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Members and permissions

The admin and member roles, the nine permissions an admin can grant on the Pro and Custom plans, assistant access and how permissions apply to API and MCP connections.

Roles

RoleCan do
AdminEverything, including billing, members, permissions, tags and API keys.
MemberWork with knowledge and assistants, within the permissions that an admin gives. A member never manages billing or members.

To invite people, an admin creates a join link in the team settings. Anyone with the link can join until it expires. When you remove a member, their access stops at once, with their API and MCP connections.

The Team page: three members with their roles, an Invite link card and the API scopes by member

Team: the members, their roles, and the invite link.

The Free and Starter plans

On the Free and Starter plans, every member has every permission and sees every assistant. Free has one seat, Starter has unlimited seats.

Permissions on the Pro and Custom plans

On these plans, an admin sets what each member can do, on the Permissions page. A member without permissions can do nothing.

PermissionLets the member
resources_listView the list of resources, their content, the tag list and the pages of a site.
resources_createCreate resources.
resources_editEdit resources, re-index them and sync sites.
resources_deleteDelete resources.
assistants_createCreate assistants.
assistants_editEdit the assistants they can access, and their widgets.
assistants_deleteDelete the assistants they can access, and their widgets.
apiUse the REST API and the CLI.
mcpUse Lookio from an MCP client.

An admin also sets which assistants each member can use: a list, or all of them, future ones too. A member can ask, edit or delete only the assistants on their list.

To ask questions, a member needs no separate permission. If they can use an assistant, they can ask it. The workspace pays.

A change applies at once, also to connections. A permission removed in the app stops on the member’s next CLI or MCP call.

Permissions and the API

A person who connects the CLI or an MCP client has their own permissions. On the Pro and Custom plans, they need api for the REST API and the CLI, and mcp for MCP clients. Lookio removes the scopes that their permissions do not allow. So an AI client never gets a tool that would always be refused.

An API key is different. An admin creates it for the workspace, with its own scopes. It does not follow a member’s permissions. It never manages members or tags. See API keys.

What members may hand to AI clients

An admin can limit what members may give to an AI client or to their CLI login, in the API access settings. This limit applies only to what a member delegates, not to what they do in the app. It does not apply to API keys or to admins. An admin can set an exception for one person.

Manage members from the API

Only admins can list members or change their permissions, with a personal connection that has the admin scope. See List members and Change a member’s permissions. Permissions need the Pro or Custom plan.

Use these docs with your AI tools

An AI agent can read this documentation directly. You do not need an account or an API key. Everything here is public and read-only.

Query these docs via MCP

Recommended

Add this server to Claude, Claude Code, Cursor, Mistral, or any tool that supports MCP. Your agent can then search Lookio Docs documentation and read it in full, instead of answering from memory.

https://lookio.app/docs/mcp
  • searchFind the passages that answer a question.
  • fetchRead one page in full, as Markdown.
  • list_pagesSee every page in this documentation.

Query these docs over HTTP

The same tools also work as plain web requests. Use this for scripts, or for any tool that does not support MCP. There is one endpoint per tool. Arguments go in the query string, and the answer comes back as JSON.

https://lookio.app/docs/api/docs/search?query=custom+domain

Read the OpenAPI description. It is built from the same definitions as the tools, so it always matches what the endpoints do.

Read these docs as Markdown

Add .md to any page URL to get its Markdown source. You can also send the headerAccept: text/markdown to the page URL itself.

To read the whole documentation in one file, open llms-full.txt. For a short index of every page, open llms.txt.