MCP connector

Overview

The Rapidfolio connector lets an AI assistant work in your Rapidfolio workspace. You can ask it to draft and edit procedures, run their test scenarios, explain why a run failed, or look up an entity. It acts as you, with the same workspace permissions you have in the app.

The connector is a remote MCP server. It works with Claude, ChatGPT and any other client that supports MCP over HTTP with OAuth sign-in.

Connect

Add Rapidfolio from your client's connector directory, or add it as a custom connector with this URL:

https://app.rapidfolio.com/mcp

Your client opens a Rapidfolio sign-in page the first time it connects. Sign in with your Rapidfolio account and approve access. You need an existing Rapidfolio account. To get one, book a demo.

If you belong to more than one workspace, ask the assistant to list your workspaces and switch to the one you want. Your client remembers the choice.

What it can do

• Procedures. List, read and create procedures. Draft new versions, add or change steps, validate them and publish.
• Scenarios. Create test scenarios with mock data, run them against a version and check their results.
• Runs. Start runs, follow their progress, analyze failures and answer pending human reviews.
• Entities. Look up, create and update the customers, accounts and other records your procedures work on.
• Knowledge. Search and add the policies and reference material your procedures rely on.
• Operations and automations. Set up views over your data, receive items by email or webhook, and run a procedure automatically on matching records.
• Workspace setup. Manage connections, webhooks and API keys. Stored secrets are never shown again after they are created.
• Documentation. Search the Rapidfolio documentation and read its pages.

Example prompts

• List my Rapidfolio procedures and summarize what each one does.
• Show my recent failed Rapidfolio runs and explain the failures.
• Create a draft procedure for triaging incoming customer requests.

Permissions and data

• The connector only reaches workspaces your account belongs to. Your workspace role limits what it can change.
• Published procedure versions are read-only. Edits go into a draft until you publish it.
• Starting a run can do real work, such as sending an email or calling a connected system. The connector marks these actions so your client can ask you to confirm them first.
• To revoke access, disconnect Rapidfolio in your client.

Our privacy policy and terms of service apply to the connector.