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Set Up Cardzen in Claude

Connect Cardzen to Claude or add the Cardzen plugin on a paid Claude plan

Use the connector to bring your Cardzen wallet into Claude. If you have a paid Claude plan, you can also add the Cardzen plugin for guided workflows. Both use the Cardzen account and access you approve. Your Claude workspace may limit which options you can use.

Direct connector

The connector is available on all Claude plans, subject to workspace controls. If the listing is unavailable to you, use the custom setup steps below.

Connect Cardzen from its approved Claude directory listing, then review access in Cardzen.

  1. Open Cardzen in Claude.

  2. Choose the provider's connect action and follow its current prompts.

  3. Sign in to Cardzen or create a Free account, finish setup, review the requested access, and approve only if you want to connect.

  4. Return to Claude and enable Cardzen for the conversation.

Directory availability and workspace controls are determined by Claude.

Set up manually instead

Add Cardzen as a custom connector in Claude, then review access in Cardzen.

Cardzen MCP server address: https://mcp-stage.cardzen.ai/mcp

  1. For an individual account, open Customize > Connectors, select + Add, then Add custom connector.

  2. For Team or Enterprise, an owner adds Custom > Web under Organization settings > Connectors; members then connect individually.

  3. Name the connector Cardzen, enter the MCP address above, and continue with the detected authentication settings.

  4. Choose Sign in now. Select "Use Claude's published identity (Recommended)" when Claude offers it; use "Register automatically (DCR)" as the fallback. Cardzen does not need a client ID, secret, API key, or custom request headers.

  5. Select Add or Connect, sign in to Cardzen or create a Free account, finish setup, review access, and approve only if you want to connect.

  6. In a conversation, open + > Connectors and enable Cardzen.

Manual setup is required for this method; account and workspace controls may limit availability.

Try Cardzen after connecting

Use Cardzen to show the published restaurant rewards on cards in my wallet. Explain any limits or requirements, and don't change my cards or tracking.

If the request expires while you create your account or finish setup, your saved Cardzen account and setup remain. Return to the original Claude tab or app and start the connection again. Do not reuse the old authorization URL. You can skip adding cards during setup, but add them in Cardzen before asking Claude about your wallet. Help and public catalog searches remain available with an empty wallet.

For more about Claude's custom setup, see Anthropic's custom connector guide.

Cardzen plugin for paid Claude plans

The plugin includes workflows for looking up benefits on cards in your wallet, checking credit expiration dates, and reviewing annual credit use. The annual credit review also requires Cardzen Pro. The plugin uses the same Cardzen connector as the direct setup above.

  1. In Claude, go to Customize > Plugins > Discover and find Cardzen. Open the Cardzen plugin directly
  2. Select Add. If Claude prompts you to connect Cardzen, sign in and approve the access you want to grant.
  3. Start a chat and ask about your cards, benefits, or credits.

Anthropic's plugin guide

Claude Code and API

For developer connection instructions, see Cardzen with Claude Code and the Claude API.

Disconnect

You can disconnect Cardzen in Claude's connector settings or in Cardzen under Account & Settings > Connections & MCP. Disconnecting in Cardzen blocks that Claude connection right away.

See MCP Limits and Troubleshooting if authorization does not return to Claude or the connection stops working.

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