Prova gratis
Prova gratis
Plattformsdokumentation

AI Assistants (MCP)

Senast uppdaterad {datum}

Connect external AI assistants, such as Claude, ChatGPT, or Cursor, to your Elevale workspace using the Model Context Protocol (MCP). After authorisation, your assistant can read and update tasks, KPIs, OKRs, wiki pages, business development logs, and chat on your behalf.

Unlike KPI OAuth integrations, MCP uses a remote MCP server URL and a one-time OAuth sign-in. You do not copy API tokens manually.

Before you connect

  • You need access to Workspace Settings → Integrations in Elevale.

  • Your AI assistant must support remote MCP servers (connectors) with OAuth or URL-based setup.

  • When prompted during sign-in, choose the workspace you want the assistant to access and approve the requested scopes.

  • Only connect assistants you trust, granted scopes control what the assistant can read or change.

MCP server URL

The MCP server URL for Elevale is:

https://mcp.elevale.app/mcp

Copy this URL from Workspace Settings → Integrations → AI Assistants (MCP) → Setup, or use the value above directly in your assistant.

Connect in Elevale

  1. Open Workspace Settings → Integrations.
  2. Find AI Assistants (MCP) and click Setup.
  3. Copy the MCP server URL shown in the dialog.
  4. Add the URL in your AI assistant (see setup guides below).
  5. When the assistant connects, complete the Elevale OAuth sign-in and select your workspace.
  6. Return to Setup in Elevale to confirm the assistant appears under Connected assistants.

Setup guides by assistant

ChatGPT

  1. Open ChatGPT Settings.
  2. Go to Connectors (or Apps & connectors, depending on your plan).
  3. Choose Add MCP URL or equivalent.
  4. Paste https://mcp.elevale.app/mcp.
  5. Save, then follow the OAuth sign-in flow when ChatGPT first uses the connector.

Claude

  1. Open Claude Settings.
  2. Go to Integrations → MCP.
  3. Add a remote MCP server and paste https://mcp.elevale.app/mcp.
  4. Complete OAuth when Claude prompts you to sign in to Elevale.

Cursor

  1. Open your Cursor MCP configuration (project or user mcp.json).
  2. Add a remote MCP entry pointing at https://mcp.elevale.app/mcp.
  3. Restart or reload MCP in Cursor if required.
  4. Sign in to Elevale when Cursor initiates OAuth.

Exact menu labels vary by product version. If your assistant asks for a server URL, connector URL, or remote MCP endpoint, use the same value.

OAuth scopes

During consent you approve scopes that limit what the assistant can do. Available scopes include:

  • tasks:read / tasks:write: list, create, and update tasks

  • kpis:read / kpis:write: read and update KPIs

  • okrs:read / okrs:write: read and update OKRs and progress

  • wiki:read / wiki:write: read and update wiki pages

  • bd_logs:read / bd_logs:write: business development logs

  • chat:read / chat:write: conversations and messages

Grant only the scopes your workflow needs. You can revoke access at any time from Setup in Elevale.

What assistants can do

After connection, MCP tools expose workspace data and actions, including:

  • Tasks: list tasks, lists, folders, templates, members; create and update tasks

  • KPIs: list KPIs, read history, create and update KPI values

  • OKRs: list OKRs and sessions, create and update objectives and progress

  • Wiki: list folders and pages, read page content (include=content), create and update wiki content

  • BD logs: list and create business development entries

  • Chat: list conversations and messages, send messages (attributed as integration actions)

Write operations are recorded as integration actions in Elevale, not as your personal user account unless the product explicitly states otherwise.

Manage and revoke connections

  1. Open Workspace Settings → Integrations → AI Assistants (MCP) → Setup.
  2. Review entries under Connected assistants (client name, workspace, granted scopes).
  3. Click Revoke on any connection you no longer want active.

Revoking stops new MCP access immediately. The assistant must complete OAuth again to reconnect.

Troubleshooting

  • Assistant cannot reach the server: confirm the URL is exactly https://mcp.elevale.app/mcp with no trailing path errors.

  • OAuth window does not appear: allow pop-ups for your assistant app and ensure you are signed in to Elevale in the browser.

  • Wrong workspace connected: revoke the grant in Setup and reconnect, selecting the correct workspace at consent.

  • Tool calls fail with missing scope: revoke and reconnect, approving the read/write scopes needed for that tool.

  • Connection not listed in Elevale: finish OAuth completely; refresh Setup. If it still missing, revoke in the assistant and try again.

Security and privacy

  • MCP access is workspace-scoped. Each grant is tied to one workspace and one OAuth client (assistant).

  • Tokens are issued through Elevale OAuth and can be revoked from Workspace Settings.

  • Do not share your MCP server URL in public channels if you are concerned about unsolicited connection attempts; authorised use still requires OAuth sign-in.

  • Subprocessors and integration data handling are described in Subprocessors and integrations.

Related guides