# Claude

## Claude

Connect Block Scholes to Claude for natural-language access to crypto derivatives data and strategy backtesting. Both Claude Web and Claude Desktop are supported.

The flow is the same for both options: create a Block Scholes account, then connect it in Claude.

{% hint style="info" %}
A **Claude Max** (or higher) plan is required for optimal MCP connector support.
{% endhint %}

### Before you start

#### Step 1: Sign up for a Block Scholes account

Sign up for an account with Block Scholes at [Block Scholes Console](https://console.blockscholes.com/products/strategy-backtest).

### Claude Web

#### Step 1: Open Connector Settings

Navigate to [Settings → Connections](https://claude.ai/settings/connectors) in Claude.

#### Step 2: Add the Block Scholes Connector

1. Click **Add Integration**
2. Enter the server URL:

```
https://mcp.blockscholes.com/mcp
```

3. Click **Connect**

#### Step 3: Authenticate

A login window will appear. Sign in with your Block Scholes account.

#### Step 4: Enable Capabilities

For the best experience, ensure the following are enabled under [Settings → Capabilities](https://claude.ai/settings/capabilities):

* **AI-powered artifacts** — enables richer data visualisation
* **Code execution** — accelerates analysis and entry-point discovery

{% hint style="info" %}
Network egress is not required for Block Scholes tools and can remain disabled.
{% endhint %}

#### Step 5: Verify the Connection

Start a new chat and open the connector filters (click the **+** icon in the message bar, then **Connectors**). Confirm that **Block Scholes** is toggled on.

Test the connection with a simple query:

> What is the latest BTC spot index price?

***

### Claude Desktop

#### Step 1: Install Claude Desktop

Download the Claude desktop application from [claude.com/download](https://claude.com/download) if you don't have it installed.

#### Step 2: Add the Connector

1. Open the sidebar and click **Customize**
2. Click the **+** icon next to **Integrations**
3. Select **Add Custom Connector**

#### Step 3: Enter the Server URL

```
https://mcp.blockscholes.com/mcp
```

#### Step 4: Authenticate

Complete the OAuth flow when prompted to authorise Block Scholes.

#### Step 5: Start Querying

Open a new conversation — Claude can now access Block Scholes crypto derivatives data and backtesting tools.

***

### Optional: Create the Block Scholes skill

To keep prompts and outputs consistent, create the shared [Block Scholes Skill](https://docs.blockscholes.com/mcp/block-scholes-skill).

That page includes the exact skill content and the Claude-specific setup flow.

***

### Performance Tips

* Use **Claude Opus 4.5** or above for reliable tool-calling
* Enable **code execution** in capabilities for faster analysis
* When submitting backtests, include all trades in a single prompt where possible rather than splitting across multiple messages
* Use ISO 8601 date format (e.g. `2025-01-01T08:00:00Z`) when specifying dates