AI & MCP

Connect your AI assistant to QuoteCloud

MCP lets an assistant such as Claude read your documents and, if you allow it, make changes. It signs in as you, and it starts with read-only access.

Your server address

https://app.quote.cloud/api/mcp

Add a custom connector in Claude
On Pro or Max, open Customize, then Connectors. Press the plus button, choose Add custom connector, then enter a name and the address above. On Team or Enterprise, an owner adds it from Organization settings, then Connectors.
If Claude asks how to set up OAuth, choose Register automatically. Read Claude's guide.
Using Claude Code instead
```
claude mcp add --transport http quotecloud https://app.quote.cloud/api/mcp
```
Sign in and choose a company
Your browser opens QuoteCloud. Sign in, pick a company if you have more than one, and press Allow access.
Choose what it can change
Your assistant can only read until you turn on capabilities in MCP Settings. High-impact ones, such as replacing recipients, carry a warning.
Try asking it something
“Find my accepted documents created this week.”

Add the server to Cursor
Add this to .cursor/mcp.json in your project, or to ~/.cursor/mcp.json to use it everywhere. Read Cursor's guide.
mcp.json
```
{
  "mcpServers": {
    "quotecloud": {
      "url": "https://app.quote.cloud/api/mcp"
    }
  }
}
```
Sign in and choose a company
Cursor signs in with OAuth. Sign in, pick a company if you have more than one, and press Allow access.
Choose what it can change
Your assistant can only read until you turn on capabilities in MCP Settings. High-impact ones, such as replacing recipients, carry a warning.
Try asking it something
“Find my accepted documents created this week.”