Workflow | Set up AI integration with Digi Remote Manager

Here is a step-by-step workflow you can follow to set up AI integration with Digi Remote Manager.

Action	Considerations
Confirm that you have a Digi Remote Manager account and the correct user permissions, you understand the requirements.	Review the prerequisites. Review the network and firewall requirements. Review the security requirements. Confirm that API key access is enabled for your account. Ensure your user role has only the permissions required for the intended AI tasks (principle of least privilege). Outcome: Account is authorized to generate API credentials for MCP Model Context Protocol server access.
Generate the API credentials in Digi Remote Manager.	Outcome: Secure credentials are available for authenticating an AI assistant or AI agent.
Prepare the AI client environment.	Depending on the AI client being used: Install Node.js v18 or later (required for MCP clients using mcp-remote). Install or verify access to an MCP-compatible AI client, such as: Claude Desktop Claude Code Cursor A custom AI Agent framework with MCP support Outcome: The local or hosted AI environment is MCP-capable.
Configure the MCP server connection. Validate tool discovery, and verify access with a test query.	You can configure the MCP server connection using Claude Desktop or another MCP-compatible AI client. Outcome: End-to-end MCP connectivity and authorization are confirmed.
Begin operational use.	Once verified, users can begin: Issuing natural-language operational queries Building AI agent workflows that invoke Digi Remote Manager tools Automating monitoring, reporting, and triage tasks Integrating Digi Remote Manager data into broader AI-driven operational systems Outcome: AI-powered interaction with Digi Remote Manager is active and ready for production use.
Ongoing management and governance.	Rotate or revoke API keys as needed. Monitor usage and permissions through Digi Remote Manager. Create separate API keys for different users, agents, or environments (development vs. production). Outcome: Secure, governed, and maintainable AI Assistant Integration over time.

By following this workflow, you can quickly and securely connect an AI assistant to Digi Remote Manager via an MCP server.