MCP Integration Guide

Overview

Iris MCP is a hosted Model Context Protocol server that gives AI assistants direct, read-only access to your organization's RFP and proposal intelligence. Once connected, your AI can answer questions about projects, assignments, win/loss data, knowledge base health, and more — all in natural language.

Section 1: Prerequisites

Before you can connect:

Section 2: Admin Step — Enable MCP for Your Org

1. Log in to Iris → go to Settings → Security

2. Scroll to External AI Assistants

3. Toggle "Enable AI Assistant Connections" → ON

4. Select "Save" at top of the page

1. Changes take effect on next login or new OAuth flow

If this is disabled, all OAuth consent requests from AI assistants will be rejected.

Section 3: Setup Guides (Claude / ChatGPT / Copilot / Github / Cursor)

Claude Web (claude.ai) — Beginner

1. Go to claude.ai → Profile icon → Settings → Integrations

1. Click Add MCP Server

2. Enter: https://mcp.heyiris.ai/mcp/http | Name: Iris

3. Click Add → complete the Iris OAuth consent → Approve

4. Test: "How many projects are in review in Iris?"

Claude Desktop — Beginner

Individual/Pro users:

1. Settings → Customize → Connectors

2. Click Add Connector → enter https://mcp.heyiris.ai/mcp/http

3. Click Add → authorize in browser → Approve (one time only)

Team/Enterprise (Owner only):

1. Go to Organization Settings → Organization Connectors tab

2. Click Add custom connector

3. Enter https://mcp.heyiris.ai/mcp/http → click Add

4. Each team member then individually connects to enable it

Test: "Show me my open assignments in Iris."

ChatGPT (Pro / Plus / Business / Enterprise) — Beginner

1. chatgpt.com → Profile → Settings → Apps & Connectors

2. Click Add new connector → MCP

3. Server URL: https://mcp.heyiris.ai/mcp/http | Name: Iris

4. Click Connect → complete OAuth → Approve

Test: "What is our win rate in Iris?"

Microsoft Copilot Studio — Intermediate

1. Open Copilot Studio → create/open agent → Tools → + Add tool

2. Select Model Context Protocol

3. Fill in the connector form:

   • Server name: Iris

   • Server description: any short description (this field is required) — e.g. "Read-only access to Iris RFP and proposal intelligence."

   • Server URL: https://mcp.heyiris.ai/mcp/http

   • Authentication: select OAuth 2.0

   • Type: select Dynamic discovery (Iris supports OAuth Dynamic Client Registration, so you can safely ignore the DCR warning shown on this panel)

4. Click Create, then complete the Iris OAuth consent in your browser → Approve

5. Test: "How many RFPs are in our pipeline?"

GitHub Copilot — Intermediate

Create .vscode/mcp.json in your project:

{

"servers": {

"iris": {

"type": "http",

"url": "https://mcp.heyiris.ai/mcp/http"

}

}

}

On first use, complete the OAuth consent in browser.

Test: "What projects are due soon in Iris?"

Cursor — Beginner

1. Settings → MCP → Add new MCP server

2. Type: HTTP | URL: https://mcp.heyiris.ai/mcp/http

3. First use triggers OAuth → Approve

What can the MCP do?

Managing Connections

View active connections: Profile (bottom-left) → Security → Connected Applications → Manage

Revoke a connection: Same page → click Revoke next to any connection (takes effect immediately)

Token lifecycle:

• Access tokens expire after 1 hour (auto-refreshed — no action needed)

• If an admin resets your API key, all MCP connections are automatically revoked — reconnect via OAuth flow

Troubleshooting

Quick Reference Box

FAQ

I see "External AI assistant access is not enabled for your organisation" on the consent screen. What do I do?

This means your Iris admin hasn't enabled MCP access yet. You cannot proceed until this is turned on.

Fix: Contact your Iris Organization Admin.

Once enabled, go back to your AI assistant, remove the Iris connector, re-add it, and try authorizing again.

I clicked "Authorize access" but nothing happened / I got sent back to the start.

This usually means the OAuth flow didn't complete properly.

Fix:

1. Remove the Iris connector from your AI assistant

2. Re-add it using the URL https://mcp.heyiris.ai/mcp/http

3. Try the authorization flow again in a fresh browser tab

I connected successfully before but now I'm getting "Your MCP connection has been revoked."

This happens when either:

• Your connection was manually revoked from the Iris Connected Applications page

• Your Iris admin reset your API key (this auto-revokes all connections)

Fix: Re-add the Iris connector in your AI assistant and complete the OAuth flow again.

I'm getting a 403 Permission Denied error on certain questions.

Some tools require additional permissions in Iris:

Tool	Permission Required
Win/loss stats, executive summary	Reporting access
Knowledge base health	approved_answers_full_access
RFP pipeline	projects_feature

Fix: Contact your Iris Organisation Admin to request the necessary permissions.