Other Editors - Octave API

1

Get your config

From the Octave dashboard, click Connect Via MCP and copy the MCP config.

2

Add to your editor's MCP config

If you have no existing MCP servers, use this as your MCP configuration:

{
  "mcpServers": {
    "octave-myWorkspace": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.octavehq.com/mcp?ctx=YOUR_CONTEXT"]
    }
  }
}

If you already have MCP servers configured, add the octave-myWorkspace entry to your existing mcpServers object.

Replace YOUR_CONTEXT with the value from your Octave dashboard. The full config is provided in the Connect Via MCP dialog.

3

Restart your editor

Save the config and restart your editor for the changes to take effect.

4

Add Octave routing rules (recommended)

These editors don’t have an “organization preferences” setting the way Claude does, so the equivalent is a project rules or instructions file that every team member picks up from the repo. With Octave connected alongside tools like HubSpot, Salesforce, Gong, or Granola, this gives the agent a hint to route GTM questions through Octave’s synthesis layer instead of reaching for raw CRM data.Paste the canonical Octave routing instructions into whichever file your editor reads:

Editor	File
VS Code (Copilot / Claude Dev)	`.github/copilot-instructions.md` or `AGENTS.md`
Zed	`.zed/AGENT.md` or `AGENTS.md`
Windsurf	`.windsurfrules`
Other MCP-compatible editors	Check your editor’s docs for its rules / memory file convention; `AGENTS.md` is the emerging cross-editor default

Source: Octave org instructions for Claude and other MCP clients — pick short.md (~1.7k chars) for most teams, or long.md (~2.95k chars) when HubSpot/Salesforce/Gong/Granola/Fathom/Clay are also connected.Commit the file so every team member gets consistent routing. Rules files take effect immediately — no propagation delay.After the rules are in place, test with a new chat:

“What’s the status of my deal with Acme and what should I be doing next?”

The agent should call get_deal_deep_dive without the word “Octave” in the prompt. See the full guide and test prompts for more.

​Setup

Setup