PORTWARE from Claude, ChatGPT and Cursor (MCP)

• With your own rightsThe client sees what you see and changes only what you could change.
• One addressClaude, ChatGPT, Cursor and others connect to the same address.
• Every change can be undoneWrites appear in the Cowork panel with an undo button.
• Critical work stays in PORTWAREInvoices, payments and approvals never run on a client's say-so.

What it is for

Ask Claude, ChatGPT or Cursor about your work in PORTWARE, or have them do it: "List my quotations from this week", "Summarise the late tasks of the Kayra project", "Move the deadline of the photo shoot task to 30 October". The client connects to PORTWARE through MCP (Model Context Protocol) and uses the same tools as Cowork.

The connection works as you: it sees what you can see and changes only what you could change yourself. You never hand over your password.

Connect in three steps

1. Take the address. Add /mcp to your PORTWARE address:

The address ends in /mcp directly, not /portware/mcp.

2. Add it in the client.

3. Allow it in PORTWARE. The client opens PORTWARE in your browser. Sign in, check the client's name and choose what it may do:

• Read only: searches, reads and summarises records and documents.
• Read and write: also creates and updates records; the client asks you before every write.

The connection is ready. Ask the client your first question about PORTWARE.

See your connected clients

My Profile → Security → AI clients (MCP) lists every client working as you: its name, how it connected, whether it may read or also write, and when it last worked.

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Click a row and Revoke to end a connection; the client is refused at its next request.

Clients that connect with a key

Cursor, VS Code and Windsurf do not sign in through the browser; they connect with a key PORTWARE gives you. My Profile → Security → Connect an AI client:

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Create key shows the key and the configuration to paste into the client once. Copy it; PORTWARE keeps only the key's fingerprint.

What you can ask

The client cannot open your screen; when you need to look at a record it gives you a link into PORTWARE.

See and undo changes

Every change a client makes lands in a Cowork conversation named after the client: what changed, from what to what, and an Undo button.

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If you have that record or its list open at that moment, your screen refreshes by itself. If you have unsaved edits it does not; a notice tells you instead.

Critical work waits for approval in PORTWARE. Issuing an invoice, recording a payment, confirming a sale or purchase, sending an e-invoice: a client cannot do these on its own. An approval opens for you in PORTWARE, and nothing changes until you press Approve and run.

The moment an approval opens you get a notification in your inbox and on your phone; the client follows the outcome itself with portware_approval_status and says "approved" or "rejected".

Who, when, from where

Every record a client changes says so in its own history (the chatter). The person, the time and the old → new value are written as always; a badge with the client's name is added beside them.

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The same line says "via PORTWARE Cowork" for Cowork and "via the digital team — the assistant's name" for the digital team. When a field the history does not track changes, the record gets a one-line internal note: "Fields changed: …". Deleted records, and records without a history, stay in the call log and in the AI Changes list with their source. Only PORTWARE itself sets this stamp; a browser cannot fake it.

PORTWARE Office documents

Claude or ChatGPT works with the Word, Excel and PowerPoint files stored in PORTWARE without opening an editor:

Every write is a new version; no version is deleted. While someone has the document open in PORTWARE Office nothing is written from the server, because the editor's next save would overwrite it. The client says who has it open; the change is made once it is closed.

For administrators

The PORTWARE AI → MCP menu (also Settings → AI clients (MCP)) shows the whole company: connections, connection attempts, the call log, approvals, OAuth clients and tool policies.

Connection attempts: a client registering, asking for access, receiving or renewing a token, and every token PORTWARE refuses is listed here. The token itself is never written. The same attempt repeated within a minute is counted on one row; rows are kept for 180 days.

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If one client fails 10 times in 15 minutes from the same address, administrators are notified (at most once an hour; the threshold is in Settings). Everyone sees their own attempts under My Profile → Security → AI clients → Recent attempts.

Call log: every call is recorded: who, with which client, which tool, read or write, the outcome, how long it took and the records it changed (deletions included).

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Tool policies: which operations always wait for approval in PORTWARE and which are never offered to clients is a list, a setting rather than code. A company adds or relaxes its own rows.

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Each access also has a per-minute and a per-day call limit. Digital team assistants and portal users cannot connect through MCP. A week before a personal key expires its owner is notified; clients that sign in through the browser (OAuth) renew their tokens themselves every 30 days. PORTWARE AI → Spend dashboard shows MCP calls separately: clients run on their own model, so they cost no provider spend.

Troubleshooting

Technical details

• Resources: company identity, "me", my agenda, any record (portware://record/<model>/<id>), the text of a document (PDF and Office).
• Ready prompts: draft a quotation, find stock shortages, summarise a task, my day.
• Protocol: MCP 2026-07-28 and the earlier initialize revisions; sign-in with OAuth 2.1 and PKCE; ChatGPT's signed client identity (CIMD) is supported.