Connect Episto to Claude

Connect Episto to Claude

The Episto connector lets you analyse your surveys by simply asking Claude questions in plain language. Once connected, Claude can list your surveys, track fieldwork progress, break down completion funnels and explore results — using your own Episto account and permissions, with no export or copy-paste needed.

Requirements

  • An active Episto account (the same email and password you use on the Episto platform)
  • A Claude plan that supports connectors: Pro, Max, Team or Enterprise

Set up

    Open Settings > Connectors in Claude, click Browse connectors and search for Episto — or add it as a custom connector with the URL https://mcp.episto.fr/mcp .
    Click Connect . Claude opens the Episto sign-in page.
    Log in with your Episto account and approve the requested access.
    That's it — ask Claude about your surveys.

What you can do

Area
What Claude can access
Surveys
List your surveys, inspect a questionnaire and its questions
Fieldwork
Track collection progress against targets and quotas
Completion
Analyse where participants screen out or drop out, step by step
Results
Explore aggregated results, cross-tabulations and individual responses
Everything is read-only: the connector never modifies your surveys or data.

Example prompts

  • « List my active surveys and tell me which ones are behind on fieldwork. »
  • « Where do participants drop out in survey X? Show me the completion funnel. »
  • « What are the main results of question 3 in my brand-tracker survey, split by age group? »
  • « Compare the screen-out rates of my two latest surveys and suggest why they differ. »

Permissions and security

  • You authenticate with your own Episto account through OAuth 2.0 — the connector never sees your password, and Claude only receives a scoped access token.
  • Every request is checked against your own Episto permissions : you can only access the surveys and accounts you already have access to on the platform.
  • To disconnect, remove the connector in Claude's settings — the access token stops being used.

Data and privacy

The questions you ask that involve Episto are transmitted to our servers only to execute the requested action, and are handled according to our privacy policy:  https://episto.fr/en/privacy-policy . Data is hosted in Europe.

Support

Questions or issues? Contact us at  hello@episto.fr .