Setup & Configuration

API Endpoints

Environment	MCP Endpoint
Development	https://dev.api.docbits.com/api/mcp/
Stage	https://stage.api.docbits.com/api/mcp/
Production	https://api.docbits.com/api/mcp/

Authentication

All MCP requests require a valid DocBits API key passed as a Bearer token. You can find your API key in Settings > Integration in the DocBits UI.

The token is sent via the Authorization header:

Authorization: Bearer <your-api-key>

Admin-only tools (sdk_approve_card, sdk_reject_card, sdk_delete_submission) require an organization admin token.

Client Configuration

Claude Code

Add the DocFlow MCP server using the CLI:

claude mcp add docflow-dev \
  --transport http \
  --header "Authorization: Bearer YOUR_API_KEY" \
  -- https://dev.api.docbits.com/api/mcp/

Or add it to your .claude.json configuration file:

{
  "mcpServers": {
    "docflow-dev": {
      "type": "http",
      "url": "https://dev.api.docbits.com/api/mcp/",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

You can also add it to a project-level .mcp.json file:

{
  "mcpServers": {
    "docflow-dev": {
      "type": "http",
      "url": "https://dev.api.docbits.com/api/mcp/",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Claude Desktop

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "docflow": {
      "type": "streamable-http",
      "url": "https://dev.api.docbits.com/api/mcp/",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

On macOS, the config file is at ~/Library/Application Support/Claude/claude_desktop_config.json. On Windows: %APPDATA%\Claude\claude_desktop_config.json.

OpenAI Codex

Codex CLI supports MCP servers. Add to your project configuration:

{
  "mcpServers": {
    "docflow": {
      "type": "http",
      "url": "https://dev.api.docbits.com/api/mcp/",
      "headers": {
        "Authorization": "Bearer YOUR_API_KEY"
      }
    }
  }
}

Generic MCP Client (Python)

For custom integrations using the MCP Python SDK:

from mcp.client.streamable_http import streamablehttp_client
from mcp import ClientSession

async def connect():
    async with streamablehttp_client(
        url="https://dev.api.docbits.com/api/mcp/",
        headers={"Authorization": "Bearer YOUR_API_KEY"},
    ) as (read_stream, write_stream, _):
        async with ClientSession(read_stream, write_stream) as session:
            await session.initialize()
            tools = await session.list_tools()
            print(f"Available tools: {[t.name for t in tools.tools]}")

Verifying Your Connection

After configuring your client, test the connection by calling the list_workflows tool. It requires no parameters and should return an array of workflows (or an empty array for new organizations).

If you get authentication errors, verify that your API key is correct and that the Authorization header is being sent. Some MCP clients require you to restart after changing configuration.