Connect an MCP client
The app's /mcp/setup page provides your instance's server URL ending in /api/mcp. Compatible clients can use its sign-in/consent flow. All available tools, permissions and workflows are described in the "MCP interface" section.
- Open Account → Integrations and the MCP setup guide.
- Copy its server URL to your client.
- Sign in, review the consent page and approve the intended connection.
- Verify the organization using a read request.
Create a key with appropriate access
MCP and WebDAV keys are separate. Full tokens appear only once after creation.
- Name
- Required label identifying the client or device.
- Read only
- List and read data.
- Read + Write
- Also create and update.
- Full access
- Read, write and delete; initially selected, so check the required scope.
- Account-wide
- Works across your memberships with an explicit organization per request. Otherwise the key is bound to the active organization.
- Open the correct key section and start creation.
- Set name, access level and account-wide choice.
- Create and copy the token directly to the intended client.
- For account-wide MCP, add X-Organization-Slug as shown by the setup guide.
Set up WebDAV
Use the WebDAV key section and /webdav/setup for a network-drive/file client.
- Create a WebDAV key with the required scope.
- Copy the setup guide's address and authentication format into your client.
- Verify folder access and, if intended, writing.
Revoke keys and locate webhooks
Key lists show metadata and last use. CRM webhooks live in CRM settings; chat webhooks live in channel settings.
- Identify the obsolete key by name and last use and revoke it.
- Create a replacement only if the client still needs access.
- Configure CRM or chat webhooks in the corresponding module, following its displayed request format.
Common pitfalls
Tokens cannot be revealed again
Replace a lost token and revoke the unused key.
Purpose and context matter
WebDAV and MCP keys are distinct. Account-wide access requires an organization context and does not grant new memberships.
