Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.refold.ai/llms.txt

Use this file to discover all available pages before exploring further.

​
Pre-requisites

Ensure you have the following before proceeding:
  • Refold account - You have an active account on Refold
  • Linked account - You have created a linked account in Refold (refer to guide)
Linked account is required to test the MCP connection.

​
Creating MCP Servers

1

Configure Application

Configure application authentication and scopesSetup authentication:
  • Use the setup guide of each application
  • Define the scopes required for the application
  • This ensures your MCP server has the right level of access

Connector Setup Guide

Complete guide for setting up connectors
2

Create and Configure MCP Server

Create and configure MCP server in Refold dashboardServer configuration:
  • Go to MCP tab and add a new MCP server
  • Add your name and description
  • Add the application and workflow to the MCP server
  • Save changes
3

Use in the Client

Generate token and use in MCP clientClient setup:
  • Generate a token specific for your end customer for your MCP server
  • Copy the URL and use it in any client (Cursor, Claude)
  • Embed Playground - Use Refold embed to try out the client agent or embed it in your application

​
Configuring Authentication

Your users need to authenticate against an app to use its MCP server through Refold.
Authentication setup:
  • Follow the authentication flow guide for your users
  • Ensure proper user permissions and access levels

Auth Flows Guide

Complete guide for setting up authentication flows for your users