OKA Anywhere: your office's procedures inside your AI assistant

OKA Anywhere is a remote MCP connector by Forge Agents LLC. It gives Claude, ChatGPT, Cline, or any MCP-capable assistant four tools that answer only from your office's approved procedures, with verified citations, and refuse to guess. If it cannot quote your procedures, it says so. It never invents an answer.

What it does

Every office has its own set of approved procedure documents. OKA Anywhere puts that set behind four tools, so anyone on staff can ask their own assistant "how do we handle this?" and get an answer that names the document it came from and quotes it. Each quote is checked word for word against the source before it is shown. When the documentation does not cover a question, the assistant says so plainly and says who to ask. A refusal is the correct answer in that case, not a fault.

Getting started

1. Subscribe at forgeagentsio.com/oka-guide.html ($149 a month per office).
2. Within one business day you receive a setup card with the connector address and your office token.
3. One person connects it once (below). When the connector opens the Forge consent page, paste the office token.

Connect it

Claude (web, desktop, phone): Settings, then Connectors, then Add custom connector. Paste the address, click Connect, and paste your office token on the Forge page that opens.

ChatGPT (Plus, Pro, Team): Settings, turn on Developer mode, then Connectors, then Create. Paste the address, click Connect, and paste your office token on the Forge page.

Claude Code (no browser needed):

claude mcp add --transport http oka-anywhere https://console.forgeagentsai.com/mcp \
  --header "Authorization: Bearer YOUR_OFFICE_TOKEN"

Cline: add a remote server with the same address and an Authorization header. The exact steps, written so an agent can follow them, are in llms-install.md.

Any other MCP client: use the address above with Streamable HTTP. A client that cannot send headers is sent to the consent page. A client that can send headers can use the office token as a bearer token on the same address.

After connecting, the client lists four tools and three ready-made prompts.

The four tools

All four tools are read-only. They never change your documents or anything else, and each one is marked that way (readOnlyHint: true, destructiveHint: false, openWorldHint: false) so a client can treat them as safe to run.

Each tool also takes an optional corpus field. Leave it out: it defaults to your office's own document set, and an id that is not yours is refused.

Prompts

Three prompts can show up in a client's prompt menu. They only tell the assistant which tool to use and to keep the refusal rule. They carry no office text.

Examples

Questions to ask your assistant once it is connected:

• "What is our policy on same-day cancellations?" The assistant calls ask_procedures and answers with the source document and a quote.
• "Does our handbook say refunds are issued within 14 days?" It calls verify_claim. It reports VERIFIED with the document and surrounding text, or says the sentence is not in the documents word for word.
• "Show me what we have on opening procedures." It calls search_procedures and returns up to three excerpts with their document titles.
• "What do our procedures say they do not cover?" It calls list_boundaries.

Tool calls look like this:

{ "name": "ask_procedures", "arguments": { "question": "What is our policy on same-day cancellations?" } }
{ "name": "verify_claim", "arguments": { "claim": "Refunds are issued within 14 days." } }
{ "name": "search_procedures", "arguments": { "query": "late cancellation fee" } }
{ "name": "list_boundaries", "arguments": {} }

Troubleshooting

• "Couldn't reach the MCP server": paste the address again, exactly: https://console.forgeagentsai.com/mcp
• "That token was not recognized": tokens rotate when re-issued, so use the newest setup card. If you lost it, email support and we will rotate you a fresh one in minutes.
• The assistant refuses to answer something: call list_boundaries first. Usually the topic is not in your documentation yet. Send us the document and it will be.
• Rate limit message: each office token allows 60 tool calls an hour. Try again next hour.

Server card

Directories that cannot sign in can read the public server card at /.well-known/mcp/server-card.json. It is built from the live tool list, so it always matches what a signed-in client sees, and it never contains an office token or any office document.

Data stance

Your corpus serves only your office. Calls are logged for support and metering. Nothing trains anything.

Support: daldridge@forgeagentsio.com · Connector: https://console.forgeagentsai.com/mcp · Test results: forgeagentsio.com/proof.html · Privacy: https://forgeagentsio.com/privacy.html · $149 a month per office, no per-question charges.