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HelpIntegrationsWhat is the MCP?

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 describe what you need in plain language and the assistant does the work — finding clients, creating projects, adding services and products, writing Service Descriptions, applying blueprints, and generating documents.

It connects over a single hosted endpoint, signs in with your existing ScopeStack login, and respects your role’s permissions. An assistant can only do what you can do in the app.

Before You Start

You’ll need:

  • A ScopeStack account
  • An AI assistant that supports remote (hosted) MCP servers — Claude, ChatGPT, Cursor, GitHub Copilot, and others

Your ScopeStack role controls what the assistant can do. If your role can’t edit Service Descriptions or manage services, those actions are blocked for the assistant too. Ask your account admin if you need additional permissions. See How the MCP Works for the full permission model.

Connecting

All clients use the same hosted URL:

https://api.scopestack.io/mcp 

Add it as a remote MCP server in your AI tool. The first time you connect, the client opens a browser window to log in with your existing ScopeStack credentials — no API keys or manual tokens. For step-by-step setup in each client, see Connecting Your AI Assistant.

For Claude Code (CLI), one command connects it:

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

What You Can Do

Once connected, you can ask your assistant to:

  • Find and create projects — search existing projects or create new ones for a client
  • Build scope — add services and subservices, assign phases, set hours and quantities, and add products, resources, and locations
  • Write Service Descriptions — generate or update deliverables, assumptions, and out-of-scope language for any service
  • Apply blueprints — apply a saved blueprint to a project, or save a project as a new blueprint
  • Run questionnaires — apply a questionnaire to a project and let its recommendations build the scope
  • Manage your catalog — create or update services, subservices, and service categories in Settings
  • Check your work — run a scored completeness review of a project’s SOW before you generate it

For every tool and what it expects, see the MCP Tool Reference.

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 them.”

“Review project 12345 and tell me what’s missing before I generate the SOW.”

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

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