> For the complete documentation index, see [llms.txt](https://support.safeheron.com/help-center/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.safeheron.com/help-center/product-and-solution/dive-into-safeheron/safeheron-remote-mcp.md).

# Safeheron Remote MCP

This tutorial walks through connecting, authorizing, and using Safeheron Remote MCP to interact with your Safeheron team via AI Agents.

***

### 1. Product Overview

Safeheron Remote MCP enables AI Agents (such as Claude or Cursor) to connect directly to your Safeheron workspace. Instead of navigating complex interfaces, you simply describe what you need in natural language.

**Key Benefits:**

* **Natural Language Interaction**: Replace complex UI navigation with everyday language, drastically lowering the learning curve.
* **Zero Installation**: Just paste a URL and complete a browser-based authorization — no software to install.
* **Managed Service**: Safeheron handles all infrastructure, updates, and maintenance.

**What You Can Do:**

* Query all wallet accounts and balances
* Retrieve recent transaction records
* View aggregated asset balances across wallets
* Inspect approval policies and audit nodes
* Search whitelist addresses

***

### 2. Prerequisites

Before getting started, make sure the following are in place:

| Item                | Details                                                                                                                          |
| ------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| Safeheron Workspace | An active, configured Safeheron account                                                                                          |
| Remote MCP Feature  | Not enabled by default — You can enable this feature via [Web Console](https://console.safeheron.com/)  at Tools > Safeheron Lab |
| AI Client           | Claude Desktop / Claude Web (Pro/Max) or Cursor                                                                                  |
| Browser             | Required for the OAuth authorization flow                                                                                        |

> **Note**: Once Remote MCP is enabled, every user in the team can connect an AI Agent. Confirm your team's security policy before enabling.

***

### 3. Connection & Authorization

#### 3.1 Claude Desktop / Web

**Step 1: Copy the MCP Server URL**

```plaintext
https://mcp.safeheron.vip/mcp
```

**Step 2: Configure Claude Connector**

Open Claude Desktop or Web, navigate to **Settings → Connectors → Go to customize**, click **Add custom Connector**, and enter a name (e.g., `Safeheron`) along with the URL above.

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FAVU7F99oIchLZtC8qr8K%2Fimage.png?alt=media&amp;token=124d5101-ffe5-4c02-9972-e9532d67aedc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FH7sJDuFYiV9j3pvbqAFU%2Fimage.png?alt=media&amp;token=88aeb067-3d02-42c0-b1d2-355170fd3bea" alt=""><figcaption></figcaption></figure>

**Step 3: Connect & Authorize**

Click the **Connect** button next to the newly added MCP Server. Your browser will open the Safeheron OAuth authorization page. Confirm authorization to establish the connection.

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FAewmpyJ7AIa7CLWoXGFU%2Fimage.png?alt=media&amp;token=cc40fcc3-04a7-439d-acfc-f0b9cc895c32" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FN4OBipuYMeBaC1GsxDpy%2Fimage.png?alt=media&amp;token=c6356ab7-6a6c-46b7-82bc-d8269be8ff2b" alt=""><figcaption></figcaption></figure>

**Step 4: Start Chatting**

Type the following in Claude's chat:

```plaintext
Help me check how many assets I have on Safeheron
```

If everything is set up correctly, Claude will call Safeheron MCP tools and return your asset information.

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FdD9hhgUADw0eC1tNV6nJ%2F4.1.1.png?alt=media&amp;token=4a74162c-f43d-4178-be3d-49b944ccc033" alt=""><figcaption></figcaption></figure>

***

#### 3.2 Cursor

**Step 1: Copy JSON Configuration**

```json
{
  "mcpServers": {
    "safeheron": {
      "url": "https://mcp.safeheron.vip/mcp"
    }
  }
}
```

**Step 2: Configure Cursor MCP Server**

Open **Cursor → Cursor Settings → Tools & MCP**, click **Add Custom MCP Server**, and paste the JSON above.

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FAnCEZDVSSKmlUTff0Ijq%2Fimage.png?alt=media&amp;token=e4076279-faf9-48cf-ab1e-61f9c7958552" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FbDCR4OkpJXEszwbfzgXi%2Fimage.png?alt=media&amp;token=7d9bf2c0-60d5-4ff1-8ea4-cb98c7b9988d" alt=""><figcaption></figcaption></figure>

**Step 3: Connect & Authorize**

Click the **Connect** button next to the MCP Server and complete browser authorization.

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2F4jxmM41ZGQCJ5geZx6B2%2Fimage.png?alt=media&amp;token=17120f52-a6aa-4057-ba4c-af0dccade2b5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FgDwzjKXdenHhCLB9QwW1%2Fimage.png?alt=media&amp;token=362cdf31-ddf4-476e-af92-a3d1a8b0f1ee" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FLKkLbrb8TqsJY8F3kCmC%2Fimage.png?alt=media&amp;token=3aed3769-bdd7-4702-8054-06c3564e9ad4" alt=""><figcaption></figcaption></figure>

**Step 4: Start Chatting**

Type in Cursor's AI chat:

```plaintext
Help me check how many assets I have on Safeheron
```

***

### 4. Core Features in Action

Safeheron Remote MCP provides 12 core tools organized into 6 use-case scenarios below.

#### 4.1 Asset Overview

**Scenario**: Quickly understand the overall asset status of your workspace.

**Example Prompt:**

```plaintext
What is my total workspace asset value in USD?
```

**Tool Used**: `getWorkspaceAssets`

**Expected Result**: The AI returns the workspace's total USD-denominated asset value.

***

**Advanced Prompt:**

```plaintext
Give me the aggregated BTC and ETH balances across all my wallets
```

**Tool Used**: `queryMultiAccountBalanceStat`

**Expected Result**: Aggregated BTC and ETH balances summed across all wallets.

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FoNYtx4XEbmd1gpAbii13%2F4.1.2.png?alt=media&amp;token=da917c18-7f2c-4bf5-a2fc-66775c06e8f4" alt=""><figcaption></figcaption></figure>

***

#### 4.2 Wallet Management

**Scenario**: Browse wallets, search by name, and inspect coin details.

**Example Prompt 1: List All Wallets**

```plaintext
Show me my first 10 vault accounts and their balances
```

**Tool Used**: `listWallets`

**Expected Result**: A list of wallet IDs, names, and USD balances.

***

**Example Prompt 2: Search by Name**

```plaintext
Find wallets with "Wallet 1 changed" in the name
```

**Tool Used**: `listWallets` (with `namePrefix` parameter)

***

**Example Prompt 3: Wallet Coin Details**

```plaintext
What coins are in the Wallet 1 changed wallet? Show balances and blockchain addresses.
```

**Tools Used**: `listWallets` → `getWalletCoins`

**Expected Result**: The AI first locates the Treasury wallet ID, then queries all coin balances and addresses within it.

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2F2nR1CxY4ltTGp4m2vLim%2F4.2.1.png?alt=media&amp;token=4635821b-efc3-41cd-9f0e-a5236809eb60" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FN9jv7ZuyIGmUwUu1aOHn%2F4.2.2.png?alt=media&amp;token=12608968-5a01-4aef-8015-3c08a242f073" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FkqRPFUJgF4DbcIqRkYkc%2F4.2.3.png?alt=media&amp;token=1d75c83f-6e37-40b8-9ebf-83ff7297b4e4" alt=""><figcaption></figcaption></figure>

***

#### 4.3 Transaction Search & Tracking

**Scenario**: Search transaction history and track specific transactions.

**Example Prompt 1: Recent Transactions**

```plaintext
Get the last 10 transactions from today
```

**Tool Used**: `searchTransactions`

***

**Example Prompt 2: Filtered Search**

```plaintext
Show all completed transactions from the past 7 days
```

**Tool Used**: `searchTransactions` (with time and amount filters)

***

**Example Prompt 3: Track a Specific Transaction**

```plaintext
What is the current status of transaction ID xxx?
```

**Tool Used**: `getTransaction`

***

**Transaction Status Reference:**

| Code | Status       | Description                  |
| ---- | ------------ | ---------------------------- |
| 0    | SUBMITTED    | Pending approval             |
| 1    | CANCELLED    | Cancelled                    |
| 2    | BROADCASTING | Broadcasting to blockchain   |
| 3    | CONFIRMING   | Awaiting block confirmations |
| 4    | COMPLETED    | Transaction complete         |
| 5    | FAILED       | Transaction failed           |
| 7    | REJECTED     | Rejected by approvers        |
| 10   | SIGNING      | Being signed                 |

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2Fcy8zb2GaEnZ6ra0vEiTT%2F4.3.1.png?alt=media&amp;token=4ed9742d-6dbd-4980-a08a-fae508687c19" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FDvL3BFLP11CEoOrBjkgx%2F4.3.2.png?alt=media&amp;token=bf16257b-e08d-42e1-b4f2-eb94dbb5c7d6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FPrmPZe2AQ6ZKP0YW4No5%2F4.3.3.png?alt=media&amp;token=28bad481-26c1-4c83-bd17-0b1b3738ab26" alt=""><figcaption></figcaption></figure>

***

#### 4.4 Approval Policy

**Scenario**: Understand the current transaction approval rules and audit node configuration.

**Example Prompt 1: View Policy**

```plaintext
What is the current transaction approval policy for my team?
```

**Tool Used**: `queryActivePolicy`

**Expected Result**: The AI interprets and explains the active policy in natural language, covering initiator restrictions, source wallet constraints, destination rules, asset types, and amount thresholds.

***

**Example Prompt 2: List Audit Nodes**

```plaintext
List all approval nodes and their approvers
```

**Tool Used**: `listAuditNodes`

**Expected Result**: Returns each audit node's name, status, approver list, and associated rules.

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2F9T5G3BRL5xYMe2uR7X1G%2F4.4.1.png?alt=media&amp;token=a2c8eabf-a5bc-45ee-9415-b2ddb8b8b47b" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2F92182ZHJVjhhiPjBFgIy%2F4.4.2.png?alt=media&amp;token=c4adc698-f227-4e65-804b-4e6de8c3635d" alt=""><figcaption></figcaption></figure>

***

#### 4.5 Whitelist Management

**Scenario**: Search pre-approved whitelist addresses.

**Example Prompt:**

```plaintext
Search whitelist addresses containing "test"
```

**Tool Used**: `searchWhitelist`

***

```plaintext
List first 10 whitelist addresses
```

**Tool Used**: `searchWhitelist` (without search parameters)

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FOaG5f0RmYjjYY6zvnBCc%2F4.5.1.png?alt=media&amp;token=72137d11-43e0-4ef7-830a-b49264d2b0d8" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1144952454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FRN8kRfl2uPxOwStzznzu%2Fuploads%2FXhuLCR0fby2YbFRlc8W3%2F4.5.2.png?alt=media&amp;token=604ea366-3124-4817-bbcb-bc98bd020aa0" alt=""><figcaption></figcaption></figure>

***

### 5. Best Practices

#### 5.1 Prompting Tips

**Use specific, clear natural language to describe your needs:**

| Generic Prompt      | Better Prompt                                                                                         |
| ------------------- | ----------------------------------------------------------------------------------------------------- |
| Check assets        | Show my total workspace assets in USD                                                                 |
| Recent transactions | List all completed transactions over 500 USD from the past 7 days                                     |
| Transfer            | Send 0.5 BTC from the Treasury wallet to whitelist address "Binance Hot Wallet" with medium fee level |

#### 5.2 Multi-Step Task Orchestration

You can ask the AI to handle complex, multi-step tasks:

```plaintext
Create an asset report for me:
1. Show the total workspace assets
2. List all wallets with their balances
3. Aggregate BTC and ETH balances across wallets
4. Show today's transaction records
```

The AI will automatically orchestrate multiple tool calls and produce a consolidated report.

#### 5.3 Policy Auditing

Periodically review your approval policy configuration via AI:

```plaintext
Audit the current approval policy and summarize each rule's key settings:
- Who can initiate transactions
- Allowed source wallets and destination addresses
- Amount thresholds and corresponding approval requirements
- Any blocking rules
```

#### 5.4 Transaction Monitoring

Use AI for routine transaction monitoring:

```plaintext
Check if there are any transactions stuck in SUBMITTED or SIGNING status for more than 24 hours
```

***

### 6. Security Notes

1. **Read-Only by Default**: Remote MCP is configured for read-only operations. AI Agents cannot initiate or sign transactions unless write access is explicitly enabled.
2. **Review AI Output**: AI models may produce unintended results. Always carefully verify AI-returned data and suggested actions, especially amounts and addresses.
3. **Authorization Scope**: Connecting an AI Agent requires OAuth authorization, after which the AI can query data on your behalf. Only connect trusted AI clients.
4. **Workspace-Wide Access**: Once enabled, all users in the workspace can connect AI Agents. Ensure your team is aware of the security guidelines.

***

### 7. FAQ

**Q1: How do I enable Remote MCP?**

Contact Safeheron support at <support@safeheron.com> to request access.

**Q2: Which AI clients are supported?**

Currently supported: Claude Desktop, Claude Web (Pro/Max users), and Cursor. Any MCP-compatible AI client should theoretically work.

**Q3: Can the AI directly transfer my assets?**

No. The default mode is read-only. Even with write access enabled, your explicit chat confirmation plus Safeheron's approval policy provide a double safeguard.

**Q4: How do I disconnect?**

Remove the corresponding Connector in your AI client's Settings → Connectors.

**Q5: Which blockchains and coins are supported?**

Ask the AI for the latest list:

```plaintext
List all coins supported by Safeheron
```

**Q6: What if authorization fails?**

Verify that: (1) Remote MCP is enabled for your workspace; (2) your Safeheron account is active; (3) your browser isn't blocking the OAuth popup. If issues persist, contact <support@safeheron.com>.