Install for Claude Desktop

Add Patina to the Claude desktop app so your agent can fetch playbooks and context docs.

With Patina connected to Claude Desktop, your conversations benefit from your team's approved playbooks and context docs. Every response reflects your brand voice, processes, and standards.

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

Claude Desktop reads MCP configuration from a JSON file on your computer. The location depends on your operating system.

macOS

Open the file at the path below in any text editor (create it if it doesn't exist), and add the config shown.

Config file location
~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.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"
      }
    }
  }
}

Windows

Open the file at the path below in Notepad or any text editor (create it if it doesn't exist), and add the config shown.

Config file location
%APPDATA%\Claude\claude_desktop_config.json
claude_desktop_config.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 Claude Desktop 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

Quit and reopen Claude Desktop after editing the config file — changes to MCP settings aren't picked up until the app 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 →