Video

MCP

Wheelhouse MCP - Connect & Get Started Fast

A quick walkthrough showing how to connect the Wheelhouse MCP to Claude in under two minutes, unlocking conversational access to your Wheelhouse portfolio data.

~ 2 minutes

About this training

In this quick walkthrough, John DeRoulet, Head of Revenue Management Education at Wheelhouse, shows just how easy it is to connect the Wheelhouse MCP to Claude from scratch. In under two minutes, he covers enabling MCP access from your Wheelhouse API keys page, adding it as a custom connector in Claude, authorizing through your Wheelhouse login, and asking your first question about your portfolio.

If you've been holding off on setting up the Wheelhouse MCP because it seemed complicated, this video proves otherwise — it's a simple, one-time setup that unlocks direct, conversational access to your Wheelhouse data through Claude.

Hosted by

John deRoulet

Sr. Director of Revenue Management Education | Wheelhouse

Details

Format:

Video

Date:

Sep 02, 2026

Length:

2 minutes

AI & MCP Training

/

Wheelhouse MCP - Connect & Get Started Fast

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