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AI apps (MCP)

Origamy has a remote MCP server. Connect your AI app to it and the app can read your workspace setup and plan segments, templates, forms, pages, products, services, journeys, teams and reports. You see the plan first, and everything it saves lands off.

Server URL https://mcp.origamy.io/mcp
Transport Streamable HTTP
Sign-in OAuth 2.1 with PKCE. There is no API key.
Plans Every plan for now

The app works as you, in one workspace at a time, and can’t do more than your role allows there. You choose when you connect whether it stays in one workspace or can switch between all of yours. The AI runs on your app’s own plan, so it doesn’t use your Origamy AI package.

Works on Claude web and desktop. Free plans can add one custom connector.

  1. Go to Customize → Connectors.
  2. Choose + Add, then Add custom connector.
  3. Name it Origamy, paste https://mcp.origamy.io/mcp and choose Continue.
  4. Keep the detected sign-in settings and choose Add.
  5. Sign in when Claude asks. If it doesn’t, choose Connect on the Origamy connector.

On a Team or Enterprise plan, an owner adds it first under Organization settings → Connectors: Add, then Custom, then Web. Each person then chooses Connect under Customize → Connectors.

In a chat, use +, then Connectors, to turn Origamy on or off for that conversation.

Your app opens Origamy in your browser. Choose a workspace and what the app may do, then choose Allow.

Permission Default What it allows
Read your workspace setup Always on Segments, templates, forms, pages, products, journeys, reports and counts. Never anyone’s personal details.
Create drafts On Save planned changes. Everything lands off.
Publish forms Off Make a form public once you say yes.

If you belong to more than one workspace, you also choose where the app may work:

Choice Default What it means
Only this workspace On The app can’t see or reach your other workspaces.
All my workspaces Off The app starts in the workspace you picked and can switch to your others.

To change any of these later, disconnect and connect again. A workspace whose plan doesn’t include AI apps can’t be picked. A workspace owner can change the plan in Settings → Billing.

A connection works in one workspace at a time. If you chose All my workspaces, ask your app to switch, for example “Switch to the Lagos workspace”. It calls list_workspaces to see where it can go and switch_workspace to move.

  • Every workspace checks you again. The app can only move to a workspace you are an active member of and whose plan includes AI apps. Once there it has your role in that workspace, not the role you had in the last one.
  • Nothing comes along. Ids from one workspace mean nothing in another, and a plan can only be applied in the workspace it was made in. If the app tries elsewhere, Origamy names the workspace the plan belongs to.
  • A switch moves the whole connection. Every chat that uses the same connection works in the new workspace from then on. Answers name the workspace they came from, so the app can tell.
  • Each workspace sees it. The connection shows under Settings → Connected apps in every workspace it can reach, marked as covering all your workspaces. The move is recorded in both workspaces’ logs.

A connection made for one workspace stays there. So does any connection made before switching existed. To let it switch, disconnect it and connect again with All my workspaces.

Start a new chat and ask something like:

  • “What’s in my Origamy workspace, and what’s missing?”
  • “Which journeys are on, and how often have they run?”
  • “Plan a follow-up for new sign-ups: a form, two messages and a call task for my team.”
  • “Draft this month’s newsletter template with the fields we actually have.”
  1. Your app calls plan_changes. Origamy checks every item with the same rules the builders use and refuses a plan with problems, naming the field and the allowed values.
  2. Your app shows you the preview and asks.
  3. When you say yes, it calls apply_changeset. The response links to each item in the dashboard.
  4. Everything is off: journeys and reports are disabled, templates are drafts, forms and pages are unpublished, and products and services aren’t on sale.
  5. Check the drafts in Origamy and turn on what you want.

If an item fails while applying, the ones before it have landed, and applying again resumes from the failed one.

Your app can draft with the page builder and the catalog as well:

  • Pages. It starts a page from one of the built-in templates, then changes sections: wording, pictures, colours, order. To change a page you already have, it edits the page’s draft. A published page keeps showing its published version until you publish again.
  • Products and services. It drafts a product with its first prices, or with options and variants, and an event when the product is a ticket. It drafts a service with its length and price. Both land switched off.
  • Form designs. It gives a form one of the built-in designs and adjusts it. The design shows once you publish the form.
  • Gallery templates. It starts a template as a copy of a design from the template gallery, with your name and subject. You change the wording in the designer.

Every page and design is checked against the builder’s own rules before it is stored. A section type, layout or setting the builder doesn’t have is refused, with where it is and what’s allowed, so a draft that reaches you opens in the builder as written.

Your app can’t publish a page, put a product on sale or turn a service on. Those stay with you.

  • No personal data. No setting opens this up. Tools return your setup, counts and field names. When the app needs to see what a person looks like, sample_people returns made-up people with reserved test contact details, marked synthetic: true with syn_ ids.
  • No orders or buyers. Catalog tools return what you sell and the stock you put on sale. They never return orders, sales figures, buyers or who holds a ticket.
  • It can’t message your contacts. No tool sends anything or turns on a journey.
  • Live journeys are protected. Changes to anything a live journey uses are refused. Make those in the dashboard.
  • What’s on sale is protected. A product that is on sale or a service that is on can’t be changed, and an existing product’s prices, variants and stock can’t be changed at all. Make those changes in the dashboard.
  • It can’t take money or go public on its own. No tool publishes a page or puts anything on sale. Publishing a form needs the Publish forms permission and your yes.
  • Text is treated as data. Words people wrote, such as a template body, come back in an untrusted_content field, and the app is told never to follow instructions inside it.
  • Every call is recorded. Origamy logs the app, the person, the tool, a hash of the arguments and the result.
  • Rate limits. 120 calls a minute per person, and 300 a minute per connection.
Tool What it does Needs
get_workspace_overview Name, time zone, country, plan, connected channels and how much of each thing there is. Apps should start here. Read
list_workspaces The workspaces you belong to, which one the connection is in, and where it can switch. Read
switch_workspace Move the connection to another of your workspaces. Needs All my workspaces. Read
search Find segments, templates, forms, pages, products, services, journeys, reports and teams by name or description. Read
fetch The full record for an id from search, such as segment:12. Read
list_segments, get_segment Segments with their size, and one segment’s definition. Read
list_templates, get_template Templates, and one template’s subject, body and variables. Read
list_forms, get_form Forms, and one form’s questions, settings and design. Never the answers. Read
list_pages, get_page Pages, and one page’s outline and working draft. Read
list_page_templates, get_page_template The built-in page templates, and one template’s document. Read
list_form_designs, get_form_design The built-in form designs, and one design’s document. Read
list_template_gallery Ready-made templates from the gallery that a new template can start from. Read
get_design_guide How a page or a form design is written: section types, layouts and rules. Read
list_products, get_product Products and event tickets, and one product’s prices, variants, stock put on sale and event. Read
list_services Bookable services with their length, price and whether they are on. Read
list_workflows, get_workflow Journeys, and one journey’s trigger, steps and exit rules. Read
list_reports Scheduled reports, with how many recipients but not who. Read
list_tracking_plans, list_charts, list_dashboards Tracking plans, saved charts and dashboards you can see. Read
list_teams Teams for task assignment, with how many members but no names. Read
get_people_schema Trait and event names and types. Never values. Read
sample_people Up to 25 made-up people in your workspace’s trait names. Read
plan_changes Check and store a set of changes, and return a preview. Create drafts
get_changeset, list_changesets A planned set of changes with its status and links, and the plans still waiting. Read
apply_changeset Save a planned set of changes, all off. Create drafts
discard_changeset Drop a plan you decided against. Create drafts
publish_form Make a draft form public. Publish forms

Planned changes can cover segments, templates, forms, journeys, teams, reports, tracking plans, charts, dashboards, pages, products and services. Each tool also needs the matching permission on your own role in the workspace the connection is in, such as segments:read or forms:write. Pages need forms:write and products need settings:write. A tool your role or plan doesn’t cover is left out of the list the app sees.

Go to Settings → Connected apps and choose Disconnect. It takes effect straight away: the app’s next call fails and it has to be connected again. Everyone sees their own connections, and owners and admins see the whole workspace’s and can disconnect any of them. A connection made for all of someone’s workspaces is one connection: disconnecting it in any workspace ends it in all of them.

Signing out everywhere, or leaving the workspace the connection is working in, also stops it. Removing the app from your AI tool doesn’t, so disconnect here too.

What you see What to do
The app says it’s unauthorized or asks you to reconnect The connection ended. Connect it again.
“Plan does not include AI apps” A workspace owner can change the plan in Settings → Billing. A connection for all your workspaces can still switch to another one.
“This app was connected for one workspace” Disconnect it and connect again, choosing All my workspaces.
“This changeset was planned in” another workspace Ask your app to switch back to that workspace, or to plan the changes again where it is.
“Changes to something live are made in the dashboard” The journey, product or service is on. Change it in Origamy, or ask for a new one.
The app doesn’t know a new tool or field Apps cache the tool list. Start a new chat or reconnect.
ChatGPT or another app won’t sign in Check that your plan allows custom MCP servers, then email [email protected] with the app’s name.
A plan is refused The refusal names the field and what’s allowed. Ask your app to fix it and plan again.