MCP Tool Reference

This is the full set of tools the ScopeStack MCP server exposes to your AI assistant. You don’t call these by hand — your assistant chooses them based on what you ask. The list is here so you know what’s possible and can phrase requests precisely.

A few things to keep in mind:

Reads vs. Writes — “Reads” tools only look things up. “Writes” tools create, update, or delete data in your account. Both obey your role’s permissions; an assistant can’t write what your role can’t.
Required inputs are the values a tool needs before it can run. Your assistant gathers these from your request or by calling a “Reads” tool first (for example, searching for a client before creating a project).
For how IDs flow from one tool to the next and an end-to-end example, see How the MCP Works.

Project Core

Tool	What it does	Required inputs	Reads/Writes
`create_project`	Create a new project, optionally with a client, rate table, service location, and user-defined field values.	`project_name`	Writes
`get_project`	Return the full contents of a project: services, resources, products, financials (hours, revenue, cost, margin), and narrative fields.	`project_id`	Reads
`update_project`	Update project metadata: name, narrative summaries, MSA date, status, presales engineer, sales executive, and user-defined fields.	`project_id`	Writes
`search_projects`	Search active projects by name, summary, client, presales engineer, sales executive, business unit, line of business, status, or tags.	none	Reads
`review_project_scope`	Run a best-practice completeness check on a project’s SOW and return a scored report (language coverage, structure, level-of-effort sanity, content quality, placeholders).	`project_id`	Reads

Services & SOW Language

Tool	What it does	Required inputs	Reads/Writes
`add_service_to_project`	Add a catalog or custom service (and optional subservices) to a project.	`project_id`, `quantity`, `project_resource_id`, `service_category_id`	Writes
`update_project_service`	Update or remove a project service, and create, update, or delete its subservices.	`project_service_id`	Writes
`update_service_language`	Set SOW language (deliverables, assumptions, out-of-scope, etc.) and/or the service description on a service or subservice.	`project_id`, plus one of `project_service_id` or `project_subservice_id`	Writes

Resources & Rates

Tool	What it does	Required inputs	Reads/Writes
`add_resource_rate_to_project`	Add a billable resource role from the account’s rate table to a project.	`project_id`, `resource_rate_id`	Writes
`add_vendor_resource_to_project`	Add a vendor resource to a project with a role, bill rate, and cost rate.	`project_id`, `vendor_id`, `vendor_role`, `hourly_rate`, `hourly_cost`	Writes
`update_project_resource_rate`	Update the bill rate and/or cost rate for a resource already on a project.	`project_id`, `project_resource_id`	Writes
`list_project_resources`	List all resources (roles and vendors) assigned to a project.	`project_id`	Reads
`list_rate_tables`	List rate tables available for the account.	none	Reads
`list_resource_rates`	List the resource rates within a rate table.	`rate_table_id`	Reads
`get_service_usage`	Return usage stats for a catalog service: project count, active deployments, last used, blueprint memberships, recent projects.	`task_id`	Reads

Products

Tool	What it does	Required inputs	Reads/Writes
`add_product_to_project`	Add a product from the catalog to a project by material ID and optional quantity.	`project_id`, `material_id`	Writes
`update_project_product`	Update the quantity of a product on a project, or remove it.	`project_product_id`	Writes
`search_products`	Search the product catalog by name or SKU to find the material ID.	`query`	Reads

Locations

Tool	What it does	Required inputs	Reads/Writes
`add_project_location`	Add a named service location (on-site address or remote) to a project.	`project_id`, `name`	Writes
`update_project_location`	Update the name, address, or remote flag of a location.	`project_id`, plus one of `location_id` or `location_name`	Writes
`list_project_locations`	List all service locations on a project.	`project_id`	Reads

Pricing Adjustments

Tool	What it does	Required inputs	Reads/Writes
`add_price_adjustment_to_project`	Add a discount, markup, or fee to a project, optionally scoped to a section or resource.	`project_id`	Writes

Surveys & Questionnaires (on a Project)

Tool	What it does	Required inputs	Reads/Writes
`apply_questionnaire_to_project`	Instantiate a questionnaire as a survey, write answers, build recommendations, and apply the resulting services — in one call.	`project_id`, `questionnaire_id`	Writes
`list_project_surveys`	List the surveys on a project, including questions and existing answers.	`project_id`	Reads
`update_project_survey`	Write answers to a project survey; by default marks it complete and sends notifications.	`project_id`, `survey_id`, `responses`	Writes
`list_questionnaires`	List published questionnaires available for the account.	none	Reads

Documents

Tool	What it does	Required inputs	Reads/Writes
`list_document_templates`	List document templates available for a project.	`project_id`	Reads
`get_project_document_status`	Get a project document’s generation status and, when ready, its download URL.	`project_document_id`	Reads

Search & Discovery

Tool	What it does	Required inputs	Reads/Writes
`search_clients`	Search active clients by full or partial name.	`name`	Reads
`search_services`	Search active catalog services by a word or phrase, with an optional service-type filter.	`content`	Reads
`search_service_categories`	Search active service categories by name.	`name`	Reads
`search_vendors`	Search active vendors by name.	`name`	Reads

Account Configuration Lists

Tool	What it does	Required inputs	Reads/Writes
`list_phases`	List active project phases for the account.	none	Reads
`list_payment_terms`	List active payment terms for the account.	none	Reads
`list_project_udf`	List project-level user-defined fields configured for the account.	none	Reads

Blueprints

Tool	What it does	Required inputs	Reads/Writes
`list_blueprints`	List all blueprints available for the account.	none	Reads
`apply_blueprint_to_project`	Apply a blueprint to a project, adding its pre-built services and resources.	`project_id`, `blueprint_id`	Writes
`create_blueprint_from_project`	Create a reusable blueprint from an existing project’s scope.	`project_id`, `name`	Writes

Settings — Catalog & Questionnaires

Tool	What it does	Required inputs	Reads/Writes
`settings_create_service`	Create a standard service (with optional subservices and SOW language) in the catalog.	`name`, `service_category_id`	Writes
`settings_update_service`	Update a catalog service’s name, description, category, hours, or language; set `delete: true` to deactivate it.	`service_id`	Writes
`settings_update_subservice`	Update a catalog subservice’s name, description, or hours; set `delete: true` to deactivate it.	`subservice_id`	Writes
`settings_create_service_category`	Create a service category or nested subcategory.	`name`	Writes
`settings_create_questionnaire`	Create a questionnaire with questions, sections, calculations, and service recommendations.	`name`	Writes
`settings_update_questionnaire`	Append questions, sections, calculations, or recommendations to a questionnaire; optionally update its name or intro.	`id`	Writes
`settings_get_questionnaire`	Fetch a single questionnaire’s full detail by ID or slug.	`id`	Reads
`settings_update_blueprint`	Update a blueprint’s name, add or remove service items, or delete it.	`blueprint_id`	Writes

Utility

Tool	What it does	Required inputs	Reads/Writes
`tool_guidance`	Return the recommended workflow, key concepts, and common flow sequences for the MCP tools. A good first call in a session.	none	Reads