Setup instructions
Claude and other AI assistants
Claude and other AI assistants
- Navigate to settings in the sidebar on web or desktop
- Scroll to integrations at the bottom and click add more
- In the prompt enter:
- Integration name: Thena
- Integration URL:
https://mcp.thena.ai/sse
- Make sure to enable the tools in any new chats
Cursor
Cursor
- CTRL/CMD+Shift+J to open Cursor settings.
- Select MCP and Integrations.
- Select Add a Custom MCP Server.
- Add the following:
Windsurf
Windsurf
- CTRL/CMD+, to open Windsurf settings.
- Under Cascade scroll to -> MCP servers
- Select Manage MCPs -> Add custom server
- Add the following:
Zed
Zed
- CMD+, to open Zed settings.
- Add the following:
Available tools
The Thena MCP server provides tools for:- Accounts: Tools for retrieving and managing account information and customer data.
- Comments: Tools for retrieving and managing comment threads and related comment data.
- Teams: Tools for retrieving and managing team information, members, and team-related data, including team search capabilities.
- Tickets: Tools for retrieving and managing ticket statuses and other ticket-related data, including ticket search capabilities and comprehensive analytics.
- Workflows: Tools for retrieving and managing workflow definitions, executions, and workflow-related data.
Authentication
The Thena MCP server uses OAuth for authentication, which is handled at the organization level:- Authentication is tied to a specific organization in your Thena account
- If you need to access data from a different organization, you’ll need to disconnect and reconnect to the MCP server
Token validity and refresh
- Authentication tokens are valid for 30 days
- While the server supports token refresh, some MCP clients may not actively implement this feature
- If you start receiving 401 Unauthorized errors from the Platform API, you should re-authorize and reconnect to the MCP server
Example usage
Once connected, you can use natural language to interact with your Thena data:- “Show me all open tickets assigned to my team”
- “Create a new ticket for customer support”
- “Find knowledge base articles about password reset”
- “Update the status of ticket #1234 to ‘In Progress’”
- “List all accounts in our system”
- “Show me the members of the engineering team”
- “Search for teams with ‘engineering’ in the name”
- “Find tickets with high priority status”
- “Get the current status of workflow execution #5678”
- “Create a new workflow for customer onboarding”
- “Show me ticket analytics by assignee for the last month”
- “Get ticket trends over time for Q1”
- “Analyze ticket distribution by account”
- “Show me custom field analytics for the engineering team”
Roadmap
We are actively developing the MCP server to support more capabilities such as:- Resources: Access and manage resources across your organization
- Prompts: Create and manage reusable prompts for AI assistants
- Sampling: Generate and analyze data samples for training and testing
- Enhanced Workflow Management: Advanced workflow orchestration and monitoring capabilities
- Team Collaboration: Enhanced team management and collaboration features
- Account Analytics: Advanced account insights and reporting tools