> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
> Use this file to discover all available pages before exploring further.

# [BETA] Connect Upflow to your AI client (MCP server)

> Connect Claude, ChatGPT, and other AI clients to Upflow through the MCP server. Set up takes a few minutes from your user settings.

<Info>
  The MCP server is currently in **Closed Beta**. If you'd like access, talk to your CSM or contact [product@upflow.io](mailto:product@upflow.io)
</Info>

The Upflow MCP server lets you securely query your Upflow data from any standard AI client — Claude, ChatGPT and others. Connection happens in your user settings via OAuth.

With the MCP server, you can:

* Ask your AI client to retrieve Upflow data on demand (debtors, collected amounts, contacts, invoices, payments, …).
* Connect every Upflow organization you have access to with a single authorization.
* Let each person on your team connect their own AI client, scoped to their existing Upflow permissions.

<Note>
  The Upflow MCP server is compatible with most standard AI clients. For security reasons, we whitelist the AI clients allowed to connect. If you're using an internal AI client or a less common one and the connection fails, contact [support@upflow.io](mailto:support@upflow.io) and we'll review whether we can whitelist it.
</Note>

## Before you start

A few things to know:

* **Admin enables MCP per organization.** Once enabled for your org, any user (admin or member) in that org can connect their own AI client.
* **OAuth tokens are read-only.** Your AI client can query data but cannot create, update, or delete anything in Upflow.
* **Scope follows your Upflow permissions.** What you can see through MCP is the same as what you can see in the app.
* **Multi-org in one connection.** A single OAuth grant covers every MCP-enabled organization you have access to. Results come back labelled by organization.

## Step 1 - Enable MCP for your organization (admin)

<Info>
  This step is only needed once per organization, and only an admin can do it.
</Info>

1. Go to [**Settings → Integrations → MCP Server**](https://app.upflow.io/organization/-/settings/integrations/mcp-server).

<Frame>
  <img src="https://mintcdn.com/upflow-04dc27cd/3X9KKVSGcogngKDe/images/image-10.png?fit=max&auto=format&n=3X9KKVSGcogngKDe&q=85&s=6411d7eaaaa94f00bb50c5d7ce998ce8" alt="Image" width="1382" height="530" data-path="images/image-10.png" />
</Frame>

1. Toggle **Enable MCP Server** on.
2. Members of your organization can now connect their own AI client. Share the relevant client guide below with them.

<Warning>
  Disabling MCP at the org level **suspends** access for that org but keeps user grants intact. Users who want to fully invalidate a grant must do so themselves from their user settings.
</Warning>

## Step 2 - Connect your AI client

Pick the guide that matches the AI client you use:

* [**Connect Claude**](/en-us/technical-documentation/mcp-server/connect-claude) — Claude Desktop and Claude.ai web app.
* [**Connect ChatGPT**](/en-us/technical-documentation/mcp-server/connect-chatgpt) — ChatGPT desktop and web app.

Each guide walks you through the OAuth consent flow and what to do once you're connected.

## Manage your connected AI clients

Every AI client you connect appears in [**Settings → User → MCP access**](https://app.upflow.io/organization/-/settings/user/mcp-access). For each client you'll see:

* The client's name, logo, and homepage URL.
* The date the connection was created.
* A **Revoke** button to disconnect that specific client without affecting any others you've connected.

<Frame>
  <img src="https://mintcdn.com/upflow-04dc27cd/3X9KKVSGcogngKDe/images/image-11.png?fit=max&auto=format&n=3X9KKVSGcogngKDe&q=85&s=64856089f72e97031b131507ea4d8493" alt="Image" width="2592" height="744" data-path="images/image-11.png" />
</Frame>

<Note>
  Only you can revoke your own grants. There is no admin-side revoke — admins can only enable or suspend MCP at the organization level.
</Note>

## What your AI client can see

Once connected, your AI client can query data across every MCP-enabled organization you have access to. Access is:

* **Read-only.** No create, update, or delete actions.
* **Permission-scoped.** Bounded by your existing Upflow permissions in each organization.
* **Multi-org by default.** Results from queries across organizations come back labelled by organization, so you can run consolidated analyses without switching contexts.

## Legacy: Claude Code CLI with API key

If you set up MCP with API-key authentication via CLI before OAuth was available, your integration continues to work **until end of June**. We recommend switching to OAuth when you can — it's simpler, supports every standard AI client, and removes the shared-key risk.

## Related articles

* [Connect Claude](/en-us/technical-documentation/mcp-server/connect-claude)
* [Connect ChatGPT](/en-us/technical-documentation/mcp-server/connect-chatgpt)
* [Connect Claude Code with an API key (legacy)](/en-us/technical-documentation/mcp-server/connect-claude-code-cli-legacy)