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MCP

Connect Claude — or any MCP client — to Simetrik with one URL. No install, no terminal, no API key.

MCP

The Simetrik MCP server puts Simetrik inside Claude directly. There's nothing to install and no terminal involved — you add one URL, sign in with your Simetrik account, and start asking.

It's the right path if you work in a chat window rather than a shell. If you'd rather your agent drove Simetrik from a terminal, use the CLI instead. Both reach the same platform, and you can use both.

Before you start

Two things must both hold, or the workspace won't appear when you connect:

  • Your workspace has CLI/agent access enabled.
  • Your role carries the Use CLI permission.

Both are granted by an account or security administrator. If you're missing either, send them Enable a role for CLI use — that page is the whole procedure.

Connect

Add the server

The server is remote and hosted. Point your client at:

https://mcp.us.simetrik.com/mcp

Settings → Connectors → Add custom connector, paste the URL, and leave everything under Advanced empty.

Settings → MCP → Add new MCP server, or add it to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "simetrik": {
      "url": "https://mcp.us.simetrik.com/mcp"
    }
  }
}

Add it to .vscode/mcp.json:

{
  "servers": {
    "simetrik": {
      "type": "http",
      "url": "https://mcp.us.simetrik.com/mcp"
    }
  }
}

Sign in

A browser tab opens. Sign in with your Simetrik account (Google / SSO).

There's no API key to create, copy or rotate — your client never handles a Simetrik credential.

Clients register themselves: the server supports both client ID metadata documents and dynamic client registration, so whichever mechanism your client uses, there's nothing to set up by hand.

Pick your workspaces — if you have more than one

If your account has two or more workspaces with CLI/agent access, a picker appears: select one or several, then Connect selected.

If you have exactly one, there is nothing to choose and you won't see this screen — the connector goes straight through and that workspace becomes your default. That is the normal path, not a failure.

Ask something

First conversation

You're connected to my Simetrik workspace. Give me an overview: how many resources I have, of what types, and which reconciliations ran most recently. Don't change anything — just show me what's there.

Paste this once connected to confirm the MCP server can reach your workspace.

What you can ask for

You want toAsk something like
Get oriented"Give me an overview of this workspace."
Find a resource"Which reconciliations mention settlement?"
Understand matching"Why didn't these two rows match? Show me the rule set."
Look at rows"Show me the last 100 unreconciled rows from the collections source."
Trace an impact"What breaks if I change this source? Show its dependents."
Read a dashboard"Summarize what the reconciliation dashboard is showing this month."
Build something"Set this file up as a source and reconcile it against the ledger."

The first six run instantly. The last one goes to the Simetrik Agent — see below.

Read tools, session tools, and the Agent

KindHow it behavesWhat it covers
ReadInstant, no confirmationWorkspace overview, resources, match rules, row data, dashboards, datasets, previews, lineage, the dependency graph — and collecting the Agent's reply.
SessionChanges reach, never dataAdd or drop a workspace from the current conversation.
AgentMinutes, confirms firstask_simetrik_agent — the only tool that builds or changes anything.

The read tools hit read-only endpoints: there's no server-side path from any of them to a write. That's the guarantee, rather than the annotation — MCP tool annotations are advisory, and clients are told not to treat them as a security boundary.

Building work — new sources, reconciliations, rule sets, dashboards — goes through ask_simetrik_agent, which hands the task to the Simetrik Agent. Because it changes things, your client asks before every run. You confirm once to start it; collecting the answer afterwards is a read, so waiting never prompts you again.

What the MCP server does, and what your agent does

The MCP server isn't a one-click "ask anything, get a finished reconciliation" tool. It's a bridge, and knowing where the line falls saves a lot of frustration.

The server does:

  • Return your real Simetrik configuration and data — resources, rules, rows, lineage.
  • Enforce your permissions on every call. It can't reach anything your own user can't.
  • Hand build-and-change work to the Simetrik Agent, which applies Simetrik's own methodology.

The server doesn't:

  • Decide what's correct for your operation. It reports what's configured; whether that's the right control is your call.
  • Upload local files. There's no filesystem here. Loading a file into a source needs the CLI or the web app.
  • Guarantee the phrasing of an answer. Your client's model writes the prose. The server supplies the facts.

Multiple workspaces

Pick several at connect and name them in the question:

Cross-workspace comparison

Compare the settlement reconciliation in my LATAM production workspace against the Brazil one, and tell me where the break rates diverge.

Works when more than one workspace is active in the session.

Your client routes each part to the right workspace. Ask "list my workspaces" to see which are active. Selections accumulate across reconnects, and you can add one mid-conversation without reconnecting — just ask.

Limits

  • Agent runs are capped — 50 per day and 500 per month, per user. Read tools aren't capped. If you hit the cap, the server says so and tells you to ask your Simetrik contact to raise it.
  • Agent runs take minutes, not seconds. A run that outlives the wait returns a session id, and your client collects the answer when it finishes.
  • Sessions are long-lived. Sessions renew silently; you'll be asked to sign in again occasionally, and it's one click.
  • US region only today. If your Simetrik account lives in another region, talk to your Simetrik contact.

Data handling

  • Your permissions, never more. The server acts as you. A Viewer sees what a Viewer sees. Every call is authenticated, authorized and logged.
  • Card numbers are truncated at the boundary. Where Simetrik identifies a card number in your data, the server sends only the first six and last four digits — the same masking the web app shows on screen — so a full card number isn't included in what reaches the model.
  • Treat returned content as data, not instructions. Rows and descriptions in your workspace are text your agent reads. Review anything it proposes to change before approving it.
  • Turning it off ends access. Remove it from your client and it's done — there's no key left behind to revoke.

Troubleshooting

No picker appeared. Expected when only one of your workspaces has access — you're already connected to it. Ask "list my workspaces" to confirm which one.

The workspace I want isn't on the picker. One of the two prerequisites is missing — the workspace gate or the Use CLI permission on your role. See Enable a role for CLI use.

"No workspaces available" after signing in. That screen means none of your workspaces has CLI/agent access yet — not that one is misconfigured. Same fix: an account or security administrator grants it.

A tool returns a permission error. Your role lacks that specific permission in that workspace. The same tool can work in one workspace and fail in another with the same account.

The Agent is taking minutes. That's expected for anything that plans or builds. Ask your client to check the reply rather than starting a second run — re-asking starts a new run and is billed as one.

I want a workspace I didn't pick at connect. Ask your client to add it. No reconnecting.

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