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Set up

Enable MCP server

This is a one-time setup done by a workspace admin. Go to AI Settings and enable both Holistics AI and the MCP Server.

ai-mcp-setting

Authentication

Holistics MCP supports two authentication methods. Choose the one that best fits your needs:

OAuth (recommended)API key
Best forIndividual users connecting under their own Holistics identityAdmins managing keys centrally, or automated workflows
Setup complexityLow — browser login flowMedium — manual configuration
Key managementAutomaticManual
User permissionsUses your Holistics account permissionsUses the API key owner's permissions

OAuth

Your connection URL depends on your data center region and the Holistics environment you want your AI to work with.

App domain

Environment

Let your AI work with published Holistics objects — those on the Reporting tab.

Connection URL

https://mcp-apac.holistics.io/reporting/mcp


URL format
https://mcp-<REGION>.holistics.io/<ENV>/mcp
  • <REGION>: Choose based on your data center: apac, eu, or us
  • <ENV>:
    • reporting (default): Let your AI work with published Holistics objects (i.e. objects on your Holistics Reporting tab)
    • development: Let your AI work with unpublished Holistics objects in your current AMQL project branch (i.e. objects on your Holistics Development tab)

API key

Pass a Holistics API key via the X-Holistics-Key HTTP header. It's long-lived and requires no login flow. Find your key under Account settings in Holistics.

Holistics Account Settings page showing the API key location

Test and troubleshoot

If your AI tool can't connect, use MCP Inspector to test the server directly.

MCP Inspector interface showing a successful connection to Holistics
  1. Run MCP Inspector in your terminal:

    npx @modelcontextprotocol/inspector

    It opens automatically in your browser.

  2. Configure the connection:

    • Transport Type: Streamable HTTP
    • URL: your connection URL from above
    • Authentication — choose one:
      • OAuth: click Connect and follow the OAuth flow
      • API Key: select API Token Authentication, set Header Name to X-Holistics-Key, enter your API key as the Bearer Token
  3. Click Connect — you should see "Connected" status.

  4. Go to the Tools tab and click List Tools — you should see the available Holistics tools.

If you still can't connect, verify that Holistics AI and MCP Server are enabled in your AI Settings and that your API key is valid (in case you use API).


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