Integrations / MCP

MCP

Connect Susan to Claude, Codex, Cursor, and other agents through the Model Context Protocol.

Overview

Susan runs a hosted MCP server at https://usesusan.com/mcp. Connect once, sign in through Susan, and use the company actions available to your workspace.

OAuth is recommended. Your agent never receives your Susan password, Stripe payment details, or raw identity credentials.

Install Susan

Claude Code

claude mcp add --transport http susan https://usesusan.com/mcp

claude mcp login susan

Run claude mcp get susan and confirm it is connected.

Codex

codex mcp add susan --url https://usesusan.com/mcp

codex mcp login susan

Run codex mcp list and confirm Susan is enabled.

Other MCP clients

https://usesusan.com/mcp

Add Susan as a remote Streamable HTTP server and complete OAuth when prompted.

Authentication

OAuth opens Susan so you can sign in and choose permissions. Every request is limited to the authenticated workspace and approved scopes. Connections can be revoked instantly from Agent access.

Clients without OAuth can use a workspace API key. Store it in the client's secret or environment-variable system and send it as a Bearer token. Never paste an API key into chat.

Security boundaries

Documents use short-lived encrypted upload URLs.
Payment details are collected and stored by Stripe, not the agent.
Agents cannot read tax evidence, identity images, signatures, or stored documents.
Legally significant approvals require a secure customer handoff in Susan.

Available tools

The catalog below is generated from Susan's live customer-action catalog and fails tests if a tool is left undocumented.

list_form_companies

List formation drafts in the authenticated workspace.

form_company:read · read · GET /api/v1/form_company

get_form_company

Read one formation draft and its current preparation status.

form_company:read · read · GET /api/v1/form_company/{id}

create_form_company

Create a formation draft without authorizing or submitting it.

form_company:write · direct · POST /api/v1/form_company

update_form_company

Update the editable fields on a formation draft.

form_company:write · direct · PATCH /api/v1/form_company/{id}

prepare_form_company

Validate a formation draft and prepare its customer approval handoff.

form_company:write · direct · POST /api/v1/form_company/{id}/prepare

request_customer_approval

Create a secure Susan URL where the customer reviews and approves formation.

form_company:read · secure_handoff

get_customer_formation_handoff

Read the status of a customer formation approval handoff.

form_company:read · secure_handoff

list_businesses

List existing companies in the authenticated workspace.

businesses:read · read · GET /api/v1/businesses

get_business

Read one existing company and its current Susan record.

businesses:read · read · GET /api/v1/businesses/{businessId}

import_existing_business

Add an already-formed company to Susan.

businesses:write · direct · POST /api/v1/businesses

create_business_document_upload

Create a short-lived encrypted upload URL for a company document.

business_documents:write · direct · POST /api/v1/businesses/{businessId}/document_uploads

complete_business_document_upload

Verify and attach a completed encrypted upload to the company record.

business_documents:write · direct · POST /api/v1/businesses/{businessId}/document_uploads/{documentId}/complete

Action modes

read: Reads workspace-scoped records.
direct: Performs a reversible or preparatory customer action.
confirmed: Requires explicit confirmation before execution.
secure_handoff: Returns a Susan URL for sensitive review or approval.