> ## Documentation Index
> Fetch the complete documentation index at: https://docs.symmetry.com/llms.txt
> Use this file to discover all available pages before exploring further.

# STE MCP installation

> Install and connect the Symmetry Tax Engine Model Context Protocol (MCP) server in Cursor, Claude Code, Gemini CLI, or Claude Desktop.

This guide walks through installing and connecting the [Symmetry Tax Engine (STE) MCP server](/ste/ai-interfaces/mcp-overview) in each supported client. For what the MCP can do and example prompts, see the [STE MCP overview](/ste/ai-interfaces/mcp-overview).

## Prerequisites

1. Active STE license
2. One of the supported AI apps installed on your computer (see below)

**Don't have an AI app yet? Pick one to get started.**

All four options below are free to download. If you're not sure which to choose, **Claude Desktop** is the easiest starting point for non-technical users. It installs like any desktop app and requires no command line. [See a walkthrough](/ste/ai-interfaces/connect-claude-desktop).

| Tool           | Best for                                      | Download                                                                           |
| -------------- | --------------------------------------------- | ---------------------------------------------------------------------------------- |
| Claude Desktop | Easiest setup; no technical experience needed | [claude.ai/download](https://claude.ai/download)                                   |
| Cursor         | Users who work in or alongside code           | [cursor.com/downloads](https://www.cursor.com/downloads)                           |
| Claude Code    | Terminal-comfortable users                    | [Install guide](https://docs.claude.com/en/docs/claude-code/overview)              |
| Gemini CLI     | Users already in the Google ecosystem         | [github.com/google-gemini/gemini-cli](https://github.com/google-gemini/gemini-cli) |

## Installation

Add one MCP server entry to your assistant. The first time you use a tool, your browser will open and prompt you to log in using your Symmetry Client Support Center credentials.

<Tabs>
  <Tab title="Cursor">
    **Method A: Settings UI**

    <Steps>
      <Step title="Open Cursor Settings">
        Press `Cmd+,` (macOS) or `Ctrl+,` (Windows/Linux) to open Settings.
      </Step>

      <Step title="Add an MCP server">
        Click **MCP** in the left sidebar, then **Add MCP Server**.
      </Step>

      <Step title="Fill in the details">
        * **Name:** `ste`
        * **URL:** `https://mcp.symmetry.com/ste`
        * Leave Transport on the default (Streamable HTTP)
      </Step>

      <Step title="Save">
        The server will appear with a green dot once Cursor connects successfully.
      </Step>
    </Steps>

    **Method B: Edit `~/.cursor/mcp.json`**

    If the file doesn't exist yet, create it. Add:

    ```json theme={null}
    {
      "mcpServers": {
        "ste": {
          "url": "https://mcp.symmetry.com/ste"
        }
      }
    }
    ```

    If you already have other MCP servers configured, add `ste` as a new key inside the existing `mcpServers` object—don't replace the whole file! For example, a file with two servers looks like:

    ```json theme={null}
    {
      "mcpServers": {
        "some-other-server": {
          "url": "https://example.com/mcp"
        },
        "ste": {
          "url": "https://mcp.symmetry.com/ste"
        }
      }
    }
    ```

    Save the file. Cursor picks up the change automatically; no restart needed.
  </Tab>

  <Tab title="Claude Code">
    Run this command in your terminal:

    ```text theme={null}
    claude mcp add ste --transport http https://mcp.symmetry.com/ste --callback-port 33418
    ```

    <Warning>
      **Restart Claude Code after running the command.** Claude Code only loads MCPs at startup—exit your current session and open a new one.
    </Warning>

    To verify, run:

    ```text theme={null}
    claude mcp list
    ```

    You should see `ste` in the output.

    **Why `--callback-port 33418`?** Symmetry's OAuth allowlist only accepts port 33418 as a redirect target. Claude Code picks a random ephemeral port by default, which causes a `redirect_mismatch` error. Pinning the port fixes this. Cursor uses 33418 by default, so no flag is needed there.
  </Tab>

  <Tab title="Gemini CLI">
    Edit `~/.gemini/settings.json` and add the following under `mcpServers`:

    ```json theme={null}
    {
      "mcpServers": {
        "ste-mcp": {
          "httpUrl": "https://mcp.symmetry.com/ste",
          "oauth": {
            "enabled": true,
            "redirectUri": "http://localhost:33418/oauth/callback"
          }
        }
      }
    }
    ```

    <Note>
      Always set `redirectUri` explicitly. If omitted, Gemini CLI may choose a random port that fails authentication.
    </Note>
  </Tab>

  <Tab title="Claude Desktop">
    <Steps>
      <Step title="Open Customize">
        Open **Customize** from the left sidebar on the home screen.
      </Step>

      <Step title="Open Connectors">
        Select the **Connectors** tab on the left.
      </Step>

      <Step title="Add a custom connector">
        Click the `+` button (next to the search icon) at the top of the Connectors panel, then choose **Add custom connector**.
      </Step>

      <Step title="Fill in the details">
        * Name: `ste`
        * URL: `https://mcp.symmetry.com/ste`
        * Leave the OAuth Client ID and OAuth Client Secret fields blank — they're optional and not needed here. Click **Add**.
      </Step>

      <Step title="Connect">
        The `ste` connector now appears under **Not connected**, tagged `CUSTOM`. Select it, then click **Connect**.
      </Step>

      <Step title="Authenticate">
        Your browser will open and prompt you to log in using your Symmetry Client Support Center credentials.
      </Step>

      <Step title="Verify">
        Start a new chat and ask:

        ```text theme={null}
        use the ste mcp to get the ste version
        ```

        Verify the response looks like the following:

        ```text theme={null}
        The STE deployment reports:
        STE version: 2026.6.2
        Release: 1.173.2127 (major 1, minor 173, revision 2127)
        ```
      </Step>
    </Steps>

    <Note>
      Prefer to watch it done first? See [Connect Claude Desktop to the STE MCP Demo](/ste/ai-interfaces/connect-claude-desktop).
    </Note>
  </Tab>
</Tabs>

## Verify the connection

The easiest test is `ste_get_version`. It confirms auth, transport, and the STE engine are all working. In any supported client, ask:

```text theme={null}
use the ste mcp to get the ste version
```

The first time, your browser will open for Symmetry sign-in. After authenticating using your Client Support Center credentials, the client will display a version string like `2026.4.3.7-SNAPSHOT`. Subsequent calls in the same session reuse the cached token—no more browser prompts.

## Next steps

* New to what the MCP can do? See the [STE MCP overview](/ste/ai-interfaces/mcp-overview) for the full tool list and sample prompts.
* Prefer a video walkthrough for Claude Desktop? See [Connect Claude Desktop to the STE MCP Demo](/ste/ai-interfaces/connect-claude-desktop).
* Running into issues? See [STE MCP Troubleshooting](/ste/ai-interfaces/mcp-troubleshooting).
