Terminal
Claude Code
Paste the command into your terminal. Open Claude Code and connect Sightline.
claude mcp add --transport http sightline https://my.sightlineapp.com/mcpConnect / MCP over HTTP
Copy a command. Approve a grant. Start with the household and the scope of access.
claude mcp add --transport http sightline https://my.sightlineapp.com/mcpPaste in your terminal. Approve access in your browser.
codex mcp add sightline --url https://my.sightlineapp.com/mcpPaste in your terminal. Approve access in your browser.
{"mcpServers": {"sightline": {"url": "https://my.sightlineapp.com/mcp"}}}Add this entry. Keep any other servers in the file.
{"mcpServers": {"sightline": {"type": "http", "url": "https://my.sightlineapp.com/mcp"}}}Add this entry. Keep any other servers in the file.
https://my.sightlineapp.com/mcpSettings → Plugins → Open the directory → Add → “Add custom MCP server” → OAuth → “Create as a plugin” → Connect
https://my.sightlineapp.com/mcpSettings → Connectors → “Add custom connector”
npm install -g https://www.sightlineapp.com/cli/sightline-cli.tgz
sightline loginPaste in your terminal. Approve access in your browser.
THEN The client opens Sightline approval in your browser. Sign in or sign up. Create a household. Select access (Read only is first). Approve. Your agent reads get_started_with_sightline.
Terminal
Paste the command into your terminal. Open Claude Code and connect Sightline.
claude mcp add --transport http sightline https://my.sightlineapp.com/mcpTerminal
Paste the command into your terminal. Open Codex and connect Sightline.
codex mcp add sightline --url https://my.sightlineapp.com/mcp~/.cursor/mcp.json
Add this JSON to ~/.cursor/mcp.json. Preserve other servers in that file. Open Cursor and connect Sightline.
{"mcpServers": {"sightline": {"url": "https://my.sightlineapp.com/mcp"}}}.mcp.json
Add this JSON to .mcp.json in the root of your workspace. Preserve other servers in that file. Start the Sightline server in VS Code.
{"mcpServers": {"sightline": {"type": "http", "url": "https://my.sightlineapp.com/mcp"}}}Custom MCP server · OAuth
Open Settings, then Plugins. Open the directory. Select Add, then “Add custom MCP server”. Paste the URL. Select OAuth, then “Create as a plugin”, then Connect.
https://my.sightlineapp.com/mcpCustom connector
Open Settings, then Connectors. Select “Add custom connector”. Paste the URL and connect Sightline.
https://my.sightlineapp.com/mcpTerminal · Node 20.19+
Install the package from this site. Use Node 20.19 or later. Run sightline login. The browser opens for approval. No configuration is necessary.
npm install -g https://www.sightlineapp.com/cli/sightline-cli.tgz
sightline loginApproval in the browser
get_started_with_sightline.The example grants no real access. Each agent and each app needs its own grant.
Redirect host or scheme:
sightline-example-web.up.railway.app
Check the redirect host or scheme. A client can choose its own name.
All entities · All account types · Full detail · Read only
This example grants no access to Sightline.
Access presets
Entities, account types, detail, and read or write access. The service checks both member access and the grant on each request.
Each preset stays within the human member’s own access. Write access includes reads. Balances detail includes holdings. Full detail also permits transactions, income, and relationships.
A restricted report includes only permitted records. is_full_household: false identifies a subtotal. A missing value is not zero.
The service hides tools outside the grant during discovery. It also checks each tool request.
Change your mind
Open Agents and apps on the control page. Select the client and revoke its grant. A request that already passed its access check can complete. The next request fails.
Refresh tokens rotate. A second use of a refresh token revokes the grant. Revocation cannot remove data that a client already received.
Open the control page ↗Private preview. Free during the preview. No price is set.