Overview
Use Workspace API Key authentication for MCP clients that let you configure custom HTTP headers, local editor integrations, or stdio bridges such asmcp-remote.
OAuth is available. See MCP OAuth (Recommended).
Prerequisites
Requires an owner or admin role on the workspace.- Go to your Formo workspace settings
- Navigate to Settings → API
- Click Create API Key
- Enable the permissions you need. Query API read covers analytics and SQL; add Alerts, Charts, Contracts, or Segments to let it read or manage those.
- Copy the generated key
Setup
Select your client below to configure Formo with API key authentication.- Claude Desktop
- Cursor
- Claude Code
- Windsurf
- VS Code
- Codex
- mcp-remote / CLI
- Other clients
- On Claude Desktop, go to Settings > Developer > Edit Config
- This opens the Claude Desktop config file:
- macOS:
~/Library/Application Support/Claude/claude_desktop_config.json - Windows:
%APPDATA%\Claude\claude_desktop_config.json
- macOS:
- Add the following configuration:
- Restart Claude Desktop for the changes to take effect.
- Upon successful restart, click the + icon on a new chat screen to enable Formo.

- You can go to the Connectors settings to configure the Formo connector permissions to Always Allow.

Example questions
Try questions you can ask once Formo is connected.
Troubleshooting
403 MCP access requires a Scale or Enterprise plan: MCP is available only on Scale and Enterprise plans. A valid API key is not sufficient on a Growth workspace. Upgrade your workspace to connect MCP.- Tools not appearing: Check that the URL ends with a trailing slash:
https://api.formo.so/v0/mcp/. Restart your AI assistant after configuration changes. insufficient scopeon a tool call: the key is missing that tool’s permission. Analytics and SQL tools need Query API read; managing alerts, charts, contracts, or segments needs the matching permission. There is no separate MCP scope to enable.- Authentication errors: Ensure the API key is sent as
Authorization: Bearer YOUR_API_KEY. Check that the API key has not been revoked. - Wrong project data: Workspace API keys are project-specific. Create or use a key attached to the project you want the MCP client to query.
- Claude Desktop not connecting: Ensure Node.js is installed and accessible from the command line. Check Claude Desktop logs:
~/Library/Logs/Claude/on macOS.