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    Step 4 of 5·Rig basics

    Ask questions in Claude via Rig MCP

    Connect Rig as an MCP server inside Claude and ask questions of your warehouse in plain English, with the same governed context across every conversation.

    Setup

    A one-time setup to point Claude at your Rig workspace.

    1. Log into Rig → go to Profile
    2. Scroll to MCP Setup
    3. Follow instructions for Claude Code, Cursor, or Cowork
    4. Authenticate via OAuth (first time only)

    Getting started

    1. Make sure Rig MCP is connected (Claude → Customize → Connectors → Rig).
    2. In your first prompt, explicitly ask Claude to use Rig MCP tools (so it doesn't answer from memory).
    3. Claude will call on the MCP to answer your question.
    4. If you'll run it again: promote it to a Rig automation (auditable + reusable).

    Examples

    • Daily standup prep

      Ask Claude for yesterday's signups, revenue, and top product events before your morning standup.

    • Customer deep-dives

      Pull a single account's contract, usage, and support history into one summary before a renewal call.

    • Period comparisons

      Compare a metric across time periods, revenue last week vs the prior week, MRR month-over-month, with a segment breakdown and the exact time window used.

    • Definition & dependency lookup

      Ask how a metric like churn or “partner health” is defined, which tables it depends on, and what its column values represent.

    • Schema discovery

      Find the right table for a question (customer master, account-level joins) with primary keys and recommended join paths.

    • Auditable point-in-time pulls

      Pull a pipeline or revenue snapshot as of a specific date with the tables, time window, and assumptions documented for finance or audit reviews.

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