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

# Penbox for AI agents

> Drive Penbox from Claude Code, Claude, Codex or any MCP client.

Penbox exposes an MCP server. An AI agent connected to it can open cases, follow them, build case templates and form templates, read form responses, and reach the rest of the public API. It works from Claude Code, claude.ai, Claude Desktop, Codex and any MCP client.

<Card title="Install the Penbox plugin" icon="download" href="/install">
  Two commands for Claude Code. One URL for claude.ai. A zip for Codex.
</Card>

## What you get

### The MCP server

The server lives at `https://connect.penbox.io/mcp`. It speaks business vocabulary: case, case template, form, form template. Every tool runs as the signed-in user, with that user's rights and nothing more.

| Area           | Tools                                                                                                                                                                                                 |
| -------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Workspace      | `list_workspaces`                                                                                                                                                                                     |
| Cases          | `list_cases`, `get_case`, `create_case`, `assign_contact`, `update_case`, `update_case_status`, `update_case_data`, `update_case_waiting_for`, `update_draft`, `add_step_reminder`, `start_case_step` |
| Tasks          | `list_tasks`, `create_task`, `update_task`                                                                                                                                                            |
| Case templates | `list_case_templates`, `get_case_template`, `create_case_template`, `update_case_template`                                                                                                            |
| Form templates | `list_form_templates`, `get_form_template`, `create_form_template`, `update_form_template`                                                                                                            |
| Forms          | `list_forms`, `get_form`, `get_form_response`                                                                                                                                                         |
| Knowledge      | `get_skill`: the reference guides an agent loads before building a template                                                                                                                           |
| Public API     | `penbox_api_search`, `penbox_api_details`, `penbox_api_call`: the rest of the [API](/api-reference/introduction)                                                                                      |

`start_case_step` is the only tool that sends something for real: an email, an SMS or a form goes out to the contact. Every other write stays inside Penbox.

### The skills

A plugin adds five skills on top of the server. A skill is a short playbook the agent loads when the task matches. It teaches the order of operations, not the tools. See [Skills](/agents/skills).

## Two ways to sign in

* **As a user.** The default. The agent opens your browser once. You sign in to Penbox and approve. The agent then acts as you. What you cannot do in Penbox, it cannot do either.
* **With a workspace API token.** For a server-side agent with no human at the keyboard. Create the token in your [workspace settings](/workspace/settings/api) and use it as the bearer on `https://connect.penbox.io/mcp`. The agent is then scoped to that workspace.

## Where it runs

| Surface                   | Path                                      |
| ------------------------- | ----------------------------------------- |
| Claude Code               | Plugin: server and skills                 |
| claude.ai, Claude Desktop | Custom connector: server only             |
| Claude organization       | Plugin synced to every member by an admin |
| Codex                     | Plugin from the zip: server and skills    |
| Any MCP client            | Server only                               |

## Next

<CardGroup cols={3}>
  <Card title="Install" icon="download" href="/install">
    Every install path, and prompts to start with.
  </Card>

  <Card title="Skills" icon="book-open" href="/agents/skills">
    What each skill does and when it triggers.
  </Card>

  <Card title="Security" icon="shield-check" href="/agents/security">
    Rights, data, and what the agent can never do.
  </Card>
</CardGroup>