Set up the Sail MCP Server

Sail's documentation provides a Model Context Protocol (MCP) server. Once your AI assistant is connected, it can search Sail's API reference, look up endpoint details straight from the OpenAPI spec, and, if you choose to allow it, call the live Sail API on your behalf. No separate account or sign-up needed.

The MCP server covers the API reference only. For the guides, like the quickstarts and concept pages, your assistant can read https://docs.savewithsail.com/llms.txt, which lists every page of the docs in Markdown.

What your assistant can do

Find the right endpoint

Ask a question in plain language and get pointed to the exact Sail endpoint that answers it, pulled from the live OpenAPI spec, not a stale training-data guess.

Look up endpoints

List and inspect any Sail endpoint, including parameters, request/response schemas, and required scopes.

Call the live API

Optionally let your assistant execute a real request against the Sail API using your own credentials.

Quick setup

The Sail MCP server lives at:

https://docs.savewithsail.com/mcp

Pick your tool below. No authentication is required for search and lookup. You'll only need to add credentials if you want the execute-request tool to make real API calls.

Run:

claude mcp add --transport http sail https://docs.savewithsail.com/mcp

Restart your editor or start a new chat, then confirm the connection by asking something only Sail's docs would know.

Available tools

Tool	What it does
`search-endpoints`	Finds the Sail API endpoints relevant to a natural-language question, so your assistant doesn't have to guess which one answers it.
`list-endpoints`	Lists every endpoint in the Sail API, straight from the OpenAPI spec.
`get-endpoint`	Returns full detail for one endpoint, including parameters, request/response schema, required scopes, and examples.
`get-server-variables`	Looks up server and environment variables defined in the spec, like Sail's live base URL.
`execute-request`	Executes a real request against the Sail API using the credentials you provide.

Troubleshooting

The server doesn't show up in my tool list

Confirm your config's JSON is valid, with no trailing commas and every brace closed. Then restart your editor or start a new session.

Answers seem out of date

Start a new conversation. MCP results reflect the latest published docs, but a long-running chat may still be reasoning from what it read earlier.

Execute-request calls are failing

Check that the header carrying your API key is set correctly, and that the key has the scope the endpoint needs. See Authentication.

Next steps

New to Sail? Start with What Sail Does.
Pulling item-level purchase data? See the Get Item-Level Expenses quickstart.
Reading a user's HSA/FSA? See the Read an HSA/FSA Balance quickstart.
Classifying transactions you already have? See Classify Your Own Transactions.