Implementation test plan
Before you start
- Set up two test tenants with different server addresses and WorkOS organizations.
- Prepare one test account whose MCP permissions you can change between tests.
- Make sure you can turn MCP on and off for each test tenant without changing unrelated access.
Connect and sign in
- Turn MCP on for the first test tenant and give your account read-only MCP access (
mcp:read). - Follow your chosen MCP client's setup instructions and save the connection. Saving alone must not sign you in.
- Sign in through WorkOS. Check that the connection belongs to the intended tenant and environment.
- Cancel sign-in. Check that access is still unavailable and you can try signing in again.
- After successful sign-in, start a new chat session and send
try hello_read. Check that the tool returnsHello..
Check the tool replies
Covers the visible tool replies in AC-4 and AC-6.
- Give your account MCP read and write access.
- Send
try hello_read. Check that the reply contains the greetingHello.. - Send
try hello_write. Check that the reply confirms MCP write permission and says no data was changed. - Repeat both calls. Check that the replies convey the same results, even if the client's wording varies.
Check who can use each tool
Covers AC-2 and AC-3, plus permission changes and tenant disablement in AC-5. Use the same account and chat with each permission combination below, letting permission changes take effect before starting the next case. Check the tool list and try the tools in the chat.
- Turn MCP on for the first tenant.
- Give your account MCP read and write access. Check that both tools work.
- Remove write permission, leaving read access only. Check that
hello_readis listed and works, whilehello_writeis hidden. - Send
try hello_writewith read-only access. Check that the client reports the tool as unavailable or access as denied. - Remove read permission too. With no MCP permissions, check that neither tool can be listed or used.
- Give your account write permission without read permission. Check that neither tool can be listed or used.
- Restore both permissions. Check that both tools are listed and work again. The write reply must say no data was changed.
- Turn MCP off for the tenant and repeat all four permission combinations. Check that neither tool can be used.
- Turn MCP back on. Check that users regain only the access their permissions allow.
See the permission and error rules for the required server status codes and messages.
Check errors and recovery in the client
Covers the client experience in AC-1, AC-5 and AC-6. The client experiments show examples; wording may vary.
- If your client offers a sign-out option for the MCP connection, use it. Send
try hello_readand check that the client reports unavailable access rather than success. - Start signing in again from the saved MCP connection. Cancel, then check that you can try signing in again.
- Complete WorkOS sign-in. Check whether the client retries the failed request itself. If needed, send
try hello_readagain and check that the greeting works. - Review the permission denials from the earlier tests. Check that they explain the missing access, point to an administrator and do not repeatedly ask you to sign in.
- Stop the test MCP service and send
try hello_read. Check that the client reports a connection problem rather than success. - Start the service again and send
try hello_readin the same chat. If the tool remains unavailable, try a new chat and check whether it works there.
Check operation and existing features
Covers AC-3 and AC-6. See the automated identity and tenant checks for server regression coverage.
- Check that MCP permission settings do not change your existing access or the menus in Platform.
- Check logs for successful and failed calls. They must identify the request and verified context without exposing tokens, secrets or business data.
- Test existing browser sign-in, callback, session renewal, sign-out and tenant isolation. Check that MCP changes have not broken or weakened them.
- Follow the setup, disable, re-enable and emergency shutdown instructions. Check that they work for the tested release and do not break browser sign-in.