Bob Tools MCP Server | Connect AI agents

What it does

Give your AI assistant direct access to your Bob Tools workspace. Read and write records, manage fields, run integrations — all in natural language, right inside Claude, Cursor or any MCP-compatible client.

Manage records

"Add a new client and create an invoice for $5,000"

Search & analyze

"Show all overdue payments from last quarter"

Build forms with AI

"Create a field inspection form with photo capture"

One command. Done.

The fastest way to connect — pick your client below.

Claude Code (CLI)

Run in your terminal:

claude mcp add --transport http bob-tools https://api.bob.tools/mcp

Cursor

One-click install — opens Cursor and asks for confirmation:

Add to Cursor

Codex CLI

For OpenAI's Codex CLI:

codex mcp add bob-tools --url https://api.bob.tools/mcp

Through app settings

Prefer clicking instead of typing? Use the in-app settings.

Claude Desktop & claude.ai

Open Settings → Connectors (in the desktop app or on claude.ai).
Scroll down and click Add custom connector.
Name it Bob Tools and paste the server URL:
https://api.bob.tools/mcp
Click Add, then sign in with your Bob Tools account when prompted.

Custom connectors require a paid Claude plan (Pro / Max / Team / Enterprise).

Cursor

Open Cursor Settings (Cmd/Ctrl ,).
Go to Tools & MCP.
Click New MCP Server.
Set name to bob-tools and URL to:
https://api.bob.tools/mcp
Save — the server appears as Enabled.

Other MCP clients

Continue, Zed, Windsurf, custom agents — any MCP-compatible client. Add this entry to its config:

{
  "mcpServers": {
    "bob-tools": {
      "url": "https://api.bob.tools/mcp"
    }
  }
}

See the MCP spec for client-specific config locations.

Authentication

The first time you call any tool, the client will open a browser window to sign in to your Bob Tools account. After that, the session is remembered — no extra setup.

Mobile or no-OAuth client?

Open web.bob.tools/#/mcp-auth
Sign in and click Generate Token
Pass the token to bob_authenticate

Available tools

`bob_records`

Create, read, update and delete records across any of your forms.

`bob_fields`

Define and modify form fields — text, numbers, files, references, AI fields.

`bob_views`

Configure list, table and card views with filters and grouping.

`bob_files`

Upload, fetch and reference files attached to records.

`bob_images`

Work with images stored in records — including AI OCR results.

`bob_imports`

Bulk-import data from spreadsheets and other sources.

`bob_actions`

Trigger automations and workflow actions on records.

`bob_integrations`

Manage connected integrations — Sheets, Drive, Stripe and more.

`bob_telegram`

Configure Telegram bots and route messages to your forms.

`bob_chats`

Read and post into chat threads connected to records.

`bob_shares`

Generate and revoke shared portal links for external collaborators.

`bob_company`

Read company-level settings, members and roles.