Platform via MCP and API

REST for multi-tenant partner sends. MCP for single-user agent workflows.

REST (partners)

  1. Use a platform API key.
  2. Add Atlas-Account: ext_<external_id> on every envelope and template call.

Key routes: POST /api/platform/connected-accounts, POST /api/envelope, POST /api/envelope/{id}/send, POST /api/templates/{id}/send.

OpenAPI: openapi.json

MCP (agents)

  1. MCP is user-scoped in v1. No Atlas-Account parameter.
  2. Your team can use all 10 MCP tools for their own org.
  3. Pass team_id when the user has multiple teams.

When to use which

MCPREST
Human sends from Claude or ChatGPTBackend sends for many clients
One workspace per userProvision connected accounts via API

OAuth (ChatGPT) is user-scoped like MCP. Do not use OAuth for connected-account sends.

Platform overview · Quickstart