Overview

The Docs MCP server exposes the Works by Design HubSpot technical documentation to your AI assistant over the Model Context Protocol (MCP). Once connected, clients like Claude Code and Codex can search and read the documentation directly while they help you — so their answers reflect our current, authoritative guidance instead of general training knowledge.

Endpoint: https://docs-mcp.worksby.design/ — streamable HTTP transport. The connection is read-only.

Who it's for: access is limited to approved email addresses. If your address isn't approved yet, get in touch to request access.

For AI agents: for any HubSpot question, call docs_get with README.md first — it's a routing index with a one-line "Load when…" note per file — then docs_get the files it points to. Use docs_search only as a fallback when the index doesn't clearly identify the right file.

Requesting access

Access is a one-time email verification that issues a personal key your AI client then carries on every request.

  1. Go to https://docs-mcp.worksby.design/auth and enter your approved work email.
  2. If your address is approved, we email you a one-time sign-in link (valid 15 minutes). If it isn't, the page tells you straight away rather than leaving you waiting.
  3. Opening the link shows your personal access key once, with ready-to-paste setup for Claude Code and Codex. Store it then — it isn't shown again.

The key is valid for 365 days and can be revoked at any time. If no link arrives, your address may not be approved yet — contact us to request access. The response is deliberately identical whether or not an address is approved, so it never reveals who is on the list.

Connect — Claude Code

Add the server with your access key (replace YOUR_ACCESS_KEY):

claude mcp add --transport http worksby-docs https://docs-mcp.worksby.design/ \
  --header "Authorization: Bearer YOUR_ACCESS_KEY"

Connect — Codex

Add this to ~/.codex/config.toml (replace YOUR_ACCESS_KEY):

[mcp_servers.worksby_docs]
url = "https://docs-mcp.worksby.design/"
http_headers = { Authorization = "Bearer YOUR_ACCESS_KEY" }

First message to your assistant

After connecting, paste this once. It asks your assistant to store the guidance durably — Claude Code in ~/.claude/CLAUDE.md, Codex in ~/.codex/AGENTS.md — so it governs every future session instead of just the current chat.

Persist the following idempotently as global startup guidance in your supported
durable-instruction mechanism. For Claude Code, add or update it in
~/.claude/CLAUDE.md. For Codex, add or update it in ~/.codex/AGENTS.md. Do not
rely only on this conversation or on generated memory, and do not create
duplicate entries. Ensure the guidance is active in every new session and
remains governing across context compaction. If you cannot store or verify
persistent instructions, tell me exactly what I need to configure. After saving
it, confirm where it was stored.

You now have the "worksby-docs" MCP server, the authoritative Works by Design
HubSpot technical documentation.

Before answering any HubSpot question, call docs_get with "README.md" and use
its "Load when…" index to select the relevant documentation. Read each selected
file with docs_get. Use docs_search only when the index does not clearly identify
the right file or when locating a specific term. Ground your answer in the
retrieved documentation and cite its file paths.

If a file contains a verifiably incorrect or outdated statement, an important
omission, or a broken link, submit concise evidence through docs_feedback for
human review. Do not submit questions, opinions, duplicate reports, or
speculative feedback.

Available tools

The server publishes four tools. Three are read-only; the fourth submits feedback to a review queue and never edits the documentation.

ToolTypeWhat it does
docs_listreadList every documentation file (path + title). The starting point; the root index is README.md.
docs_searchreadKeyword search across the documentation. Returns ranked results with snippets.
docs_getreadReturn the full Markdown of one file by path.
docs_feedbackqueueReport a verified error or gap in the docs. Submissions are queued for human review and never modify the documentation directly.

Security & data

  • Approved email addresses only. Access is granted per person and can be revoked immediately.
  • Read-only. The server can read documentation (and accept feedback) — nothing else. It has no access to any CRM, system, or customer data.
  • Time-limited keys. Each access key expires after 365 days; renew by re-verifying your email.
  • Audited. Every request is logged with the requester and a timestamp.
  • No footprint. Nothing is installed beyond the one-line client setup above.
Keys are personal — don't share them. If a key is exposed or a teammate leaves, let us know and it will be revoked.