Scoro MCP server

Scoro MCP server lets you securely connect your site to your favorite AI tools, such as Claude and ChatGPT, so you can manage Scoro projects, tasks, and data via an external AI chat.

This opens up a new world of possibilities for your business – you can use simple, natural language prompts to pull data from Scoro, create or modify projects, tasks, contacts, comments, etc. in Scoro, or even orchestrate workflows across multiple tools and apps, all directly from an AI chat of your choice.

With the Scoro MCP server, you can: 

• Access and retrieve information from your Scoro site in real time via an AI chat
• Perform core actions directly from your AI chat, without needing to open Scoro
• Combine Scoro workflows with other MCP-enabled platforms, such as Slack, Zoom, Notion, and others, to centrally manage all your work from your AI tool.

This article will guide you through securely connecting your AI tool to Scoro using the Model Context Protocol (MCP) and show you which tools are currently available to simplify your daily tasks.

1. What is MCP?

MCP stands for Model Context Protocol, a standardized framework that enables external AI agents to work with your Scoro without any custom development. You can think of MCP as a “translator” that opens Scoro up to the broader AI ecosystem, enabling secure information flow across different AI apps and databases. Thanks to this protocol, multi-tool actions that used to require custom development or complex API calls can now be carried out via plain-English prompts in your favourite AI chat tool. 

Key elements that come into play to make it all possible include your AI tool, the Scoro MCP server, and your Scoro site.

Here’s a simple look at how they all work together:

• Your AI tool: This is the application you use, like Claude or ChatGPT. It understands your natural language prompts and, with the Scoro MCP server connected, knows to send requests for Scoro-related tasks.
• Scoro MCP server: This is the secure “middleman” that connects your AI tool to your Scoro site. It receives the request from the AI tool, securely fetches the data or performs the actions in Scoro, and sends the result back to your AI tool.
• Your Scoro site: This is the data source where your company’s information lives. The Scoro MCP server securely interacts with it to get up-to-date data or perform an action you requested.

In short, you use your AI tool to communicate with the server, which then performs the action or pulls data from your Scoro site.

2. What can I do with the Scoro MCP server?

Scoro’s MCP opens up two powerful new possibilities for all Scoro users:

1. Work directly from your LLM: connect Scoro with a large language model (LLM), such as Claude or ChatGPT, and use natural language to pull information from Scoro or let AI create projects, tasks, and more in Scoro, all without leaving your AI chat.
2. Orchestrate multi-tool workflows: use Scoro as part of broader, multi-tool workflows. For example, you can pull data and context from Slack, Notion, Google Drive, and Scoro, then delegate actions across all of those tools with a single prompt.

So, once the Scoro MCP is connected to your LLM, you can use it to retrieve information from Scoro, perform actions in Scoro, and run workflows that include other MCP-enabled apps.

Example use cases

Check the videos below to see what you can do via our MCP server. These are just a few examples – the possibilities are endless!

• Example #1: Summarize a meeting and schedule a follow-up meeting

  Prompt: "Extend today’s meeting with GreenBite by 30 minutes in Scoro and schedule a follow-up meeting for the same people for an available slot on Thursday. Add agenda items about data gaps and current resource constraints."

• Example #2: Summarize what was discussed on a client call and add it as a comment in Scoro

  Prompt: "Please summarize the feedback from GreenBite for the Snack Smarter campaign based on the call transcript from today (in Google Drive) and add that summary plus action items under the Snack Smarter campaign visual design and mood board task in Scoro as a comment."

• Example #3: Get insights from different communication channels

  Prompt: "Help me assess how the Asher & Drum web development project is going. Use data from Scoro, Gmail, Slack, and Jira to document current risks and potential bottlenecks."

3. Data security best practices

We take data security very seriously, and we have designed the Scoro MCP server with your safety in mind. This section provides a clear overview of how your data is handled and gives you best practices to follow when working with AI tools.

3.1. How Scoro keeps your data secure

The connection between your AI tool and your Scoro site is designed to be secure and private.

• Secure connection – all communication is encrypted using industry-standard protocols, ensuring that your data is protected while in transit.
• Authentication – access is authenticated through a unique URL provided for your Scoro site (e.g., https://yourscorositename.scoro.com/mcp). This connection is then tied directly to the permissions of the Scoro user account used for the initial setup, ensuring the AI tool can only access what that user has permission to see.
• No direct access to your data – your AI tool does not have direct access to your Scoro site’s database. Instead, it can only access the specific information and perform the actions that our pre-built tools are designed to handle, only when you allow it to. For example, it can pull a list of your projects, but cannot access sensitive financial reports unless a tool for that is specifically enabled.
• You remain in control of what data moves – once the MCP is connected, you can make use of the full tool set that it supports. You can toggle off any actions you don’t want the AI tool to have the right to perform in Scoro.

3.2. Data policies of AI tools

While the Scoro MCP operates within your Scoro site’s security framework, it’s important to remember that any external AI tool you connect could have its own data policies. This means that the data you retrieve from Scoro and use in a prompt could be temporarily processed by that external tool’s systems.

To ensure proper data safety, we recommend following these best practices:

• Understand your AI tool’s policies.
  Familiarize yourself with the privacy policies of the AI tool you’ve chosen to connect with the Scoro MCP. Pay attention to how the provider handles user data and what their data retention policies are.
• Prompt hygiene.
  Be mindful of the prompts you write. While the Scoro MCP server is secure, avoid including sensitive, private, or confidential company information in your prompts, as it could be processed by the external AI tool.

4. Enabling Scoro MCP server for your site

To enable the Scoro MCP server for your site:

1. Go to Settings > Site settings > Integrations.
2. Click on Scoro MCP.
3. Switch on the Enable MCP server toggle.

Once enabled, your MCP Server address will appear, which you’ll use when connecting to the Scoro MCP server to your AI tool of choice.

However, before connecting your AI tools, we highly recommend setting up the Scoro MCP server permissions first to ensure the right access levels for your site users.

4.1. Managing Scoro MCP server permissions

Once the Scoro MCP server is enabled on your site, the Permissions section under Settings > Site settings > Integrations > Scoro MCP lets you quickly select the necessary access level to MCP tools for each permission set:

• No access – choose this if you don’t want users with this permission set to access any Scoro MCP tools
• View data – users with this access level can only view data on your Scoro site through the MCP server
• View and manage data – users with this access can view, modify, and delete data on your Scoro site through the MCP server. Data deletion applies only to items created using MCP tools.

Alternatively, you can select the necessary access rights for each permission set under Settings > Administration > Permission sets. Learn more about managing permission sets.

5. Connecting to Scoro MCP

There are two steps to connecting your AI tool to the Scoro MCP server:

1. Admin setup: The admin of the AI tool’s company workspace connects it to the Scoro MCP server.
2. User setup (after admin setup is completed): Each site user activates the Scoro MCP connector in their AI tool account.

5.1. Admin setup

To connect the Scoro MCP server to the team workspace of your AI tool, the administrator of that workspace must follow the steps below:

1. Go to Settings > Site settings > Integrations > Scoro MCP and copy the MCP Server address. This is your site URL, with /mcp at the end.
   
2. Open your AI tool’s connector settings and connect a custom connector:
   • In Claude: Go to Admin settings > Connectors, toggle to “Organization connectors”, and click the Add custom connector button.
   • In ChatGPT: First, ensure that developer mode is enabled. Then, go to Settings > Apps & Connectors and click the Create button. If you don’t see that option, contact your workspace administrator.
   • If you’re using a different AI tool, check their support resources for the precise instructions.
3. Paste the MCP server address you copied previously into the relevant field. Fill out any other fields if needed or required.
4. Confirm the settings to finish the connection.

Once the admin has connected the Scoro MCP server to your team workspace, your site users can proceed with connecting the Scoro MCP in their own AI tool accounts.

5.2. User setup (after admin setup is completed)

Once your team workspace administrator has connected the workspace to the Scoro MCP server, each site user must activate the Scoro MCP connector on their workspace accounts:

1. Open your AI tool's connector settings:
   • In Claude: Go to Settings > Connectors.
     
   • In ChatGPT: First, ensure developer mode is enabled on your account. Then, go to Settings > Apps & Connectors.
   • If you’re using a different AI tool, check their Help Center or contact their support for the precise instructions.
2. Find the Scoro connector and click the Connect button (or an equivalent activation link).
3. The application will request access to your Scoro account. Review the information and confirm the access.
   

Once you’ve granted access, you can start using the supported MCP tools. MCP tool is a specific action that lets the AI tool search, create, and manage content on your Scoro site, such as get tasks, update events, create contacts, etc. 

You may be prompted to grant the LLM permission to access specific data on your Scoro site. It works a bit differently on each platform – for example:

• If you’re using ChatGPT, all the MCP tools available for you are automatically ready for use; however, you’ll need to click the plus icon in the chat window and select the specific tool you want to use.
• If you’re using Claude, you can go to Settings > Connectors and click the Configure button to see the available tools, enable or disable them, and select in the permission dropdown field whether you want Claude to always ask permission before using the tool or allow unsupervised use without requiring your approval. Learn more about data safety best practices.
  

6. Supported tools for MCP

Below is a breakdown of the currently supported MCP tools and what they allow the AI tool to do. 

Activity types

• get_activity_types – gives the AI tool access to activity type definitions used for time tracking and categorization in Scoro.

Availability

• get_availabilities – gets role and user availability (work capacity in seconds) within a specific time period. Supports filtering by user IDs, role IDs, user names, user emails, and role names.
  • Specifying the time period (‘from’ and/or ‘to’ date and time values) is required.

Bookings

• get_bookings – lets the AI tool retrieve booking details from your site.

Calendar events

• get_calendar_events
• create_calendar_event
• update_calendar_event

Equips the AI tool with comprehensive calendar management capabilities, including retrieving event details with advanced filtering support, creating new calendar events, and updating existing ones.

Comments

• get_comments
• create_comment

The available tools allow the AI tool to retrieve comments with filtering options, as well as create new comments on various modules on your Scoro site (invoices, tasks, projects, etc.).

Contacts

• get_contacts – gets contact (people and company) details from your Scoro site.

Event resources

• get_event_resources – gives the AI tool access to resources that can be allocated to calendar events and meetings.

Finances

• get_bills
• get_expenses
• get_invoices
• get_purchase_orders
• get_quotes

Allows the AI tool to pull information from purchase orders, bills, expenses, quotes, and invoices.

Projects

• get_projects
• create_project
• update_project
• get_project_phases
• create_project_phase
• update_project_phase
• get_project_overview

Provides the AI tool with core project management functionality for complete project lifecycle management, including creating and updating projects, as well as filtering by various project attributes (such as status, dates, ownership, and more). Supports tracking project milestones, deadlines, and phase-based project organization.

Search

• search
• fetch

Universal search functionality across all Scoro entity types, including bills, companies, expenses, files, invoices, orders, persons, projects, purchase orders, quotes, tasks, and users. Supports both targeted searches by entity type and universal searches across all types.

Tasks and time entries

• get_tasks
• create_task
• update_task
• get_task_time_entries
• create_time_entry
• update_time_entry

Gives the AI tool comprehensive task management capabilities for complete task lifecycle management, including getting task data with pagination support, creating and updating tasks, as well as filtering by various task attributes (project, assignee, status, completion, dates, and more). Enables retrieval of time entries for specific tasks, creation of new time entries, and updates to existing time tracking records.

Users and roles

• get_users
• get_user_timeoffs
• get_me
• get_roles

Provides the AI tool with user management and authentication functionality, including access to user information, user-specific time-off data, and current authenticated user details. Essential for user administration and profile management. Provides access to available roles and permissions within the Scoro system for user and access control.

Deleting items created via MCP

• delete_item – deletes item(s) created using Scoro MCP tools. Available only for users with the View and manage data permission.

7. Checking MCP tool logs

The Logs tab, available for site administrators under Settings > Site settings > Integrations > Scoro MCP, provides a clear overview of all items that were created or modified using Scoro MCP tools. Each log entry has the following details:

• Date and time the item was created or modified
• User that created or modified the item
• Action that was done
• Item type that was created or modified
• Item ID