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Claude Setup Guide (Desktop & Web)

Connect your seller agent to Claude Desktop or Claude on the web for conversational management of your media kit, pricing, deals, and buyer relationships.

Prerequisites

Your developer should have already: - Deployed the seller agent server - Connected your ad server (GAM or FreeWheel) - Connected SSPs (PubMatic, Index Exchange, etc.) - Generated an operator API key for you

If not, see the Developer Setup Guide first.

Step 1: Add the Seller Agent to Claude Desktop

There are two ways to connect, depending on whether the seller agent is running locally or on a remote server.

Works on both Claude Desktop and Claude on the web (claude.ai):

  1. Open Claude Desktop or go to claude.ai
  2. Go to Settings > Integrations
  3. Click "+ Add Custom Integration"
  4. Enter your seller agent's MCP URL: https://your-publisher.example.com/mcp/sse
  5. If prompted for authentication, enter your operator API key
  6. Click Save

Available on Pro, Max, Team, and Enterprise plans. Free users get one custom integration. This is the same setup for both Claude Desktop and Claude web — the integration syncs across both.

Option B: Local Development Server

For seller agents running on localhost:

  1. Open Claude Desktop
  2. Go to Settings > Developer > Edit Config
  3. This opens claude_desktop_config.json. Add:
{
  "mcpServers": {
    "seller-agent": {
      "command": "uvicorn",
      "args": ["ad_seller.interfaces.api.main:app", "--port", "8000"],
      "env": {
        "ANTHROPIC_API_KEY": "your-key"
      }
    }
  }
}
  1. Save and restart Claude Desktop

Note: The JSON config method is for local stdio servers only. Remote servers must use the Settings > Integrations UI.

Step 2: First-Run Setup Wizard

When you first connect, the seller agent detects that business setup isn't complete and offers to walk you through it:

Claude: "Welcome! Your seller agent is deployed and connected to your ad server. Let's set up the business configuration. I'll walk you through 8 steps — you can skip any step to accept defaults."

Step 1: Publisher Identity

You: "We're ESPN Digital"

Claude: "Got it. I've set your publisher name to 'ESPN Digital'. What's your primary domain?"

You: "espn.com"

Step 2: Agent Behavior

Claude: "Your seller agent has a 3-level AI hierarchy. The top-level Inventory Manager optimizes for your business goals. What should it prioritize?"

You: "Maximize yield but maintain a $15 floor on CTV"

Step 3: Media Kit

Claude: "I found 24 inventory packages synced from your ad server. Here are the top ones: [list]. Want to customize these or create new packages?"

You: "Feature the CTV Sports package and the Premium Video bundle"

Step 4: Pricing Rules

Claude: "Your current rate card: CTV $35, Video $25, Display $12. Want to adjust?"

You: "Raise CTV to $40 and set a 15% discount for advertiser-tier buyers"

Step 5: Approval Gates

Claude: "Want to approve deals before they go live, or auto-approve?"

You: "Auto-approve deals under $50 CPM from preferred buyers. Require approval for everything else."

Step 6: Buyer Agents

Claude: "Who should be allowed to buy from you?"

You: "Register GroupM's buyer agent and set them as preferred"

Step 7: Curators

Claude: "Agent Range is set up to curate deals. Want to add any other curation partners?"

You: "No, just Agent Range for now"

Step 8: Review & Launch

Claude: "Here's your complete setup: [summary]. Everything looks good. Your seller agent is live!"

Day-to-Day Operations

After setup, use Claude Desktop to manage your seller agent:

Deals

  • "Create a PMP deal for GroupM at $28 CPM for CTV"
  • "How is deal DEMO-ABC123 performing?"
  • "Push that deal to PubMatic"
  • "Deprecate deal DEMO-OLD because fill rate is too low"
  • "Show me the lineage for deal DEMO-XYZ"

Media Kit

  • "Show me my media kit"
  • "Create a new Premium Sports package"
  • "What do buyers see when they browse my inventory?"

Pricing

  • "What's my current rate card?"
  • "Update CTV floor to $45 CPM"
  • "What price does an agency-tier buyer get for video?"

Approvals

  • "Show pending approvals"
  • "Approve the GroupM proposal"
  • "Reject the deal from unregistered-agent-123"

Buyer Management

  • "Who's connected to my seller agent?"
  • "Set Havas as an approved buyer"
  • "Block unknown-agent-456"

Troubleshooting

  • "Troubleshoot deal XYZ on PubMatic"
  • "Why is my CTV fill rate low?"
  • "Show me my SSP routing rules"

Also Works With

The same MCP endpoint works with other AI platforms: