Claude Code

Connect Shipchart to Claude Code to manage your portfolio from the terminal. Check revenue, create check-ins, and run weekly reviews without switching to the browser.

1. Generate an API token

Give it a name like "Claude Code" and select at least read ability. Add write if you also want to create check-ins, log revenue, and manage ideas from Claude.

Copy the token immediately — it's only shown once.

2. Add to Claude Code config

You can add the MCP server globally or per-project.

Global config (all projects)

Edit ~/.claude.json:

{
  "mcpServers": {
    "shipchart": {
      "url": "https://shipchart.app/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN_HERE"
      }
    }
  }
}

Per-project config

Create a .mcp.json file in your project root:

{
  "mcpServers": {
    "shipchart": {
      "url": "https://shipchart.app/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN_HERE"
      }
    }
  }
}

Tip: Use an environment variable for the token instead of hardcoding it. You can set SHIPCHART_TOKEN in your shell profile and reference it in the config.

3. Restart Claude Code

Close and reopen Claude Code (or start a new session) so it picks up the new MCP server config. You should see "shipchart" listed as an available MCP server.

4. Test it

Ask Claude something about your portfolio to verify the connection:

"What's my current monthly revenue?"

Claude will use the dashboard_get tool to fetch your portfolio summary and tell you.

Example interactions

Once connected, try these:

"How are my projects doing?"

Uses projects_list and dashboard_get to give you an overview

"Check in on DogTracker — shipped the billing feature today, feeling great"

Uses checkins_create to record a check-in with a mood

"Do a weekly review of my portfolio"

Uses the weekly-review-prompt to analyze stale projects, revenue trends, and suggest focus areas

"Log $1,200 recurring revenue for DogTracker this month"

Uses revenue_create to log a revenue entry

"I have an idea for a mobile app — save it to my parking lot"

Uses ideas_create to capture the idea

"What ideas do I have in the parking lot?"

Uses ideas_list to show your ideas with scores

Troubleshooting

"Server not found" or connection errors

Check that the URL is correct and accessible. Make sure you're using https://.

"Unauthenticated" errors

Your token might be expired or revoked. Generate a new one in Settings → API Tokens.

"Permission denied" errors

Your token doesn't have the right abilities. Write tools need the write ability; sync tools need sync.

Tools not showing up

Make sure you restarted Claude Code after updating the config. Check that the JSON is valid (no trailing commas).