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:

Note

ChatGPT does not support Socotra’s MCP Server use cases at this time.

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/api/mcp"
         }
     }
}

  6. Save the file

  7. Go back to the MCP & Integrations tab

  8. You’ll see SocotraSandbox listed in MCP Tools

  9. Click the Connect button

  10. The Socotra authentication page will 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 Cursor, and verify that the green circle appears next to SocotraSandbox listed in MCP Tools

  15. 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

  16. Click the @Add Context button

  17. Select mcp.json

  18. 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/api/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/api/mcp"
            ]
        }
    }
}

  4. Save the file

  5. Restart Claude Desktop

  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

Next Steps