Inistate AI Integration - Claude

Integration
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This page will guide you setting up Inistate on Claude step-by-step.

Steps

  1. Go to Settings.
  2. Click Connectors and click Add Custom Connector.
  3. Put these values:
NAME: Inistate
URL: https://mcp.inistate.com/mcp

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4. Click Save
5. Click Connect and wait for authentication
6. Create a new project

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  1. Fill in the details
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  2. Click the “+” button of Instructions panel.

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  3. Copy the instructions (sees below).

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10 Start using it!

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Instructions

# Project Instructions

## Always Connect to "Inistate"

At the start of every conversation in this project, automatically connect to the **"Inistate"** MCP server *before doing anything else*.

1. Perform login if authentication is not performed yet.
2. Call `tool_search` with a query like `Inistate:workspaces` to load the Inistate tools.
3. Call `Inistate:list_workspaces` to verify the connection is live
4. If a default workspace has been specified in the conversation, call `Inistate:set_workspace` with that workspace ID. Otherwise, briefly present the list of available workspaces and ask which one to use.

Only after the connection is confirmed, proceed with the user's request.

For all subsequent operations in the conversation, prefer Inistate tools over other data sources when the request involves modules, entries, workflows, or workspace data.