# Connect AI assistants with MCP

> Give Muse, Claude Code, Cursor, and other MCP assistants limited access to your workspace, approve their changes in Orbit, and revoke access anytime.

Canonical: https://help.spacebrain.ai/integrations/ai-assistants-and-mcp/
Last modified: 2026-09-25T00:00:00.000Z

You can let an outside AI assistant, such as Muse, Claude Code, or Cursor, look things up in your Spacebrain workspace and suggest changes. You control what it can reach with an **access token** that you create in **Settings → AI Agents**. This guide is for workspace owners and admins who want to connect an assistant.

When you finish, your assistant can answer questions from your Spacebrain data, and any change it suggests waits in Orbit until someone approves it.

## What is MCP? [#what-is-mcp]

MCP (Model Context Protocol) is a common way for AI assistants to connect to other apps. Spacebrain runs an MCP server that gives assistants the same tools Orbit, Spacebrain's built-in assistant, uses. The server address is shown in **Settings → AI Agents** under **How to connect**:

```text
https://api.spacebrain.ai/mcp
```

## What an assistant can and can't do [#what-an-assistant-can-and-cant-do]

* **Look things up straight away.** It can search records, list deals, check bookings and tasks, read conversations, and pull reports, within what the token allows.
* **Make simple additions straight away,** just as Orbit can: create a lead, deal, company, person, note, or task.
* **Ask before anything else.** Updating or deleting records, moving deals, sending messages, and publishing come back as a proposal with a preview. Nothing changes until someone approves it.
* **Stay inside its limits.** A token can only use the product areas (called **packs**) you choose. Tools outside them are hidden from the assistant.
* **Never act above Editor.** The assistant uses the role of the person who created the token, capped at **Editor**. It can never do things that need **Admin** or **Owner**.
* **Never touch billing or people.** Assistants can't change subscriptions, buy credits, change payment methods, invite or delete users, or delete or transfer workspaces.

## Before you begin [#before-you-begin]

* **A paid plan.** On the Free plan, the page shows **AI agent access is available on paid plans**.
* **The Owner or Admin role.** Other roles see &#x2A;*Only workspace owners and admins can create or revoke agent access tokens.**
* **An assistant that accepts a token in a header,** such as Muse, Claude Code, Cursor, or another MCP client that supports "Streamable HTTP" with a custom header.
* **A test record,** such as a test lead, for your first change.

## Create an access token [#create-an-access-token]

1. Go to **Settings → AI Agents** and select **Create access token**.
2. In **Name**, say where the token will be used, for example "Muse on my phone" or "Cursor on my laptop".
3. Under &#x2A;*Which assistant will use it?**, choose **Muse**, **Cursor / Claude Code**, **Claude**, **ChatGPT**, or **Other MCP client**.
4. Under **Access**, choose one:
   * **Read only — the assistant can look things up.**
   * **Read + write — it can also propose changes (you confirm each one in Orbit).**
5. To limit the token to certain areas, select **Choose specific packs** and tick **Read** and **Write** for each pack you want. Select **Reset to preset** to go back.
6. Under **Expires**, choose **In 30 days**, **In 90 days** (the default), **In a year**, or **Never**. Spacebrain caps every token at one year, so **Never** also ends after a year.
7. Select **Create token**.
8. On **Copy your token now**, copy the token. Spacebrain shows it only once. Then select **Done**.

If you try to close without copying, Spacebrain asks: &#x2A;*You haven't copied the token. Spacebrain won't show it again. Close anyway?** If you lose a token, revoke it and create a new one.

> **Warning — Treat the token like a password**
>
> Anyone with the token can use your workspace within its limits until it expires or you revoke it. Paste it only into your assistant's secure credential prompt or settings file. Never put it in a chat message, email, screenshot, support request, or shared document. If it might have leaked, revoke it straight away.

Create one token per assistant and device. Then you can revoke one without affecting the others, and each gets its own Orbit thread.

## Connect your assistant [#connect-your-assistant]

The **How to connect** section in **Settings → AI Agents** has a tab for each assistant, with text you can copy. After you create a token, the **Next step** box shows the same instructions.

### Muse [#muse]

1. Send Muse this message:

   ```text
   Connect to Spacebrain's MCP server at https://api.spacebrain.ai/mcp. It uses a bearer access token in the Authorization header. Ask me for the token when you need it.
   ```

2. Muse asks for an API key or header value in its secure prompt. Paste your token there, not in the chat.

3. Ask a question to check it works, such as "What deals are closing this month?"

### Claude Code [#claude-code]

Run this in a terminal. Replace `<paste your token>` with your token:

```bash
claude mcp add --transport http spacebrain https://api.spacebrain.ai/mcp --header "Authorization: Bearer <paste your token>"
```

Start Claude Code and run `/mcp` to check that **spacebrain** is connected.

### Cursor [#cursor]

Add this to your `mcp.json` file, with your token in place of the placeholder:

```json
{
  "mcpServers": {
    "spacebrain": {
      "url": "https://api.spacebrain.ai/mcp",
      "headers": { "Authorization": "Bearer <paste your token>" }
    }
  }
}
```

The server and its tools appear once Cursor reconnects.

### Other MCP clients [#other-mcp-clients]

Use these settings:

* **URL:** `https://api.spacebrain.ai/mcp`
* **Transport:** Streamable HTTP
* **Header:** `Authorization`
* **Value:** `Bearer` followed by a space and your token

### Claude.ai, Claude Desktop, and ChatGPT [#claudeai-claude-desktop-and-chatgpt]

These apps add custom connectors by signing in, not with a pasted token. Spacebrain's server doesn't support that sign-in yet. Until it does, use Muse, Claude Code, Cursor, or another client that accepts a header.

## Approve or dismiss suggested changes [#approve-or-dismiss-suggested-changes]

When the assistant suggests a change, it shows you a preview and asks whether to go ahead. You can also decide from Spacebrain:

1. Go to **Settings → AI Agents**.
2. On the token's row, select **Open in Orbit**. If changes are waiting, the button says **Review 2 pending** (with the current number).
3. In the token's Orbit thread, named &#x2A;*Agent:** followed by the token name, read the preview.
4. Select **Confirm** to make the change, or **Dismiss** to drop it.

Each proposal runs at most once. Approving in Orbit and approving in the assistant are the same thing, so whichever happens first counts. If the other one tries later, it's told the proposal is no longer waiting.

## What you should see [#what-you-should-see]

* Answers come from the correct workspace.
* The token's row in **Access tokens** shows a recent **Last used** time.
* A suggested change appears in the token's Orbit thread. After you approve it, the change shows on the record.

Try your first change on a test record, then delete the test record.

## Revoke access [#revoke-access]

1. Go to **Settings → AI Agents**.
2. On the token's row, select the trash icon (**Revoke**).
3. In &#x2A;*Revoke access token?**, select **Revoke**.

The token stops working on the assistant's next request. Proposals it already made stay in Orbit until you approve or dismiss them.

A token also stops working when it expires, when the person who created it leaves the workspace, or when the workspace moves to the Free plan.

## If something goes wrong [#if-something-goes-wrong]

| What you see                                   | Likely cause                                                                           | What to do                                                                                         |
| ---------------------------------------------- | -------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------- |
| `401` or "authentication required"             | The token is missing, mistyped, expired, or revoked, or its creator left the workspace | Check the header is `Authorization: Bearer` plus the token. If it still fails, create a new token. |
| The assistant opens a sign-in page that fails  | It tried to sign in, which isn't supported yet                                         | Put the token in the `Authorization` header instead                                                |
| A tool is missing, or `insufficient_scope`     | The token doesn't include that pack, or it's read only                                 | Create a token that includes the pack with **Read + write**                                        |
| `role_forbidden`                               | The action needs a higher role than the token has                                      | Do it yourself in Spacebrain, or ask an admin                                                      |
| `proposal_not_pending` or `proposal_not_found` | It was already approved or dismissed, or belongs to another token                      | Ask the assistant to suggest the change again                                                      |
| `rate_limited`                                 | Too many requests in a short time                                                      | Wait for the time in the `Retry-After` header, then try again                                      |
| **AI agent access is available on paid plans** | The workspace is on the Free plan                                                      | Upgrade the plan                                                                                   |
| No **Create access token** button              | Your role isn't Owner or Admin                                                         | Ask a workspace admin                                                                              |

When you contact support, include the token name and the time of the failed request. Never include the token itself.

## FAQ [#faq]

### Can the assistant see everything in my workspace? [#can-the-assistant-see-everything-in-my-workspace]

No. It sees only the packs the token allows, and only what the token creator could see, capped at **Editor**.

### Who is responsible for an assistant's changes? [#who-is-responsible-for-an-assistants-changes]

Changes run as the person who created the token. Review each proposal as you would a teammate's. Choose **Read only** when the assistant only needs to answer questions.

### Does using an assistant cost credits? [#does-using-an-assistant-cost-credits]

Some actions that use credits in Orbit also show their credit cost on the proposal. AI features that spend credits inside Orbit, such as drafting inbox replies, aren't available to outside assistants yet.

## Next step [#next-step]

Learn how approvals work in [Orbit, your AI assistant](/platform/orbit-assistant/).
