> ## Documentation Index
> Fetch the complete documentation index at: https://docs.veromerchants.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect your AI assistant to the Vero MCP Server

The Vero MCP Server is a remote server — there's nothing to install. You just point your MCP client at the server URL and authenticate.

## Server URL

```
https://mcp.veromerchants.com/mcp
```

***

## Claude Desktop

Add the following to your Claude Desktop MCP configuration file:

* **macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
* **Windows**: `%APPDATA%\Claude\claude_desktop_config.json`

```json claude_desktop_config.json theme={null}
{
  "mcpServers": {
    "vero": {
      "url": "https://mcp.veromerchants.com/mcp"
    }
  }
}
```

Restart Claude Desktop. On your first interaction with a Vero tool, you'll be prompted to log in through Auth0.

***

## Claude Code

Run this command in your terminal:

```bash theme={null}
claude mcp add --transport http vero https://mcp.veromerchants.com/mcp
```

Claude Code will automatically handle the OAuth authentication flow when you first use a Vero tool.

***

## Cursor

Add the Vero server to your Cursor MCP configuration:

**Project-level**

Create or edit `.cursor/mcp.json` in your project root:

```json .cursor/mcp.json theme={null}
{
  "mcpServers": {
    "vero": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.veromerchants.com/mcp"
      ]
    }
  }
}
```

**Global**

Edit `~/.cursor/mcp.json`:

```json ~/.cursor/mcp.json theme={null}
{
  "mcpServers": {
    "vero": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.veromerchants.com/mcp"
      ]
    }
  }
}
```

***

## Windsurf

Add the following to your Windsurf MCP configuration at `~/.codeium/windsurf/mcp_config.json`:

```json mcp_config.json theme={null}
{
  "mcpServers": {
    "vero": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.veromerchants.com/mcp"
      ]
    }
  }
}
```

***

## Other MCP clients

Any client that supports the **StreamableHTTP** transport and **OAuth 2.0** authentication can connect. Configure it with:

| Setting | Value |
| - | - |
| **Server URL** | `https://mcp.veromerchants.com/mcp` |
| **Transport** | StreamableHTTP |
| **Auth** | OAuth 2.0 (auto-discovered via RFC 9728) |

The server publishes standard OAuth discovery metadata, so compliant clients will handle authentication automatically.

***

## First use

After connecting, the AI assistant will authenticate you through Auth0 on first use. Once logged in:

**1. Check your status**

Ask the assistant something like "What's my Vero setup?" — it will call `get_user_context` to see what you've connected.

**2. Connect a bank account**

If you haven't linked a bank yet, ask the assistant to connect one. It will provide a Plaid Link URL to complete in your browser.

**3. Explore your data**

Ask about your transactions, upload receipts, or connect your email for automatic receipt scanning.

> [!NOTE]
>
> Bank account connection and receipt uploads happen in your browser via secure links. The AI assistant will provide the URL and wait for you to complete the action.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.