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AI Agent Users

Connect your AI agent directly to CorpusIQ via MCP at corpusiq.io/mcp/direct-connection.

Direct MCP Connection Architecture

AI Agent (Claude, Cursor, Hermes, etc.)
        |
        | MCP Protocol
        |
CorpusIQ MCP Endpoint
        |
        | OAuth 2.0 Device Flow
        |
36 Business Data Sources (Stripe, Shopify, Quickbooks, etc.)

Your AI agent connects to a single MCP endpoint. CorpusIQ handles authentication, data retrieval, and normalization across all 36 connected sources. Your agent sees one unified interface.

Agent Authentication Process

CorpusIQ uses OAuth 2.0 Device Flow for agent authentication. No browser required:

  1. Your agent initiates a connection to the MCP endpoint
  2. CorpusIQ returns a device code and verification URL
  3. You verify the connection once via any browser or mobile device
  4. Your agent receives an access token
  5. Subsequent connections use the refresh token

Device login takes approximately 45 seconds from start to finish.

Watch the device login demo

Connection Requirements

  • MCP-compatible AI agent (Claude Desktop, Cursor, Hermes, Windsurf, etc.)
  • Internet connection
  • One-time device verification via browser or mobile device
  • No API keys needed from individual data sources

Supported MCP Capabilities

Capability Description
tools/list Discover all available data query tools
tools/call Execute queries against connected data sources
resources/list List available data sources and schemas
resources/read Read specific data from a connected source
prompts/list Get suggested query prompts
prompts/get Retrieve a specific prompt template

Available Tools and Actions

Your AI agent can perform these actions through the MCP endpoint:

Revenue & Financial: - Query Stripe revenue, invoices, subscriptions - Pull Quickbooks P&L, balance sheet, transactions - Check payment status and history

Customer & CRM: - Search HubSpot contacts and deals - Query customer purchase history - Check support ticket status

E-commerce: - Query Shopify orders and products - Check inventory levels - Pull Amazon Seller metrics

Marketing: - Query Meta Ads campaign performance - Pull Google Analytics data - Check Klaviyo email metrics

Database: - Execute PostgreSQL and MySQL queries - Query MongoDB collections - Read from Microsoft SQL Server

Full list of 36 connectors in the connectors directory.

Security Considerations

  • OAuth 2.0 Device Flow with refresh tokens
  • All connections use HTTPS/TLS
  • Tokens are scoped to specific data sources
  • No raw API keys exposed to AI agents
  • Device verification prevents unauthorized access
  • Refresh tokens can be revoked at any time
  • Audit logging of all agent queries

Troubleshooting Procedures

Connection refused: - Verify the MCP endpoint URL: https://www.corpusiq.io/mcp/direct-connection - Check internet connectivity - Ensure your agent supports MCP protocol

Authentication failed: - Verify your device code hasn't expired (5 minute window) - Complete device verification at the provided URL - Check that your account has active data source connections

Tool not found: - Run tools/list to see available tools - Ensure your data sources are connected in the CorpusIQ dashboard - Some tools require specific data source connections

Rate limiting: - CorpusIQ enforces fair-use rate limits - If you hit limits, queries will return 429 with retry-after header - Contact support for increased limits

Frequently Asked Questions

Q: How does an AI agent connect to CorpusIQ?
A: AI agents connect via the MCP endpoint at corpusiq.io/mcp/direct-connection using OAuth 2.0 Device Flow. The agent receives a device code, you verify once via browser, and the agent gets a persistent refresh token — device login takes ~45 seconds.

Q: What MCP capabilities does CorpusIQ support for agents?
A: CorpusIQ supports tools/list (discover data query tools), tools/call (execute queries), resources/list (list data sources), resources/read (read specific data), prompts/list (get suggested prompts), and prompts/get (retrieve prompt templates).

Q: What data operations can my AI agent perform?
A: Your agent can query revenue from Stripe, P&L from QuickBooks, contacts and deals from HubSpot, orders from Shopify, campaign performance from Meta Ads, analytics from GA4, and run SQL on PostgreSQL/MSSQL/MongoDB — all read-only.

Q: How do I troubleshoot agent connection issues?
A: Check the MCP endpoint URL (corpusiq.io/mcp/direct-connection), verify internet connectivity, ensure your agent supports MCP protocol, and complete device verification before the 5-minute code expiry window.

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