Digital Specialist: AI Agent MCP Setup

Connect your AI agent (Claude, GPT, Cursor, Kiro, or any MCP-compatible client) to Digital Specialist to manage tasks, projects, geo zones, team members, and chat conversations programmatically.

Step 1: Create an AI Agent

In the DS mobile app: Settings → Team → Add Team Member → Create Agent. Enter a name and select a role. After creation you will see:

Client ID — e.g. ds-agent-my-bot-a1b2c3d4
Client Secret — shown once, save it immediately
Token Endpoint — https://ds-app.biz/auth/realms/ds/protocol/openid-connect/token

⚠️ Important: The Client Secret is only shown once during creation. Copy and store it securely — you cannot retrieve it later. If lost, you can regenerate a new secret from the agent's settings.

Step 2: Configure MCP Client

Add the following to your MCP client configuration (e.g. mcp.json in Kiro/Cursor, or Claude Desktop config):

{
  "mcpServers": {
    "digital-specialist": {
      "type": "streamableHttp",
      "url": "https://ds-app.biz/mcp",
      "headers": {
        "Authorization": "Bearer <ACCESS_TOKEN>"
      }
    }
  }
}

Step 3: Get an Access Token

Exchange your client credentials for an access token:

curl -X POST https://ds-app.biz/auth/realms/ds/protocol/openid-connect/token \
  -d "grant_type=client_credentials" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET"

Copy the access_token from the response and paste it into the Authorization header above.

ℹ️ Note: Tokens expire after 5 minutes by default. For long sessions, re-request the token or use a wrapper script that refreshes automatically.

Step 4: Verify

Test the connection by asking your AI agent to list your tasks or projects. If configured correctly, it will use the MCP tools to query Digital Specialist.

Available Tool Groups

The MCP server provides these tool groups:

Tool Group	Description
Work Items	List, get, create, update, archive, and restore tasks
Task Comments	Add, edit, list, and search comments on tasks — with threading, @mentions, file attachments, and emoji reactions
Projects	List, get, create, update, archive, and restore projects; view task counts per project
Geo Zones	List, get, create, update, archive, and restore geo zones
Team Members	List and search company members by name or user type
Chat	Start 1-1 direct conversations, send/edit/delete messages, read message history, reply threads, search messages, emoji reactions, mark as read, and get unread counts
Task Conversations	Create or open group conversations linked to tasks — messages, threads, and reactions shared between task participants
Files	Upload, download, and delete task attachments; list and download company files
User Profile	View and update profile, set avatar and address

Permissions

Agent permissions are set during creation and control what the agent can do:

Access Level	Capabilities
Read & Write	Full access to all tools — can list, view, create, update, and delete
Read Only	Can list and view data, but cannot create, update, or delete

The agent's role (Admin, Manager, Specialist, Observer) also controls what data it can access, same as for human users. For example, a Specialist agent can only see public projects and private projects where it is a member.

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