Install for Claude Code

Add Patina to Claude Code so your agent can fetch playbooks and context docs.

Connecting Patina to Claude Code lets your agent pull approved playbooks and business context directly into your coding sessions. Instead of pasting prompts manually, Claude retrieves the right workflow automatically via MCP.

Prerequisites

Get your credentials

Sign in to Patina, open Settings, and copy your User ID and Workspace ID. You'll need both values in the next step.

Add the MCP server config

A config file tells Claude Code how to start the Patina server. You can add it globally (so it works in every project) or per-project (just for one codebase).

Option A — Global (recommended)

Open ~/.claude/settings.json in any text editor and add the following. If the file doesn't exist yet, create it.

~/.claude/settings.json json
{
  "mcpServers": {
    "patina": {
      "command": "npx",
      "args": ["-y", "patina-mcp"],
      "env": {
        "PATINA_API_URL": "https://patina.so",
        "PATINA_USER_ID": "your-user-id",
        "PATINA_WORKSPACE_ID": "your-workspace-id"
      }
    }
  }
}

Option B — Per-project

Create a file called .mcp.json in the root of your project with the same content. This is useful if you want Patina enabled only for specific codebases.

.mcp.json json
{
  "mcpServers": {
    "patina": {
      "command": "npx",
      "args": ["-y", "patina-mcp"],
      "env": {
        "PATINA_API_URL": "https://patina.so",
        "PATINA_USER_ID": "your-user-id",
        "PATINA_WORKSPACE_ID": "your-workspace-id"
      }
    }
  }
}

In both cases, replace your-user-id and your-workspace-id with the values you copied from Settings.

Verify it works

Open a new Claude Code session and ask:

List my Patina playbooks

Claude should respond with the playbooks from your workspace. If it does, you're all set.

Troubleshooting

"No MCP servers found"

Make sure the JSON in your config file is valid — a missing comma or bracket will cause the file to be ignored. You can check it with a free JSON validator like jsonlint.com.

"PATINA_USER_ID is not set"

Double-check that you replaced the placeholder values with your actual IDs from Settings.

Claude doesn't mention Patina

Restart Claude Code after editing the config file — changes to MCP settings aren't picked up until the session restarts.

Try it now

List my Patina playbooks

This verifies your connection is working. Once confirmed, you can use your AI tool to create playbooks, add context docs, and set up your entire workspace.

Set up your workspace with AI →