcp as the server endpoint and complete the authentication steps in the guide.
3. Check your first answer
Ask Claude which Dell laptops are unassigned. Compare the results with your BlueTally account, then ask a follow-up question.
Find Claude setup instructions in the knowledge base
Explore other ways to connect
BlueTally MCP Server — see the full integration overview
ChatGPT integration — ask inventory questions in ChatGPT
Microsoft 365 Copilot integration — view requirements and setup
CSV paste vs Claude MCP
Task
Claude + BlueTally MCP
Ask which Dell laptops are unassigned
Needs you to supply the inventory data
Live read from your BlueTally account
See what's checked out to an employee
Look up the employee’s assignments manually
One question in Claude
List holdings for pending offboarding
Needs you to supply the inventory data
Ask in plain English
An export captures your inventory at one point in time. The MCP connection lets Claude retrieve records from your BlueTally account as you ask questions.
FAQs — Claude MCP
What does the Claude integration do?
It connects Claude to your BlueTally inventory through the BlueTally MCP Server, so you can retrieve records and ask questions in plain English.
Can Claude change my assets?
No. The connection is read-only. Create, edit, delete, and check out assets in BlueTally.
Which plans do I need?
BlueTally Business and Corporate include MCP, with no separate MCP add-on fee. Check the setup guide for your assistant’s plan requirements and any administrator permissions.
How do I set it up?
Use https://api.bluetally.com/mcp as the endpoint and follow the client-specific BlueTally knowledge base guide for authentication and setup.
How is this different from uploading a spreadsheet?
How do I revoke access?
Rotate or delete the API key used for the connection.
Try it free for 14 days
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