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Antigravity

{
  "mcpServers": {
    "sc-help-index": {
      "serverUrl": "https://help.surecentric.net/mcp"
    }
  }
}

Claude CodeCLI
claude mcp add sc-help-index https://help.surecentric.net/mcp --transport http --scope user
CodexCLI
codex mcp add --url https://help.surecentric.net/mcp sc-help-index

Cursor

{
  "mcpServers": {
    "sc-help-index": {
      "type": "http",
      "url": "https://help.surecentric.net/mcp"
    }
  }
}

Cursor Agent

{
  "mcpServers": {
    "sc-help-index": {
      "type": "http",
      "url": "https://help.surecentric.net/mcp"
    }
  }
}

Gemini CLICLI
gemini mcp add --transport http sc-help-index https://help.surecentric.net/mcp

Goose

{
  "extensions": {
    "sc-help-index": {
      "enabled": true,
      "name": "sc-help-index",
      "type": "streamable_http",
      "uri": "https://help.surecentric.net/mcp",
      "envs": {},
      "env_keys": [],
      "headers": {},
      "description": "",
      "timeout": 300,
      "bundled": null,
      "available_tools": []
    }
  }
}

JetBrains AI Assistant
```
{
  "mcpServers": {
    "sc-help-index": {
      "type": "http",
      "url": "https://help.surecentric.net/mcp"
    }
  }
}
```
Configuration must be pasted into Settings → Tools → AI Assistant → Model Context Protocol → Add → As JSON. Direct file writing is not supported due to version-specific XML storage.

OpenCode

{
  "mcp": {
    "sc-help-index": {
      "type": "remote",
      "url": "https://help.surecentric.net/mcp"
    }
  }
}

Visual Studio CodeCLI
code --add-mcp '{"name":"sc-help-index","type":"http","url":"https://help.surecentric.net/mcp"}'

Windsurf

{
  "mcpServers": {
    "sc-help-index": {
      "serverUrl": "https://help.surecentric.net/mcp"
    }
  }
}

Supports both stdio and native HTTP connections

Learn more about MCP

Executing Workflows in SurePortal

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Executing a Complete Form Workflow

Executing a Complete Survey Form Workflow

Executing a Review Document or Review Form Workflow

Executing a Sign Document or Sign Form Workflow

Executing a Review and Sign Document or Form Workflow

Executing a Complete, Review, and Sign Form Workflow

Executing a Complete, Review, and Approve Survey Workflow

Executing an Upload Document Workflow

Executing an Upload and Sign Document Workflow

Executing a Contact Qualification Workflow

Executing a Grant Access Task for an Organisation

Qualifying a Contact for Signing

Executing a Complete Form Workflow
Executing a Complete Survey Form Workflow
Executing a Review Document or Review Form Workflow
Executing a Sign Document or Sign Form Workflow
Executing a Review and Sign Document or Form Workflow
Executing a Complete, Review, and Sign Form Workflow
Executing a Complete, Review, and Approve Survey Workflow
Executing an Upload Document Workflow
Executing an Upload and Sign Document Workflow
Executing a Contact Qualification Workflow
Executing a Grant Access Task for an Organisation
Related Topics

Executing a Complete Form Workflow​

Executing a Complete Survey Form Workflow​

Executing a Review Document or Review Form Workflow​

Executing a Sign Document or Sign Form Workflow​

Executing a Review and Sign Document or Form Workflow​

Executing a Complete, Review, and Sign Form Workflow​

Executing a Complete, Review, and Approve Survey Workflow​

Executing an Upload Document Workflow​

Executing an Upload and Sign Document Workflow​

Executing a Contact Qualification Workflow​

Executing a Grant Access Task for an Organisation​

Related Topics​