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🧠 Inheriti® MCP

Inheriti® MCP connects Inheriti® Business to an AI assistant that supports the Model Context Protocol (MCP): Codex, Claude Code, Cursor, Claude Desktop and others. The assistant can find the right plans and fields. When a value is needed, it opens on a one-time page in your own browser, and the assistant only learns that it was delivered, never what it was.

The Inheriti MCP guide in Inheriti Business

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Your assistant starts inheriti-mcp on your computer as a local program and talks to it directly. Running it by hand in a terminal does nothing useful: it waits for messages from the assistant.

Install​

  1. Install Node.js 22 or later (it includes npm).
  2. Download the MCP build for your system. A .tgz download does not install the command by itself: choose Installation instructions next to the download and run the command shown, from the folder that holds the file. On Windows that is a PowerShell command, and afterwards inheriti-mcp --version should print a version.
  3. Connect your assistant. Add Inheriti® MCP as a local server to your client:
ClientWhat to do
Codexcodex mcp add inheriti -- inheriti-mcp
Claude Codeclaude mcp add --transport stdio --scope user inheriti -- inheriti-mcp
CursorAdd the entry below to .cursor/mcp.json (one project) or ~/.cursor/mcp.json (all projects)
Claude DesktopSettings → Developer → Edit Config, add the entry below to claude_desktop_config.json, then restart Claude Desktop fully
{
"mcpServers": {
"inheriti": { "command": "inheriti-mcp" }
}
}

If your client cannot find inheriti-mcp, use the full path to the program instead. On Windows, where.exe inheriti-mcp shows it.

Sign in and first request​

Restart or reconnect your client, open a new conversation and ask: "List my Inheriti Business organisations." The first request returns a sign-in link and a code. Open the link, enter the code, then ask again. Then ask the assistant to select your organisation; the choice is remembered.

The session is held by the running program. If you restart the assistant's server, you sign in again.

What the assistant can do​

TaskToolsReveals a value?
Sign in and organisationslist_organizations, select_organization, logoutNo
Find plans and fieldslist_backup_plans, get_backup_plan, list_backup_plan_logsNo: names, asset codes, field names and safe activity only
Create a plancreate_plan_with_assistant, check_plan_creation_statusYou enter the values in a window on your computer
Open a value or a filereveal_plan_secret, download_plan_asset, check_reveal_statusYes, but only on a one-time local browser page. The assistant receives status only
Recoverabort_plan_access, check_updateNo

Ask in plain language, for example "Which plan holds our Stripe key?" or "Open the API key from the Marketing plan." The assistant picks the tools.

How a value is delivered​

  1. The assistant asks for a field with reveal_plan_secret.
  2. The plan's access flow runs: Organisation Key release in SafeKey Mobile, authentication, moderator approvals and custodian steps, only as far as the plan requires.
  3. When approved, a one-time page opens in your browser with the value. Secret values, file bytes and download links never appear in the conversation.
  4. The assistant can check or cancel the delivery with check_reveal_status.

Good to know​

  • Check what the assistant is about to run. Read the request before you approve it, as with any tool.
  • Metadata is safe to browse. Searching and inspecting plans needs no approval.
  • Automation setup: MCP can also help you set up automation connections. See Automation.
  • Something stuck? Ask the assistant to cancel the delivery, or to abort plan access for the plan. If a SafeKey Mobile release cannot be cancelled, wait for the request to expire.

Next: Inheriti® IDE.