ForthAI.Work
Headless v1 · Read-only

ForthAI Work MCP Server

Connect Claude Desktop, ChatGPT, or Cursor to your live ForthAI Work data. Ask your AI assistant about AR aging, pipeline health, or company knowledge — grounded in real data, never hallucinated.

Quickstart (≤ 5 steps)

  1. 1

    Issue an MCP API key

    Sign in to app.forthai.work as an org admin and visit Admin → API Keys. Click Issue MCP key, choose the scopes you need (read:finance, read:sales, read:knowledge), and copy the fwm_live_* token shown once.
  2. 2

    Add ForthAI Work to your MCP client config

    For Claude Desktop, edit claude_desktop_config.json:
    {
  "mcpServers": {
    "forthai-work": {
      "url": "https://api.forthai.work/api/mcp",
      "headers": {
        "Authorization": "Bearer fwm_live_YOUR_KEY_HERE"
      }
    }
  }
}
  3. 3

    Restart the client

    Quit and re-open Claude Desktop (or the equivalent for your client). The forthai-work server appears under tools.
  4. 4

    Call your first tool

    Ask: “Show me the AR aging from ForthAI Work for our default workspace.” The assistant calls finance.ar_aging and returns live data — every call is logged in your org's audit trail.
  5. 5

    Watch for deprecations

    Subscribe to /api/changelog.json and alert when deprecations is non-empty or the X-Forthai-Sunset response header appears. You get 60 days' notice on every breaking change.

Available scopes & tools

All v3.3 tools are read-only. Write operations stay inside the ForthAI Work web app behind approval gates. The contract is enforced by an automated test — write:* scopes cannot be added without bumping the API version.

ScopeDescription
read:financeRead finance KPIs, AR aging, GL balances, close status, P&L snapshots, and journal entries.
read:salesRead CRM pipeline, deal details, forecast, activity feed, and lead queue.
read:knowledgeHybrid semantic + keyword search over your company KB with source citations.

Security & data policy

  • OAuth scopes are explicit at issuance. Keys cannot be upgraded after creation — issue a new key for new scopes.
  • All MCP calls land in your org's audit trail (Admin → Audit Log).
  • Keys are revocable instantly from Admin → API Keys.
  • MCP Data Policy · API Changelog · OpenAPI Reference