Open Platform MCP

Open Platform MCP lets an agent read and analyze your organization's data in Caoliao: query metrics, inspect distributions, drill down from a number to the underlying records, and browse the objects themselves — QR codes, forms, batch templates and projects.

Once connected, the agent gets 15 tools in two groups:

• Semantic analysis tools (7): built for analytical questions. The agent does not need to know Caoliao's data model — the tool responses tell it what business objects exist, which metrics can be computed, and which records make up each number.
• Object browsing tools (8): mapped to OpenAPI V2 REST endpoints, answering "what does this object look like, and what is there" — dynamic QR code lists, subcodes under a template, projects in the organization.

Note: all tools are currently read-only. The agent cannot modify any business data in your organization. For writes (adding records, verifying certificates), use the OpenAPI V2 REST API.

Note: Caoliao also runs a Public MCP that needs no authentication and answers what is behind a single code. See Overview for how to choose.

Service details

Item	Value
Endpoint	https://open.cli.im/mcp
Transport	Streamable HTTP
Authentication	OAuth authorization (beta) or API Key (Bearer)
Capabilities	Data analysis + object browsing (read-only)

Two ways to authenticate

	OAuth authorization	API Key
Best for	Users of office AI platforms such as WorkBuddy and QwenWork	Developers, system integration
You need	A Caoliao account (beta: whitelist required)	An API Key created on the Open Platform
Setup	Add the MCP, then sign in and confirm on the Caoliao authorization page	Put the Key in the client configuration
Credential scope	You as a user + the organization you authorize	The organization (a company credential)
Revocation	Revoke that user's authorization	Rotate the whole Key

Warning: two things to know before you start:

• OAuth authorization is in beta. Your Caoliao account must be whitelisted first — to apply, sending them your Caoliao account (the phone number you sign in with).
• With either method, the agent can see all data of the authorized organization. Scoping access to a single project is not supported yet (ignore this if your organization does not use projects).

Use in office AI platforms (OAuth)

If you use Caoliao data inside an office AI platform, follow the platform guide:

• Use in WorkBuddy
• Use in QwenWork
• Use in Doubao Work

The flow is the same three steps everywhere: install (fastest: send the AI the message below and let it install itself) → sign in and confirm on the Caoliao authorization page → return to the platform and start chatting. No secret goes into the configuration:

Please install the Caoliao QR code MCP for me. The MCP server configuration is:
{
  "mcpServers": {
    "caoliao": {
      "type": "streamable-http",
      "url": "https://open.cli.im/mcp",
      "timeout": 60
    }
  }
}

If the AI cannot install it, add it manually per the platform guide — you paste the same JSON configuration embedded in the message.

Note: type uses streamable-http, the transport name from the official MCP registry. This field is interpreted locally by your client and is never sent to Caoliao; clients differ in what they expect (Cursor, VS Code and Claude Code use http). If a platform rejects the configuration, switch to the value in that platform's own documentation — the URL and everything else stays the same.

OAuth-capable developer clients (such as Claude Desktop remote connectors) work the same way: add https://open.cli.im/mcp and complete the authorization prompt, provided your account is whitelisted.

Use in developer clients (API Key)

This path is for developers and system integration. If you use Caoliao inside an office AI platform, use the OAuth authorization above — no API Key is needed.

The API Key is the same one created in Authentication (OpenAPI V2).

Manual configuration

Works in any client that supports mcpServers JSON configuration:

{
  "mcpServers": {
    "caoliao": {
      "type": "http",
      "url": "https://open.cli.im/mcp",
      "headers": {
        "Authorization": "Bearer <your API Key>"
      }
    }
  }
}

Note: the connector name (caoliao above) is up to you. Most clients use it as a tool-name prefix, e.g. caoliao_query_metrics — shorter names keep the tool list tidy.

Verify the connection

Restart the client after configuring. When the tool list shows Caoliao's 15 tools, you are connected. If the list is empty or you get a 401:

• API Key: check the Key is valid and complete (a trailing = is part of the Key)
• OAuth: confirm you completed the authorization page, and that your account is whitelisted

Tools

Note: this section is for developers and anyone who wants the details. If you are simply asking questions inside an office AI such as WorkBuddy or QwenWork, you do not need to memorize these tool names — the AI picks them for you. Skip to Next steps.

Semantic analysis tools (7)

For "how many / share / distribution / trend" questions, agents typically go list_metrics → query_metrics → record_list: learn what exists, compute the numbers, then drill down to the records behind a number. Every response carries its calculation caliber and suggested next steps, so the agent can complete the chain on its own.

Tool	Purpose
list_metrics	Entry tool. Returns the organization's business object catalog (forms, projects, codes, periodic plans) and the currently computable metrics
get_metric	Full definition of one metric: caliber, available dimensions, caveats
query_metrics	Compute metrics. Supports grouping by form, project, code, handling progress, day and month, plus grouping by form field values and two-dimension cross grouping; every group result carries its own drill-down conditions
record_list	Row summaries of records matching conditions (with reconstructed field names and values). Pass in the drill-down conditions from query_metrics verbatim to see the records behind a number
record_get	Full content of a single record
qrcode_get	Content of a single code
form_get	Form structure: field names and option values — the key to reading record data. Accepts multiple form IDs for batch retrieval

Object browsing tools (8)

Mapped to OpenAPI V2 REST endpoints; see OpenAPI V2 for field semantics.

Category	Tool	Purpose
Dynamic QR codes	qrcodes_list	List dynamic QR codes
Dynamic QR codes	qrcodes_get_operation	Operations linked to a code
Batch templates	templates_list	List batch templates
Batch templates	templates_get	Batch template structure
Batch templates	templates_list_qrcodes	Subcodes under a template
Batch templates	templates_get_subcode	Subcode content
Forms	record_get_form_list	List forms
Projects	projects_list	List projects

Note: earlier versions exposed qrcodes_get_content, forms_get_template, record_get_record, record_get_records (superseded by qrcode_get, form_get, record_get, record_list) and the write tools record_add_record, certificates_verify. These 6 tools have been removed from the default tool surface; if an existing integration depends on them, .

Error codes are shared with V2; see Error codes.

Next steps

• Use in WorkBuddy — office AI platform guide
• Authentication (OpenAPI V2) — create an API Key
• Typical scenarios — call combinations by business goal
• Overview — how to choose an entry point