1.5.2 CJA & Claude.ai with MCP server

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Video

In this video, you’ll get an explanation and demonstration of all the steps involved in this exercise.

1.5.2.1 Create custom app in Claude.ai for CJA

Go to https://claude.ai/ and log in using your account details. Once you’re logged in, you should see this. Click the + icon.

Select Add connectors.

Click add a custom one.

Fill out the fields like this:

Click Add.

You should then see this. Click Connect.

Once you’re successfully authenticated, you should see this. Click the + icon to start a new chat.

Go to +, to Connectors and you should see that the CJA connector is now enabled.

You’re now ready to start your data analysis.

1.5.2.2 Set context in CJA

Before interacting further with CJA through Claude.ai, the context needs to be set.

For this exercise, the context needs to be set to use:

The Dataview setting helps to identify which dataview Claude.ai should look at when asking questions.

Enter the following Prompt and click the send button.

list dataviews

Select Always allow.

You should then see a similar list of available dataviews.

To change that to the dataview that needs to be used, enter the following Prompt and click the send button.

switch to dataview --aepUserLdap-- - Omnichannel Data View

Select Always allow.

You should then see this.

Your context is now properly set, so you can start sending specific prompts next.

1.5.2.3 Explore the dataview

Enter the following Prompt and click the send button to explore which metrics and dimensions are available to you.

list the available metrics and dimensions

Select Always allow twice, once for retrieving metrics and a second time for retrieving dimensions.

You should then see this response, which includes the metrics and dimensions that were set up as part of the exercise Create a dataview.

1.5.2.4 Freeform Table - Product Views

You can now start exploring the data. Start by entering the below prompt and click send to submit your report request.

how many product views happened on January 21, 2026?

Select Always allow.

You should then see a response like this.

You can now break down the response by adding a dimension. Enter the following prompt and click the send button.

break down product views by product name

You should then see a response like this.

You can now also create a visualization. Enter the following prompt and click the send button.

create a line visualization by hour for product views on January 21

You should then see this.

You can now also download this line graph. Enter the following prompt and click the send button.

export this chart to PNG

You should then see this. Click Download.

You can then open the downloaded PNG and use it in other documents.

Enter the following prompt and click the send button.

can you breakdown product views by user agent?

You should then see this.

1.5.2.5 Fallout Visualization

Enter the following prompt and click the send button.

can you create a fallout visualization for the product interaction funnel, starting with all traffic and then in the next steps add Product Views, Add to Cart and purchases?

You should then see something like this, which includes a visualization generated by Claude.ai based on the data provided by Customer Journey Analytics.

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