> ## Documentation Index
> Fetch the complete documentation index at: https://docs.petakopi.my/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Claude

> Add petakopi.my to claude.ai, Claude Desktop or Claude Code, and use the guided prompts for profit, pricing and planning.

**Outcome:** Claude can read your shop's reports and answer questions about them.

> [!NOTE]
>
> You need a petakopi.my account that owns at least one shop. Keep your petakopi.my email and password handy: you sign in once during setup.

## Connect

Pick where you use Claude. Most owners pick **claude.ai and Desktop**.

> [tab] claude.ai and Desktop
>
> Custom connectors work on the Free, Pro, Max, Team and Enterprise plans. The Free plan allows one custom connector.
>
> **1. Switch on AI access**
>
> Open **Manage → AI Apps** for the shop and switch on AI access. See [Switch on AI access for the shop](https://docs.petakopi.my/ai-assistant/overview.md#switch-on-ai-access-for-the-shop).
>
> **2. Open Connectors**
>
> On [claude.ai](https://claude.ai) or in Claude Desktop, open **Customize**, then **Connectors**.
>
> **3. Add a custom connector**
>
> Click **+ Add**, then **Add custom connector**.
>
> **4. Paste the petakopi.my address**
>
> Type `petakopi.my` as the name and paste this address as the URL:
>
> ```text theme={null}
> https://petakopi.my/mcp
> ```
>
> Click **Continue**.
>
> **5. Keep the sign-in settings**
>
> Claude fills in the sign-in settings for you. Keep them, click **Continue**, then click **Add**. If Claude asks how to register its OAuth client, choose **Register automatically**.
>
> **6. Connect and sign in**
>
> Click **Connect**. A petakopi.my page opens: in the same tab on claude.ai, or in your browser if you use Claude Desktop. Sign in if asked.
>
> **7. Approve on petakopi.my**
>
> The page says the app "wants read-only access to your petakopi.my shops". It lists **Shops it can read** and **What it can see**. Check that your shops are there, then tap **Approve**.
>
> **8. Check it is connected**
>
> Back in Claude, petakopi.my shows under **Your connectors** as **Connected**.
>
> **On a Team or Enterprise plan**, an Owner adds the connector once in **Organization settings → Connectors**: click **Add**, point at **Custom**, choose **Web**, then enter the name and address. Each member then opens **Customize → Connectors**, finds petakopi.my and clicks **Connect** to sign in with their own petakopi.my account.
>
> Once connected, petakopi.my also works in the Claude phone app.

> [tab] Claude Code
>
> For people who use Claude Code in a terminal.
>
> **1. Switch on AI access**
>
> Open **Manage → AI Apps** for the shop and switch on AI access. See [Switch on AI access for the shop](https://docs.petakopi.my/ai-assistant/overview.md#switch-on-ai-access-for-the-shop).
>
> **2. Add the server**
>
> In your terminal, run:
>
> ```bash theme={null}
> claude mcp add --transport http petakopi https://petakopi.my/mcp
> ```
>
> **3. Sign in**
>
> Start Claude Code and type `/mcp`. Select **petakopi** and follow the steps in your browser.
>
> **4. Approve on petakopi.my**
>
> Your browser opens petakopi.my. Sign in if asked, check the shops under **Shops it can read**, then tap **Approve**.
>
> A yellow note on the approval page says the app runs on your computer. That is expected for Claude Code.

> [tab] petakopi.my plugin
>
> The plugin adds the connection plus a skill that teaches Claude how to read the reports: which ones to run for each question, how to quote ringgit amounts, and Malaysian context such as SST, Ramadan and payday weeks. Plugins work on the Pro, Max, Team and Enterprise plans.
>
> **claude.ai and Desktop**
>
> **1. Switch on AI access**
>
> Open **Manage → AI Apps** for the shop and switch on AI access. See [Switch on AI access for the shop](https://docs.petakopi.my/ai-assistant/overview.md#switch-on-ai-access-for-the-shop).
>
> **2. Add the petakopi.my marketplace**
>
> Open **Customize → Plugins**, click **Add**, then **Add marketplace**. Enter `petakopi/claude-plugin`.
>
> **3. Add the plugin**
>
> Find **petakopi** in the list and click **Add**.
>
> **4. Connect petakopi.my**
>
> Open the plugin and select its **Connectors** tab. Add and connect petakopi.my, sign in on petakopi.my, then tap **Approve**.
>
> **Claude Code**
>
> **1. Switch on AI access**
>
> Open **Manage → AI Apps** for the shop and switch on AI access. See [Switch on AI access for the shop](https://docs.petakopi.my/ai-assistant/overview.md#switch-on-ai-access-for-the-shop).
>
> **2. Install the plugin**
>
> In Claude Code, run:
>
> ```text theme={null}
> /plugin marketplace add petakopi/claude-plugin
> /plugin install petakopi@petakopi
> ```
>
> Choose **Install for you** when asked.
>
> **3. Sign in**
>
> Type `/mcp`, select the petakopi server, follow the steps in your browser, then tap **Approve** on petakopi.my.
>
> Claude uses the skill on its own when you ask about sales, prices or profit. To start it yourself, type `/petakopi:analyse-shop`.

## Ask your first question

On claude.ai or Desktop, start a new chat. Click **+** at the bottom left of the message box, open **Connectors** and check that petakopi.my is switched on.

Then ask:

```text theme={null}
How did we do this month?
```

Claude may ask before it runs a report. Click **Always allow** so it stops asking for that report.

## Guided prompts

petakopi.my comes with three ready-made prompts. Each one runs the right reports in order and gives a short answer with a table. You can add a shop and a month; leave them out and Claude uses your only shop and the most recent month.

| Prompt | What you get |
| - | - |
| Monthly profit review | The month's verdict in RM, the three biggest changes from the month before, anything missing, and three actions for next month |
| Find pricing opportunities | The five best price changes, with the monthly RM effect of each, and the best sellers that still need a cost |
| Plan next month | A daily sales target, the weekdays and hours that fall short, and a weekly plan that allows for Malaysian holidays and paydays |

**On claude.ai and Desktop:** click **+** in the message box, open **Connectors**, point at **petakopi.my**, and pick a prompt.

**In Claude Code:** type `/` and look for the three prompts under petakopi. You can also type them in full:

```text theme={null}
/mcp__petakopi__monthly_profit_review
/mcp__petakopi__pricing_opportunities
/mcp__petakopi__plan_next_month
```

These full names are for the `claude mcp add` connection above. If you installed the plugin, pick the prompts from the `/` list instead.

## What Claude can see

Claude reads the same eight reports on every surface. It never sees customer names, phone numbers, order notes or feedback text, and it cannot change anything. See [what is shared](https://docs.petakopi.my/ai-assistant/overview.md#what-is-shared) and the [limits](https://docs.petakopi.my/ai-assistant/overview.md#limits).

## Disconnect Claude

**1. Revoke on petakopi.my**

Open **Manage** for your shop, tap **AI Apps** in the sidebar, find Claude and tap **Revoke**. Claude loses access straight away.

**2. Remove it from Claude (optional)**

On claude.ai or Desktop, open **Customize → Connectors**, select petakopi.my, open the three-dot menu and select **Remove**. In Claude Code, run `claude mcp remove petakopi`.

## Troubleshooting

> [accordion] "AI access is off for \<shop>"
>
> AI access is switched off for that shop. Open **Manage → AI Apps** for the shop, switch on AI access, then ask again. You don't need to connect again.

> [accordion] The approval page says no shop is switched on
>
> None of your shops has AI access switched on yet. Open **Manage → AI Apps**, switch on AI access for a shop, then connect again.

> [accordion] "Couldn't connect" or a 404 error
>
> Check the address is exactly `https://petakopi.my/mcp`. If it is, Ask AI isn't switched on for your account yet. Message us on WhatsApp and we will turn it on.

> [accordion] petakopi.my says the account doesn't own a coffee shop
>
> You signed in with an account that doesn't own a shop. Sign out of petakopi.my in that browser, connect again, and sign in with the account you use in Manage.

> [accordion] Claude says it is signed out or the token expired
>
> Connect again. On claude.ai or Desktop, open **Customize → Connectors**, select petakopi.my, click **Disconnect**, then **Connect** and approve. In Claude Code, type `/mcp`, select petakopi and choose **Re-authenticate**.

> [accordion] One of my shops is missing
>
> Claude only sees shops your account owns and has switched on. If a shop is missing from **Shops it can read**, switch on AI access for it under **Manage → AI Apps**. If it is still missing, sign in with the account that owns that shop.

> [accordion] Claude doesn't use petakopi.my
>
> Click **+** in the message box, open **Connectors** and switch petakopi.my on for this chat. Then name it in your question, for example "Using petakopi.my, how did we do this month?"

> [card] [Still stuck? WhatsApp us](https://wa.me/60199171765)
>
> Send us your shop's name and the step you are on.

**Next:** [Connect ChatGPT](https://docs.petakopi.my/ai-assistant/chatgpt.md).


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.