Settings: API, MCP, and webhooks

Open Settings and choose the page called API, MCP & webhooks. Use it to create API keys and to connect AI apps. Incoming webhooks are set up in Flows, see below.

API keys

Use an API key for a script or tool that runs on its own, such as n8n. To connect an AI app, use an MCP connection instead.

Create a key

  1. Under API keys, choose Personal for a key tied to your account, or Workspace for a key tied to this workspace. Only owners and admins can manage workspace keys.
  2. Select Create key.
  3. Enter a Name.
  4. Choose a Scope:
    • Read only: the key can read data.
    • Read and write: the key can also change data.
  5. Tick the actions the key may use. You must pick at least one. Actions include reading and changing Boards records, reading Notes pages, and starting or stopping the Track timer.
  6. Choose an Expiry: 30, 90, or 365 days. The default is 90 days. Workspace keys can also be set to Never.
  7. Select Create key.
  8. Copy the key now. SRVO shows it only once. Store it somewhere safe, then select I’ve stored it.

Your own permissions still limit what a key can do. A key cannot change sign-in or account settings.

Revoke a key

Select Revoke on the key and confirm. The key stops working at once.

MCP connections

MCP lets AI apps connect to SRVO. The app can only see and change what you can see and change. With Read only access, it can read. With Read and write access, it can also make changes.

Connect an AI app

  1. Copy the MCP address on the page. On SRVO Cloud it is https://api.srvo.app/mcp. On a self-hosted server, it uses your own domain.
  2. In Claude, ChatGPT, or Cursor, add a new remote MCP server and paste the address. The exact menu names depend on the app and its version.
  3. A SRVO sign-in page opens in your browser. Sign in with your SRVO account.
  4. If you belong to more than one workspace, choose the workspace the app can use.
  5. Check the access level. The screen says Read only or Read and write.
  6. Select Allow. The connection stays active for up to 30 days.

To refuse, select Deny. Nothing is connected.

Check or revoke a connection

The MCP connections list shows each connected app and its access level. To end a connection, select Revoke and confirm. The app stops working at once.

For the tools each app can use, and safety tips, see Connect AI apps.

Webhooks

Incoming webhooks let another tool start a flow in SRVO. They are set up in Flows. Flows must be on for your workspace.

  1. Open Flows and save a flow with a webhook trigger.
  2. Open Webhooks & email-in. Select New webhook, then select the flow to create its URL.
  3. Copy the URL and the secret. SRVO shows the secret only once.
  4. To get a new URL and secret, select Rotate. The old URL stops working.
  5. To stop a webhook, select Disable webhook.

You cannot see an existing URL again. If you lost it, rotate the webhook to get a new one.

Generated developer reference.