Part 2 of 2
Set up Claude
Connect it once, check it for free, then pick the model for a whole client case.
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1.
Open Settings. Under Customize, click Connectors.
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2.
Click + Add, then Add custom connector. Name it Annuities Genius, paste this address and click Continue.
https://app.annuitiesgenius.com/mcp Select the text and copy it.
A window then shows the sign-in settings Claude found. Click Continue there, then Add.
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3.
If Claude asks you to sign in, use your Annuities Genius login.
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4.
Check it for free. Open a new chat, paste this question and send it.
Using Annuities Genius, tell me which account you're connected to and what you can do for me.
Select the text and copy it.
Claude names your account. Looking up your own data is free.
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5.
In a team organization, Claude asks before each call. Click Allow once.
Read-only requests, such as your credit balance, also offer Always allow. Quotes and illustrations do not.
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6.
For a whole client case, click the model name under the message box. Pick Sonnet or Opus, then set Effort to Extra.
The name now ends in Extra. Haiku suits quick questions, not a whole case.
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