1
Install Access
Download Gatetrix Access, open the disk image,
and install the app in Applications. Open Access.
2
Create an agent profile
Open Configuration and create an Agent Profile for this agent or task.
Give it a recognizable name, such as “Research assistant.” Select that profile
before editing its connections and permissions.
3
Enable an MCP transport
Under Access Channels → MCP, enable MCP and the transport your client uses.
Use stdio for a local process connection, or HTTP bound to
127.0.0.1 for a
client on this Mac. Use the endpoint shown in Access.4
Create the credential and connect your client
Open MCP Credentials for the selected profile and create a credential.
Use the app’s generated client configuration for your chosen transport.
Put the credential in your MCP client’s credential configuration, not in a
conversation or project source file. Reconnect the client after configuration.
5
Add one useful data source
Open Connectors or Folders for the profile and grant the source you
want this agent to use. For an online service, follow
Set up a connector with an agent.
Start with the smallest read scope that answers your question.
6
Verify access
Ask the agent to discover its tools and perform one bounded read from the
approved source. Check that the result is useful and inspect Audit Log.
If approval is required, decide in Access and have the agent retrieve the
saved result.