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

> ## Agent Instructions
> Melso product MCP: https://melso.ai/api/mcp (OAuth; one company per grant). REST: https://melso.ai. Documentation-search MCP: https://docs.melso.ai/mcp. The docs search server does not act on customer accounts.
>
> Use the live tool schema and respect company membership. Ask the person to authorize the exact fiscal document version in the signed-in app. A professional prepares and files included returns after authorization; AI does not file alone. A prepared file or approval receipt is not evidence of filing. Never claim completion from an accepted Task or Run. Keep credentials out of chat and logs. Agents features are internal or by private invitation.

# Connect Claude

> Add Melso as a remote MCP server in Claude or Claude Code.

## Claude Code

Register the remote server:

```bash theme={null}
claude mcp add --transport http melso https://melso.ai/api/mcp
```

Open Claude Code, run `/mcp`, and authenticate the Melso connection. Complete the OAuth flow and choose the company you want Claude to use.

## Claude’s connector interface

Where your Claude account provides custom connectors, add a remote connector named **Melso** with URL `https://melso.ai/api/mcp`. Sign in through Melso when prompted. Connector availability and workspace policies are controlled by Claude.

## First request

> Read my Melso company context without changing anything.

The client calls [`workspace_status`](/mcp/tools/workspace-status) with `{"include":["company"]}`, as in [Try a first read](/mcp/connect#try-a-first-read). `include` is optional; this value limits the read to company context. After checking the result, you can ask Claude to list the Tasks you can access.

For advanced tools, ask Claude to discover the exact tool with `tools_search` before calling it. Review proposed external changes before approving them. [Permissions and approvals](/mcp/permissions) explains the limits of the grant.

The command and authentication steps follow the [Claude Code MCP guide](https://code.claude.com/docs/en/mcp).


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