- Open API and AI access and make a key, named for the system that will use it. The key is shown once; only a fingerprint is kept.
- For an AI assistant, add DemarcLabs as an MCP server with the address shown on the page and the key. The assistant can then answer from the account: what needs attention, what a site pays, which contracts renew next, whether last month's bills matched.
- For your own scripts or another system, call the JSON endpoints listed on the page with the key as a bearer token.
- Revoke a key the moment it is not needed. A key also stops working on its own when the person who made it loses access to the account.
Everything a key can read is the account's own records. An advisor firm's deal details, commissions and wholesale prices are never included, for any key.
In the app: API and AI access. Sign in to open them in your workspace.