MCP & API

Programmatic access to your workspace

Helm exposes a Model Context Protocol (MCP) server and REST endpoints so external AI agents and scripts can read and write workspace data. Use it to integrate Claude Code, Cursor, or your own tooling.

MCP Server

The Helm MCP server lets any MCP-compatible client call the same tools Helm's native agents use. Connect with a workspace API key to get tools for tasks, projects, invoices, deals, and more.

API Keys

Go to Settings → API
Create a new key and name it after the tool that will use it
Copy the key once (you won't see it again)

Scopes & Limits

Keys are workspace-scoped. They inherit the permissions of the user who created them. Rate limits are enforced per key and reset every minute.

Plan Availability

API and MCP access is a Pro+ feature. See Plans & Pricing.