Connect an AI client

Pural hosts an MCP server. Any client that speaks the Model Context Protocol — Claude Code, Claude Desktop, or another MCP client — can connect to your workspace and work on proposals in it.

The endpoint

Add Pural as an MCP server in your client using the /api/mcp endpoint of your Pural installation, for example https://app.pural.io/api/mcp.

Your client opens a browser window, you sign in to Pural as usual, and a consent screen names the application and the permissions it is asking for. Approving it sends you back to the client, connected.

Permissions

Permissions are granted per resource, and the consent screen names the ones being requested:

Permission	What it allows
Read proposals	List and read proposals, sections, templates and blocks
Write proposals	Create proposals, and add, edit, reorder and remove sections — including price and acceptance sections
Read customers	Search your customer list and read a customer record
Write customers	Create a new customer

Customer contacts — the named people and their details — are not reachable over MCP at any permission level. An assistant can attach a company to a proposal; it cannot read the people at it.

What an assistant can never do

Some things are deliberately out of reach over MCP, whatever the assistant asks for and whatever permissions were granted:

• Sending email. Sending stays a decision you make in the app. An assistant reads documents it did not write, so it should not also be able to mail one to your client.
• Uploading files. It can place a stock photo or an asset that already exists, but it cannot put a file into your workspace.
• Editing or deleting a customer. Creating one is allowed; changing your existing CRM records is not.
• Inserting placeholders. See Placeholders.

For the full list of what an assistant can call, see What an assistant can do.

Which workspace it reaches

The connection is bound to the organization you were signed in to when you approved it. If you belong to several, connect while in the right one — and if you later leave that organization, the connection stops reaching its data.

Writes also need an active subscription, the same as in the app: an assistant cannot write proposals during an expired trial.

Disconnecting

Connected applications are listed in your account settings and can be revoked there. Revoking stops the client from getting new access, and it does not touch anything the assistant already wrote.

Caution

An access token the client already holds keeps working until it expires, which can be up to an hour after you revoke. If a connection needs to stop reaching your data right now, revoking is not sufficient on its own.