MCP Installation

All CapRelay subscribers have MCP access (with higher-limit access options available). Connect CapRelay's MCP server to Claude, Claude Code, Codex, or another OAuth-capable MCP client so your agent can use CapRelay research tools from chat.

Install In Your Agent

Pick your assistant below for detailed instructions.

Choose one start path below. Option 1 and Option 2 are alternatives; you do not need to do both.

Option 1: Use Settings

In the Codex desktop app, go to Settings > MCP Servers, then click Add custom MCP.
Fill in the CapRelay server details:
- Name: caprelay
- Transport: Streamable HTTP
- URL: https://www.caprelay.com/mcp
Leave bearer token and header fields blank. CapRelay uses browser sign-in, not a copied token.

Option 2: Ask Codex or use Terminal

This is an alternative to the Settings path above.

Ask Codex:

Add the CapRelay MCP server named caprelay using Streamable HTTP at https://www.caprelay.com/mcp, then help me complete browser sign-in.

Use Terminal:

codex mcp add caprelay --url https://www.caprelay.com/mcp

After Either Start Path

Complete the browser login and click Approve on the CapRelay consent page. If Codex does not automatically open the login page, run this Terminal command:
```
codex mcp login caprelay
```
Important Open a new Codex chat after login so Codex can load the CapRelay tools.
To confirm the server is enabled and authenticated, run this Terminal command:
```
codex mcp list
```

In the new Codex chat, try this prompt:

List the CapRelay MCP tools and resources, read caprelay://getting-started, then use CapRelay to search for AAPL and provide a brief summary of its business overview.

If Codex reports No authorization support detected, recheck the server URL, remove the server, add it again, and run the login Terminal command above.

Plan And Connector Note

Claude uses Custom Connectors for CapRelay MCP installation. Custom connectors may be limited on some plans such as the Free tier. Connectors are tied to your Claude account and are available in claude.ai and Claude Desktop when you use the same account. On Team or Enterprise workspaces, an owner may need to add the custom connector before members can connect it.

Copy the CapRelay MCP server URL:
```
https://www.caprelay.com/mcp
```
Open Claude's connector settings. In Claude Desktop, use the same Claude account and open Settings, then Connectors.
Click Add custom connector, name it CapRelay, paste the URL, and save. On Team or Enterprise workspaces, an owner may need to add the custom connector before members can connect it.
Click Connect, sign in to CapRelay in the browser, and click Approve on the consent page.

Start a Claude chat, enable the CapRelay connector from the connector or tools menu if needed, and try:

List the CapRelay MCP tools and resources, read caprelay://getting-started, then use CapRelay to search for AAPL and provide a brief summary of its business overview.

If you do not see custom connector settings, update Claude Desktop or confirm that custom connectors are enabled for your Claude account or workspace.

In a Claude Code chat, ask Claude to install the server for you:

Install the CapRelay MCP server named caprelay using HTTP transport at https://www.caprelay.com/mcp, then help me complete browser sign-in.

Or open Terminal and run this command yourself:

claude mcp add --transport http caprelay https://www.caprelay.com/mcp

Follow Claude Code's MCP login prompt for caprelay, then sign in to CapRelay and click Approve.
Important Open a new Claude Code chat after login so Claude can load the CapRelay tools.

In the new Claude Code chat, try this prompt:

List the CapRelay MCP tools and resources, read caprelay://getting-started, then use CapRelay to search for AAPL and provide a brief summary of its business overview.

If Claude Code asks you to re-authorize the server later, follow its login or reconnect prompt for caprelay and approve the browser consent screen again.

First Prompt After Install

After signing in, open a new chat and ask your assistant to load CapRelay's MCP guidance and try a basic research task:

List the CapRelay MCP tools and resources, read caprelay://getting-started, then use CapRelay to search for AAPL and provide a brief summary of its business overview.

Troubleshooting

Login expires or CapRelay asks you to sign in again: Reconnect or re-authorize the CapRelay MCP server in your client. In Codex, run this Terminal command:
```
codex mcp login caprelay
```
In Claude, open Connectors, choose CapRelay, and click Connect again. In Claude Code, follow the login or reconnect prompt for caprelay. After signing in, open a new chat so the client reloads the CapRelay tools.
Login succeeds but tools do not appear: Open a new chat or reconnect the MCP server so your assistant refreshes its list of available tools.
The browser login window does not open: Make sure you are on a recent version of your client (Codex, Claude, etc.) that supports MCP OAuth. Also confirm that a corporate network issue is not blocking access. You can also try using your client's login or re-authorize action for caprelay, then restart the client if it still does not launch the browser.
Access is denied: Please confirm that your CapRelay account has an active subscription.
Rate limits: MCP requests are subject to user limits. Agentic access is intended for human-directed research, not bulk export. For higher power-user limits or enterprise-level access, please contact us.

Need Help?

If setup still fails, please contact us and we will be happy to help.

MCP Installation

Install In Your Agent

Codex Use Settings or ask Codex/run Terminal

Option 1: Use Settings

Option 2: Ask Codex or use Terminal

After Either Start Path

Claude Claude.ai and Claude Desktop custom connector

Claude Code Ask in chat or use Terminal commands

Other MCP Clients Any client with remote Streamable HTTP and OAuth support

First Prompt After Install

Troubleshooting

Need Help?