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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.
NeetoForm is added as a custom connector, so you paste the server URL yourself. Custom connectors work on claude.ai, in the Claude desktop app, on Claude mobile and in Cowork. The steps below are the same in all four, and a connector you add in one shows up in the others.
  1. Open Settings > Connectors.
  2. Click Add, then Add custom connector.
    Menu under the Add button in Claude's Connectors settings, with two items, Browse connectors and Add custom connector

    The menu under Add in Claude's Connectors settings.

    Browse connectors, the other item on that menu, opens Anthropic’s connector directory. NeetoForm is not listed there, so take Add custom connector.
  3. 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.
    Claude's Add custom connector dialog with the name NeetoForm and the server URL https://connect.neetoform.com/mcp/messages filled in, and empty optional OAuth client id and secret fields under Advanced settings

    The Add custom connector dialog, ready to submit.

  4. Click Add, then Connect to start the sign in.
On a Team plan you may not be allowed to add a connector yourself. An admin enables it once under Organization settings > Connectors, after which everyone else connects from their own Connectors list.Anthropic documents the current steps in Get started with custom connectors using remote MCP.

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.
NeetoForm dialog headed 'Connect your workspace' with a field for the workspace subdomain, the .neetoform.com suffix beside it, and a Continue button

The first screen of the NeetoForm OAuth flow.

2

Sign in

Sign in to that workspace if you are not signed in already.
3

Check what you are approving

What this connection can do lists the four permissions. Read and Stay connected are always granted and cannot be unticked. Create and update and Delete are yours to tick, and a tool that needs one you did not grant is refused when it is called. See What you approve.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.That list only appears when your email belongs to more than one workspace. With a single workspace, the screen goes straight from the permissions to the buttons.
NeetoForm 'Authorize access' screen showing the workspace and the signed-in email, a 'What this connection can do' picker with Read and Stay connected marked always granted and Create and update and Delete as checkboxes, a 'Workspaces to connect' list with three workspaces, the current one ticked and disabled, and Cancel and Authorize buttons

The Authorize access screen, with the permission picker above the workspace list.

4

Authorize

Click Authorize. The assistant is granted access as you, with your own permissions and no more than you ticked, to each workspace you ticked.
There is no API key to create for this route, and nothing to paste back into the assistant. Once connected, name the workspace in a prompt when you want a specific one. To add a workspace later, run the sign in again and tick it.

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.
Add the server to ~/.claude.json under mcpServers:
Restart Claude Code after saving.
Replace YOUR_API_KEY with a key from your workspace. See Authentication.

Confirm the connection

Ask the assistant something only the server can answer, for example “List the active forms in my NeetoForm workspace.” If it answers with real forms, the connection works. If it does not, see Troubleshooting.