# MCP Server Getting Started Guide



Prerequisites [#prerequisites]

To get started using the Socotra MCP server, you'll need a valid Socotra business account and login credentials. Our MCP server uses OAuth 2.1 for authentication and authorization.
Contact your Socotra representative to request access for your business account.

Users must possess the required permissions and tenant assignments to perform certain actions through the Socotra MCP server.

Refer to our documentation on [Role-Based Access Control](/features/security/roles-and-permissions) for more information.

Installation [#installation]

The Socotra MCP server currently supports the following applications:

* [Cursor](#cursor)
* [Claude](#claude)
* [Codex](#codex)

<span id="cursor" />

Cursor [#cursor]

1. Download and install [Cursor ](https://cursor.com/en)
2. If you already have Cursor, make sure to update it to the latest version
3. Open Cursor
4. Click the *Open Settings* button in the upper right corner of the window (displayed as a gear icon)
5. Navigate to *MCP & Integrations > New MCP Server*
6. Paste this JSON into `mcp.json`:

```json
{
	"mcpServers": {
		"SocotraSandbox": {
			"url": "https://mcp-sandbox.socotra.com/mcp"
		}
	}
}
```

7. Save the file
8. Go back to the *MCP & Integrations* tab
9. You'll see `SocotraSandbox` listed in *MCP Tools*
10. Click the *Connect* button
11. The Socotra authentication page will open in your browser
12. Enter your business account name, followed by your username and password
13. Click the *Authorize* button
14. You should see a message indicating that authorization was successful
15. Open Cursor, and verify that the green circle appears next to `SocotraSandbox` listed in *MCP Tools*
16. Open a new chat by clicking the *Toggle AI Pane* button in the upper right corner of the window, then clicking the *Create a new chat* button
17. Click the *@Add Context* button
18. Select `mcp.json`
19. Cursor will now be able to use the Socotra MCP server as you send prompts

Refer to the [Cursor MCP configuration guide](https://cursor.com/docs/mcp) for more information.

<span id="claude" />

Claude [#claude]

1. Download and install [Claude Desktop ](https://claude.ai/download)
2. If you already have Claude Desktop, make sure to update it to the latest version
3. Install [Node.js and npm ](https://docs.npmjs.com/downloading-and-installing-node-js-and-npm)
4. Open Claude Desktop

**Then, for pro accounts:**

5. Navigate to *Settings > Connectors*
6. Click the *Add custom connector* button
7. Set the name as Socotra and the URL as `https://mcp-sandbox.socotra.com/mcp`
8. Click the *Add* button
9. Click the *Connect* button
10. The Socotra authentication page will automatically open in your browser
11. Enter your Business Account name, followed by your username and password
12. Click the *Authorize* button
13. You should see a message indicating that authorization was successful
14. Open Claude Desktop
15. Open a new chat by clicking the *New chat* button
16. Click the *Search and tools* button
17. You should see the Socotra MCP server toggled on
18. Click on the Socotra MCP server to view available tools and toggle them as needed
19. Claude will now be able to use the Socotra MCP server as you send prompts

**Or, for free accounts:**

5. Navigate to *Settings > Developer*
6. Click the *Edit config* button
7. Paste this JSON into `claude_desktop_config.json`:

```json
{
	"mcpServers": {
		"Socotra": {
			"command": "npx",
			"args": ["-y", "mcp-remote", "https://mcp-sandbox.socotra.com/mcp"]
		}
	}
}
```

8. Save the file
9. Restart Claude Desktop
10. The Socotra authentication page will automatically open in your browser
11. Enter your Business Account name, followed by your username and password
12. Click the *Authorize* button
13. You should see a message indicating that authorization was successful
14. Open Claude Desktop
15. Open a new chat by clicking the *New chat* button
16. Click the *Search and tools* button
17. You should see the Socotra MCP server toggled on
18. Click on the Socotra MCP server to view available tools and toggle them as needed
19. Claude will now be able to use the Socotra MCP server as you send prompts

Refer to the [Claude MCP configuration guide](https://code.claude.com/docs/en/mcp-quickstart) for more information.

<span id="codex" />

Codex [#codex]

1. Install [Codex](https://learn.chatgpt.com/docs/codex/cli#getting-started)
2. If you already have Codex, make sure to update it to the latest version
3. Open the Codex configuration file by executing the following command from your terminal:

```
~/.codex/config.toml
```

4. Add the following lines to the file:

```
[mcp_servers.SocotraSandbox]
url = "https://mcp-sandbox.socotra.com/mcp"
```

5. Save the file
6. Log in to the Socotra Sandbox environment by executing the following command from your terminal:

```
codex mcp login SocotraSandbox
```

7. Codex will display an authorization link
8. Open the link in a web browser and enter the following information: Business account name, username, and password
9. Verify your connection by executing the following command from your terminal:

```
codex mcp list
```

10. Restart Codex

Refer to the [Codex MCP configuration guide](https://learn.chatgpt.com/docs/extend/mcp?surface=app) for more information.

Next Steps [#next-steps]

* [MCP Server Prompt Examples](./prompt-examples.mdx)

See Also [#see-also]

* [MCP Server Overview](/ai-guide/mcp-server/overview)
* [MCP Server Tools](./tools.mdx)