# MCP Server Installation



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)

<Callout>
  ChatGPT does not support Socotra's MCP Server use cases at this time.
</Callout>

<span id="cursor" />

Cursor [#cursor]

1. Download and install [Cursor ](https://cursor.com/en). 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`:

```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

<span id="claude" />

Claude [#claude]

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

```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 [#next-steps]

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