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DownloadGuidesPDF · EN20 pages

Practical Guide AI Assistants via MCP

Dragging every file into the chat? Your AI assistant asks the archive. This guide shows how to set up the connection, limit it to the right Workspaces and use it safely.

This guide is available in 21 languages; on this page you download the English version. Free, no registration.

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What's inside

  1. One question, one contract
  2. Why uploading to the chat is not enough
  3. The process at a glance
  4. In the app: create a key
  5. Limit access to specific Workspaces
  6. Connect Claude
  7. The PaperOffice connection page
  8. ChatGPT, Cursor and others
  9. Allow reading, approve writing
  10. Good questions, verifiable answers
  11. Writing with approval
  12. Protect confidential data
  13. What teams ask at the start
  14. Try it yourself in 30 minutes
  15. Videos on the topic
  16. A safe assistant in five days
  17. Checklist and start

Who it is for

Teams with Claude or ChatGPT: You want to answer questions about contracts, invoices, and files directly in the chat. IT and data protection: You create keys, limit access and block it when necessary. Management: You decide which assistants are permitted to work with which data.

Key facts

  • 20 pages, with a demo Workspace to try without an account
  • An AI assistant works directly in PaperOffice via MCP. It searches and reads there instead of collecting copies in the chat.
  • It sees only what its key permits. A group token restricts it to the Workspaces of a user group.
  • Every tool is marked as reading, writing or deleting. In the assistant, you set what may run without asking.
  • Confidential data stays in the archive: no assistant group gets access to Workspaces with personnel files or health data.
  • A blocked key disconnects the assistant immediately.
Format
PDF
pages
20
Language
English
Last updated
10/2026

Questions and answers

Frequently asked questions about this download

Can the assistant see all documents?

Only those its key may see. With a group token, those are the Workspaces of that group.

Can it delete anything?

Only if its rights allow it. Set writing and deleting tools in the client to“Needs approval”; then it asks before every deletion.

How do I block access?

In the API Keys list, open the key and choose“Blocked”. The next call is rejected. You block your own last user token after you have created a second one.

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