MCP Server Installation

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 for more information.

Installation

The Socotra MCP server currently supports the following applications:

• Cursor
• Claude

Cursor

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

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

1. Save the file
2. Go back to the MCP & Integrations tab
3. You'll see SocotraSandbox listed in MCP Tools
4. Click the Connect button
5. The Socotra authentication page will open in your browser
6. Enter your business account name, followed by your username and password
7. Click the Authorize button
8. You should see a message indicating that authorization was successful
9. Open Cursor, and verify that the green circle appears next to SocotraSandbox listed in MCP Tools
10. 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
11. Click the @Add Context button
12. Select mcp.json
13. Cursor will now be able to use the Socotra MCP server as you send prompts

Claude

1. Download and install Claude Desktop . If you already have Claude Desktop, make sure to update it to the latest version
2. Install Node.js and npm
3. Open Claude Desktop

Then, for pro accounts:

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

Or, for free accounts:

1. Navigate to Settings > Developer
2. Click the Edit config button
3. Paste this JSON into claude_desktop_config.json:

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

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

Next Steps

• MCP Server Prompt Examples