MCP connection vs knowledge file
| MCP connection | Knowledge file | |
|---|---|---|
| What it does | Gives your AI live access to your account | Gives your AI context about how Machines works |
| Required? | Yes | No, but recommended |
| Setup | MCP Setup | Copy and paste (see below) |
When to use it
Use this when your AI app supports custom instructions, memory, or pasted context and you want better responses beyond what MCP tools provide alone. It helps your AI understand Machines terminology and handle requests more accurately.Setup
Open the knowledge file
What this improves
- More accurate card, balance, and deposit requests
- Fewer incorrect tool calls
- Better handling of sensitive actions
The knowledge file does not replace an MCP connection. You still need to connect first.
Next steps
- MCP Setup — required connection setup
- Machines CLI — terminal commands for direct use