Server details
How you connect decides what the assistant can see, so pick the method before
the client. See Authentication for what the two mean in
practice.
Claude and ChatGPT only ever act as you. The editor and terminal clients support
both, and the difference is one line of config: leave the credential out and the
client signs you in over OAuth, supply one and the client reaches the whole
workspace.
OAuth, scoped to you
Nothing to create in NeetoForm beforehand. You give the client the server URL and approve the connection in the browser.- Claude
- ChatGPT
- Claude Code
- Cursor
- Gemini CLI
- Codex
- VS Code
- Windsurf
Custom connectors work on claude.ai, in the Claude desktop app, and in
Cowork. The steps below are the same in all three, and a connector you add in
one shows up in the others.
- Open Settings > Connectors.
- Click Add, then Add custom connector.
-
Give it a name and paste the server URL:
Leave Advanced settings alone. The OAuth client id and secret there are for servers that cannot register clients on their own, and NeetoForm does that automatically.
- Click Add, then Connect to start the sign in.
What the sign in looks like
Whichever client you started from, NeetoForm runs the same steps.1
Choose your workspace
Enter the subdomain of the workspace you want the assistant to reach. For
acme.neetoform.com, enter acme. See
Workspace subdomain.2
Sign in
Sign in to that workspace if you are not signed in already.
3
Pick the workspaces to connect
Workspaces to connect lists every workspace your email belongs to. The
one you just signed in to is ticked and cannot be unticked. Tick any others
you want the same connection to reach.This section only appears when your email belongs to more than one
workspace. With a single workspace, the screen goes straight to the details
and the buttons.
4
Authorize
Click Authorize. The assistant is granted access as you, with your
permissions, to each workspace you ticked.
API key, scoped to the workspace
The same six clients, configured with a key instead. Every tool call then reaches the whole workspace rather than only what you can see, which is what you want for automation and not what you want on a shared machine.- Claude Code
- Cursor
- Gemini CLI
- Codex
- VS Code
- Windsurf
Add the server to Restart Claude Code after saving.
~/.claude.json under mcpServers:YOUR_API_KEY with a key from your workspace. See
Authentication.