Overview

This article guides you through creating a custom @RISK Agent Connector. Depending on your setup, follow:

• Steps for Individual Users

• Steps for Organization Users

Steps for Individual Users

Follow the instructions below to create a custom @RISK Agent Connector.

Prerequisites:

• You need a valid DTS or @RISK license to create the custom connector.

• Ensure you have Administrator privileges on the machine.

• Download and install @RISK 8.14.0 from MyLumivero portal. 

Step 1: Retrieve @RISK Agent URL

1. Log into the MyLumivero portal.

2. From the left navigation, select My Licenses.

3. Click Copy @RISK Agent URL under your DTS license.
   

   NOTE  If you are unable to find your @RISK license in the MyLumivero portal, check the email used to purchase your license. If you are still unable to locate it, contact support for assistance.

Step 2: Create Connection in Claude Desktop

1. Launch Claude.

2. Navigate to Customize > Connectors.

3. Click the + icon and then select Add custom connector.
   

4. Enter a name for the connector, e.g., @RISK Agent.

5. For the remote MCP server URL, enter the @RISK Agent URL retrieved in Step 1.

6. Click Add.
   

7. Click Connect to authenticate using your MyLumivero portal account.
   

8. If prompted, review and accept the AI terms of use to complete the setup.

   The connector is successfully set up in Claude.

Step 3: Verify Connection from Excel

1. Open @RISK in Excel.

2. Go to Preferences > General Preferences.
   

3. Enable Create @RISK simulation results for @RISK Agent.
   

4. Under Home, select Claude.
   

5. Select + and then select Connectors.
   

6. Ensure the @RISK Agent option is enabled.
   

   NOTE: If you are unable to see the @RISK Agent option, do the following:

   1. Launch Claude.
   2. Go to Customize, and click Connect to authenticate using your MyLumivero Portal account.

Steps for Organization Users

Prerequisites:

• An enterprise @RISK DTS license is required.

• Organization Owner or License Manager privileges are required to assign licenses through the MyLumivero portal.

• IT Administrator privileges are required to create a connector at the organizational level.

• Download and install @RISK 8.14.0 from MyLumivero portal. 

Step 1: Retrieve @RISK Agent URL (Admin steps)

1. Log into the MyLumivero portal.

2. From the left navigation, select My Licenses.

3. Click Copy @RISK Agent URL under your @RISK DTS license.

   

   NOTE  If you have not already assigned seats/licenses, navigate to My Licenses > Manage Licenses, select the required @RISK DTS license, and use one of the following options to assign seats to your end users: Add user, Upload CSV, or Copy from License.

Step 2: Create Connection in Claude Desktop (Admin steps)

1. Launch Claude.

2. Go to Organization settings > Connectors.

3. Click Add, select Custom > Web.
   

4. Enter a name for the connector, e.g., @RISK Agent.

5. Enter your remote MCP server URL — this is the @RISK Agent URL retrieved in Step 1.

6. Click Add. 
   The connector is successfully set up in Claude.

Step 3: Connect to Claude Desktop (End-user steps)

1. On the end-user’s machine, launch Claude.

2. Navigate to Customize > Connectors.

3. Find the connector created in Step 2.

4. Click Connect to authenticate using your MyLumivero portal account.
   

5. If prompted, review and accept the AI terms of use to complete the setup.

   The connector is successfully set up in Claude.

Step 4: Verify Connection from Excel (End-user steps)

1. On the end-user’s machine, open @RISK in Excel.

2. Go to General Preferences.
   

3. Enable Create @RISK simulation results for @RISK Agent.
   

4. Under Home, select Claude.
   

5. Select + and then select Connectors.
   

6. Ensure the @RISK Agent option is enabled.
   

   NOTE: If you are unable to see the @RISK Agent option, do the following:

   1. Launch Claude.
   2. Go to Customize, and click Connect to authenticate using your MyLumivero Portal account.