Charm + Claude
Set up and run your loyalty program by talking to Claude.
How it works
What you can do.
Charm ships an MCP server on top of its public API. Add it to Claude as a custom connector and work in plain language: set up ways to earn, rewards, VIP tiers, referrals, paid memberships and your partner programme, plan a double points weekend, translate every title into the languages you sell in, or ask why a shopper dropped a tier. Claude shows you a preview of each change before it makes it, and anything it changes can be undone.
- ✓Set up and tune the program: ways to earn, rewards, VIP tiers, referrals, who earns, e-mails, paid memberships, the partner programme, bonus campaigns and titles in every language your shop sells in
- ✓Every change previewed first: Claude shows you the exact difference and makes the change once you agree
- ✓Change history with undo: see who changed what, in the admin or through Claude, and put the latest change back after a quick confirmation
- ✓The switches stay yours: Claude can't turn the program, VIP tiers, referrals, the partner programme or e-mails on or off, or put a membership on sale
- ✓Customer questions too: points, tiers and redemptions, within the scopes you allow
Under the hood
What the data looks like.
Connector: https://charm.appfleece.app/api/mcp
You: "Give 50 points for a product review."
Claude → charm_list_program_rule_types { kind: "earning" }
→ charm_create_earning_rule { type: "product_review",
fields: { fixedPoints: 50 },
dry_run: true }
← preview: Product review, 50 points
You: "Looks good, do it."
Claude → charm_create_earning_rule { ..., if_revision: 41 }
← created, in Change history, undoableSetup
Five-minute setup.
- 1In Charm, open Set up in chat on the home page (it's also offered in onboarding). It shows the Charm address and gives you a one-time connection code
- 2In Claude, open Customize → Connectors → Add custom connector and paste the address. No token or header needed
- 3Claude opens a Charm approval page, which shows where it sends you back (claude.ai). Type the code and allow access. The card in Charm shows Connected: Claude
- 4Start chatting. Disconnect Claude any time from the same card or in Charm → Settings → API
FAQ
Common questions.
Can Claude change my program without asking?
It previews first. Every program change can run as a dry run that writes nothing and returns the exact difference, and Charm tells assistants to show you that preview and wait for your yes. If you changed the program in the meantime, Claude's change is refused instead of overwriting yours.
What if I don't like a change?
Open Program → More actions → Change history in Charm. Every change made through Claude is listed with a one-line summary. Undo on the latest change to a rule, reward, tier, campaign or membership puts it back once you confirm.
Can Claude switch my program on, or email my customers?
Turning the program, VIP tiers, referrals, the partner programme or e-mails on or off, and putting a membership on sale, stays a click in Charm. A campaign Claude creates sends no email unless you ask for one, and Claude sees how many members it would reach before it does.
What can Claude see once it's connected?
Connected with a code from Set up in chat, Claude reads your shop and program settings and changes the program. It can't see customer data or change anyone's points. For support work, connect with an API key from Settings → API instead: its scopes are exactly what Claude can do, enforced on every call.
Does Charm data get used for training?
The connector sends your data to Anthropic under whatever terms your Claude plan carries. Charm's side is a plain API call: we don't route anything through a third party, and disconnecting stops it dead.