> ## Documentation Index
> Fetch the complete documentation index at: https://docs.metal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Metal MCP server

> Connect MCP-compatible AI tools to Metal with the hosted Metal MCP server.

The Metal MCP server lets MCP-compatible AI tools like Cursor, Claude, and ChatGPT securely access your firm's Metal data. Once connected, your assistant can search companies, deals, people, and documents, and run workflows, grounded in your organization's knowledge.

[Model Context Protocol](https://modelcontextprotocol.io) (MCP) is an open standard for connecting AI applications to external tools and data.

## Server URL

Connect your AI tool to the hosted Metal MCP server:

```
https://mcp.metal.ai/mcp
```

The server speaks streamable HTTP and authenticates with OAuth, so there's no API key to manage. When you connect, your tool opens a browser window to sign in with your Metal account. If you belong to more than one organization, you choose which one to connect.

<Info>
  Access is scoped to your Metal user and organization, and respects the same permissions you have in the app.
</Info>

## Prerequisites

<Steps>
  <Step title="Ask an admin to enable MCP">
    An organization admin must turn on the MCP server first: in the Metal app, go to **Settings → Organization → API & MCP Access** and enable **Allow access to the Metal MCP server**.
  </Step>

  <Step title="Use an MCP-compatible tool">
    You need a client that supports remote MCP servers, such as [Cursor](/mcp/cursor), [Claude](/mcp/claude), or [ChatGPT](/mcp/chatgpt). See [other clients](/mcp/clients) for everything else.
  </Step>
</Steps>

## Connect your tool

<Columns cols={3}>
  <Card title="Cursor" icon="terminal" href="/mcp/cursor">
    Add Metal as a remote MCP server in Cursor.
  </Card>

  <Card title="Claude" icon="message" href="/mcp/claude">
    Add Metal as a connector in Claude.
  </Card>

  <Card title="ChatGPT" icon="robot" href="/mcp/chatgpt">
    Add Metal as a connector in ChatGPT.
  </Card>
</Columns>

Using a different client? See [other MCP clients](/mcp/clients).

## Available tools

Once connected, your AI client discovers **43 tools** for searching and reading your firm's data, running workflows, and (with the right permissions) authoring workflows. Tools return JSON in a text content block — see the [tools reference](/mcp/tools-reference) for parameters, response shapes, and examples.

| Category               | Tools                                                                                                                                                                                                                                                             |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Companies              | `search_companies`, `list_companies`, `list_company_tags`, `get_company`                                                                                                                                                                                          |
| Documents              | `search_documents`, `get_document`                                                                                                                                                                                                                                |
| People                 | `search_people`, `get_person`                                                                                                                                                                                                                                     |
| Deals                  | `search_deals`, `get_deal`                                                                                                                                                                                                                                        |
| Users & teams          | `get_current_user`, `search_users`, `get_user`, `list_teams`, `get_team`                                                                                                                                                                                          |
| Lists                  | `list_lists`, `get_list`, `get_list_entries`                                                                                                                                                                                                                      |
| Activities             | `get_activities`, `get_activity`                                                                                                                                                                                                                                  |
| Screenings & scoring   | `search_screenings`, `get_screening`, `get_screening_scores`, `list_scoring_frameworks`, `get_scoring_framework`                                                                                                                                                  |
| Workflows (read & run) | `list_workflows`, `get_workflow`, `get_workflow_step`, `list_workflow_runs`, `get_workflow_run`, `get_workflow_run_step`, `run_workflow`, `review_workflow_hitl_step`                                                                                             |
| Workflows (authoring)  | `create_workflow`, `update_workflow_details`, `configure_workflow_input`, `configure_workflow_trigger`, `configure_workflow_output`, `add_workflow_step`, `update_workflow_step`, `delete_workflow_step`, `move_workflow_step`, `list_workflow_authoring_options` |

The server also exposes **resources** (field definitions, document types) and **prompts** (guided research workflows). Details are in the [tools reference](/mcp/tools-reference#resources).

<Note>
  The exact tools available to you depend on your OAuth scopes, organization settings, and app permissions.
</Note>

## Troubleshooting

<AccordionGroup>
  <Accordion title="The connection fails or asks me to sign in repeatedly">
    Confirm an admin has enabled **Allow access to the Metal MCP server** under **Settings → Organization → API & MCP Access**. Then clear your tool's saved Metal connection and reconnect so it can complete a fresh OAuth sign-in.
  </Accordion>

  <Accordion title="I connected to the wrong organization">
    Disconnect and reconnect. During sign-in, Metal prompts you to choose an organization when your account belongs to more than one.
  </Accordion>

  <Accordion title="My tool only supports local (stdio) MCP servers">
    Use a bridge like `mcp-remote`. See [other MCP clients](/mcp/clients).
  </Accordion>
</AccordionGroup>