Your AI Agents

Claude

Claude Desktop, Claude Code and claude.ai against a Surface workspace, including the OAuth path most teams want.

Claude is the only client with a documented OAuth path. Use it, and no long-lived API key has to sit in a desktop app.

Which Connection

You are usingConnect with
claude.ai (web)OAuth: Claude OAuth setup
Claude DesktopOAuth, or an API key in claude_desktop_config.json
Claude Codeclaude mcp add --transport http with a header

Configs for all three are in API setup.

claude mcp add --transport http surface-forms https://app.withsurface.com/mcp \
  --header "Authorization: Bearer <your-api-key>"

What It Is Good At

Analysis over your funnel. The insights bundle is the quickest way to answer an ad hoc question: "which landing pages send high-scoring leads but never produce meetings" is one turn.

https://app.withsurface.com/mcp?tools=insights&readonly=1

Building forms end to end. The forms bundle covers create, steps and components, conditional routing, styling, the marketing pane, publish. Edits save a draft; nothing a visitor sees changes until publish_form runs.

Writing against the Vault. The default connection includes the Vault tools, so Claude reads your positioning and voice before drafting. See Vault over MCP.

Choosing a Bundle

Loading all 128 tools in a long conversation fills the context with tool definitions.

Session?tools=
"Answer questions about our numbers"insights + readonly=1
"Build and publish this form"(default: forms + vault)
"Draft and schedule content"content
"Everything, I'm exploring"all

Claude Code Specifically

Point it at the docs as well as the server. /llms-full.txt is this whole site in one file, so it can look a tool up instead of guessing.

Give it a read-only server for exploration and a writable one for the task. That is a second claude mcp add under a second name:

claude mcp add --transport http surface-read \
  "https://app.withsurface.com/mcp?tools=all&readonly=1" \
  --header "Authorization: Bearer <your-api-key>"

API keys are full-access by design. If a client should only read, add ?readonly=1. The key alone does not restrict anything.

Claude as an Answer Engine

Claude is one of the four models scored in AI Visibility, alongside ChatGPT, Gemini and Perplexity. A human who clicks through from Claude arrives as an AI referral in traffic analytics, tagged by engine.

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