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    Step 1 of 5·Rig basics

    Getting started

    What is Rig?

    Rig is a data context & automation platform. It lets you use internal data inside Claude Code, Cowork, or Rig's own web app. It understands your internal data and lets you chat to all the data from your CRM, usage, contracts, finance, and build automations, reports, or even internal "apps" or workflows that need data access.

    Where Rig sits with your tools

    Rig sits between your warehouse and your AI tools (Claude, Cursor, ChatGPT, custom agents). Rig adds the context layer that explains what tables mean, how they join, and who has access to what data, and serves it to your AI tool over MCP.

    Your Teams
    RevOps · CS · Sales · Finance · Leadership
    AI Tools
    Claude · Cursor · Custom agents
    Business Tools
    HubSpot · Notion · Slack
    RIG
    Rig
    Governed access · Shared context · Audit trail
    Data Warehouse
    Your source of truth

    Getting set up on Rig

    1. Log-in to app.rig.so via Google SSO
    2. Go to Settings > MCP Set-Up and follow the instructions to configure your Claude MCP
    Rig MCP Setup screen with options to add MCP to Claude Code, Cursor, Codex, and as a Cowork connector

    When to use Rig (vs when not to)

    Use Rig when…

    • It touches governed business data (revenue, churn, pipeline, invoicing, CRM-derived data)
    • It needs to be reused (weekly reports, standard packs, consistent metric definitions)
    • It needs auditability (what query ran, who ran it, when)
    • It needs access control (not everyone should see everything)
    • Many people will run it (shared CS / Sales workflow)

    Prefer Claude (without Rig) when…

    • It's pure reasoning / writing (docs, strategy, narrative)
    • It's local prototyping (drafting SQL, sketches, experiments that won't be reused)
    • It's a true one-off where governance and repeatability don't matter

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