Rival Practice (Authority plan) lets you connect your own AI assistant — like Claude Desktop — directly to your firm's workspace, so you can ask about your pipeline, contacts, and follow-ups in plain language. It's read-only, private to your firm, and you can revoke access anytime.

Before you start

• You're on the Authority plan.
• You have an MCP-compatible AI assistant installed (this guide uses Claude Desktop as the example; other assistants that support custom MCP connectors work the same way).
• Node.js is installed on your computer (needed once, to run the connector bridge).

Step 1 — Generate your connector token (in your portal)

1. Sign in to your Rival Practice workspace.
2. Go to Settings → Developer → AI Assistant Connector.
3. Click Generate token. Your token appears once — copy it immediately (you can regenerate anytime). The page also shows a ready-made configuration you'll paste in Step 2.

Step 2 — Add it to your AI assistant

In Claude Desktop: open Settings → Developer → Edit Config. Paste the configuration your portal showed (it looks like the block below, already filled in with your endpoint and token), then fully quit and reopen the app.

{
  "mcpServers": {
    "rival-practice": {
      "command": "npx",
      "args": [
        "-y", "mcp-remote", "https://YOUR-FIRM.rivalpractice.com/api/v1/mcp",
        "--header", "Authorization:${RIVAL_MCP_AUTH}"
      ],
      "env": { "RIVAL_MCP_AUTH": "Bearer YOUR_TOKEN_HERE" }
    }
  }
}

(The portal fills in your real endpoint and token — just copy from there.)

Step 3 — Try it

Ask your assistant something like:

• "What's my pipeline forecast?"
• "Which of my leads have gone quiet?"
• "Summarize my recent contact activity."
• "What's my AI-visibility score?"

What your assistant can (and can't) do

It has read-only access to your firm's own data: pipeline analytics, contacts and their history, your AI-visibility score, and pending follow-up drafts. It cannot change anything, send messages, or access billing — and it can only ever see your workspace, never another firm's.

Staying in control

• The connector is off until you generate a token.
• Only workspace Owners and Admins can manage it.
• Disable it anytime in Settings → Developer to instantly revoke access.
• Lost your token? Just regenerate — the old one stops working immediately.

Troubleshooting

• Assistant doesn't see the tools: confirm Node.js is installed, the config is valid JSON, and you fully restarted the app.
• "Unauthorized": regenerate the token and update the config; make sure the workspace is on the Authority plan.