Connect Rivo to the AI tools you use every day
Connect Claude directly to your loyalty program data so you can ask questions in plain English instead of clicking through dashboards.
Examples of what you can ask:
“Which rewards are being redeemed the most?”
“What’s the increase in repeat purchase rate between the Silver and Gold Tier”
“Show me the lift in AOV between redeemers and non redeemers for our loyalty program”
✨ The Merchant MCP integration is available on the Plus plan. See pricing →
🔒 This is a read-only connection. Your AI assistant can look up information but cannot make changes to your loyalty program, customers, or settings.
Connect with Claude.ai (Recommended)
Claude.ai connects to Rivo using OAuth — no API key needed.
In your Rivo dashboard, go to Settings → MCP
Open claude.ai/settings/connectors in a new tab
Click Add custom connector and enter these values:
Field
Value
Name
Rivo
Remote MCP server URL
OAuth Client ID
Click Add , then click Connect
Approve the Rivo OAuth screen — make sure you select the correct store
Start any Claude conversation and ask about your loyalty data
💡 You can also find these values on the Settings → MCP page in your Rivo dashboard, along with a screenshot of the form.
Connect with Claude Code
Claude Code connects using an MCP API key instead of OAuth.
Step 1: Generate an MCP API Key
In your Rivo dashboard, go to Settings → Developer Toolkit
Under MCP API Keys , click Generate MCP API Key
Copy and save your key — you won’t be able to view it again
Step 2: Add Rivo to Claude Code
Run this command in your terminal:
claude mcp add rivo --transport http --url "https://developer-api.rivo.io/merchant-mcp/mcp" --header "Authorization: Bearer YOUR_API_KEY_HERE"
Replace YOUR_API_KEY_HERE with your actual API key.
Step 3: Verify the connection
Start a new Claude Code session and ask: “What tools do you have available from Rivo?”
Claude should list the Rivo lookup tools available for your shop.
Connect with Claude Desktop
Claude Desktop also uses an MCP API key. Generate one from Settings → Developer Toolkit (see Step 1 above).
Step 1: Open Claude Desktop settings
macOS:
Claudemenu →Settings→DeveloperWindows:
File→Settings→Developer
Step 2: Click “Edit Config” to open claude_desktop_config.json
Step 3: Add the Rivo MCP server:
{
"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: Ask Claude: “What tools do you have available from Rivo?”
Connect with ChatGPT
ChatGPT supports MCP connectors through Developer Mode. This requires a ChatGPT Pro, Team, Enterprise, or Edu subscription.
Step 1: Enable Developer Mode
Open ChatGPT settings (gear icon)
Go to Apps & Connectors → Advanced
Turn on Developer Mode
Step 2: Add the Rivo connector
In ChatGPT settings, go to Connectors
Click Create
Enter these details:
Field
Value
Name
Rivo
URL
Click Save , then Connect and approve the Rivo OAuth screen for your store
Step 3: Verify the connection
Start a new chat and ask: “Use the Rivo tools to look up my shop information”
💡 ChatGPT's MCP support is a beta feature. If you experience issues, Claude.ai is recommended for the most reliable experience.
Connect with OpenAI Codex
OpenAI Codex (the CLI coding agent) connects using an MCP API key. Generate one from Settings → Developer Toolkit if you haven’t already.
Step 1: Set your API key as an environment variable
Add this to your shell profile (e.g. ~/.zshrc or ~/.bashrc):
export RIVO_MCP_API_KEY="your-api-key-here"
Step 2: Add Rivo to your Codex config
Open ~/.codex/config.toml and add:
[mcp_servers.rivo]
url = "https://developer-api.rivo.io/merchant-mcp/mcp"
bearer_token_env_var = "RIVO_MCP_API_KEY"
Step 3: Verify the connection
Start a new Codex session and ask: “What tools do you have available from Rivo?”
What You Can Look Up
Once connected, your AI assistant can access the following 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
Earning Rules
How customers earn points — triggers, point amounts, status
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
Shop Configuration
Program settings, notification templates, integrations
Add the Rivo Merchant Skill (Recommended)
Once connected, add the Rivo Merchant Skill to teach Claude exactly how to use each Rivo tool — customer investigations, analytics queries, program configuration, and more.
Claude.ai: Click + → Add Skill from URL → paste the link above
Claude Code: Save as
.claude/skills/rivo-merchant-mcp/SKILL.mdin your projectClaude Desktop: Add as a project file in your workspace
💡 The skill is optional — your MCP connection works without it. But it dramatically improves the quality of answers Claude gives about your loyalty program.
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.
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 or take actions on your behalf.
Your data only — The connection is scoped to your store. No other merchant’s data is accessible.
Revocable anytime — Deactivate API keys or revoke OAuth access from Settings → Developer Toolkit or Settings → MCP.
No data storage — Rivo does not store your AI conversations. Queries go directly between your AI assistant and Rivo’s servers.
Troubleshooting
“Authentication failed” or “Invalid token”
Verify your API key is correct (no extra spaces)
Check that your key is still active in Settings → Developer Toolkit → MCP API Keys
Generate a new key if needed
“Connection refused” or timeout errors
Ensure you’re using
https://(nothttp://)Try restarting your AI assistant
Tools not appearing
Restart the application after adding the MCP configuration
In Claude Desktop, check that the config JSON is valid (no trailing commas)
“No data found” for a customer or order
Verify the customer email or order number is correct
Confirm the record exists in your Rivo dashboard
I don’t see MCP in my Rivo settings
MCP needs to be enabled for your account. Reach out to your Customer Success Manager or contact support.
FAQ
Which AI tools are supported?
Claude.ai, Claude Desktop, Claude Code, ChatGPT, and OpenAI Codex are all supported. Any AI assistant that supports the MCP (Model Context Protocol) standard should work.
Can my AI assistant make changes to my program?
No. The connection is completely read-only. Use your Rivo dashboard to make changes.
Is there an extra cost?
The Rivo MCP integration is included in your Plus plan at no additional charge. Your AI subscription (Claude, etc.) is billed separately.
Can I connect multiple AI tools at once?
Yes. Generate separate API keys for each tool from Settings → Developer Toolkit.
Need Help?
Documentation : help.rivo.io
Support : Email [email protected]
MCP Protocol : modelcontextprotocol.io