Set up with admin MCP

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Who can connect

https://app.getveles.com/mcp/admin

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Choose your toolsets

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Which URL to use

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When Veles adds new admin tools

• Claude Desktop and the Claude mobile app: remove the connector and add it again.
• ChatGPT: press Refresh on the connector.
• Cursor: switch the server off and on again.
• Claude Code and VS Code pick up new tools in their next session.

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Connect

claude mcp add --transport http veles-admin "https://app.getveles.com/mcp/admin?toolsets=all"

{
  "mcpServers": {
    "veles-admin": {
      "url": "https://app.getveles.com/mcp/admin?toolsets=catalog"
    }
  }
}

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Your first product

1. Ask: “Create a product called Analytics Pro, SKU AN-PRO, in the Software category.” For a whole sheet, paste or attach it and ask Claude to load it. Claude matches existing products by SKU, loads up to 500 rows per call, and tells you how many products it will create and update before a large load.
2. Ask: “Price Analytics Pro in USD at $40 per seat.” Claude reads your currencies and units first, and asks if something it needs is missing.

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What you can ask for

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Trying a rule before you save it

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What stays in the console

• Signing in to integrations. Connecting or reconnecting Salesforce, HubSpot, DocuSign, Box Sign, Dropbox Sign, PandaDoc, or Google Drive, and entering their API or HMAC keys. Once an integration is connected, Claude can map Salesforce and HubSpot fields, run syncs, check the Salesforce and e-signature connections, and change an e-signature provider’s account, user, folder, or mode.
• Confirming a new Salesforce org, the first time Veles connects to it.
• Choosing Salesforce CPQ as where quotes go, before importing from Salesforce CPQ.
• Admin access. Granting or removing the admin role, and deactivating or reactivating an admin. Claude can invite, update, deactivate, and reinvite members and viewers. Nobody can demote or deactivate themselves, in the console or through Claude.
• SSO and SCIM. Claude can tell you how users sign in and whether SCIM is on, but setting up SSO, switching SAML-only or SCIM on or off, and managing SCIM tokens happen on the console’s Security page. With SCIM provisioning on, your identity provider owns invites, roles, and deactivation.
• Approval workflows. Build the workflow and its steps in the console for now. Claude can read the steps and their approvers, and add a rule that requires approval at one of them. If nobody can approve at that step (it has no approver, or only deactivated ones), the rule still saves, and Claude tells you to add an approver in the console.
• Templates and file uploads. Adding, replacing, or removing quote and order form templates, and uploading your logo and favicon. Claude helps with what goes inside a template: give it your draft yourself, as a file attached to the conversation or through Claude’s own Google Drive connector, and it lists the variables that template can use, writes them in, and checks them. Veles never reads the draft. Then add the finished template in the console; Claude gives you the link. Order forms set up through Claude use Google Docs templates.
• Pausing a CRM integration.
• Deleting a lookup sheet. Claude can create, rename, and edit sheets.
• Health checks that call Salesforce, HubSpot, or Google Drive. The console’s Health page runs these; the overview Claude reads skips them. Claude can still test the Salesforce and e-signature connections directly.
• Branding and document look: theme color and PDF footer text.
• Customer portal details: its custom domain and background image. Claude can switch the portal on and off.
• Quote block settings.
• The Salesforce managed package installation key.

• Switching bundles off, or back on. New accounts start with bundles on, so Claude can build them straight away.
• Changing your CRM after deals, accounts, or users have synced from it.
• Adding a currency.

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Known limits

• Importing your catalog from Salesforce CPQ is built for one customer’s Salesforce setup and is refused on other accounts. Load products with a product sheet and price them with plans instead. Importing pricing rules from Salesforce CPQ works for any account that has Salesforce CPQ installed in its connected org and chosen under Where quotes go.
• HubSpot field mappings only push. A mapped value goes to HubSpot line items each time a rep pushes a quote to its HubSpot deal. Making the mapping sends nothing, and a deal pushed before the mapping gets the value only when its quote is pushed again. Veles reads nothing back from HubSpot through these mappings, and there are no mappings onto HubSpot deal or company properties.
• Mapped Salesforce Opportunity fields fill one deal at a time: when a rep syncs the deal, or when a deal is created from a Salesforce opportunity. Deals that already exist stay blank until each one is synced. Mapped Account fields fill on the next accounts sync; ask Claude to run a full one to fill every existing company.
• Word templates can’t generate order forms yet. Use a Google Docs template.
• A deleted allowed term or recommendation template can’t be restored, in the console or through Claude.

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How Claude handles anything in use

• deleting a category, unit, segment, region, custom field, or bundle;
• deactivating a user: the preview lists the deals, approval steps, waiting approval requests, and signer place they still hold, and who their direct reports will move to. Claude then asks who should take it over;
• switching off orders, contracts, product filters, or recommendation templates;
• repricing a charge, a plan’s floor price, or a unit that open deals’ quotes use (those quotes reprice when next edited);
• changing the order form template while orders are open;
• disconnecting an e-signature provider.

• changing the kind or key of a unit that an open deal’s quote uses;
• deleting a plan that’s on any quote, order, or contract (retire the product instead);
• removing a segment or region that is a live product’s only one;
• disconnecting an e-signature provider, or moving Box Sign to a different folder, while orders are out for signature through it.

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Where changes show up

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FAQ