Help

Connect your assistant

Connect through OAuth, review access to your space, and manage assistants in Notes and Finance.

Before connecting

Available to every confirmed CleverNote account, including Free and ended trials. Your external assistant may require a separate plan or permission. Sign-in and explicit consent are required.

In Notes or Finance, open Account → Settings → Connected assistants.
Copy the server URL and follow the instructions for your client.
Sign in in the secure browser. Check the requesting client, account, space, members and permissions before authorizing.

https://clevernote.net/api/mcp

Open in Notes Open in Finance

Choose your client

ChatGPT

In app settings, add a remote MCP app with the server URL and choose OAuth. Availability depends on the plan and permissions of your ChatGPT account.

Official client instructions

Claude web / Desktop

In Settings → Connectors, add a remote connector with the server URL, connect and review access in your browser.

Official client instructions

Claude Code

Run this command, then open /mcp to sign in and review access.

claude mcp add --transport http clevernote https://clevernote.net/api/mcp

Official client instructions

Codex

Add the HTTP server, then use login to open the browser and review access.

codex mcp add clevernote --url https://clevernote.net/api/mcp
codex mcp login clevernote

Official client instructions

Cursor

Add this MCP server configuration, then use the connect action to sign in with OAuth.

{
  "mcpServers": {
    "clevernote": {
      "url": "https://clevernote.net/api/mcp"
    }
  }
}

Official client instructions

What you authorize

The assistant can search notes, people and financial information across the authorized space, answer with sources and create notes, including during an answer. Starting in Notes or Finance grants the same scope. This does not grant access to Google Calendar or account settings, editing or deleting records.

In a shared space, other members are informed who authorized the client and when. The external assistant receives the data it requests under its own policies. Revoking stops new access but does not delete copies already received.

Authorization is separate from usage: a connection is only marked as used after the assistant executes a tool. Normal operation quotas and shared operational limits still apply. A plan change or ended trial does not revoke consent.

Review or revoke access

Open Account → Privacy and data → Authorized access in either product, on the web or mobile. Check the client, person responsible, space, dates and status. Revoke access after confirming the client and space. A partner can see the access metadata; only the person who authorized it can revoke it.

Advanced personal tokens use the same consent and last up to 90 days. The token is shown only once. Keep it in your client's protected credential storage. Use OAuth for ChatGPT. Existing manual connections require an explicit authorization review.

Troubleshooting

Sign-in or authorization expired: Start the connection again from your assistant. The connection lasts up to 90 days and expires after 30 days of inactivity.
Space changed: Review and authorize again. A change in shared-space membership requires new consent.
Temporary limit or operation quota: Wait before retrying or check the operation's quota. Creating another token does not reset limits or quotas. Your authorization remains valid.
Operational suspension: Wait until service is available again. You can still review and revoke access.
Invalid client or request: Start again from the current assistant configuration and check its official instructions.