User Guides
DI V3.0
MCP
Install Server

Install MCP Server

The left-hand panel provides methods to install the server into your preferred environment:

  • One-Click Installation: Use the Quick Installation buttons to instantly add the server to supported clients:
    • Cursor
    • Cherry Studio
    • Kiro
  • Manual Configuration: Copy the generated JSON Configuration block. This includes the transport type (e.g., streamable_http) and the secure url required to configure other MCP-compatible clients manually.

Prerequisites

After creating the connection, go back to the Select Channel dropdown in the left panel to ensure you select the correct connection:

  1. Go to MCP Configuration > Select Channel.
  2. Select the connection you just created (e.g., My-QuickBooks-Prod).
  3. The JSON Configuration (specifically the url) will automatically update to include your specific authentication token/session.
  4. Re-copy the JSON or Re-run One-Click Install if the URL has changed, ensuring your client uses the authenticated endpoint.

Method 1: One-Click Installation

This is the fastest way to get started. When you click a One-Click button, your browser will prompt you to open the respective application.

Method 1: Cursor

  1. Click On the server details page, click the Cursor button.
  2. Your browser will ask, "Allow this site to open the cursor link?" Click Open Cursor.
  3. Cursor will launch a dedicated "Install MCP Server?" modal within the IDE.

The Name, Type (e.g., streamableHttp), and URL are pre-filled based on your Item DI configuration.

  1. Click the purple Install button. The server will immediately appear in your "Installed MCP Servers" list.

Kiro

  1. Click the Kiro button in the marketplace.
  2. Confirm the browser prompt to open the Kiro application.
  3. Kiro will automatically open your mcp.json (User Config) file and append the new server configuration (e.g., "QuickBooks": { ... }) to the list.
  4. Look for the notification popup in the bottom-right corner:

"MCP Server 'QuickBooks' added to user config, would you like to enable it?"

  1. Click the Enable button in the notification. The server is now active and ready for use in your Kiro agents.

Cherry Studio

  1. Click the Cherry Studio button.
  2. Allow the browser to open the Cherry Studio app via the cherrystudio:// protocol.
  3. A confirmation window will appear displaying the server's metadata (Name, Description, and SSE URL).
  4. Click Add or Confirm.
  5. Go to Settings > MCP Servers and ensure the toggle for the newly added server is switched to ON.

Method 2: Manual Configuration

If you are using a different MCP client or prefer manual setup, use the JSON configuration provided.

Prerequisites

For local servers, you must provide local credentials or paths that only exist on your computer. You can inject keys (like a GITHUB_TOKEN) or paths (like /Users/Documents) directly into the JSON configuration.

  1. In the Environment Variables section, click + Add Variable.
  2. Enter the Key (e.g., GITHUB_PERSONAL_ACCESS_TOKEN) and the Value (your actual token).
  3. Notice that the JSON Configuration block updates automatically to include these variables.

JSON Configuration

  1. In the MCP Configuration panel on the left, look for the JSON Configuration block.
  2. Click the Copy icon in the top-right corner of the code block.
  • Example Configuration:
{
  "name": "GitHub MCP Server",
  "enabled": true,
  "transport": "stdio",
  "command": "npx",
  "args": [
    "-y",
    "@modelcontextprotocol/server-github"
  ],
  "env": {
    "GITHUB_PERSONAL_ACCESS_TOKEN": "your_github_token"
  }
}
  1. Open your MCP client's configuration file (often mcp_config.json or found in Settings > MCP Servers).
  2. Paste the copied JSON object into the mcpServers list.
  3. Save the file and restart your client if necessary.

Verifying the Installation

Regardless of the client used, you can verify the connection is successful by checking the status indicator:

  • Cursor: A green dot next to the server name in Settings > General > MCP.
  • Kiro: The MCP SERVERS section in the side panel will show the server name with a green status line.
  • Cherry Studio: The server list under Settings > MCP will show a "Connected" or "Active" status.

Use Case: Querying Invoices with QuickBooks

Here is a typical workflow for a user who wants to ask their AI agent to find a specific invoice.

Goal: Find an invoice in QuickBooks without logging into the accounting software.

  1. Click the Cursor button on the QuickBooks MCP page to install the server.
  2. The user creates a connection named QB-Finance-Team and authenticates via OAuth.
  3. The user selects QB-Finance-Team from the Select Channel dropdown.
  4. In Cursor's AI chat, the user types:

"Find the invoice sent to 'Acme Corp' last week and tell me the total amount."

  1. The AI Agent identifies the intent and calls the query-invoices tool provided by the QuickBooks server.
  2. It uses the parameters created_after (calculated from "last week") and filters by customer name.
  3. The Item MCP server executes the API call against the live QuickBooks account.
  4. The AI responds:

"I found Invoice #1024 for Acme Corp dated Oct 15th. The total amount is $1,500.00."

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