Overview

Bring AI tools to the Trust Center. Search and manage Knowledge Base entries, approve access requests, and pull approved Trust Library content into your AI workflows from Claude, Cursor, ChatGPT, or any MCP-compatible client.

What is it?

An MCP (Model Context Protocol) server that connects SafeBase to AI clients
The Private Preview allows you to use natural language to manage your Trust Library content without leaving your AI tool of choice
Works with any MCP-compatible client

Who can use it?

Available to Private Preview customers. We're working with a small group of customers to refine the experience before broader rollout
You must be an active organization member in SafeBase
Want access? Reach out to your CSM to be considered for the preview

Disclaimer

All participants may opt in to read-only capabilities or read + write capabilities
If you choose to participate with read + write permissions enabled, you accept the risk associated with using these tools including the possibility of unintended changes to your Trust Library content. We are currently developing audit logs throughout the application but this is not currently supported

Setup

Prerequisites

Let us know if you would like read-only or read + write enabled for your organization. Once you confirm, we will enable the MCP Server with the appropriate functionalities
An active SafeBase account and user. You'll sign in via OAuth on first connect
- API Keys are not yet supported for SafeBase MCP (this is on the roadmap)
Permissions inherit from SafeBase. The MCP server respects your existing SafeBase role and permissions. You can only do via AI what you're allowed to do in the SafeBase UI

SafeBase MCP server URL: https://app.safebase.io/api/mcp

Client-specific setup

Claude (claude.ai) and Claude Desktop

Team/Enterprise: An owner or admin must first add the connector via Organization settings → Connectors → Add → Custom → Web. Once added, members can connect from the steps below.

Open Customize → Connectors
Click the + button → Add custom connector
Enter the SafeBase server URL above
Sign in to SafeBase when prompted
To use it in a chat: click the + button (lower left) → Connectors → enable SafeBase

ChatGPT (Plus / Pro / Business / Enterprise / Edu)

Custom MCP connectors require Developer Mode. For Team/Enterprise/Edu, a workspace admin must first enable it under Admin Workspace Settings → Permissions & Roles → Connected Data → Developer mode.

Open Settings → Connectors
Scroll to Advanced and toggle Developer mode on
Click Create
Enter the SafeBase server URL above
Sign in to SafeBase when prompted

Claude Code

Run:

claude mcp add --transport http safebase <https://app.safebase.io/api/mcp>

Then inside Claude Code, run /mcp to complete the browser sign-in.

Cursor

Add the SafeBase server to ~/.cursor/mcp.json (or .cursor/mcp.json in your project):

{   "mcpServers": {     "safebase": {       "url": "<https://app.safebase.io/api/mcp>"     }   } }

Restart Cursor and sign in to SafeBase when prompted.

Tools Supported

Ask AI

ai_ask — Ask a natural-language question grounded in your approved Trust Library content

Accounts

accounts_list — List accounts
accounts_get — Get an account by ID
accounts_create — Create an account
accounts_edit — Edit an account

Account Members

accounts_find_member — Search account members across accounts
accounts_add_members — Add members to an account

Trust Center access requests

access_requests_list — List access requests
access_requests_approve — Approve an access request

Trust Center Updates

tcu_list_topics — List update topics
tcu_get_topic — Get a topic by ID
tcu_create_topic — Create a new topic
tcu_update_topic — Update a topic
tcu_create_update — Post an update under a topic

Documents

documents_list — List documents
documents_get — Get a document by ID
documents_create — Create a document
documents_update — Update a document
documents_upload_request — Create a document upload request

Knowledge Base

kb_search — Search KB entries
kb_list — List KB entries with filters (tag, source, product, assignee, health, review cadence)
kb_create_entry — Create a new KB entry
kb_update_entry — Update an existing KB entry's content
kb_get_suggestions — Pull AI-generated KB suggestions
kb_handle_suggestion — Approve or dismiss a KB suggestion
kb_sources_list — List available KB content sources
kb_get_entries_assignees — Get assignees for KB entries
kb_set_assignees — Set assignees on a KB entry

Questionnaires

questionnaires_list — List questionnaires
questionnaires_get — Get a questionnaire by ID
questionnaires_get_sheets — List the sheets in a questionnaire
questionnaires_get_sheet_rows — Get the rows in a sheet
questionnaires_get_row_assignees — Get assignees on a row
questionnaires_set_row_assignees — Set assignees on a row
questionnaires_bulk_assign_rows — Bulk-assign rows to members

Org / admin

org_get_me — Get your own profile
org_get_my_permissions — Get your effective permissions
org_get_info — Get org info
org_get_settings — Get org settings
org_get_nda — Get the NDA
org_list_members — List org members
org_invite_members — Invite new members
org_list_invites — List pending invites
org_list_roles — List roles
org_get_role — Get a role by ID
org_create_role — Create a role
org_update_role — Update a role

Trust Library reference

tags_list — List available tags
products_list — List available products
search_assignees — Search assignable members and groups by name or email

We will continue to iterate quickly to add or adjust MCP functionalities based on your feedback. We’d love your thoughts and appreciate the collaboration. Please pass on any feedback to your Customer Success Manager or we’re always willing to schedule a call. Thank you!

SafeBase MCP Server Guide (Private Preview)