Integrations
Connect an AI assistant with MCP
Authorize a scoped assistant connection and approve proposed actions in Qardora.
Step by step
- 1
Check that the workspace plan includes MCP. Preparing creations additionally requires AI/remote prompt access and the relevant write permissions.
- 2
As a workspace administrator, open Integration Center → MCP connections. Register the client name, exact callback URL and required scopes.
- 3
Copy the displayed endpoint and client ID into an MCP client that supports pre-registered OAuth clients with PKCE. Use HTTPS callbacks except supported localhost development callbacks.
- 4
Complete the Qardora sign-in and connection-consent screen. Review the workspace and requested scopes before allowing the connection.
- 5
The assistant can use list_records, survey_results and workspace_statistics within granted scopes. prepare_action prepares payment.create, card.create or card.clone; request_status checks the result.
- 6
Open the returned approval link in Qardora, review all saved details and confirm personally. The assistant has no confirmation tool.
- 7
Review monthly calls in Integration Center and revoke unused connections. Revocation also prevents approval of pending requests from that connection.