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HelpIntegrationsMCP Getting Started

What is the ScopeStack MCP?

The ScopeStack MCP (Model Context Protocol) server lets AI assistants read and update your ScopeStack account directly. Instead of switching between your AI tool and ScopeStack, you can describe what you need in plain language and the AI handles the rest — creating projects, adding services, writing Service Descriptions, and generating documents.

Before You Start

You’ll need:

- A ScopeStack account

- An AI assistant that supports remote MCP servers (Claude, GitHub Copilot, ChatGPT, Cursor, and others)

Note:

Your ScopeStack role controls what the AI can do. If your role doesn’t allow editing Service Descriptions or managing services, those actions will be blocked. Contact your account admin if you need additional permissions.

Connecting Your AI Assistant

All supported clients use the same hosted MCP URL:

https://api.scopestack.io/mcp 

Add this as a remote MCP server in your AI tool’s settings. The first time you connect, your client will open a browser window to log in with your existing ScopeStack credentials. No API keys or manual token setup required.

Claude Code (CLI)

Run this command to connect instantly:

claude mcp add --transport http scopestack https://api.scopestack.io/mcp

What You Can Do

Once connected, you can ask your AI assistant to:

- Find and create projects — search existing projects or create new ones for a client

- Build out scope — add services, set phases, update hours and quantities

- Write Service Descriptions — generate or update deliverables, assumptions, and out-of-scope sections for any service

- Apply blueprints — apply a saved blueprint to a project or save a project as a new blueprint

- Manage your catalog — create or update services and service categories in your settings

- Research and build content — use 14 research tools including research_service_offering, find_research_package, and create_blueprint_from_research to build out scope from existing content

- Manage surveys — create, retrieve, and respond to surveys tied to a project (5 tools)

- Work with vendors and resources — look up vendors, resource rates, and allocations (5 tools)

Example Prompts

“Create a project for Acme Corp for an Office 365 migration. Add services for planning, migration, and training, assign each to the right phase, and write deliverables and assumptions for each service.”

“Get project 12345 and write professional Service Descriptions for any service that’s missing it.”

“Save project 12345 as a blueprint called ‘Office 365 Migration — 50 Seat’.”

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