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Get started with Signavio MCP

Set up your Signavio connection once, then add each device as an AI client.

1. Sign in

   Open the portal and select Sign in. Use your Libertas Microsoft account. If Microsoft asks for administrator approval, send that message to Mark.

2. Add your Signavio connection

   Select Add a connection. Give it a name you recognise, such as Libertas - My workspace. Enter the region, workspace ID, Signavio username and Signavio API password, then select Add connection. Enter your password only in the portal, never in an AI chat.

3. Check the connection

   Open your connection and select Check it works. Continue when it reports success. If it fails, check the details with Mark before trying again.

4. Choose connection permissions

   In Permissions, select View and edit, then Save permissions. Use View only if you only want to browse. Editing follows your own Signavio folder and model permissions.

5. Add your AI client

   Select Add AI client. Choose the available client and give this device a name, such as My laptop. Choose View and edit for the write pilot, then select Set up client. Each device has its own permission limit.

6. Apply the settings and sign the client in

   Follow the Windows walkthrough below to find config.toml, open it in Notepad or Visual Studio Code, and paste the complete settings at the bottom. Save the file, fully close and reopen Codex / ChatGPT, then authorise the new Signavio entry in Settings using the same Microsoft account as the portal.

7. Try a read, then one small edit

   Use the first prompt below to verify access. Then try the sandbox prompt and confirm the result in Signavio. For edits, both the connection and the client must show View and edit. You can change a client's limit directly in its row and select Save.

Set up Codex / ChatGPT on Windows

Use these steps for the desktop client agreed with Mark, on the computer where you will use Signavio. Keep your portal setup screen open while you follow this guide. An MCP entry is the connection your AI app uses to reach Signavio.

1. Find your config.toml file

   Press Windows + E to open File Explorer. Click the address bar at the top (or press Ctrl + L), type %USERPROFILE%\.codex and press Enter. Use the address bar, not the search box. This opens the .codex folder inside your Windows user folder.

   Find config.toml. Its usual full path is C:\Users\<your Windows username>\.codex\config.toml. You do not need to replace anything in the %USERPROFILE% shortcut. If extensions are hidden, the file may appear as config; turn on View > Show > File name extensions (or View > File name extensions in Windows 10).

2. Open it in Notepad or Visual Studio Code

   Make a backup copy of config.toml before editing it. Right-click the original file, choose Open with, then Notepad or Visual Studio Code. If needed, select Choose another app. This is a plain-text settings file.

   If Windows does not offer an editor, open Notepad from Start, choose File > Open, paste %USERPROFILE%\.codex\config.toml into File name and select Open. Choose All files if the file picker only shows .txt files.

3. Copy the settings, paste at the bottom and save

   Return to this client’s setup screen in the portal and select Copy settings. If copying is blocked, select the complete settings block and press Ctrl + C. Switch back to the editor, click inside the file and press Ctrl + End to reach the bottom. Add a blank line, then press Ctrl + V.

   Paste the entire block, including both [mcp_servers.…] sections and the X-Signavio-Binding-Id header. Keep the existing settings for your other tools. Paste this client’s block only once; if you already added this exact entry, update its two sections instead of adding duplicates. Do not paste the separate codex mcp login command into the file.

   Press Ctrl + S to save, then close the editor. The filename must remain config.toml, not config.toml.txt. If using Save As, choose All files and UTF-8. If you have an older Signavio entry for the same workspace, disable it in the app before testing this one; ask Mark if you are unsure which entry to disable.

4. Fully close and reopen Codex / ChatGPT

   Let any running task finish and save your work. On the Windows taskbar, right-click the Codex or ChatGPT app icon and choose Close window (or Close all windows if shown).

   If the app stays running in the background, find its icon in the system tray beside the clock; select the small up arrow to show hidden icons. Right-click the app’s tray icon and choose Quit or Exit if offered. Closing a window or minimising it may leave the app running.

   Reopen the app from its pinned taskbar icon, or open Start, type Codex or ChatGPT and select the app you use. Keep your portal browser tab open so you can return to the settings if needed.

5. Find the Signavio entry and authorise it

   Open Settings in the desktop app. In versions with Plugins, open Plugins > MCPs. Other versions list MCP servers directly in Settings. Look for the new signavio_ entry matching the name after mcp_servers. in the first line of your copied settings.

   Make sure that entry is enabled, then select Authorise / Authorize, Authenticate or Log in, depending on the label your version shows. This opens a browser sign-in. Signing into the portal earlier does not automatically sign this new client entry in.

6. Sign in with Microsoft and check access

   Use the same Libertas Microsoft work account you used in the portal. If the browser chooses another account, select Use another account. Complete any Microsoft Authenticator or other verification prompt, review the requested permissions and accept if you agree. If administrator approval is required, send the message to Mark.

   Wait for the browser to confirm sign-in has completed, then return to the desktop app. Follow any prompt to return to the app or restart the server. Open a new task and use the “Verify and browse” prompt in this guide. Check that it reports the intended connection before trying an edit.

Further reading: OpenAI configuration guide · OpenAI MCP setup and authentication (opens in a new tab).