Cobenian Oversight MCP Server

Connect AI tools like Claude Desktop to your Oversight business data.

What is MCP?

The Model Context Protocol (MCP) lets AI applications connect to external data sources and tools. With the Oversight MCP server, you can use Claude Desktop (or any MCP-compatible client) to query your business data using natural language.

Setup with Claude Desktop

1. Generate an API key in Settings → API Keys in the Oversight dashboard.

2. Open Claude Desktop settings and add this to your MCP configuration:

{
  "mcpServers": {
    "oversight": {
      "url": "https://oversight.cobenian.com/mcp",
      "headers": {
        "Authorization": "Bearer ovst_your_api_key_here"
      }
    }
  }
}

3. Restart Claude Desktop. You'll see Oversight tools available in your conversations.

Authentication

The MCP server uses the same API keys as the REST API. Include your key as a Bearer token:

Authorization: Bearer ovst_your_key_here

API keys are scoped to your account. All tool calls return only your account's data.

Available Tools

Core Data

get_clients read:clients

List clients with health scores.

get_client_detail read:clients

Get detailed client profile including emails, invoices, and contacts.

Params: client_id (required)

get_events read:events

List upcoming calendar events.

Params: limit (optional, default 20)

get_invoices read:invoices

List invoices.

Params: status (optional), client_id (optional)

search read:clients

Search across clients, emails, and business data.

Params: query (required)

Planner

list_hypotheses read:hypotheses

List open hypotheses proposed by the planner.

Params: status (optional), limit (optional)

get_hypothesis read:hypotheses

Get a single hypothesis by ID.

Params: hypothesis_id (required)

approve_hypothesis write:hypotheses

Approve a hypothesis and execute its pending actions.

Params: hypothesis_id (required)

dismiss_hypothesis write:hypotheses

Dismiss a hypothesis.

Params: hypothesis_id (required)

list_actions read:actions

List recent actions taken by the planner or user.

Params: limit (optional)

list_signals read:signals

List unprocessed signals from data sources.

Params: limit (optional)

list_objectives read:objectives

List active business objectives.

Assistant

ask_assistant write:assistant

Ask the AI assistant a question about your business.

Params: query (required)

ask_assistant_guided write:assistant

Start a guided conversation (weekly review, planning, etc).

Params: query (required), mode (required: weekly_review, client_deep_dive, correction, quarterly_planning, knowledge_review)

Example Request

curl -X POST https://oversight.cobenian.com/mcp \
  -H "Authorization: Bearer ovst_your_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "jsonrpc": "2.0",
    "id": 1,
    "method": "tools/call",
    "params": {
      "name": "list_hypotheses",
      "arguments": {"limit": 5}
    }
  }'

Rate Limits

100 requests per minute per API key, shared with the REST API.