1. Open Settings → Connectors and choose Add custom connector.
2. Name it Alertedly and enter the URL https://mcp.alertedly.com.
3. Click Connect, sign in with your Alertedly account and approve.
4. In a chat, enable Alertedly from the tools menu and ask: “What happened across my tracked companies this week?”

If you used the old mcp-remote bridge in your Claude Desktop config file, remove that entry; the connector replaces it.

1. An owner opens the organization's connector settings (Settings → Connectors, under organization connectors) and adds a custom connector named Alertedly with URL https://mcp.alertedly.com. This is done once for the whole organization.
2. Each member then opens their own Settings → Connectors, finds Alertedly, clicks Connect and signs in with their own Alertedly account.
3. Members of a firm on Alertedly automatically see the firm's portfolio and dealflow. Nothing is configured per person.

1. Open Settings → Connectors (called Apps & Connectors in some versions).
2. If your plan requires it, turn on Developer mode in the advanced connector settings.
3. Create a connector with URL https://mcp.alertedly.com and OAuth authentication.
4. Sign in with your Alertedly account and approve. Add Alertedly to a chat from the tools menu.

1. A workspace admin opens the workspace's connector settings and adds a custom connector with URL https://mcp.alertedly.com and OAuth authentication.
2. The admin enables or publishes the connector for the workspace (or for specific groups, if your workspace uses them).
3. Each member connects Alertedly and signs in with their own Alertedly account.

With sign-in (no key):

claude mcp add --transport http alertedly https://mcp.alertedly.com

Start a session, run /mcp, choose Alertedly and sign in in the browser. /mcp then lists the 16 tools.

With an API key (CI, scripts, remote machines without a browser):

claude mcp add --transport http alertedly https://mcp.alertedly.com \
  --header "X-API-Key: YOUR_ALERTEDLY_API_KEY"

Add to ~/.cursor/mcp.json (global) or .cursor/mcp.json (per project). With sign-in, give only the URL; Cursor asks you to sign in when it connects:

{
  "mcpServers": {
    "alertedly": {
      "url": "https://mcp.alertedly.com"
    }
  }
}

With an API key:

{
  "mcpServers": {
    "alertedly": {
      "url": "https://mcp.alertedly.com",
      "headers": { "X-API-Key": "YOUR_ALERTEDLY_API_KEY" }
    }
  }
}

Save, then open Cursor Settings → MCP. Alertedly should show 16 tools.

With sign-in, on recent versions:

codex mcp add alertedly --url https://mcp.alertedly.com
codex mcp login alertedly

With an API key, add to ~/.codex/config.toml (or .codex/config.toml in a trusted project) and export the key before launching Codex:

[mcp_servers.alertedly]
url = "https://mcp.alertedly.com"
bearer_token_env_var = "ALERTEDLY_API_KEY"

export ALERTEDLY_API_KEY="YOUR_ALERTEDLY_API_KEY"

Alternative using the explicit header instead of a bearer token:

[mcp_servers.alertedly]
url = "https://mcp.alertedly.com"
env_http_headers = { "X-API-Key" = "ALERTEDLY_API_KEY" }

Run /mcp inside Codex to verify. If the server isn't detected on an older build, update Codex or enable the streamable-HTTP client (experimental_use_rmcp_client = true).

A maker or admin in your tenant adds Alertedly as a custom MCP connector:

• Transport: Streamable HTTP
• Endpoint: https://mcp.alertedly.com
• Authentication, recommended: OAuth, where your Copilot setup supports it, so each person signs in with their own Alertedly account.
• Authentication, shared automations: API key in header X-API-Key. Use an organization key created by a firm admin in Team settings, with read-only scope.

Add to .vscode/mcp.json in your workspace, or run MCP: Add Server from the Command Palette. With sign-in, VS Code asks you to sign in when the server starts:

{
  "servers": {
    "alertedly": {
      "type": "http",
      "url": "https://mcp.alertedly.com"
    }
  }
}

With an API key, prompted once and stored by VS Code:

{
  "inputs": [
    { "type": "promptString", "id": "alertedly-key", "description": "Alertedly API key", "password": true }
  ],
  "servers": {
    "alertedly": {
      "type": "http",
      "url": "https://mcp.alertedly.com",
      "headers": { "X-API-Key": "${input:alertedly-key}" }
    }
  }
}

Add https://mcp.alertedly.com as a connector and sign in with your Alertedly account. Once Alertedly is listed in the Muse connector directory, you can also connect from its listing.