This knowledge-sharing article demonstrates how to expose a Pega application as an MCP (Model Context Protocol) server and enable external AI clients, such as Claude, to securely interact with and process Pega cases through natural language conversations.
Pega Infinity version used: 26.1
How to configure
Step 1 - Create an OAuth 2.0 client registration rule.
Select “Public” under Client Credentials > Type of client.
Under the Supported grant types section, configure as in the below screenshot including a redirect URI.
https://claude.ai/api/mcp/auth_callback
The rest of the configurations:
Step 2 - Create a new tool that will be exposed through the Pega MCP server.
This particular tool will start a new grant application intake in the Grant Management system (built in Pega).
Under the ACTION tab:
Under the PARAMETERS tab:
Step 3 - Create a new MCP service rule.
Under the Configure Clients section, select “Claude.ai” and the OAuth 2.0 client registration rule configured above. The Connection Configuration information will be automatically populated. Copy that information to a notepad (which will be later used in Claude).
Under the CASE TYPES tab, select the tool created above.
I also selected additional OOTB tools to provide more capabilities to external AI clients.
This completes the configurations on the Pega side. Let’s now switch to an external AI client: Claude.
Step 4 - Login to Claude (https://claude.ai) and click the ‘Customize’ menu on the left navitation panel.
Step 5 - Add a new custom connector.
Enter the remote MCP server URL and OAuth Client ID fields (copied from the Pega MCP service rule above). Click Add.
Click Connect in the following screen.
You will be routed to the Pega Login screen.
Step 6 - Login with your Pega login ID and password.
Upon a successful login, you will be redirected to Claude.
Step 7 - Verify a new connector added in Claude with the available tools from Pega.
Runtime behavior
Step 1 - In the Claude chat session, request the creation of a new grant application case.
Claude will invoke the appropriate tool exposed by the Pega MCP server to create the case in Pega.
Step 2 - Review the result returned by Claude.
Claude used a tool provided by the Pega MCP server to successfully create a new grant application case in Pega.
Step 3 - Verify that the A-3001 case is created in Pega with the parameters passed from Claude.
This demonstrates how external AI clients can seamlessly interact with Pega through MCP, enabling users to initiate business processes and create cases directly from their preferred AI assistants without navigating the Pega application, accelerating user productivity and expanding access to enterprise workflows through conversational AI.
Other references (MCP)
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