General FAQ

What is Chase Agents?

Chase Agents is an AI-native workflow automation platform. It lets you build automations (multi-step workflows that run automatically) and AI Agents (conversational assistants with tool access) by connecting to your existing services through the Model Context Protocol. You can describe what you want to automate in natural language and Chase Agents builds it, or you can use the visual editor to build step by step.

What is MCP and why does Chase Agents use it?

MCP stands for Model Context Protocol. It is an open standard that defines how AI models communicate with external tools and services. Chase Agents uses MCP because it creates a single, consistent way to connect to any service. Any MCP-compatible server becomes instantly usable in your automations and agents without custom integration code. As the MCP ecosystem grows, your Chase Agents workspace gains new capabilities automatically.

How is Chase Agents different from Zapier or Make?

Chase Agents is AI-native in a way that Zapier and Make are not. You can build automations by describing them in natural language, AI can fix failing automations automatically, and you can build AI Agents that use your connections conversationally alongside traditional automations. Chase Agents also supports Python code execution natively, human approval gates, and the full MCP tool ecosystem rather than a fixed catalog of pre-built app connectors.

Do I need to know how to code to use Chase Agents?

No. Most automations in Chase Agents can be built entirely through the chat builder or visual editor without writing any code. The run_sandboxed_code step is optional and is only needed for complex data transformations that are not achievable through the other step types. The AI that powers the chat builder writes the Python code in run_sandboxed_code steps for you when you describe what transformation you need.

What services can Chase Agents connect to?

Chase Agents can connect to any service that has an MCP server. This includes a growing marketplace of pre-built connections for popular services. For services without a native MCP server, you can create a Custom Connection using any service's REST API URL and credentials. This means Chase Agents can connect to virtually any modern web service with a REST API.

Is my data secure?

Yes. Chase Agents is designed as a transit platform: your business data flows through it but is not stored permanently. Credentials are encrypted at rest in the credential vault and never appear in plain text in logs or the interface. Connections to private network addresses are blocked. All automation configuration changes are logged in the audit trail.

Can I use Chase Agents with Claude Desktop or Cursor?

Yes. Chase Agents exposes your workspace as an MCP server that external AI clients like Claude Desktop, Cursor, and other MCP-compatible tools can connect to. Once connected, those tools can use your automations and agents as tools directly from within their interface. Your workspace API key from the workspace settings panel is used to authenticate the external client.

How do I get started?

Create an account at chaseagents.com, create a workspace, add your first MCP connection from the Connections Marketplace, and then use the chat builder to describe the first automation you want to build. The Getting Started section of this documentation covers each step in detail.