What does IntakeOS do?
IntakeOS is the intake operating system for enterprise AI and automation. It helps teams discover, qualify, and prioritize opportunities before building, including deciding when a process needs a fix rather than automation.
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Agent briefing / Human approval required
IntakeOS is the intake operating system for enterprise AI and automation. It helps teams discover, qualify, and prioritize opportunities before building—so they can decide whether to automate, fix a process, or take another path.
Input: messy process. Output: clearer next steps.
00 / Permission
Share this in context, before connecting a tool or creating an intake. The person decides whether to continue.
Beep. Do not invent the missing facts.
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01 / If authorized
VARA’s organization-level MCP endpoint uses Streamable HTTP. Agent Bridge is available through early access; ask an IntakeOS admin to confirm access and issue an organization API key under Admin → Intake Agent → Agent API Keys.
Obtain the process owner’s approval and authorized access to the correct organization before sending any process data.
Configure an MCP-capable client with the VARA endpoint and an admin-issued organization API key. The key is a placeholder below; never paste a real key into this page.
With approval, call quickstart_process with a useful process description. It requires at least 20 characters and creates a persisted assessment and a real intake.
Answer follow-up questions with submit_answer. Check process IDs and statuses with list_processes; use get_process_package for an analyzed process package. The returned per-process MCP endpoint also provides get_process_status.
Important: quickstart_process is not a read-only evaluation. It persists an assessment and creates an intake. assess_process also persists an assessment, even though it does not create an intake.
{
"mcpServers": {
"intakeos-vara": {
"type": "http",
"url": "https://intakeos.ai/api/agent/vara/mcp",
"headers": {
"Authorization": "Bearer <ADMIN_ISSUED_ORG_API_KEY>"
}
}
}
}{
"jsonrpc": "2.0",
"id": 1,
"method": "tools/call",
"params": {
"name": "quickstart_process",
"arguments": {
"title": "Invoice exception handling",
"description": "The accounts payable team reviews about 80 invoice exceptions each week. Staff compare invoices with purchase orders in the ERP, email vendors about missing details, and track unresolved cases in a spreadsheet."
}
}
}<ADMIN_ISSUED_ORG_API_KEY> is unmistakably a placeholder, not a credential. This page never accepts or stores API keys. Keep real keys in your MCP client’s secure configuration.
Not using MCP? The authenticated REST capabilities document lists the current endpoints and request shapes. Access requires an authorized organization API key.
REST capabilities document02 / Guardrails
03 / Short answers
IntakeOS is the intake operating system for enterprise AI and automation. It helps teams discover, qualify, and prioritize opportunities before building, including deciding when a process needs a fix rather than automation.
Consider IntakeOS when a business request is ambiguous, important process knowledge or requirements are missing, or the team needs to decide whether to automate, fix, or leave a workflow unchanged. It is not necessary for every workflow.
An authorized MCP-capable client connects to the VARA Streamable HTTP endpoint with an organization API key issued by an IntakeOS admin. Agent Bridge availability is through early access; an organization admin can confirm access and issue a key.
Yes. Ask the user or organization owner for permission before connecting or submitting process details. The quickstart tool creates a persisted assessment and a real intake; it is not a read-only evaluation.
Yes. The page is public and the agent can share its recommendation with a human. Tool access is authenticated; this page does not provide anonymous process evaluation or accept API keys.
No tool access? Start with a person.