Overview
Realm works as an MCP (Model Context Protocol) server, so any MCP-compatible AI tool can search your knowledge base, talk to your Realm agents, and manage your Realm content directly, without copy-pasting context back and forth.This page is for connecting your AI tools to Realm. If you are an admin looking to give Realm agents access to external MCP servers (like Linear or Notion), see Connect MCP servers to Realm instead.
What you can do
Search your knowledge
Let your AI tool search your Realm knowledge base and pull in relevant documents as context for any prompt.
Talk to your agents
Chat with your Realm agents from inside the tools you already use, so you can trigger them without leaving your editor or assistant.
Manage your content
Create and edit documents, folders, tags, projects, artifacts and comments, and update the rows, status and access of your RFPs.
Run your automations
List and configure agents, workflows and skills, run agents and workflows, and read the results of a run.
Connect your tool
Any MCP-compatible client can connect to Realm athttps://<your-realm-domain>/api/mcp. Pick your tool below for the exact steps.
- Claude Code
- Claude Desktop
- Cursor
- Windsurf
- ChatGPT
Run this from any project:Or add this snippet to your project’s See Claude Code’s MCP docs for details.
.mcp.json or your user-level Claude Code config:Authentication
You do not need an API key. The first time your AI tool connects, Realm opens a browser window so you can sign in with OAuth, the same way you sign into Realm in any other app. After that, your tool stays connected.Uploading files
A file that is already in Realm, such as a synced Google Sheet or a file in your library, needs no upload. Your AI tool can turn it into an RFP questionnaire directly. Your AI tool can also upload a file to Realm, for example an RFP questionnaire to start a new project. Realm gives the tool a secure upload link, and the tool sends the file tostorage.googleapis.com.
Some AI tools, such as Claude, only allow network requests to approved domains. If an upload fails, add storage.googleapis.com to the allowed domains in your AI tool and try again. In Claude, this is under Settings > Capabilities.
Related pages
Connect MCP servers to Realm
Add external MCP servers so your Realm agents can use them
Browser extension
Search and chat with Realm from any webpage

