Prerequisites

Note

The functionality described on this page is only available to customers who have Vault AI enabled on their Vault.

Clients

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We recommend using Claude Code to call the Vault AI MCP Server.

Permissions

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You must have the following permissions:

• Application: API: Access API: This permission controls a user's ability to generate API access tokens and enables access to the Vault AI MCP Server endpoint.
• Agents: Execute: This permission is required for specific Vault AI agents to call their agent actions as tools.

Agents

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• All agent actions run as the authenticated user.
• Agents, actions, and tools must all have Status set to Active.
• To be available in the Vault AI MCP Server list of tools, agent actions must have API Access set to Yes.