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🔌MCP - Prerequisites & Authentification

Connect your AI client to Casebase via OAuth or Bearer Token and access your use case portfolio directly through MCP.

📋 Table of Contents

  1. Overview
  2. Prerequisites
  3. Authentication
  4. Setup by Client
  5. Token Renewal

⚙️ Overview

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

The MCP Server is a lightweight adapter layer: it forwards requests from the AI client directly to the Casebase REST API. All processing logic lives in the AI client or in the Casebase backend — not in the MCP Server itself.

Server URL:

https://mcp.casebase.ai/mcp/{tenant}/{workspaceId}

✅ Prerequisites

  • A Casebase account with workspace access
  • An MCP-compatible client (e.g. Claude Desktop, Cursor, VS Code, Claude Code CLI)
  • Authentication via OAuth (SSO or email/password) — or a Bearer Token for CLI and developer setups

🔐 Authentication

The MCP Server supports two authentication models. Use the table below to choose the right one:

Scenario OAuth 2.1 Bearer Token (Entra ID)
Client type Claude.ai, Cursor, VS Code, Claude Desktop — any MCP client with OAuth support Claude Code CLI, custom agents, developer setups
Setup effort Minimal — paste the MCP URL, sign in in the browser Low — generate a token via Azure CLI and add it to config
Token lifetime Session-based, managed automatically ~1 hour, manual renewal required
Best for All end users and production use Developers, automation, CLI workflows
Revocation Instant via Casebase settings Token expires automatically

OAuth 2.1 (recommended)

OAuth is the easiest way to connect an MCP-compatible AI client to Casebase. No manual token management required.

How it works:

  1. Copy your MCP Server URL from Workspace Settings → MCP Server
  2. Add it to your AI client as a new MCP server (URL only — no headers needed)
  3. An authentication window opens automatically
  4. Sign in via SSO (if configured for your organisation) or with email and password
  5. Done — your AI client is connected

The session is managed automatically. You only need to sign in again if the session expires or you explicitly sign out.

Bearer Token (for developers & CLI)

For Claude Code CLI and other setups where OAuth isn't practical, you can use a short-lived Bearer Token from Microsoft Entra ID.

Generate a token via the Azure CLI:

powershell 
az account get-access-token --resource {entra-resource-id} --query accessToken -o tsv

The token is passed as a header in your client configuration:

Authorization: Bearer {token} Provider: AD

⚠️ Tokens expire after approximately 1 hour. See Token Renewal for the refresh workflow.

🚀 Setup by Client

You can find your MCP Server URL under Workspace Settings → MCP Server.

Claude Desktop (OAuth)

Add the MCP Server URL to Claude Desktop as a new MCP server. The authentication window opens automatically on the first connection attempt.

Claude Desktop (Bearer Token)

Open claude_desktop_config.json and add the following entry:

jsonc 
{   "mcpServers": {     "casebase": {       "type": "http",       "url": "https://mcp.casebase.ai/mcp/{tenant}/{workspaceId}",       "headers": {         "Authorization": "Bearer {your-token}",         "Provider": "AD"       }     }   } }

Cursor

Create a .cursor/mcp.json file in your project directory:

jsonc 
{   "mcpServers": {     "casebase": {       "url": "https://mcp.casebase.ai/mcp/{tenant}/{workspaceId}",       "headers": {         "Authorization": "Bearer {your-token}",         "Provider": "AD"       }     }   } }

VS Code

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and select MCP: Add Server → HTTP. Enter the server URL and confirm. Then open the generated mcp.json and add the headers:

jsonc 
{   "servers": {     "casebase": {       "type": "http",       "url": "https://mcp.casebase.ai/mcp/{tenant}/{workspaceId}",       "headers": {         "Authorization": "Bearer {your-token}",         "Provider": "AD"       }     }   } }

Claude Code CLI

powershell 
claude mcp add casebase "https://mcp.casebase.ai/mcp/{tenant}/{workspaceId}" `   --transport http `   --header "Authorization: Bearer {your-token}" `   --header "Provider: AD"

Verify the connection: claude mcp list and /mcp within a session.

Renewing the token: Claude Code stores the token directly in its registration. When it expires, run claude mcp remove casebase first, then repeat the mcp add command with the new token.

🔄 Token Renewal

Applies only to Bearer Tokens (Entra ID). Bearer Tokens expire after approximately 1 hour. If your client stops responding or reports an authentication error:

1. Generate a new token:

powershell 
az account get-access-token --resource {entra-resource-id} --query accessToken -o tsv

2. Replace the token in your client configuration:

Client Steps
Claude Desktop Replace the Authorization header in claude_desktop_config.json, restart the client
Cursor Replace the Authorization header in .cursor/mcp.json
VS Code Replace the Authorization header in mcp.json
Claude Code CLI claude mcp remove casebase → repeat mcp add with the new token

💡 Clients don't automatically reload configuration files — restart the client or the MCP connection after updating the token.