Optimal

Learn how to create and securely manage an API application, including authentication, credentials, best practices, and links to developer documentation.

An Overview of the Optimal API

Learn how to get started with the Optimal MCP Server

Optimal MCP Overview

Learn how to connect Optimal to ChatGPT with MCP.

Connect Optimal to ChatGPT

Learn how to connect Optimal to Claude with MCP.

Connect Optimal to Claude

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Connect Optimal to Gemini

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Connect Optimal to Microsoft Copilot

Learn how to connect Optimal to Cursor with MCP.

Connect Optimal to Cursor

Learn how to connect Optimal to any MCP-compatible AI assistant

Connect Optimal to any MCP-compatible AI assistant

Learn about Optimal's Model Context Protocol (MCP) & API and how to connect.

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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