Connect AI Assistants to Your Rivo Data

Rivo's AI integration lets you connect AI assistants like Claude or ChatGPT directly to your loyalty program data. Instead of clicking through dashboards, you can simply ask questions in plain English — like talking to a team member who knows everything about your rewards program.

Examples of what you can ask:

"Why didn't Jane get points for her last order?"
"Which rewards are being redeemed the most?"
"How close is [email protected] to reaching Gold VIP tier?"
"Show me this week's loyalty program metrics"

Your AI assistant will look up the real data from your Rivo account and give you an answer in seconds.

✨ The Merchant MCP is available on the Plus plan. See pricing →

🔒 Important: This is a read-only connection. Your AI assistant can look up information but cannot make changes to your loyalty program, customers, or settings. Your data stays secure.

Before You Start

You'll need:

A Rivo account with an active program
An MCP API key from your Rivo dashboard
Claude, Claude Code, or ChatGPT (Plus/Pro)

Generate Your API Key

Log in to your Rivo dashboard
Navigate to Settings > Developers > MCP API Keys
Click Generate MCP API Key
Copy and save your API key securely

⚠️ Important! Store your API key securely. You won't be able to view it again after leaving the page.

Setup for Claude

Option A: Claude.ai (Web)

In your Rivo dashboard, go to Settings → MCP
Open claude.ai/settings/connectors in a new tab
Click Add Custom Connector
Enter these details:
- Name: Rivo
- Server URL: shown on your Rivo MCP settings page
- OAuth Client ID: shown on your Rivo MCP settings page
Click Connect and approve the connection
That's it! Go to any Claude conversation and ask about your loyalty data

Option B: Claude Desktop

Claude Desktop provides a smooth MCP experience with native support.

Step 1: Open Claude Desktop settings

macOS: Claude menu > Settings > Developer
Windows: File > Settings > Developer

Step 2: Click "Edit Config" to open claude_desktop_config.json

Step 3: Add the Rivo MCP server configuration:

{
"mcpServers": {
"rivo": {
"url": "https://developer-api.rivo.io/merchant-mcp/mcp",
"headers": { "Authorization": "Bearer YOUR_API_KEY_HERE" }
}
}
}

Replace YOUR_API_KEY_HERE with your actual API key.

Step 4: Save the file and restart Claude Desktop

Step 5: Verify the connection by asking Claude: "What tools do you have available from Rivo?"

Option C: Claude Code (CLI)

If you use Claude Code in your terminal:

Step 1: Run the MCP configuration command:

claude mcp add rivo --transport http --url "https://developer-api.rivo.io/merchant-mcp/mcp" --header "Authorization: Bearer YOUR_API_KEY_HERE"

Step 2: Verify by asking Claude: "Use the Rivo MCP to show me my shop configuration"

Setup for ChatGPT

ChatGPT supports MCP through its developer features. This requires ChatGPT Plus or Pro.

Step 1: Enable Developer Mode

Open ChatGPT settings (gear icon)
Navigate to Beta features
Enable Developer mode

Step 2: Add the MCP Connection

Start a new chat
Click the Tools icon (puzzle piece)
Select Add MCP Server
Enter the configuration:

Field	Value
Server Name	`Rivo`
Server URL	`https://developer-api.rivo.io/merchant-mcp/mcp`
Authentication Type	Bearer Token
Token	Your API key

Step 3: Click Save and verify by asking: "Use the Rivo tools to look up my shop information"

📝 Note: ChatGPT's MCP support is newer than Claude's. If you experience issues, Claude Desktop is recommended for the most reliable experience.

What Can You Ask?

Once connected, your AI assistant has access to the following information from your Rivo account:

Category	What You Can Look Up
Customers	Points balance, VIP tier, membership status, transaction history
Orders	Order details, points earned per order, discount codes applied
Rewards	Available rewards, point costs, redemption history
VIP Tiers	Tier structure, spend thresholds, customer progression
Memberships	Paid tier enrollment, billing status, cancellation requests
Referrals	Referral status, who referred whom, reward payouts
Program Metrics	Daily analytics, participation rates, redemption rates
Subscriptions	Contract status, next billing date, payment history

Example Conversations

Investigating a Customer Issue

You: A customer emailed saying they didn't receive points for their last order. Their email is [email protected]. Can you help me investigate?

Claude: I found the issue. Jane placed order #4521 on January 15th for $89.50, but it shows the order status is still "pending" in our system. Points are only awarded when orders are marked as fulfilled. Once the order is fulfilled in Shopify, the points should automatically apply.

Analyzing Reward Performance

You: Which of my rewards are being redeemed the most?

Claude: Based on your active rewards, here's what I see:

"$5 Off" discount has 234 redemptions
"Free Shipping" has 156 redemptions
"10% Off" has 89 redemptions

Your flat-dollar discount is the most popular, which is typical — customers often prefer knowing the exact savings amount.

Checking VIP Tier Progress

You: How close is customer [email protected] to reaching the next VIP tier?

Claude: Alex is currently in your "Silver" tier with $1,847 in lifetime spend. Your "Gold" tier requires $2,500, so they need $653 more in purchases to reach the next level. At their current average order value of $125, that's roughly 5-6 more orders.

Security & Privacy

Read-only access — Your AI assistant can look up data but cannot modify your loyalty program, change settings, or take any actions on your behalf.
Your data only — The connection is scoped to your store. No other merchant's data is accessible.
Revocable anytime — You can deactivate API keys or revoke OAuth access instantly from Settings > Developers > MCP API Keys.
No data storage — Rivo does not store your AI conversations. Your queries go directly between your AI assistant and Rivo's servers.

Managing Your API Keys

Rotating Your Key

Go to Settings > Developers > MCP API Keys
Click Regenerate on your existing key, or create a new one
Update your Claude/ChatGPT configuration with the new key
Deactivate the old key

Multiple Keys

You can create multiple API keys to use different keys for different team members, track usage separately across tools, or rotate keys without downtime.

Troubleshooting

"Authentication failed" or "Invalid token"

Verify your API key is correct (no extra spaces)
Check that your API key is still active in Settings > Developers > MCP API Keys
Generate a new key if needed

"Connection refused" or timeout errors

Ensure you're using https:// (not http://)
Check your internet connection
Try restarting your AI assistant application

Tools not appearing in Claude/ChatGPT

Restart the application after adding the MCP configuration
In Claude Desktop, check that the config JSON is valid (no trailing commas)
Verify the MCP server is enabled in settings

"No data found" for a customer/order

Verify the customer email or order number is correct
Check if the record exists in your Rivo dashboard

I don't see the MCP option in my settings

This feature may need to be enabled for your account. Reach out to your Customer Success Manager or contact support to get started.

FAQ

Which AI tools are supported?
Any AI assistant that supports the MCP (Model Context Protocol) standard — including Claude (web, Desktop, and Code) and ChatGPT (Plus/Pro with Developer Mode).

Can my AI assistant make changes to my program?
No. The connection is completely read-only. To make changes, use your Rivo dashboard as usual.

Is there an extra cost?
The Rivo MCP integration is included in your plan at no additional charge. Your AI assistant subscription (Claude, ChatGPT, etc.) is billed separately by those providers.

Can I connect multiple AI tools at once?
Yes! You can generate multiple API keys and use them with different tools simultaneously.