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Connecting Claude or another AI assistant to SynkriaOps

Connecting an assistant means giving it the SynkriaOps MCP server address, then authorising access from your browser. By the end of this page, you will know how to add SynkriaOps to Claude or another MCP client, create a key for an automation without a browser, and check that the connection works.

  • Machine access is open on your account (otherwise, contact SynkriaOps support).
  • You have the right to connect an assistant: Administrator, or a colleague they have authorised. By default, no colleague is authorised: see Management decides who uses an AI assistant.
  • An assistant able to connect to a remote MCP server (see below).
https://mcp.synkriaops.com/mcp

It is also shown in SynkriaOps, Settings → AI assistants and MCP, in the Connect your AI assistants block (Copy address button). Enter it exactly, with /mcp at the end.

MethodFor whomWhat happens
Browser connection (recommended)Claude, or any assistant that can open an authorisation in the browserNo secret to copy. You authorise access on a SynkriaOps page. Valid for 90 days.
Agent keyAn automation without a browser (n8n, a script, a service)You create a secret in SynkriaOps and deploy it yourself, with the expiry of your choice.

The Developer configuration block, at the bottom of the AI assistants and MCP page, sums up the same choice under the heading “When to use which”.

The connection always starts from the assistant, never from SynkriaOps. When you add the address, the assistant opens your browser on a SynkriaOps authorisation page.

  1. Copy the address

    In SynkriaOps: Settings → AI assistants and MCP, Copy address button.

  2. Add the connector in Claude

    In Claude: Settings → Connectors → Add custom connector. Give it a name (for example “SynkriaOps”) and paste the address.

  3. Start the connection

    From the connector’s page, start the connection. Claude opens your browser on app.synkriaops.com. Sign in to SynkriaOps if you are not already signed in.

  4. Authorise access

    The Allow Claude to access…? screen appears. Choose the company (or your firm and its client files), the access level, then click Allow N permissions. This screen is described in detail in Authentication and permissions.

  5. Return to Claude

    The browser sends you back to Claude. The connector is active and its tools are available in your conversations.

An agent key (or API token) is a secret that replaces browser authorisation. It suits an automation that cannot open a web page (see Automate with n8n for complete examples). It is created in Settings → AI assistants and MCP, Agents and automations section.

  1. Open the form

    Click Create an agent.

  2. Name the access

    Name field: a name that says what the access is for (for example “n8n reminders”).

  3. Choose the use

    Under What will it be used for?, choose API key for a key intended for the MCP server (see the warning below).

  4. Choose the permissions

    Under What this access will be able to do, choose a level or tick permissions one by one. You can only grant what you hold yourself.

  5. Set an expiry (optional)

    Expiry (optional): Never, 3 months, 6 months, 1 year, 2 years or Custom. Without a date, the key remains valid until it is revoked.

  6. Leave the addresses empty

    Allowed addresses (optional) restricts the key to certain network ranges. For use through the MCP server, leave this field empty: calls to SynkriaOps then come from the MCP server, not from your computer.

  7. Create the key

    Click Create agent. SynkriaOps asks you to confirm your identity.

  8. Copy the secret

    The Write this key down now block shows the key only once. Click Copy key, store it somewhere safe, then I have saved the key, hide it.

Your client is then configured with the address and an authorisation header. The Developer configuration block offers this example:

{
"mcpServers": {
"synkriaops": {
"url": "https://mcp.synkriaops.com/mcp",
"headers": {
"Authorization": "Bearer YOUR_API_KEY"
}
}
}
}
  1. Ask a simple question

    In a new conversation, ask for example: “What is the current fiscal year in SynkriaOps?” or “List my accounting journals”. An accountant connected through a firm can ask: “Which client files can I access?”

  2. Check that the assistant called a tool

    Most assistants show when a tool is called (here get_current_fiscal_year, list_journals or list_firm_client_files). The answer must reflect your real data.

  3. Check in SynkriaOps

    In Settings → AI assistants and MCP, the access appears under Connected applications (browser connection) or Agents and automations (key), with the used mention and the date of the last call.