> ## Documentation Index
> Fetch the complete documentation index at: https://docs.veroreceipts.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.veroreceipts.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.veroreceipts.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.veroreceipts.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:

<Tabs>
  <Tab title="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.veroreceipts.com/mcp"
          ]
        }
      }
    }
    ```
  </Tab>

  <Tab title="Global">
    Edit `~/.cursor/mcp.json`:

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

***

## 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.veroreceipts.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.veroreceipts.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:

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Explore your data">
    Ask about your transactions, upload receipts, or connect your email for automatic receipt scanning.
  </Step>
</Steps>

<Info>
  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.
</Info>