Quickstart

Create a Refold MCP server and connect it to an MCP client in under 5 minutes.

An MCP server exposes your end users’ connected apps as tools an AI agent can call. Create one in the Refold dashboard, connect an MCP client, and run your first tool call.

Prerequisites

• A Refold account with at least one linked account created
• At least one connector configured with valid credentials (see Connector setup)
• An MCP client installed (Claude Desktop, Cursor, or Windsurf), or use the built-in Embed Chat, which needs no client install

Each linked account gets its own Server URL. Create one linked account per end user before proceeding.

Create your MCP server

1. Open MCP Servers

   In the Refold dashboard, go to Embedded Agents > MCP Servers and click + Create Server.

   
2. Name and describe the server

   Set a Name and Description. The AI agent reads these when it connects, so write for the model. Be specific about which apps and actions are available.

   Field	Good	Avoid
   Name	Acme CRM Integration	My Server
   Description	Access Salesforce and HubSpot. Create, update, and query contacts, deals, and accounts.	Integration server

3. Add applications

   Go to the Applications tab and add the apps you want the agent to access. Each app’s actions and workflows become available as MCP tools.

   
4. Copy the Server URL

   Go back to the Overview tab and copy the Server URL. The token authenticates one linked account, so issue a separate URL for each end user.

   Refold accepts the token two ways. Use whichever your MCP client supports. In the examples below, <domain> is your Refold host (for example, app.refold.ai); the Server URL you copy from the dashboard already has it filled in.

   Path token

   https://<domain>/mcp/v1/<token>/<server_id>
   

   

Connect a client

Claude Desktop

1. Open the config file

   OS	Path
   macOS	~/Library/Application Support/Claude/claude_desktop_config.json
   Windows	%APPDATA%\Claude\claude_desktop_config.json

2. Add your server

   Path token

   {
     "mcpServers": {
       "refold": {
         "url": "https://<domain>/mcp/v1/<token>/<server_id>"
       }
     }
   }
   

   Alternatively, go to Settings > Connectors > Add custom connector and paste the Server URL directly.

   
3. Restart Claude Desktop

   After restarting, you should see the tools icon in the chat input. This confirms your server’s tools are loaded.

Cursor

1. Add the server

   Go to Cursor Settings > MCP and add a new server, or add it to your project’s .cursor/mcp.json:

   Path token

   {
     "mcpServers": {
       "refold": {
         "url": "https://<domain>/mcp/v1/<token>/<server_id>"
       }
     }
   }
   

Windsurf

1. Add the server

   Go to Windsurf Settings > MCP and add the Server URL as a new remote MCP server.

Embed Chat

1. Get the embed snippet

   In your server’s Overview tab, go to the Embed Chat section and copy the iframe snippet or Chat URL.

   <iframe
     src="<your-embed-chat-url>"
     width="400"
     height="600"
     style="border: none;"
   ></iframe>
   

Test the connection

In your MCP client, run:

Prompt

What tools do you have available?

The agent lists the available tools from your connected apps. Then try an actual operation:

Prompt

List all contacts from Salesforce

Every tool call returns a JSON result. A success looks like this, where data holds the app’s response:

{ "success": true, "data": { ... } }

A failure returns { "success": false, ... } with the reason. If the contacts come back under data, the connection works end to end.

If an app returns an auth error, the linked account may not have completed the auth flow for that app. Check the linked account’s connection status in the dashboard.

Troubleshooting

Problem	Likely cause	Fix
No tools visible	Server URL is wrong or token is invalid	Re-copy the URL from the dashboard. Use the full URL including token and server ID.
”Unauthorized” error	Token expired or linked account deleted	Generate a fresh token for the linked account.
Action fails with auth error	App credentials missing or expired	Have the end user re-authenticate through your auth flow.
Tools visible but calls fail	App not properly configured	Check the app’s configuration in Connectors and verify scopes.

Next steps

Connect from agent code

Wire the Server URL into your agent framework with the Refold SDK.

Authentication

Understand how tokens work, per-user URLs, and access control.