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MCP connections

Operately exposes a hosted remote MCP server so AI clients can read and optionally write workspace data on your behalf. A connected client uses the access you approve during OAuth, while your existing Operately permissions still apply.

Each connection is linked to one company. To use a different company, connect the client again and select that company during authorization.

Choose the access level#

AI clients request one or both of these access levels:

  • View data lets the client read Operately data, such as search results and resource details.
  • Create, update, delete, and archive content lets the client make changes to resources.

If a client does not request an access level, it receives read-only access by default.

The client cannot choose a company while calling a tool. It uses the company that was selected when you connected it.

Connect a client#

Add Operately as a remote MCP server in your AI client, then complete the OAuth flow: sign in and approve the requested access.

If you belong to only one company, Operately selects it automatically. If you belong to more than one, you must choose a company during authorization. Every tool call from that connection runs against the selected company. To use a different company, connect the client again and choose that company.

Use the MCP server URL for your Operately instance. On Operately Cloud, that is https://app.operately.com/mcp. For a self-hosted installation, use https://YOUR_INSTANCE/mcp.