---
name: cfoai-mcp-setup
description: Connect an agent to Ari, the cfo.ai CFO, over MCP (install, OAuth login, first call)
user-invocable: true
metadata:
  author: cfo.ai
---

# cfo.ai MCP setup

Connect this agent to Ari over MCP. The server is stateless Streamable
HTTP at https://api.cfo.ai/mcp and exposes 41 tools: Ari's own working
surface of 40, plus a list_orgs for picking a workspace. Reads and
writes both go through the model's changelog, and every write is
undoable.

cfo.ai is live and open as of 2026-08-12. Sign-in is available at
https://app.cfo.ai/login, MCP authentication uses that same account, and the
steps below work now. Nothing here is waiting on a launch.

## Step 1: Add the server

For Claude Code:

```bash
claude mcp add --transport http cfoai https://api.cfo.ai/mcp
```

Any MCP client that speaks Streamable HTTP can use the same URL.

## Step 2: Authenticate

There are no API keys. Authentication is OAuth with bearer tokens and
dynamic client registration; on first use the client is sent through
the login bridge:

    https://api.cfo.ai/auth/mcp/login

The user signs in with their cfo.ai account and the client holds a
bearer token from then on. If they do not have an account yet, they
create one at https://app.cfo.ai/login and the flow continues.

## Step 3: First call

Call list_orgs. It returns the organizations the account belongs to;
pick one and every other tool works inside it. If list_orgs answers,
the connection is live.

## Notes

- Permissions: an agent holding a member's token reads and writes the
  model under the same permission engine as the app. External tool
  calls run under a per-tool allow, ask, or deny policy with human
  approval, and notifications require explicit consent.
- The stable facts about the product live at https://cfo.ai/llms.txt.
- Operating instructions, beyond this setup, live at
  https://docs.cfo.ai/agent-instructions.