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MCP Server: Connect AI Tools to Tesorio

Connect AI tools like Claude, ChatGPT, Cursor, and Claude Code to your Tesorio account using the Model Context Protocol (MCP) for real-time access to Tesorio data.

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MCP Server Integration: Connect AI Tools to Tesorio

Tesorio provides a Model Context Protocol (MCP) server that allows you to connect AI-powered tools directly to your Tesorio account. Once connected, your AI assistant can securely access your Tesorio data — such as customers, invoices, and payments — in real time, helping you get answers and complete tasks faster.

MCP is an open standard that enables AI applications to connect to external data sources and tools. Tesorio's MCP server works with any MCP-compatible client, including:

  • Claude — Anthropic's AI assistant (desktop app and claude.ai)

  • Claude Code — Anthropic's CLI for developers

  • ChatGPT — OpenAI's web application (via Connectors)

  • Cursor — AI-powered code editor

  • Any other tool that supports remote MCP servers

Prerequisites

Before connecting, make sure you have:

  • An active Tesorio user account

  • One of the supported AI tools installed (see above)

No API keys or manual credentials are required. Tesorio uses a secure OAuth login flow — your AI tool will open a browser window where you sign in with your existing Tesorio credentials and approve the connection.

Your Tesorio MCP Server URL

All MCP clients require a server URL. For Tesorio, the URL is:

https://mcp.tesorio.com/v1/mcp

You will use this URL in the setup instructions for each client below.

How Authentication Works

When you first connect, the following happens automatically:

  1. Your AI tool contacts the Tesorio MCP server.

  2. A browser window opens, redirecting you to the Tesorio login page.

  3. You sign in with your Tesorio credentials (if not already signed in).

  4. A consent screen asks you to approve the connection.

  5. You click Approve — the browser closes and your AI tool is connected.

After approval, the connection is active and all data access is scoped to your organization. You do not need to repeat this process unless you revoke access or your session expires.

Connect from Claude (Desktop & Web)

Both the Claude desktop app and claude.ai support remote MCP servers through Connectors. The setup is the same on both.

Step 1: Open Connector Settings

Open Settings and navigate to the Connectors section. On claude.ai, click your profile icon to find Settings.

Step 2: Add the Tesorio Connector

Click Add custom connector at the bottom of the Connectors section. Enter the Tesorio MCP server URL:

https://mcp.tesorio.com/v1/mcp

Click Add to proceed.

Step 3: Authorize

A browser window will open for you to sign in with your Tesorio credentials and approve the connection.

Once connected, click the + button at the bottom of the chat input area and select Connectors to see the available Tesorio tools.

Connect from Claude Code

Claude Code is Anthropic's CLI tool for developers. It supports MCP servers natively.

Step 1: Add the Server

Run the following command in your terminal:

claude mcp add tesorio --transport http https://mcp.tesorio.com/v1/mcp

Step 2: Authorize

The next time you start a Claude Code session, it will detect the new server and open a browser window for authorization. Sign in with your Tesorio credentials and approve the connection.

To verify the connection, you can run:

claude mcp list

You should see tesorio listed as a connected server.

Connect from ChatGPT

ChatGPT supports remote MCP servers through Connectors.

Step 1: Create a Connector

In ChatGPT, go to Settings → Connectors → Create. Fill in the following:

Click Create. ChatGPT will connect to the server and display the available tools if successful.

Step 2: Authorize

Complete the OAuth sign-in flow when prompted — log in with your Tesorio credentials and approve access.

Step 3: Use in Conversations

To use Tesorio tools in a chat, click the + button near the message composer, select More, and choose the Tesorio connector. The tools will then be available for that conversation.

Note: Write operations may require manual confirmation in ChatGPT before they execute.

Connect from Cursor

Cursor is an AI-powered code editor that supports MCP servers.

Step 1: Open MCP Settings

In Cursor, open Settings (gear icon), then navigate to MCP in the sidebar. Click + Add new MCP server.

Step 2: Configure the Server

Enter the following details:

Alternatively, you can add it manually to your Cursor MCP configuration file (.cursor/mcp.json in your project root):

{
  "mcpServers": {
    "tesorio": {
      "url": "https://mcp.tesorio.com/v1/mcp"
    }
  }
}

Step 3: Authorize

After adding the server, Cursor will open a browser window for you to sign in and approve access. Once authorized, the Tesorio tools will be available in your Cursor AI conversations.

Security & Data Access

Your connection to Tesorio via MCP is secured with industry-standard OAuth 2.1 authentication. Here's what you should know:

  • Organization-scoped: All data access is restricted to your Tesorio organization. You can only access data you already have permission to view in Tesorio.

  • No credentials stored in config files: Your Tesorio password is never saved locally. Authentication is handled through a secure browser-based login.

  • Revocable access: You can disconnect at any time by removing the server from your AI tool's configuration.

  • Session expiry: Access tokens expire automatically. If your session expires, your AI tool will prompt you to re-authorize.

Troubleshooting

Browser window doesn't open

If the authorization browser window does not open automatically, check that your default browser is configured correctly. Some terminal environments may block browser pop-ups — try copying the authorization URL from your terminal output and pasting it into your browser manually.

Connection times out

If you see a timeout error, verify that you can reach https://mcp.tesorio.com from your network. Corporate firewalls or VPNs may block the connection. Contact your IT team to allowlist this domain if needed.

Repeated sign-in prompts

If you are repeatedly asked to sign in, your refresh token may have expired. Remove the Tesorio server from your MCP client configuration, re-add it, and authorize again.

Tools not appearing

If the connection succeeds but no tools appear, try restarting your AI tool. In Claude Desktop, fully quit the application and relaunch it. In Claude Code, start a new session. In ChatGPT, ensure you've selected the Tesorio connector via the + button in the message composer.

Still having issues?

Contact Tesorio support at support@tesorio.com and include:

  • Which AI tool you are using (and its version)

  • Any error messages you see

  • Your operating system

Frequently Asked Questions

Do I need an API key?

No. Tesorio's MCP server uses OAuth authentication. You sign in with your existing Tesorio credentials — no API keys or secrets are needed.

What data can the AI tool access?

The AI tool can access the same data you can see in Tesorio, scoped to your organization. This includes customer records, invoices, payments, and related information. The available tools may evolve over time as Tesorio adds new capabilities.

Can I use multiple AI tools at the same time?

Yes. You can connect multiple AI tools to Tesorio simultaneously. Each tool maintains its own independent session.

How do I disconnect?

Remove the Tesorio entry from your AI tool's MCP server configuration and restart the tool. This immediately revokes the connection.

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