Caoliao Open Platform

English

简体中文

English

简体中文

Theme

简体中文

Use Caoliao MCP in Doubao Work ​

Once connected, you can analyze Caoliao data in Doubao Work with plain language: reports, anomaly summaries, data pages — the AI reads live data from Caoliao, no manual export needed.

Warning: Caoliao MCP is in beta. Two things to know before you start:

  • Your Caoliao account must be whitelisted first — to apply. Authorization fails until it is enabled.
  • Caoliao is not in Doubao Work's built-in connector list. Add it manually using the steps below.

Before you start ​

  • A whitelisted Caoliao account. and send them your Caoliao account (the phone number you sign in with). We will notify you once it is enabled — start the steps below after that.
  • The Doubao Work client (or the latest Doubao desktop app).

Tip: we recommend using the organization's super administrator account. Authorization covers the whole organization's data (see Step 2), so having a super admin grant it centrally is easier to govern.

Step 1: install the connector ​

Open a new conversation and send Doubao Work this message in full — braces included. It looks like code, but sending it straight to the AI is exactly right:

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
    }
  }
}

The AI configures the connector for you. If it asks for confirmation, approve it. You will know it worked when an entry named caoliao appears in the connector list — then go to "Step 2: authorize".

Note: timeout is how many seconds to wait for Caoliao to respond. 60 is the recommended value — leave it as is.

Note: if the AI replies that it cannot install, use Option B below.

Option B: add it manually ​

  1. Go to "Skills · Connectors · Partners" in the left sidebar, click "New" in the top-right corner, and choose "New custom connector".

Create a custom connector in Doubao Work

  1. Fill in the fields as follows, then click "Save":

    • Service name: caoliao
    • Transport type: HTTP
    • Server URL: https://open.cli.im/mcp
    • Custom headers: leave empty

Fill in the Caoliao MCP connector configuration

Note: "Transport type" here is a dropdown in the Doubao Work UI — choose HTTP. It refers to the same transport as "type": "streamable-http" in the Option A configuration; the platforms simply name it differently, so there is nothing to reconcile.

Note: no token, secret, or custom header is needed. Identity is confirmed on the authorization page in the next step.

Step 2: authorize ​

  1. After saving the connector, Doubao Work prompts that authorization is required — click "Authorize".

Click Authorize

  1. Your browser opens the Caoliao authorization page. Sign in, choose the organization to authorize, complete the authorization, then return to Doubao Work. When you see "Authorized" and the caoliao toggle is on, setup is complete.

Confirm caoliao is authorized and enabled

Note: if your account belongs to only one organization, the page will not ask you to choose; the selection appears only when you belong to several. If you pick the wrong one, revoke the authorization and authorize again.

Before you authorize, be aware of this ​

Warning: after authorizing, the AI can read all data of that organization — records across every project, QR code and form are in scope, and scoping to a single project is not supported yet.

This scope is per organization, not per your own visibility in Caoliao: even if you can only see some projects in the product, the AI can read the whole organization's data once you authorize. If your organization holds forms that should not be analyzed (payroll or personal identity data, for example), assess this before authorizing.

  • Authorization is bound to "your account + the organization you chose." Each person in an organization authorizes separately, and each can read all of that organization's data. For organizations with many administrators, we suggest whitelisting only the few people who need to run analyses during the beta.
  • To revoke authorization, for assistance.
  • All Caoliao MCP tools are read-only. The AI can query data and compute metrics, but cannot modify any QR code, form, or record in your organization.

Step 3: start chatting ​

Open a new conversation, describe what you want, and tell the AI to use the caoliao MCP.

For your first run, start with a simple connection check:

Using the caoliao MCP, list the projects, QR codes, and forms I can access.
Only list their names for now. Do not modify any data.

If the AI lists objects from your account, the connection works. Continue in the same conversation:

Using the caoliao MCP, report this month's equipment inspection status:
daily totals of pending / completed / missed inspections,
plus the list of equipment not yet inspected.

The AI discovers your organization's forms and metrics on its own, then fetches and analyzes step by step. Refine with follow-up questions if needed.

Tip: "pending / completed / missed" above is only an example. Use the field and option names from your own forms — the AI will read the form structure to match them.

Tip: include "use the caoliao MCP" in every new conversation. Doubao Work may have several tools connected at once; naming the one you want reduces the chance it picks the wrong tool or answers from memory.

Keep talking after the report is ready ​

Caoliao MCP queries the data; Doubao Work creates, publishes, and schedules the report. If you want colleagues to see the result, or want it refreshed regularly, stay in the current conversation and state the next outcome you want. For example:

Publish the report we just created as a link that other people can open.
Before publishing, check for sensitive fields such as names and phone numbers,
explain who will be able to access it, and wait for my confirmation.
Update this report automatically every Monday at 9:00 AM, covering the previous
calendar week and keeping the current metric definitions. Before creating the
schedule, repeat the run time and data range for confirmation.

Which publishing and scheduling capabilities exist is up to Doubao Work; the AI will tell you how far it can go.

Warning: anyone with a published link may be able to view its content. Confirm that the report and its referenced data are suitable for sharing, and disable public access when it is no longer needed.

FAQ ​

I can't find "caoliao" in the built-in connector list Not listed during the beta. Use the custom steps above.

The AI says it cannot reach Caoliao Confirm your account is whitelisted, the transport type is HTTP, the server URL is https://open.cli.im/mcp, and the caoliao toggle is on.

Can the AI add a record or edit a code for me? No. Caoliao MCP is read-only for now, and the AI will not modify any of your data. If you need to write records or verify certificates programmatically, that is a developer scenario — see the OpenAPI V2 API.

Can I trust the numbers? Every set of data Caoliao returns to the AI carries its calculation definition, and the AI is instructed never to estimate when real data is available. If a number looks off, ask the AI to "list the records behind this number".

Will I need to reconfigure after the beta? The transition plan is still being finalized. If reconfiguration or re-authorization becomes necessary, we will notify you through support in advance.

The UI does not match this page Doubao Work iterates quickly and entry names may differ. Prefer Option A (let the AI install); if problems persist, .

Next steps ​