API & AI integrations

Connect Dynafis to an MCP-capable AI client

Authorize an MCP client with OAuth and scope it to the intended workspace, legal entity and permissions.

The MCP-capable AI client starts the connection. Dynafis uses OAuth Authorization Code with PKCE S256, so you do not need to paste a permanent API key into the client.

1. Start the connection in the AI client

Add Dynafis as an MCP server or select Dynafis in a client that supports MCP discovery. The public endpoint is https://dynafis.com/mcp.

2. Sign in to Dynafis

The client redirects you to Dynafis sign-in and then to the approval screen.

3. Review workspace and legal entity

Choose the workspace and legal entity, or the specific client for an accounting firm, that the AI client may access.

4. Approve scopes

mcp:read enables read tools. mcp:write enables separately approved write actions. offline_access allows a persistent connection with a rotating refresh token.

5. Test the connection

After approval the client can call tools/list and sees only tools available in that authorized context.