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MCP article

Setting Up MCP

This guide walks you through enabling the DoubleScale MCP endpoint and preparing your site for AI agent connections.

Before you start

  • You must be logged in as a WordPress Administrator. CRM Manager and other CRM roles cannot access MCP settings — MCP exposes a site-wide HTTP endpoint.
  • Confirm your site runs WordPress 6.9 or later with the Abilities API available. If the API is missing, the MCP settings page explains why and lists your current WordPress version.
  • Ensure the abilities layer is not disabled. If the doublescale_disable_abilities option is set, no tools will publish even with MCP enabled.

Step 1: Open MCP settings

In wp-admin, go to DoubleScale → Settings → MCP.

You will see:

  • Connection status (Connected / Not connected)
  • The public endpoint URL (typically https://yoursite.com/wp-json/doublescale/mcp)
  • How many tools are currently published
  • Controls to create and revoke API keys

Step 2: Enable the MCP endpoint

Turn on Enable MCP for AI Agents.

MCP is off by default on purpose — publishing CRM data to external agents should be a deliberate decision, not something that happens silently after an update.

After enabling, the endpoint becomes reachable immediately. You do not need to restart WordPress or flush permalinks.

Step 3: Review published tools

Scroll to Published tools on the settings page. The list reflects:

  • Which DoubleScale modules are enabled under Settings → Modules
  • Which abilities registered successfully on your WordPress version

If a module is switched off, its tools will not appear — that is expected, not an error.

Step 4: Create an API key

  1. Enter a descriptive Key name (e.g. “Cursor on MacBook”).
  2. Optionally choose Acts as to bind the key to another CRM user. By default the key acts as you.
  3. Click Create API key.
  4. Copy the key immediately — it is shown once and cannot be recovered.

Important: A key always carries its owner’s permissions. To give a teammate access, create the key for them rather than sharing your administrator key — otherwise they would see every record you can see.

Step 5: Connect your AI client

Switch to the client tab (Claude Code, Cursor, Claude Desktop, Codex, or Other) and copy the generated snippet. See Connecting AI Clients to MCP for per-client instructions.

Using Application Passwords instead

If your site uses HTTPS, you can authenticate with a WordPress Application Password instead of an MCP API key:

  1. Go to Users → Profile → Application Passwords.
  2. Create a new application password.
  3. Paste it into the MCP settings page under “Using an Application Password instead of an API key?”
  4. Copy the generated Basic Authorization header — Application Passwords use Basic auth, not Bearer.