Exchange: Cint MCP capabilities, permissions, and troubleshooting in Claude

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This feature is currently in closed-beta. If you are interested in participating in the beta program, please contact your Customer Success Manager (CSM).

Cint MCP lets you complete most everyday Cint Exchange tasks from Claude, including checking feasibility, creating and launching target groups, and monitoring or closing them. Some settings are available only in the Exchange UI.

A few tasks are not available anywhere through Claude.

This article lists which tasks you can do in Claude, which tasks you must do in the Exchange UI, and where to find each one in the UI. Use it to check where a task happens before you start, or to find the right setting when Claude tells you it can't make a change.

Available functionality in Claude will expand during the beta.

Tasks you can do in Claude

  • Set up Check feasibility and pricing

  • Set up Create target groups as drafts

  • Set up Set supply on a target group when you create it or while it is a draft. This includes open and private exchange shares, shares reserved for named suppliers, and blocked suppliers.

  • Launch Launch target groups

  • Launch Monitor target groups

  • Launch Pause, resume, and close target groups

  • Launch Read your account's supply allocations

  • Optimize Change CPI and pacing

Tasks that must be edited in the UI

Task

Where

Change supply on a target group that is already in field

Advanced Settings

Change field dates on a target group that is already in field

Basic Settings

Set up interlocked (blended) profiles and control quotas

Profiling

Set an automated CPI band or a total budget cap

Automate Fielding

Export reports

Reports

Clone an existing target group

Duplicate Draft

Set exclusion lists, re-entry rules, and respondent activity exclusions

Advanced

About supply

If you don’t specify supply when you create a target group, it uses your account’s default allocation. For most studies, this is the right choice. After a target group starts collecting, you can change where its sample comes from only in the Exchange UI.

Tool access and permissions

Claude asks for your approval before each Cint MCP tool call runs. This is deliberate, because some actions incur a cost.

Action

What it does

Reversible?

Feasibility checks, question search, project and target group reads

Looks up information

Read-only. Nothing to reverse.

Create draft

Creates a draft target group

Yes. A draft costs nothing (outside your LLM token usage costs)

Update target group, update CPI

Changes target group settings or price

Applies going forward. A CPI increase raises the cost of every later complete.

Transition target groups - launch

Takes a survey live and starts buying sample

No

Transition target groups - pause / resume

Stops or restarts fielding

Yes

Transition target groups - close

Ends fielding

No. A closed target group can be relaunched from the Exchange UI, but relaunching is not an undo.

Warning: Do not set the transition target groups tool to “Always allow.” Launching, pausing, resuming, and closing all go through this one tool, so allowing it always allows all four. These actions spend money or end fielding, and the approval prompt is your last chance to catch a wrong target group or figure.

Approvals within Claude

Claude asks you to allow or decline each tool call. Your plan and your organization’s settings determine whether you can choose “Always allow” for a tool. On Team and Enterprise plans, this is an admin setting that is off by default, so every write is approved per task. If you cannot find the option, it is switched off for your organization.

Follow Claude’s current instructions:

Where things live in the Claude app

  • Customize → Connectors - the Cint connector and its sign-in state

Turn off Cint MCP

  • Disconnect the connector. Claude can no longer reach the Exchange but it keeps its Cint domain knowledge. Use this when you want help thinking through a buy with no chance of a live call. Sign in again to restore access.

    Follow Claude's current instructions → Get started with connectors

For per-tool permission rules in Claude Code, see Set up Cint MCP in the Claude Code CLI.

See the following for more information: