Connect MCP using a custom connector

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Plans supporting this feature: Business Enterprise

Document360 MCP server can be connected to AI assistants using a URL or a JSON configuration file.

Custom connectors allow you to establish a secured connection between your knowledge base and supported AI assistants. Once connected, the AI assistant can interact with documentation content in your Document360 project through MCP.


Enable MCP

To enable MCP,

  1. Navigate to Settings () in the left navigation bar.

  2. Go to AI Settings > MCP.

  3. Click Enable MCP.

    A confirmation message appears asking whether you want to allow external AI tools to access your knowledge base. Only Project Owners and Admins can enable or disable MCP for a project.

  4. Click Allow Access to proceed.

Document360 MCP settings page with tutorial video and options for AI configuration.

Once enabled, the MCP configuration becomes available under Custom Connectors.

NOTE

Enabling MCP allows structured access to your knowledge base. Content access continues to follow your existing project version, language, and visibility settings.


Get the JSON configuration

After enabling MCP,

  1. Under Custom Connectors, click Get details.

    User interface showing AI settings with highlighted 'Get details' button for custom connectors.

  2. The MCP configuration will be displayed.

  3. You can either copy the full JSON configuration or use the URL provided within it, depending on your AI tool’s requirements.

    This configuration is required to establish the MCP connection in your AI tool.

Configuration settings for connecting to Document360's custom connector interface.


MCP server URLs

Use the following MCP server URLs when configuring connectors in your AI assistant. Select the appropriate URL based on your project’s region or environment. Paste the URL into the MCP custom connector configuration field in your AI assistant.

EU region

https://mcp.document360.io/mcp

US region

https://mcp.us.document360.io/mcp

Canada region

https://mcp.ca.document360.io/mcp

Airtable (PH environment

https://mcp.airtable.document360.io/mcp

Neurocrine (PH environment)

https://mcp.neurocrine.document360.io/mcp

Wolters Kluwer (PH environment)

https://mcp.wk.document360.io/mcp


Connect MCP to your AI assistant

After enabling MCP in Document360, you can connect your knowledge base to an AI assistant using the provided MCP JSON configuration. Depending on the AI platform, you may need to use either the MCP Server URL or the JSON configuration. The setup steps vary slightly across platforms.

The following sections outline the connection process for commonly used AI assistants such as ChatGPT, Claude, and Copilot.

To connect MCP IN ChatGPT:

  1. Open ChatGPT.

  2. Go to Settings.

  3. Navigate to Apps > Advanced settings.

  4. Enable Developer mode.

  5. Click Create app.

Settings menu showing Apps and Advanced settings options for ChatGPT.

Provide the following details:

  • Name - Enter a label for the connection (for example, Document360 MCP).

  • Description - (Optional) Add a description for reference.

  • MCP Server URL - Paste the MCP Server URL provided in Document360.

  • Authentication method - Select OAuth.

    • Click on Advanced settings

    • In the side panel that appears, scroll to the bottom

    • Uncheck the OIDC enabled option

      Settings for Document360 app including OIDC support and advanced configuration options.

  • Select the confirmation checkbox (I understand…).

  • Click Create.

After creating the app:

  • You will be redirected to Document360.

  • Review the connection request and choose the required project.

  • Select the confirmation checkbox (I understand and trust this URL).

  • Click Continue.

  • You will be redirected to ChatGPT.

The connection is now established. ChatGPT can interact with your knowledge base using the MCP capabilities enabled in your project.

To connect MCP in Claude AI:

  • Open Claude AI.

  • Navigate to Settings.

  • Go to Connectors.

  • Click Add custom connector

    If your organization allows to add custom connectors, you can proceed with the setup.

    If not, you may need to contact your organization admin to enable or grant permission to add custom connectors.

Provide the required details:

  • Name - Enter a label (for example, Document360 MCP).

  • Configuration - Paste the MCP server URL from the MCP configuration provided in Document360.

  • Click Connect.

After creating the connection:

  • You will be redirected to Document360.

  • Review the connection request and choose the required project.

  • Select the confirmation checkbox (I understand and trust this URL).

  • Click Continue.

The connection is now established. Claude AI can interact with your knowledge base using the MCP capabilities enabled in your project.

To connect MCP in Cursor IDE:

  • Open Cursor IDE.

  • Navigate to Settings.

  • Go to Tools & MCP.

  • Click Add new MCP server.

Settings menu showing Tools & MCP with options for browser automation and custom tools.

You will be redirected to the MCP configuration screen.

  • Paste the MCP JSON configuration copied from Document360.

  • Save it.

JSON structure showing Document360 server configuration with URL and type details.

After saving:

  • Return to Cursor IDE Settings > Tools & MCP.

  • Locate the configured MCP server.

  • Once authentication is enabled, click Connect.

After creating the connection:

  • You will be redirected to Document360.

  • Review the connection request and choose the required project.

  • Select the confirmation checkbox (I understand and trust this URL).

  • Click Continue.

The connection is now established. You can use MCP capabilities directly within the Cursor IDE to search, retrieve, and update documentation while coding.

To connect MCP in Copilot agents:

Create a new agent

  1. Log in to your Copilot environment.

  2. Navigate to Agents.

  3. Click Create blank agent.

  4. Enter a name for the agent.

  5. Click Create.

Creating a new agent named Document360 in Copilot Studio interface.

You will be redirected to the newly created agent.

Add MCP as a tool

  1. In the agent page, navigate to the Tools tab in the top navigation bar.

  2. Click Add a tool.

  3. Select Model Context Protocol.

Configure MCP settings

  1. Enter the following details:

    • Name – Provide a name for the MCP connector

    • Description – Enter a description (minimum 30 characters)

    • URL – Paste the appropriate MCP server URL

  2. Under Authentication method, select OAuth 2.0.

  3. Ensure Dynamic discovery is selected by default.

  4. Click Create.

Form for adding a Model Context Protocol server with required fields and options.

Establish connection

  1. After creating the tool, a Connection screen will appear showing Not connected.

  2. Click Not connected.

  3. Select Create new connection.

  4. Click Create.

Document360 tool setup screen showing connection options and instructions for creating connections.

After creating the connection:

  • You will be redirected to Document360.

  • Review the connection request and choose the required project.

  • Select the confirmation checkbox (I understand and trust this URL).

  • Click Continue.

The connection is now established. Copilot agent can interact with your knowledge base using the MCP capabilities enabled in your project.

NOTE

MCP support may vary depending on the AI assistant or client being used (such as IDE-based assistants or experimental tools). Some platforms may have limited or evolving support for MCP capabilities. The available fields and interface may vary slightly depending on the AI platform. Refer to your AI assistant’s documentation for compatibility details.


After connecting

After a successful connection, you can use MCP-supported capabilities such as searching documentation, retrieving structured articles, and performing permitted write operations. All interactions respect your existing configuration, including project versions, languages, and visibility rules.

For a detailed explanation of the available MCP capabilities and how they work in Document360, refer to the MCP server overview article.


Verify the MCP connection

After configuring MCP in your AI tool, you can verify the connection.

  1. Open your AI tool.

  2. Start a new conversation.

  3. Enter a query related to your documentation.

For example:

  • Ask for details about a specific feature.

  • Search and retrieve content from a particular project version or language.

  • Ask it to write an article in any specific category in Document360

If the connection is successful, the AI assistant will return results sourced from your Document360 knowledge base.
If no results are returned or an error appears, verify:

  • MCP is enabled in Document360.

  • The JSON configuration was copied correctly.

  • The connector is active in your AI assistant.

NOTE

The AI tool can only access content permitted by your project’s version, language, and visibility settings.


FAQ

What happens if MCP is disabled?

If MCP is disabled in Document360, external AI assistants will no longer be able to access your knowledge base through the MCP connection.

All active connections will stop functioning, and any existing sessions are terminated. Access tokens are also revoked, requiring reconnection if MCP is enabled again.

Are there any rate limits for MCP usage?

Yes.

MCP requests are subject to rate limits based on your Document360 plan:

Business plan - Up to 60 requests per minute per user
Enterprise plan - Up to 100 requests per minute per user

If the rate limit is exceeded, requests may be throttled. It is recommended to space out requests when performing frequent or automated operations.

Can I restrict which users connect through MCP?

Yes.

Access through MCP is tied to the user account used during OAuth authentication. MCP operations follow Document360’s role-based access control (RBAC), so the AI assistant can only access content permitted for that user based on their assigned roles and permissions.

Does enabling MCP allow external tools to access all content?

No.

MCP access follows your existing project configuration, including:

  • Project versions

  • Language settings

  • Role-based permissions

  • Visibility rules

Restricted or unpublished content remains subject to these rules.

Which AI assistants can connect to Document360 MCP?

Document360 MCP can be connected to AI assistants that support MCP or custom connector configurations. This includes tools such as ChatGPT, Claude, Copilot, and any other AI platforms that allow external integrations. Support may vary depending on the AI assistant’s implementation and available features.

Which account is suggested to use MCP?

You can connect MCP using supported AI assistants with either personal or organizational accounts, depending on your setup. This depends on the AI tool you are using and whether it allows custom connectors.

Does MCP usage restricted to specific devices?

No. MCP is not limited to a specific device. You can use MCP across supported environments and devices, depending on the AI assistant you are using.