lever
Setup

Connect lever to Claude

Add lever as a connector in Claude to update your plan, run what-if scenarios, and explore financial opportunities through conversation.

Your lever MCP URL

https://lever-claude.vercel.app/api/mcp

You'll paste this URL into Claude in the steps below.

Pro or Max plan (personal)

Individual Claude accounts

1

Open Claude and click Customize

In the Claude sidebar or top menu, click Customize.

2

Go to Connectors

Inside Customize, select the Connectors section.

3

Add a custom connector

Click the "+" button, then select "Add custom connector".

4

Paste the lever MCP URL

Enter the URL below and click Add.

https://lever-claude.vercel.app/api/mcp
5

Enable it in a conversation

Click the "+" in the chat input, select Connectors, and toggle lever on.

Team or Enterprise plan

Admins set up the connector for the whole org

1

Open Organization settings

As an admin, go to Organization settings → Connectors.

2

Add a connector

Click "Add", hover over "Custom", then select "Web".

3

Paste the lever MCP URL

Enter the URL and click Add.

https://lever-claude.vercel.app/api/mcp
4

Members connect individually

Each member goes to Customize → Connectors, finds lever, and clicks Connect.

Once connected, try asking Claude

"Show me my financial plan"

"Run a what-if scenario for retiring at 60"

"Update my monthly savings to $4,000"

"What happens if market returns drop to 5%?"