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🔌 MCP Server 

Connect AI assistants to your Casebase workspace to query, search, compare, create and update your use case portfolio via the Model Context Protocol.

Table of Contents

  1. Overview
  2. Requirements
  3. Setup
  4. Available Tools
  5. Limitations & Notes

⚙️ 1. Overview

The Casebase MCP Server allows any MCP-compatible AI client to interact directly with your use case portfolio. Instead of using the Casebase web interface, you can query, create and update use cases through AI assistants like Claude, Cursor, or custom agents.


✅ 2. Requirements

  • A Casebase account with workspace admin access
  • An MCP-compatible client (e.g. Claude, Cursor)

🚀 3. Setup

  1. Go to Account Settings → MCP Server
  2. Copy your MCP Server URL
  3. Generate and copy your API Key
  4. Add the URL as a streamable HTTP MCP server in your client
  5. Use the API Key to authenticate the connection

🛠️ 4. Available Tools

Tool Description
list_use_cases Returns a paginated overview of your use case portfolio
search_use_cases Full-text search across your use cases
get_use_case Returns full details for a single use case
create_use_case Creates a new use case
update_use_case Updates one or more fields of an existing use case

⚠️ 5. Limitations & Notes

  • The MCP Server is scoped to your workspace — you can only access use cases within your own workspace
  • Regenerating your API Key immediately invalidates the previous key
  • Tool-level permissions are not yet supported — all tools are available once connected