Connect an AI assistant with MCP

For:Administrator

The MCP protocol allows a compatible assistant to access or utilize Unisoft functions within the limits you set. It can be connected to Claude Desktop using an API key, or to Claude.ai and ChatGPT via OAuth.

Activate and connect

1. Open Developers → MCP (AI).
2. Enable MCP after reading the warning about direct access to data and actions.
3. Click Connect and select the assistant.
4. For an API key, select the minimum permissions then copy the secret. For OAuth, check the permissions on the consent screen.
5. First test a read operation with no effect, then a controlled action.

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The assistant operates with the granted rights

MCP does not add a Unisoft confirmation to each request. Review the actions suggested by the assistant, restrict permissions, and never assign it a key that is broader than necessary.

Cut off access

Disabling MCP immediately terminates the organization’s MCP connections. You can also revoke only the specific key from the API Keys tab. If in doubt, cut off access and create a new connection with fewer permissions.

The Assistant (Yossi) tab on the Developers page is separate: it relates to configuring the Unisoft assistant, not accessing a third-party tool via MCP.

Related tools and guides

The MCP workflow also includes the task guides provided with the tools. Operations are still limited by the permissions granted and the selected organization. The presence of a guide does not create capabilities that are absent from the authorized tools. For the built-in assistant, see Yossi.