Scoro MCP server – supported tools

The Scoro MCP server equips external AI assistants (such as Claude or ChatGPT) with tools to interact directly with your Scoro site. Depending on your user permissions and site configuration, these tools enable your AI assistant to search, create, update, and manage data across Scoro.

Multi-entity support

If your Scoro site uses multiple business entities (company accounts), all supported MCP tools accept an optional entity context (scoroCompanyAccountId). This allows your AI assistant to target specific business units (e.g., "New York" or "Paris") when pulling data or performing actions. Use the get_me tool to discover which company accounts are available.

Site administration

Users, roles, and permissions

• Tools: get_users, get_me, get_roles, create_role, update_role, get_permission_sets, get_user_groups
• Description: Manage user profiles, inspect current user authentication, configure user roles, and review permission sets and user groups.

Labor costs

• Tools: get_labor_costs, create_labor_cost, update_labor_cost
• Description: Configure internal hourly labor cost rates for users, roles, or site defaults.

Site settings and configuration

• Tools: get_settings, update_settings, create_activity_type, update_activity_type, get_site_configuration, get_validation_fields, get_bookmarks
• Description: Discover site-wide metadata (statuses, activity types, price lists, resources), inspect required/unique field rules, retrieve saved bookmarks, and update site or user settings.

Project and task management

Projects

• Tools: get_projects, create_project, update_project, get_project_budget, get_project_role_prices, upsert_project_role_prices
• Description: Create and manage projects, inspect planned vs. actual budget data (labor, costs, revenue), and configure role-based selling prices.

Project phases

• Tools: get_project_phases, create_project_phase, update_project_phase
• Description: Track and manage project milestones, deadlines, and phase timelines.

Tasks

• Tools: get_tasks, create_task, update_task
• Description: Complete task lifecycle management, including filtering by project, assignee, status, priority, and due dates.

Task bundles

• Tools: get_task_bundles
• Description: Retrieve reusable task bundle templates to quickly structure project work.

Calendar and resource planning

Calendar events

• Tools: get_calendar_events, create_calendar_event, update_calendar_event, get_free_time_slots
• Description: Manage calendar events, invite attendees, and calculate mutually available meeting slots across teams within a date range.

Bookings

• Tools: get_bookings, create_booking
• Description: Retrieve and create resource capacity allocations (bookings) on projects for future capacity planning across users and roles.

Availabilities

• Tools: get_availabilities
• Description: Check user and role work capacity (in seconds) over specific time periods for workload and staffing analysis.

Event resources

• Tools: get_event_resources
• Description: Fetch bookable event resources (meeting rooms, equipment) for allocation in calendar events and schedules.

Time tracking and time off

Time entries

• Tools: get_time_entries, create_time_entry, update_time_entry
• Description: Log completed work hours, edit time entries, and review billable time records.

Time trackers

• Tools: get_time_trackers, start_time_tracker, pause_time_tracker, resume_time_tracker, complete_time_tracker, update_time_tracker
• Description: Start, pause, resume, stop, and manage real-time work stopwatches linked to tasks.

Time off

• Tools: get_user_timeoffs, get_time_offs, create_time_off, update_time_off
• Description: Retrieve and log time-off records (vacations, sick leave, etc.) for team members.

Time off types

• Tools: get_time_off_types, create_time_off_type, update_time_off_type
• Description: Retrieve and define custom types of time off (e.g., vacation, sick leave, parental leave).

Contacts and CRM

Companies

• Tools: get_companies, create_company, update_company
• Description: Search, create, and manage company contact profiles in the CRM.

Persons

• Tools: get_persons, create_person, update_person
• Description: Search, create, and manage individual person contact profiles.

Contact metadata and addresses

• Tools: get_contact_categories, get_contact_relation_types, get_contact_addresses
• Description: Retrieve contact classification categories, relationship labels between contacts, and physical/postal addresses.

Client profiles

• Tools: get_client_profiles, create_client_profile, update_client_profile
• Description: Manage reusable sets of billing defaults (discounts, tax rates, payment terms, currency) for client companies.

Sales and billing

Quotes and templates

• Tools: get_quotes, get_quote_lines, create_quote, update_quote, upsert_quote_lines, delete_quote_line, get_quote_role_prices, upsert_quote_role_prices, get_quote_templates
• Description: Create and manage sales proposals, line items, quote templates, and role-based proposal pricing.

Orders

• Tools: get_orders, get_order_lines, create_order, update_order, upsert_order_lines, delete_order_line, get_order_role_prices, upsert_order_role_prices
• Description: Manage sales orders (order confirmations) positioned between the quote and invoice stages.

Invoices and payments

• Tools: get_invoices, get_invoice_lines, create_invoice, update_invoice, upsert_invoice_lines, delete_invoice_line, get_invoice_role_prices, upsert_invoice_role_prices, get_invoice_payments, get_invoice_payment, create_invoice_payment, get_invoice_payment_allocations, create_invoice_payment_allocation, delete_invoice_payment_allocation
• Description: Retrieve and issue customer invoices, line items, role pricing rules, payment receipts, and invoice payment allocations.

Scheduled invoices

• Tools: get_scheduled_invoices, get_scheduled_invoice, create_scheduled_invoice, update_scheduled_invoice, get_scheduled_invoice_lines, upsert_scheduled_invoice_lines, delete_scheduled_invoice_line, get_scheduled_invoice_role_prices, upsert_scheduled_invoice_role_prices
• Description: Manage recurring invoice templates, automated issuance schedules, line items, and role pricing rules.

Prepayments

• Tools: get_prepayments, create_prepayment, update_prepayment, upsert_prepayment_lines, get_prepayment_role_prices, upsert_prepayment_role_prices
• Description: Track advance payments and deposit invoices received from clients prior to project fulfillment.

Retainers

• Tools: get_retainer, update_retainer, get_retainer_periods, create_retainer_period, update_retainer_period
• Description: Track recurring project retainers, period budgets, and actual tracked costs (bills, expenses, labor).

Purchases and expenses

Bills and bill payments

• Tools: get_bills, get_bill_lines, create_bill, update_bill, upsert_bill_lines, delete_bill_line, get_bill_payments, get_bill_payment, create_bill_payment
• Description: Record supplier vendor bills, manage accounts payable line items, and register outgoing supplier payments.

Purchase orders

• Tools: get_purchase_orders, get_purchase_order_lines, create_purchase_order, update_purchase_order, upsert_purchase_order_lines, delete_purchase_order_line
• Description: Issue and manage formal purchase orders sent to vendors and suppliers.

Expenses

• Tools: get_expenses, get_expense_lines, create_expense, update_expense, upsert_expense_lines, delete_expense_line, get_expense_reimbursements, create_expense_reimbursement, delete_expense_reimbursement
• Description: Record operational business expenditures, reimbursable employee costs, and repayment logs.

Products and pricing

Products and product groups

• Tools: get_products, create_product, update_product, get_product_groups, create_product_group, update_product_group
• Description: Manage products, services, and hierarchical product categories in the product catalogue.

Price lists, tax rates, and units

• Tools: get_price_lists, create_price_list, update_price_list, get_tax_rates, create_tax_rate, update_tax_rate, get_units, create_unit
• Description: Configure currency price lists, document tax rates, and measurement units (hours, pieces, kg).

Financial setup and accounting

Finance and payment accounts

• Tools: get_finance_accounts, create_finance_account, update_finance_account, get_payment_accounts
• Description: Access and manage the chart of accounts for document bookkeeping, and look up bank/cash payment accounts.

Accounting objects

• Tools: get_accounting_objects, create_accounting_object, update_accounting_object
• Description: Retrieve and configure accounting objects used to classify financial transactions across products and sales documents.

Custom fields and custom modules

Custom fields

• Tools: get_custom_fields
• Description: Inspect active custom field structures across supported Scoro modules (projects, tasks, invoices, contacts, etc.).

Custom modules

• Tools: get_custom_module_entities, get_custom_module_entity, create_custom_module_entity, update_custom_module_entity, delete_custom_module_entity, get_custom_modules, get_custom_module, get_custom_module_entity_files, create_custom_module_entity_file
• Description: Access site custom module definitions, manage custom record entities, and upload attachments to custom entities.

Files and PDFs

Files

• Tools: get_files, download_file, upload_file
• Description: View file metadata, download raw contents, or attach new files directly to supported Scoro entities.

PDF generation

• Tools: get_pdf, get_pdf_templates
• Description: Generate PDF access links for sales and purchase documents, and manage print layout templates.

Universal tools

Search and fetch

• Tools: search, fetch
• Description: Perform universal search across all Scoro entities (bills, companies, expenses, files, invoices, orders, persons, projects, purchase orders, quotes, tasks, users) or fetch raw data directly from Scoro API endpoints.

Comments

• Tools: get_comments, create_comment
• Description: Add and view comments on tasks, calendar events, projects, and financial records for team collaboration.

Tags

• Tools: get_tags, create_tag, update_tag
• Description: Manage tags applied across projects, contacts, products, users, and custom module records.

Workflow statuses

• Tools: create_status, update_status
• Description: Define workflow stages and pipeline statuses for projects, tasks, quotes, purchase orders, and custom modules.

Delete operations

• Tools: delete_item
• Description: Safely remove records originally created via MCP across supported Scoro modules.

Notifications and sent emails

• Tools: get_notifications, create_notification, mark_notification_as_read, mark_notification_as_unread, get_sent_emails
• Description: Generate and manage user notifications, and inspect logs of emails sent from Scoro.