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Scoutary

MCP setup and usage

Scoutary MCP lets your AI agent read your team’s captured content in chat so you can organize, analyze and summarize it. Clients that support remote HTTP MCP servers, such as Claude Code, Codex, Cursor and WorkBuddy, can connect.

Install MCP

  1. In the Scoutary dashboard, switch to the team you want to use and open Settings → MCP.
  2. Choose your client. Install with a prompt is selected by default. Copy the prompt and send it to your agent to configure the server for that client.
  3. You can also select Command line, Config file or One-click install and follow the instructions. Available methods vary by client.

The configuration already includes the MCP URL for your environment, your team’s App ID and your account API key. No manual entry is needed. Copy a new configuration after switching teams or environments. It contains your credentials, so keep it private.

Verify the connection

After installation, send your agent this message:

Is Scoutary MCP ready to use? Please call a read-only tool to check the connection and tell me if I still need to restart the client, trust the server, or enable it.

Complete any steps the agent requests, then send the same message again. A successful tool call returning your team’s data or a valid empty list confirms the connection. Saving the configuration alone does not confirm that the current session can use it.

Once connected, try:

Use Scoutary MCP to list my current team's capture tasks and summarize the recently collected content. Only read data.

Codex: restart if the MCP is not available after installation

First send the verification message above. If your current session still cannot use the server, you may need to quit and reopen Codex. When using Codex mode in the ChatGPT desktop app, you may need to quit ChatGPT completely and reopen it.

Then ask again:

Is Scoutary MCP ready to use? Please call a read-only tool to check the connection and tell me if anything else is required.

If it still fails, ask the agent to check whether the client has loaded scoutary, the MCP URL is correct and both authentication headers are present. Codex uses TOML; select Codex → Config file on the settings page for the matching snippet. See the official Codex MCP configuration guide.

WorkBuddy: trust and enable the new MCP server

After installation, manually trust and enable the server in WorkBuddy:

  1. Open the experts, skills and connectors menu in the left sidebar, then select Connectors.
  2. Open Custom connectors at the top right.
  3. Find scoutary in MCP service management, select Trust, and confirm that its switch is on and a green dot appears next to its name. Labels may vary by client language.

Return to the conversation and send:

Is Scoutary MCP ready to use? Please call a read-only tool to check the connection and tell me if I still need to trust or enable the server.

Complete any remaining steps the agent requests, then send the same message again. Once a tool call succeeds, continue reading and analyzing your captured content.

Troubleshooting

The configuration is saved, but the agent cannot find Scoutary MCP

Send the verification message first. For Codex, follow the restart instructions. For WorkBuddy, confirm that the server is trusted and enabled.

The server connects, but reading fails or returns no data

Ask the agent for the exact error. Check the configured team, your account’s permissions and whether that team has captured content. An empty list may mean there is no matching data; authentication and permission errors need to be resolved according to the returned message.