This guide walks you through connecting your AI assistant to Viio using the MCP (Model Context Protocol) server. Once connected, you can interact with your Viio data using natural language through your preferred AI client.
Prerequisites
An active Viio account
An MCP-compatible AI client (e.g., Claude Desktop, ChatGPT, or other MCP clients)
Connection Details
Setting | Value |
Name | Viio MCP (or any name you prefer) |
Remote MCP Server URL |
|
Step-by-Step Setup
Step 1: Add a Custom Connector
Open your MCP client application
Navigate to the connectors or integrations settings
Click Add custom connector/app
Fill in the required fields:
Name: Enter a name for the connector (e.g., "Viio MCP")
Remote MCP server URL: Enter
https://mcp.viio.io/
Click Add to save the connector
Step 2: Connect to Viio
After adding the connector, you will see it listed with a "Disconnected" status
Click the Connect button next to your Viio MCP connector
A new window will open to begin the authorization process
Step 3: Authorize Access
You will see a consent screen asking if you want to allow the AI client to access your Viio account
Review the access request carefully
Click Approve to grant access, or Deny to cancel the connection
Note: If you click Deny, the connection will not be established and you will need to start the process again if you change your mind.
Step 4: Sign In to Viio
After approving access, you will be redirected to the Viio sign-in page
Choose your preferred sign-in method:
Sign in with Google
Sign in with Microsoft
Complete the authentication process with your chosen provider
Don't have a Viio account? Click "Book a demo here" on the sign-in page to get started.
Step 5: Start Using Viio MCP
Once authentication is complete, you will be automatically redirected back to your MCP client. The connector status will change to "Connected" and you can begin using Viio through your AI assistant.
Available Tools
After connecting, your AI assistant will have access to a variety of read-only tools to help you analyze and understand your SaaS portfolio. Examples include:
Get Most Expensive Applications - View your highest-cost applications
Get Low Adoption Apps - Discover applications with low usage
Get Leavers with Licenses - Identify departed employees with active licenses
Get Overlapping Apps - Find applications with overlapping functionality
You can view the complete list of available tools in your MCP client's connector settings after connecting.
Managing Tool Permissions
Your MCP client allows you to control how and when each tool can be used:
Navigate to your Viio MCP connector settings
Under Tool permissions, you'll see all available tools listed
For each tool, you can choose:
Always allow - The tool can be used without asking for permission each time
Ask each time - You'll be prompted before the tool is used
Never allow - The tool will not be available for use
All Viio MCP tools are read-only, meaning they can only retrieve and display information from your Viio account. They cannot modify any data.
Example Queries
Once connected, you can ask your AI assistant questions like:
"What are my most expensive SaaS applications?"
"Show me applications with low adoption rates"
"Which employees who have left still have active licenses?"
"What licenses could I potentially downgrade?"
"Are there any overlapping applications in my portfolio?"
"Which renewals are coming up where I have negotiation leverage?"
Disconnecting
To disconnect the Viio MCP connector:
Navigate to your connector settings
Find the Viio MCP connector
Click Uninstall or the disconnect option
Confirm the disconnection
You can reconnect at any time by following the setup steps again.
Troubleshooting
Connection Issues
Connector shows "Disconnected": Click the Connect button to initiate the authorization flow
Authorization fails: Ensure you're using the correct Viio account credentials
Redirect doesn't complete: Check your browser's popup blocker settings and allow popups from your MCP client
Authentication Issues
Can't sign in: Verify your Google or Microsoft account is associated with your Viio account
Session expired: Reconnect by clicking the Connect button again
Tool Issues
Tool not working: Check that the tool is allowed in your Tool permissions settings
No data returned: Verify you have the appropriate data in your Viio account
Support
If you encounter any issues or have questions about the Viio MCP integration, please contact Viio support through your account dashboard or visit our help center.