Quickstart

Prerequisites

• A Varolio account with workspace access
• An MCP-compatible AI client (Cursor, Claude Desktop, or similar)

Step 1: Add the MCP server

Using Cursor? Install in one click:

Or add manually — copy the config for your region:

{
  "mcpServers": {
    "varolio": {
      "url": "https://mcp.varolio.io/mcp"
    }
  }
}

See the Cursor setup guide or Claude Desktop setup guide for detailed instructions.

Step 2: Authenticate

When you first connect, your browser will open to the Varolio authorization page:

1. Log in with your Varolio account (Google, Azure AD, or magic link)
2. Select a workspace if you have access to multiple
3. Click Allow to grant read access

Your AI client will receive an access token and connect automatically.

Step 3: Start using tools

Once connected, your AI client can use Varolio tools. Try asking:

• "Show me my open cases"
• "Search for threads about invoice #12345"
• "What are my pending action items?"
• "Find cases for organization ACME Corp"

All queries are scoped to your workspace and your permissions.

Troubleshooting

Connection refused: Make sure the MCP server URL matches your region.

Auth loop: If the browser keeps opening, your token may have expired. Remove and re-add the MCP server to re-authenticate.

No tools visible: Your workspace admin may not have enabled MCP tools. Contact them to enable tools in the admin panel.

Rate limited (429): You've exceeded the request limit. Wait a minute and try again. See Rate Limits.