Roles. Most tools are available at the User role. Tools that change shared configuration require the same role as the web app: Expert for the editorial guide, Slack auto-respond instructions, and questionnaire instruction history; Admin for trust center settings. Service accounts carry whichever role you assign them.
Chat and conversations
Knowledge search
Documents
Slack
Integrations
Questionnaires
Knowledge management
AI customization
Trust center
Connect a client
New to the Wolfia MCP server? Start with the connection guide for Claude Code, Cursor, Windsurf, Claude Desktop, and OpenClaw.

