Connect to the MCP Server

Step-by-step setup for Claude Desktop, VS Code Copilot, Cursor, and other MCP-compatible agents

  1. What is the MCP Server?
  2. Connect via OAuth (recommended)
    1. In Claude Desktop
    2. In other agents
  3. Alternative: manual Bearer token
  4. Available Tools
    1. Cards
    2. Dimensions
    3. Boards
    4. Users
    5. Projects & Navigation
  5. Troubleshooting

What is the MCP Server?

Klaro Cards exposes its API through the Model Context Protocol (MCP) — an open standard that lets AI agents interact with external tools. The MCP server is called Sia and is available at https://ai.klaro.cards/mcp.

If your company uses a dedicated Klaro Cards instance, please:

  1. Check with your sales representative that the MCP server is deployed
  2. Use https://ai.${your-company-deployment-domain}/mcp instead

The easiest way to connect is through OAuth — no token copy-pasting required.

In Claude Desktop

  1. Open ClaudeSettingsConnectorsAdd custom connector
  2. Enter:
    • Name: Klaro Cards
    • Remote MCP server URL: https://ai.klaro.cards/mcp
  3. Click Add

claude-add-custom-connector.png

Claude will open a browser window and send you to the Klaro consent page:

klaro-oauth-consent-en.png

On that page, you choose:

  • Scope — leave empty to grant access to all your projects, or pick a single project from the dropdown. When a project is selected, you can narrow further to specific workspaces.
  • Permission level:
    • Contributor — create and modify cards only
    • Modeler — cards + dimensions + boards
    • Full access — all resources (use with care)

Click Allow. You're redirected back to Claude, and Klaro tools appear in the connector panel.

In other agents

OAuth setup works the same way in any MCP client that supports Streamable HTTP with OAuth discovery (VS Code Copilot, Cursor, Windsurf, etc.): add a remote MCP server with URL https://ai.klaro.cards/mcp and follow the consent flow in the browser.

Alternative: manual Bearer token

Some agents (or older versions) don't support OAuth yet. In that case, use a static Bearer token:

  1. Log into Klaro Cards in your browser
  2. Open Developer Tools (F12) → Network tab, perform any action
  3. Copy the Authorization header from any API request (the part after Bearer )
  4. In your agent's MCP config, set the server URL to https://ai.klaro.cards/mcp with an Authorization: Bearer <token> header

This token inherits your user's permissions — see Using Klaro Cards with AI Agents for best practices on using a dedicated agent user.

Available Tools

Once connected, your agent has access to the following tools.

Cards

Tool What it does
search-cards Search for cards using keywords and dimension filters
create-card Create a new card on a board
update-card Update a card's title, description, or dimensions
delete-card Delete a card
link-cards / unlink-cards Create or remove parent/child relationships
pin-cards / unpin-cards Pin or unpin cards for the current user
add-card-attachment Upload and attach a file to a card
bulk-create-board-cards Create multiple cards on a board in one call
bulk-update-board-cards Update multiple cards at once
bulk-archive-cards / bulk-delete-cards Archive or delete multiple cards

Dimensions

Tool What it does
get-klaro-dimensions List all dimensions and their values
get-klaro-dimension Get details of a specific dimension
create-dimension Create a new dimension
update-dimension Update a dimension's configuration
create-dimension-value Add a single value to a dimension
add-dimension-values Add multiple values in one call
update-dimension-value Update an existing dimension value

Boards

Tool What it does
list-boards List boards in a project
create-board Create a new board
update-board Update board configuration
delete-board Delete a board

Users

Tool What it does
search-users Search users by name or email

Projects & Navigation

Tool What it does
get-my-projects List your accessible projects
get-project-information Get project details
get-my-boards List boards in a project
get-board Get details of a specific board
get-board-stories Get all cards on a board
get-card Get full details of a card
get-my-pinned-cards Get your pinned cards
get-workspaces List workspaces in a project
get-dimensions-installers List available dimension templates

Troubleshooting

Issue Solution
"Unauthorized" error Your OAuth session or token may have expired. Reconnect the connector, or refresh your manual token.
"Project not found" Check the project subdomain. Ask the agent to list your projects first.
"Permission denied" The permission level you granted may be too restrictive. Disconnect and re-authorize with a higher level, or check your workspace roles.
Agent can't find tools Verify the URL is https://ai.klaro.cards/mcp and transport is Streamable HTTP.
OAuth redirect fails Make sure pop-ups are not blocked for ai.klaro.cards, and that you're logged into Klaro in the same browser.
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