> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orum.io/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP Server

> Connect AI models to Orum's API.

## Overview

MCP is an open protocol that standardizes how apps and services can securely communicate context to large language models, or LLMs. MCP provides a standardized way to connect AI models to different data sources and tools.

Think of it this way: MCP enables Orum to give you a simple way to use conversational interactions between our APIs and the AI tools you’re already using.

<Tip>
  Our MCP Server can currently only be used in our Sandbox Environment.

  Ensure you're using Sandbox credentials when getting started.
</Tip>

## Demo

<iframe width="100%" height="315" src="https://www.loom.com/embed/3bddaa3cd2c84d138f79ad889e897300" title="Orum MCP Server" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen />

## Steps

<Steps>
  <Step title="Generate API Credentials">
    Before any interaction with the API or Claude configuration, you'll need to generate credentials:

    1. Log in to [Orum Monitor (sandbox)](http://monitor-sandbox.orum.io/)
    2. Go to **Developer Tools → API Authentication**
    3. Click **Generate New Credentials**
    4. Save the `client_id` and `client_secret`. The secret is only shown once.

    These credentials will be used by Claude to authenticate all API requests.
  </Step>

  <Step title="Configure Claude Desktop">
    1. Ensure Claude Desktop is installed
    2. Create or update your `.claude/config.json` file with the following:

       ```json theme={null}

       {
         "mcpServers": {
           "orum-openapi-mcp-server": {
             "command": "npx",
             "args": [
               "-y",
               "@orum-io/openapi-mcp-server"
             ],
             "env": {
               "OAUTH_CLIENT_ID_OAUTH2": "<client_id>",
               "OAUTH_CLIENT_SECRET_OAUTH2": "<client_secret>"
             }
           }
         }
       }
       ```

       Replace `<client_id>` and `<client_secret>` with the values from Step 1.

    <Note>
      Claude will automatically use these credentials to authenticate with Orum's API. It performs the OAuth flow under the hood, requests a token using the `client_id` and `client_secret`, and uses the returned token in all subsequent API requests. No manual token handling is needed.
    </Note>
  </Step>

  <Step title="Start Prompting">
    You can ask Claude to do a variety of tasks. Here are some ideas to get you started:

    * Create a person
    * Asociate a bank account with person
    * Schedule a recurring transfer
    * Create webhooks
    * Analyize transfer activity for reporting *(e.g., Over the past 60 days, what is the total value of RTP debits from our balance?)*
  </Step>
</Steps>

If you have feedback or questions, send a note to [<u>service@orum.io</u>](mailto:service@orum.io) — our team is here to help.