The MCP (Model Context Protocol) server connects the Okimia API to an AI agent: your assistant can then access your accounts, transactions, and invoices to answer your questions or prepare analyses.
The connection relies on the OAuth protocol: you authorize the agent from Okimia, choosing the company involved and the data it can access. For example, with Claude Desktop:
Add a connector from Connectors > Add a connector > Add a custom connector:
Give the connector a name and enter the URL https://mcp.okimia.com/mcp:
In the Authentication section, click Connect now. Then, in OAuth Client, select Use your own OAuth client and enter the OAuth Client ID provided by Okimia in the corresponding field: go to the API & applications page and click the Connect button next to Connected applications & MCP to get it:
You are redirected to a Claude page: click Continue connection:
You then arrive at the Okimia consent page. Select the company whose data the agent can access, as well as the permissions granted to the MCP server tools (the data it can access), then click Authorize. If you're not yet logged into Okimia, sign in: you will be redirected to this page automatically:
Return to Claude to finalize the connection.
If everything went well, the following window displays:
N.B.: your AI agent only accesses the company data and permissions you selected during authorization. Only connect trusted agents and tools.