Docs: Connect an AI agent
Connect an AI agent over MCP
ClickNote has an MCP endpoint (Model Context Protocol) on every plan. Connect Claude Code, or any MCP-capable agent, and it can read your notes with their full element context, then update them as it works.
1. Create a key
Keys are created in your dashboard: open Settings, then AI agents. Each key is scoped to one workspace: it only ever sees that workspace’s projects and notes.
Treat a key like a password. Keep it out of your repository and out of screenshots.
2. Connect Claude Code
Run this once, with your key in place of <key>.
claude mcp add --transport http clicknote https://app.clicknote.io/mcp --header "Authorization: Bearer <key>"There is a longer page for Claude Code, with worked examples of what to ask: Connect Claude Code to your website feedback with MCP.
To share the connection with a project instead, add it to the project’s .mcp.json and keep the key itself out of version control.
{
"mcpServers": {
"clicknote": {
"type": "http",
"url": "https://app.clicknote.io/mcp",
"headers": { "Authorization": "Bearer <key>" }
}
}
}Other agents
Any client that supports MCP over HTTP can connect. It needs two things:
- The endpoint:
https://app.clicknote.io/mcp - A header:
Authorization: Bearer <key>
The five tools
- list_projects
- Lists your projects (one per client site) with their open, in progress and done counts. Start here to find a project.
- list_comments
- A compact list of the notes on one project. Filter by status, page, type, or whether the note is on an element or on a whole page.
- get_comment
- Everything about one note: the page, the platform and theme, the section, block or builder id, the selector and XPath, the element’s text and HTML, the device, the reviewer and their words, the thread, your internal note and a link to the screenshot.
- update_status
- Sets a note to open, in progress or done. Once a note is no longer open, the client can no longer edit it.
- add_internal_note
- Adds a timestamped line to the note’s internal note. Clients never see internal notes.
The tool names say “comment” where the rest of ClickNote says “note”. They are the same thing.
Things to ask
Once it is connected, ask in plain words. For example:
- “List the open notes on the Halden Ceramics project.”
- “Read note 3 and find the file that headline comes from.”
- “Fix the copy notes on the home page, set each one to done and add an internal note saying what you changed.”
Every note names the selector and, where it can, the theme section, block or builder id, so an agent can usually find the element without opening the screenshot.
Not using an agent
The dashboard has a Copy for AI agent button on each note, and Copy all for AI agent above the list for the notes you have filtered. Each copies the same context as a brief you can paste anywhere. Notes also export as JSON and Markdown.
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