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

# Connect your client

> Set up the Cello MCP server in Claude, Claude Code, Cursor, VS Code, Windsurf, Lovable, and other MCP clients

The Cello MCP server uses **OAuth**. When you connect, your client opens a browser window to sign in to Cello and authorize access. There's no token to generate or paste, and your client refreshes the connection automatically.

```
https://mcp.cello.so/mcp
```

<Info>
  Make sure MCP is **enabled for your account** and grab your **MCP Server URL** first. The examples above use the Production URL; swap in your Sandbox URL (`https://mcp.sandbox.cello.so/mcp`) if connecting a test account.

  <img src="https://mintcdn.com/cello/4C7XEZmkMsMYyA_d/mcp/mcp-settings.png?fit=max&auto=format&n=4C7XEZmkMsMYyA_d&q=85&s=8e0a5d2d10c52ee7994cfaa9329486a8" alt="Cello Portal MCP Server page showing the Enable MCP toggle, the MCP Server URL field, and quick-add cards for Cursor, Claude, VS Code, Lovable, Replit, and Other AI tools" width="2066" height="1118" data-path="mcp/mcp-settings.png" />
</Info>

## Claude

Connect Cello to the **Claude desktop or web app** as a custom connector. (For the Claude Code CLI, see [Claude Code](#claude-code) below.)

1. Go to **Settings → Connectors**
2. Click **Add custom connector**
3. Enter the following:
   * **Name**: `Cello`
   * **Remote MCP server URL**: `https://mcp.cello.so/mcp`
4. Click **Add**, then **Connect**.

<video controls className="w-full rounded-lg" src="https://mintcdn.com/cello/4C7XEZmkMsMYyA_d/mcp/claude-mcp-2.mp4?fit=max&auto=format&n=4C7XEZmkMsMYyA_d&q=85&s=4991c80a2810e8b1db1814d3e4cb2a0c" data-path="mcp/claude-mcp-2.mp4" />

<Frame caption="Cello listed in Claude Connectors, ready to connect">
  <img src="https://mintcdn.com/cello/4C7XEZmkMsMYyA_d/mcp/claude-2.png?fit=max&auto=format&n=4C7XEZmkMsMYyA_d&q=85&s=0cf35748d358ce5033593c47864e173e" alt="Claude Settings → Connectors showing Cello as a custom connector with a Connect button" width="2108" height="1510" data-path="mcp/claude-2.png" />
</Frame>

A browser window opens to authorize access to your Cello account.

<Frame caption="Authorizing Claude to access Cello">
  <img src="https://mintcdn.com/cello/4C7XEZmkMsMYyA_d/mcp/claude-1.png?fit=max&auto=format&n=4C7XEZmkMsMYyA_d&q=85&s=9fd51b003bee8917131d74e7199b7f74" alt="OAuth authorization dialog asking to allow Claude to access Cello" width="2536" height="1492" data-path="mcp/claude-1.png" />
</Frame>

Once connected, the Cello tools appear in the chat and Claude uses them automatically.

<Info>
  On Team, Enterprise, and Edu plans, an admin may need to add Cello as an organization connector first via **Settings → Connectors → Organization plugins** before members can connect.
</Info>

## Claude Code

<Steps>
  <Step title="Add the server">
    Run the following in your terminal:

    ```bash theme={null}
    claude mcp add --transport http Cello https://mcp.cello.so/mcp
    ```

    Swap in the Sandbox URL (`https://mcp.sandbox.cello.so/mcp`) if you're connecting a test account.
  </Step>

  <Step title="Authenticate with Cello">
    Run `/mcp` inside Claude Code, select **Cello**, and choose **Authenticate**. A browser window opens for you to sign in to Cello and authorize access. Claude Code stores and refreshes the connection for you - there's no token to manage.
  </Step>

  <Step title="Verify the connection">
    Run `/mcp` again. **Cello** should show as **connected** with its tools listed. Try a prompt like *"Use Cello to check my integration status."*
  </Step>
</Steps>

## Cursor

The quickest way is to click **Cursor** directly from the MCP Server page in the Cello Portal — it adds the server to Cursor automatically.

Or add it manually: go to **Cursor Settings → Tools & Integrations → MCP Servers → Add Server** and enter the server URL. When Cursor connects, it opens a browser window to sign in to Cello and authorize access.

<Frame caption="Click Cursor from the Cello Portal to add it in one step">
  <img src="https://mintcdn.com/cello/4C7XEZmkMsMYyA_d/mcp/mcp-settings-cursor.png?fit=max&auto=format&n=4C7XEZmkMsMYyA_d&q=85&s=4c4886ae6475b2f2483f431f16d7b4b2" alt="Cello Portal MCP Server page with the Cursor quick-add card highlighted" width="2222" height="1110" data-path="mcp/mcp-settings-cursor.png" />
</Frame>

<Frame caption="The Cursor install dialog with Cello pre-filled">
  <img src="https://mintcdn.com/cello/4C7XEZmkMsMYyA_d/mcp/mcp-cursor-1.png?fit=max&auto=format&n=4C7XEZmkMsMYyA_d&q=85&s=1a42e90f77dc16414e99a5973bd6e307" alt="Cursor Install MCP Server dialog showing Name as Cello MCP, Type as streamableHttp, and the Cello server URL" width="1912" height="1210" data-path="mcp/mcp-cursor-1.png" />
</Frame>

Or configure manually by editing `~/.cursor/config/mcp.json` (macOS/Linux) or `%USERPROFILE%\.cursor\config\mcp.json` (Windows):

```json theme={null}
{
  "mcpServers": {
    "Cello": {
      "url": "https://mcp.cello.so/mcp"
    }
  }
}
```

After adding the server, Cursor prompts you to sign in. Once authorized, you should see the Cello MCP server listed with the Cello tools enabled.

<Frame caption="Cello MCP connected in Cursor">
  <img src="https://mintcdn.com/cello/UjxDCCXKDKK9sNaQ/coding-apps/cursor_mcp_2.png?fit=max&auto=format&n=UjxDCCXKDKK9sNaQ&q=85&s=a51269cca024190f607ad2584383c197" alt="Cursor Tools & MCP settings showing the Cello MCP connected with its tools enabled" width="1248" height="1126" data-path="coding-apps/cursor_mcp_2.png" />
</Frame>

## VS Code (Copilot)

Create or edit `.vscode/mcp.json` in your workspace (or use **MCP: Add Server** from the Command Palette):

```json theme={null}
{
  "servers": {
    "Cello": {
      "type": "http",
      "url": "https://mcp.cello.so/mcp"
    }
  }
}
```

When VS Code connects, it opens a browser window to sign in to Cello and authorize access.

## Windsurf

1. Go to **Settings → MCP**
2. Click **Add Server**
3. Enter the server URL: `https://mcp.cello.so/mcp`
4. Windsurf opens a browser window to sign in to Cello and authorize access.

## Lovable

Add the Cello MCP as a custom personal connector in Lovable:

1. In Lovable, go to **Settings → Connectors → Personal connectors**
2. Click **New MCP server**
3. Enter the following:
   * **Server name**: `Cello`
   * **Server URL**: `https://mcp.cello.so/mcp`
   * **Authentication**: Select **OAuth**
4. Click **Add & authorize**. A browser window opens for you to sign in to Cello and authorize access.

The Cello connector appears in your list of personal connectors.

<Frame caption="Cello MCP enabled in Lovable's Personal connectors">
  <img src="https://mintcdn.com/cello/UjxDCCXKDKK9sNaQ/coding-apps/lovable_mcp_1.png?fit=max&auto=format&n=UjxDCCXKDKK9sNaQ&q=85&s=451e0dcd1fd103ac0cca27e487ba0128" alt="Lovable Settings showing Cello as an enabled MCP personal connector" width="2330" height="1194" data-path="coding-apps/lovable_mcp_1.png" />
</Frame>

For a complete walkthrough of using the Cello MCP with Lovable to build a referral integration, see the [Cello + Lovable integration](/coding-apps/lovable-integration) guide. For more details on custom MCP servers in Lovable, see the [Lovable MCP documentation](https://docs.lovable.dev/integrations/mcp-servers).

## Other MCP clients

Any tool that supports MCP can connect to the Cello MCP server. Add the following to your client's MCP configuration:

* **Server URL**: `https://mcp.cello.so/mcp`
* **Authentication**: OAuth - sign in to Cello in the browser window your client opens

After adding the server, complete the browser sign-in to authorize access, then restart your application if your client requires it.

## Troubleshooting

| Issue                                               | Solution                                                                                                                                                                                |
| --------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Connection fails                                    | Re-run the authorization flow from your client to sign in to Cello again. Make sure you're signing in to the account that matches the server URL's environment (Production vs Sandbox). |
| Tools return authentication errors                  | Disconnect and reconnect the server to refresh authorization. Check that MCP is enabled for your account in the portal (**Integrations → MCP**).                                        |
| You don't see the tools you expect                  | The available tools depend on your Cello role. If you expect developer or growth tools and don't see them, contact your Customer Success Manager.                                       |
| `cello_get_integration_status` shows `notConnected` | Follow the relevant integration guide for the disconnected component. Use `search_cello` to find the setup docs.                                                                        |
| Events show validation warnings                     | Use `cello_get_events` to inspect the payload and identify missing or malformed fields (ucc, productUserId, customerId).                                                                |
| Data or recommendations look out of date            | Most data is live; config-based recommendations reflect the current setup, while CRM-derived recommendations may have a slight delay.                                                   |

## Need help?

If you get stuck, reach out to your Customer Success Manager or contact support at [support@cello.so](mailto:support@cello.so).
