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MCP server

Plug an agent — Claude, ChatGPT, Cursor — into an organization's data, with a member's rights and not one more.

Updated on August 14, 2026

Connecting a client that speaks OAuth

Claude and ChatGPT negotiate the authorization themselves: all they need is the server address, shown under Settings → MCP.

  1. 1

    Add the server

    Paste the MCP server address into the client. It discovers where to ask for authorization on its own.

  2. 2

    Pick the organization

    A consent screen opens in the browser: you sign in, pick the organization, and authorize. The authorization covers that organization only.

  3. 3

    Work

    The agent sees the tools your own rights cover. Cut its access whenever you want under Settings → MCP.

Connecting an agent without a browser

A script, a worker, a self-hosted agent: an organization API key is the direct route, with no consent step to repeat.

  1. 1

    Create a key

    Settings → API keys, with only the scopes the agent needs.

  2. 2

    Declare the server

    Add the server to the client's configuration, with the key in the x-api-key header.

  3. 3

    Check what is exposed

    The agent only sees tools its scopes cover: a missing scope makes the tool invisible, not merely refused.

{
  "mcpServers": {
    "react-box": {
      "type": "http",
      "url": "https://www.react-box.com/api/mcp",
      "headers": { "x-api-key": "rbx_…" }
    }
  }
}

What an agent can do

The exact list, with the permission each tool requires, is shown under Settings → MCP.

  • Context: the current organization and, for an accounting firm, its client files.
  • Vault: search documents and read their record. File contents never travel over MCP.
  • Sales: list invoices and credit notes, open one invoice in full.
  • Purchases and third parties: supplier invoices, the customer/supplier directory.
  • Treasury: bank accounts, cash position, ageing and forecast.
  • Writes: create a third party, prepare an invoice draft. Nothing is issued, sent or deleted.

The limits

What bounds an agent, and what no clever phrasing on its part gets around.

  • Rights come from the key (its scopes) or from the person who consented (their role) — never from the MCP client itself.
  • An accounting firm passes a clientId to work a client file, at an assigned collaborator's level and never a supervisor's.
  • 120 calls per minute per connection.
  • Lists return 50 items per page, 200 at most, and say explicitly when more remain.
  • Every write leaves a line in the organization's activity log, naming the connection that made it.

An agent reads your data

Only connect clients you would trust with a collaborator's access, and grant the narrowest scopes. When in doubt, disconnect: it takes effect immediately.