MCP connector

Connect Flowformance to your AI assistant

Add Flowformance to your AI assistant. Connect once and your team's SOPs are available right in chat — search them, get cited answers, and (as an editor) create or update SOPs by dictating or pasting. Everything is scoped to your workspace, and you authorize with your existing Flowformance login — there's no API key to copy.

Connector URL: https://flowformance.com/mcpView as markdown

Authorize once

  • One-time OAuth. When you add the connector, Flowformance opens a consent screen. Sign in with your existing account, choose your workspace, and click Authorize.
  • Reading (search, fetch, cited answers) works for any workspace member. Creating and editing SOPs is available to editors and admins — new content lands as a draft for review unless you explicitly ask to publish it to your team. An assistant can edit drafts in public collections, but it never publishes a public SOP or changes one that is live on your public site — that's done in Flowformance.
  • You can disconnect at any time: remove the connector in your assistant, or disconnect it under Connected apps in your Flowformance Personal settings.

Claude

Available on Pro, Max, Team, and Enterprise

  1. Open Settings → Connectors (Claude web or desktop).
  2. Click Add custom connector.
  3. Paste the connector URL: https://flowformance.com/mcp
  4. Click Add, then Connect.
  5. A Flowformance window opens — sign in, pick your workspace, and click Authorize.
  6. Done. The Flowformance tools now appear when you chat.

Claude connects from Anthropic’s cloud over OAuth — nothing runs on your device.

ChatGPT

Available on Plus, Pro, and Business (developer mode)

  1. Open Settings → Connectors → Advanced and enable Developer mode.
  2. Choose Add a connector / MCP server.
  3. Paste the connector URL: https://flowformance.com/mcp and give it a name.
  4. When prompted, Authorize — sign in and pick your workspace.

ChatGPT calls custom MCP servers “connectors”; exact placement varies by plan and rollout.

Perplexity

Available on Paid plans (remote MCP is rolling out)

  1. Open Settings → Connectors.
  2. Add a custom MCP connector and paste: https://flowformance.com/mcp
  3. Authorize when prompted.

If your Perplexity build does not yet support remote MCP connectors, use the bridge below.

Cursor, Windsurf, Zed, and MCP Inspector

Available on Any MCP-capable client

  1. Add a remote MCP server pointing at https://flowformance.com/mcp.
  2. Complete the OAuth prompt in your browser (sign in + choose workspace).

Local clients (bridge)

For a client that only speaks local (stdio) MCP — for example Claude Desktop configs — use the open-source mcp-remote bridge. It runs the OAuth handshake in your browser and proxies to the remote connector:

{
  "mcpServers": {
    "Flowformance": {
      "command": "npx",
      "args": ["mcp-remote", "https://flowformance.com/mcp"]
    }
  }
}

On first run, a browser tab opens for you to sign in and authorize; the bridge caches the grant.

What the assistant can do

Read — any member

  • search_docs — Search your SOPs by text — editors also see drafts. Returns a link to each.
  • get_doc — Fetch one SOP (or a draft, for editors) as markdown or steps.
  • list_collections — List your collections (folders).
  • answer — Ask a question and get a cited answer from your published SOPs.

Write — editors & admins

  • create_doc — Create a new SOP from markdown you provide. Lands as a draft.
  • update_doc — Replace an SOP’s markdown and/or title; publish to your team on request. Public SOPs are changed in the app.
  • create_collection — Create a collection (folder), team or public. Public SOPs in it are still published in the app.

Screen recording can’t run inside a chat assistant — that’s a host-security limit, not aFlowformance one — so recording clicks stays in the Flowformance browser recorder. The connector covers reading, answering, and authoring.