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1

Create an agent key

In Rally, open Settings → Agents & MCP and click Create key.
  • Name it after where it will run, for example Claude Code on Sam's laptop.
  • Role decides what the agent may do. Start with Program admin unless the agent needs to move money or manage members.
  • Leave Autonomous off. The agent will then ask a person before high-risk actions.
Copy the key when it is shown. It starts with co_ and is only shown once.
2

Connect your client

The same page shows a ready-made snippet for each client with your URL and key filled in. These are the same snippets:
3

Say hello

Ask the agent:
Who am I connected as in Rally, and what is left to set up?
It calls rally_whoami and rally_setup_status and reports the workspace, its role, your plan and the open setup steps. From there, ask for what you want in plain words: “list my programs”, “draft a brief for a TikTok launch video”, “who is behind schedule this week”.
Agents work best when they read Rally’s runbook first. Ask it to read https://app.runrally.io/mcp/skill.md (or the rally://docs/mcp resource the server offers) before its first task.

Next

Tools and scopes

Connect a smaller set of tools, and learn the helper tools.

Approvals and roles

What waits for a person, and how to approve it.