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Connect MCP Omie to your AI assistant

MCP Omie is a remote MCP server (Model Context Protocol): it works with AI assistants that accept MCP connectors. The steps are the same in any compatible assistant — only the menu names change; below is where each thing is in the most used ones.

What the assistant must support

For security, sign-in only hands access back to assistants your firm has enabled. Whoever administers the client picks them in the client area, under AI assistants, among the most used — Claude, ChatGPT, VS Code / GitHub Copilot, Cursor, Claude Code, Gemini CLI — and may enable another one by entering the return address (redirect URI) it shows. New firms start with Claude enabled.

1. Get the connector's values

Open the client area and sign in with the Google account of the e-mail your firm invited. Connect to your AI assistant shows three values, each with a copy button:

2. Add the connector in the assistant

  1. Open your assistant's connectors (or MCP servers) settings.
  2. Choose to add a custom connector / remote MCP server.
  3. Give it a name (for example, Omie) and paste the Connector URL.
  4. In the authentication (OAuth) options, paste the OAuth Client ID and Client Secret.
  5. Save and connect.
In each assistant

For Cursor, Claude Code and Gemini CLI, the client area shows the command or configuration already filled in with your URL and ID, ready to copy. On Claude Team and Enterprise plans, an administrator of your organization may need to add the connector first. Menu names may vary between versions.

3. Sign in and authorize

  1. The assistant opens MCP Omie's sign-in page: choose Google and use the account of the invited e-mail.
  2. Approve the access the connector asks for (name and e-mail only).
  3. Back in the assistant, the connector shows as connected.

4. Use it in a chat

In a new chat, turn the connector on in the assistant's tools and ask, for example: "List the Omie companies I can access" or "What is due this week across all companies?". Operations that move money or issue a tax document show a preview and only happen after you confirm.

If something goes wrong