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Connect an AI assistant with MCP

Create a scoped QuoteDeck connection for supported MCP clients and understand the permission boundary.

Admins and authorized technical users9 min readLimited availability

Availability: Requires MCP access, a supported client, and dealer authorization. Available tools follow the connecting user's role and permissions.

Connection model

MCP lets a supported assistant connect to QuoteDeck on behalf of an authorized user. The connection does not grant more QuoteDeck access than that user already has.

Connect a client

  1. 1Open Admin, then AI assistants or MCP.
  2. 2Choose the supported client instructions.
  3. 3Start the connection and sign in to QuoteDeck when asked.
  4. 4Review the requested access and finish authorization.
  5. 5Return to the client and test a read-only question first.

Safety and troubleshooting

Revoke connections that are no longer needed. If authorization loops or the client cannot reach a tool, confirm email verification, role permission, client callback settings, and the MCP connection status shown in QuoteDeck.

Keep in mind: Never paste a QuoteDeck password or private API token into an assistant prompt.

Still stuck?

Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.