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This guide gets you from zero to a working MCP connection with one safe, read-only verification call. It does not create or approve work.

Step 1: Connect

Need client-specific instructions for ChatGPT, VS Code, or other MCP hosts? Use the full MCP Client Setup guide.

Step 2: Verify Connection

Run this safe, read-only call to confirm everything works:
The response should identify the active workspace. IDs, names, and additional fields vary by account; do not copy a response from this page as workspace state. If you get workspace_not_set, list available workspaces and set one:

Step 3: Explore Your Org

The response contains the available brief or recommendation signals for the active workspace. Its contents depend on the workspace and reporting period.

Step 4: Check Pending Decisions

The response contains the matching decisions, if any. Review the returned record before taking a write action. If you have pending decisions, approve one:

What’s Next

Agent Recipes

Small, reviewable workflows with contract links.

Failure Playbooks

Error recovery for common issues.

Tool Profiles

Reduce schema overhead with role-based profiles.

Full Tool Reference

Complete documentation for the current MCP tool catalog.