Connect your tools

Palmata runs an MCP server, so the assistants you already use can read your reports and answer questions about them directly. The exact steps depend on the client, but every client connects to the same server URL:

https://mcp.palmata.ai

Access is tied to your account and the connection’s allowed organizations: the assistant sees only reports you can access. Creation and other write tools require their organization flags and current role permissions. See Creator tools for report creation, previews, simulations, recommendations, and estimated progress.

Claude Cowork

1. Go to Customize > Connectors (organization owners: Organization settings > Connectors).
2. Select Add custom connector (owners: Add, then Custom).
3. Enter the server URL: https://mcp.palmata.ai.
4. Leave authentication on OAuth and click Add.
5. Click Connect, then Authorize on Palmata’s sign-in screen.

Codex

1. Open Settings, then MCP servers.
2. Select Add server.
3. Choose Streamable HTTP and enter the server URL: https://mcp.palmata.ai.
4. Save, then select Authenticate to complete sign-in.

Claude Code

claude mcp add --transport http palmata https://mcp.palmata.ai

Claude Code will prompt you to authenticate the first time it needs to. To do it up front instead, run:

claude mcp login palmata

Codex CLI

codex mcp add palmata --url https://mcp.palmata.ai/

Then sign in:

codex mcp login palmata

Slackbot

1. Open your app at Slack App Settings, or create a new app.
2. Under Features, select MCP Servers, then Get Started (or + Add MCP Server).
3. Enter Palmata as the name and https://mcp.palmata.ai/mcp as the URL.
4. Set Auth Type to Dynamic Client Registration and save. Slack adds the required mcp:connect bot scope automatically.
5. Under OAuth & Permissions, install or reinstall the app to your workspace. If your workspace requires approval, an administrator must approve the app and its MCP server.
6. Open a DM with Slackbot, select Apps, and add your app. Complete Palmata sign-in and authorization when prompted.

Each person connects their own Palmata account. Ask Slackbot to list your Palmata reports to check the connection. See Slack’s MCP client guide for workspace setup and troubleshooting.

Other clients

For Cursor, add this entry to your mcp.json, then connect and complete sign-in:

{
  "mcpServers": {
    "palmata": {
      "type": "http",
      "url": "https://mcp.palmata.ai"
    }
  }
}

Most MCP clients connect the same way: give them the server URL and let the client handle sign-in, either through a settings UI or a config file with an mcpServers block. If your client uses the latter, this works for most of them:

{
  "mcpServers": {
    "palmata": {
      "url": "https://mcp.palmata.ai"
    }
  }
}

The client opens Palmata’s Authorize screen in your browser. It confirms the account you’re signed in as and shows the requested scopes, which can include read, write, or both. Write tools require your organization’s enabled features and your current permissions. Click Authorize to finish, or Deny to cancel.

Additional callback domains

If your MCP client uses a callback domain outside Palmata’s shared provider approvals, ask an organization owner or admin to approve its exact hostname in Organizations → MCP → Approved MCP callback domains before connecting. The admin confirms Trust and approve, then you retry the connection and authorize it while using that organization.

A connection using an organization-specific approval can access only that organization. Approving the same hostname in another organization does not widen an existing connection; connect separately for that organization. Removing an approval blocks new authorizations and existing connections that depend on it. Admins can also disable domains marked (built in) using the Enabled checkbox in the MCP tab. If a built-in domain is disabled, ask an admin to re-enable it or use a client with an approved callback. Built-in domains stay visible and retain their original callback restrictions. Other organizations keep their approvals.

Disconnecting

Remove the Palmata server from your AI client to end its access. Because the grant is tied to your account, removing it there stops the assistant from reading any further.