> ## 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.

# Getting Started

> Configure MCP on Refold platform and use it in your MCP client

## Pre-requisites

<Warning>
  Ensure you have the following before proceeding:
</Warning>

* **Refold account** - You have an active account on Refold
* **Linked account** - You have created a linked account in Refold ([refer to guide](https://docs.gocobalt.io/build/basics/linked_account))

<Info>
  Linked account is required to test the MCP connection.
</Info>

## Creating MCP Servers

<Steps>
  <Step title="Configure Application">
    <img className="block dark:hidden" src="https://mintcdn.com/cobalt-55/rCTCKBbhiwGPdeWb/images/mcp-step1-configure-app-light.png?fit=max&auto=format&n=rCTCKBbhiwGPdeWb&q=85&s=039e009d9f09f17b649635986474aa66" alt="Configure application authentication and scopes" width="1654" height="1140" data-path="images/mcp-step1-configure-app-light.png" />

    <img className="hidden dark:block" src="https://mintcdn.com/cobalt-55/rCTCKBbhiwGPdeWb/images/mcp-step1-configure-app-light.png?fit=max&auto=format&n=rCTCKBbhiwGPdeWb&q=85&s=039e009d9f09f17b649635986474aa66" alt="Configure application authentication and scopes" width="1654" height="1140" data-path="images/mcp-step1-configure-app-light.png" />

    **Setup 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

    <Card title="Connector Setup Guide" icon="plug" href="https://docs.gocobalt.io/build/connectors/overview">
      Complete guide for setting up connectors
    </Card>
  </Step>

  <Step title="Create and Configure MCP Server">
    <img className="block dark:hidden" src="https://mintcdn.com/cobalt-55/rCTCKBbhiwGPdeWb/images/mcp-step2-create-server-light.png?fit=max&auto=format&n=rCTCKBbhiwGPdeWb&q=85&s=24b1b0151cab8bd8d2bcf31a29aab68f" alt="Create and configure MCP server in Refold dashboard" width="2060" height="1554" data-path="images/mcp-step2-create-server-light.png" />

    <img className="hidden dark:block" src="https://mintcdn.com/cobalt-55/rCTCKBbhiwGPdeWb/images/mcp-step2-create-server-light.png?fit=max&auto=format&n=rCTCKBbhiwGPdeWb&q=85&s=24b1b0151cab8bd8d2bcf31a29aab68f" alt="Create and configure MCP server in Refold dashboard" width="2060" height="1554" data-path="images/mcp-step2-create-server-light.png" />

    **Server 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**
  </Step>

  <Step title="Use in the Client">
    <img className="block dark:hidden" src="https://mintcdn.com/cobalt-55/rCTCKBbhiwGPdeWb/images/mcp-step3-use-client-light.png?fit=max&auto=format&n=rCTCKBbhiwGPdeWb&q=85&s=e478d6b815051d437269f06d8a174298" alt="Generate token and use in MCP client" width="1212" height="1126" data-path="images/mcp-step3-use-client-light.png" />

    <img className="hidden dark:block" src="https://mintcdn.com/cobalt-55/rCTCKBbhiwGPdeWb/images/mcp-step3-use-client-light.png?fit=max&auto=format&n=rCTCKBbhiwGPdeWb&q=85&s=e478d6b815051d437269f06d8a174298" alt="Generate token and use in MCP client" width="1212" height="1126" data-path="images/mcp-step3-use-client-light.png" />

    **Client 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
  </Step>
</Steps>

## Configuring Authentication

<Tip>
  Your users need to authenticate against an app to use its MCP server through Refold.
</Tip>

**Authentication setup:**

* Follow the authentication flow guide for your users
* Ensure proper user permissions and access levels

<Card title="Auth Flows Guide" icon="shield" href="https://docs.gocobalt.io/ship/auth_flows/flows">
  Complete guide for setting up authentication flows for your users
</Card>