Install and connect an AI client

Connect your AI client to sapio365 or to an EZ Suite product in five steps, from the product's AI Settings panel. The product writes the client's configuration for you.

Before you start

• The product is open on your computer: sapio365 with a session loaded for any work on a tenant, or the EZ Suite product with the database or server you want to work on.

• Your product license, Full or Trial, includes the AI (MCP) feature. Without it, the server does not start: Start server shows This feature is only available with an AI (MCP) license.

• A supported AI client is installed on the same computer, under the same Windows account as the product: Claude Code, Claude Desktop, Cursor, Visual Studio Code, Goose or ChatGPT/Codex.

• For Claude Desktop only: Node.js is installed (it provides the npx command). See Claude Desktop needs Node.js.

• Your computer can reach the internet, for the Ytria documentation server at https://mcp-docs.ytria.com.

Step 1 – Open the AI Settings panel

Step 2 – Start the server

Click Start server. The status changes to Running, and the address appears, for example http://localhost:33380/sapio365/ or http://localhost:33380/scanez/. The product remembers this choice: the server starts with the product from now on, until you stop it.

Step 3 – Apply the configuration

On the card of your AI client, click Apply config. The product writes the settings for that client, with no manual editing, and the status changes to Configured. Your client now has two servers:

• the product's own server, named mcp- followed by the product: mcp-sapio365, mcp-scanez, mcp-databaseez and so on;

• mcp-ytria-docs: the Ytria documentation server, online.

Repeat this step in each product you want your AI client to work with: every product has its own server, and a client can use several at once.

If something prevents it, a message titled <client> could not be configured says why, and the product opens its AI setup help in your browser. See Apply config shows an error, or set the client up yourself with Configure an AI client manually.

Step 4 – Restart or reload your AI client

Most clients read their configuration when they start.

Step 5 – Check that it works

• sapio365: ask “What does sapio365 have open right now?” The AI calls sapio365_get_started and describes your session and open modules.

• EZ Suite: ask, for example, “Which Notes ID and database is scanEZ using?” The AI calls get_current_Notes_session and get_current_database.

Your client may ask you to allow each tool the first time. Allow the tools that read; for the tools that run automation scripts or change something, keep the approval prompt on so you see each action before it runs.