Rounak Dhillon dfc9672016
Docs: MCP Content Templating (#22476)
* Docs: MCP Content Templating

* Docs: MCP Content Templating

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Co-authored-by: “Rounak <“rounakpreet.d@deuexsolutions.com”>
2025-07-21 08:55:13 +00:00

7.0 KiB

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Getting Started with Claude Desktop /how-to-guides/mcp/claude

Getting Started with Claude Desktop

Configure {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}'s MCP Server to interact with Anthropic's AI assistant platform.

Prerequisites

For this guide, you will need:

  • nvm
  • OpenMetadata v1.8.0 - You can upgrade your version of {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} with this guide
  • Claude Desktop

Add MCP App to {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}

{% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} has a variety of applications to improve your data such as MetaPilot, Data Insights, Search Indexing, and MCP.

  • Go to /marketplace/apps/McpApplication and select Install

{% ossContent %} {% image src="/images/v1.9/how-to-guides/mcp/install-mcp.jpg" alt="Add MCP app" caption="Install MCP Server on OpenMetadata" /%} {% /ossContent %}

{% collateContent %} {% image src="/images/v1.9/how-to-guides/mcp/install-mcp.jpg" alt="Add MCP app" caption="Install MCP Server on Collate" /%} {% /collateContent %}

  • The next screen, with Origin Header URI is for Streamable-Http requests. This guide uses SSE, so we can skip this portion, select Submit

Install mcp-remote

Next, we will be adding mcp-remote to Claude Desktop so we can give Claude secure access to your {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} MCP Server via support for HTTP+SSE.

  • Install the latest node version
nvm install 22 && nvm alias default 22
  • Install mcp-remote globally*
npm install -g mcp-remote

*Note: Installing globally may require you to run as root sudo npm install -g mcp-remote

  • Start mcp-remote
npx @modelcontextprotocol/inspector

This will start mcp-remote's MCP Inspector on your localhost at http://127.0.0.1:6274/. Keep your terminal window open, you will see requests coming from Claude to OpenMetadata through mcp-remote in this window once you start prompting.

Adding your {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} PAT to mcp-remote

The next step will be to add your Personal Access Token (PAT) to mcp-remote so that Claude can communicate with {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}

  • Go to /users//access-token and select Generate New Token. This will give Claude the same role and access policy that is assign to you in {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}, if you would like Claude to have different role-based access controls, create a new user.

{% image src="/images/v1.9/how-to-guides/mcp/generate-new-token.jpg" alt="Generate New Token" caption="Creating a new Personal Access Token" /%}

  • Set your Token Expiration. This guide uses 60 days. Once your new token is created copy it.

{% image src="/images/v1.9/how-to-guides/mcp/generate-new-token-2.jpg" alt="Set Token Lifespan" caption="Personal Access Token expires in 60 days" /%}

  • Paste your PAT in mcp-remote's MCP Inspector.
    • MCP Inspector URL is http://127.0.0.1:6274/
    • Transport Type is SSE
    • URL is /mcp/sse
    • Bearer Token is your PAT
    • Select Connect

Adding your {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} MCP Server to Claude Desktop

This how-to guide uses the free version of Claude Desktop for macOS with Sonnet 4.

  • Navigate to Claude Desktop's Settings, then select Developer and Edit Config. Paste the following into claude_desktop_config.json
{"mcpServers": {
    "openmetadata": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "<YOUR-OpenMetadata-SERVER>/mcp/sse",
        "--auth-server-url=<YOUR-OpenMetadata-SERVER>/mcp",
        "--client-id=openmetadata",
        "--verbose",
        "--clean",
        "--header",
        "Authorization:${AUTH_HEADER}"
      ],
      "env": {
        "AUTH_HEADER": "Bearer <YOUR-OpenMetadata-PAT>"
      }
    }
  }
}
  • Restart Claude Desktop. You should see your openmetadata service running

{% ossContent %} {% image src="/images/v1.9/how-to-guides/mcp/claude-settings.jpg" alt="Claude Settings" caption="OpenMetadata MCP Server running in Claude Desktop" /%} {% /ossContent %} {% collateContent %} {% image src="/images/v1.9/how-to-guides/mcp/claude-settings.jpg" alt="Claude Settings" caption="Collate MCP Server running in Claude Desktop" /%} {% /collateContent %}

Prompt to read from {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}

This part of the guide assumes that you have assets in {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} that Claude can read, and that some of your data assets have references to customers. You can change the prompt accordingly and/or add data sources into OpenMetadata here.

Past the following prompt into Claude to have it read from {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}:

Imagine you're a data analyst tasked with building a customer retention dashboard. Can you help me identify which tables or datasets in the openmetadata database might contain relevant information?

Claude will ask if it can use the external integration {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %}, select Allow always. You may have to do this multiple times, once for each tool. Claude is now reading from {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} via its MCP Server!

{% ossContent %} {% image src="/images/v1.9/how-to-guides/mcp/claude-allow.jpg" alt="Allow Claude to use OpenMetadata" caption="Claude asking for permission to search OpenMetadata" /%} {% /ossContent %} {% collateContent %} {% image src="/images/v1.9/how-to-guides/mcp/claude-allow.jpg" alt="Allow Claude to use Collate" caption="Claude asking for permission to search Collate" /%} {% /collateContent %}

Show us what you got

With MCP, we are finding new ways to use {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} all the time! Now that you have Claude and {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} configured to work together, think you've got a great new use case? Show us what you've got in the {% collateContent %}Collate{% /collateContent %}{% ossContent %}OpenMetadata{% /ossContent %} #mcp Slack Channel!