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Using Create Action Item in Claude

Once you have successfully established a private connection to the Pricefx MCP Server, you can use the create_action_item private tool.

  1. Open your browser and launch Claude.

  2. Click New chat.

  3. Click Search and tools ClaudeSearchAndToolsIcon.png icon in the message input field.

  4. Enable your private Pricefx MCP Connection.

    ClaudePrivateConnection.png

  5. Check that Create action item tool is available and enabled.

    ClaudeListToolsCreatActionItem.png

  6. Enter the prompt into message input field.

    ClaudeMessageInputCreateActionItem.png

  7. Click ClaudeArrowIcon.png .

  8. Review the results returned by the tool.

    CluadeCreateActionItemResults.png
CluadeCreateActionItemResultsPricefx.png