Connect your AI assistant to Workkeeping

Set up clients, create jobs, track time, and query your firm data through natural conversation. One OAuth connection, full access to your workflow.

What is MCP?

The Model Context Protocol (MCP) lets AI assistants interact with external tools securely. Once connected, your AI assistant can read and write Workkeeping data on your behalf โ€” scoped to your firm, bounded by your role, revocable at any time.

Supported AI clients

Workkeeping works with the most popular AI assistants. Pick yours and follow the setup guide below.

Claude Desktop

Anthropic's desktop app with native MCP support. One-click connection via custom connectors.

ChatGPT

OpenAI's ChatGPT with MCP support via Developer Mode. Supports both CIMD and DCR connection paths.

Cursor

AI-powered code editor with built-in MCP support. Connect via loopback OAuth for coding alongside your firm data.

Claude Code

Anthropic's CLI tool for developers. Add Workkeeping as an MCP server with a single command.

VS Code

Visual Studio Code with MCP extension support. Connect via Dynamic Client Registration.

MCP Inspector

Debugging and testing tool for MCP connections. Useful for verifying your setup works before going live.

Step-by-step setup

  1. Open Claude Desktop and go to Settings โ†’ Connectors.
  2. Click "Add custom connector" and paste your Workkeeping MCP URL.
  3. Claude will open your browser for OAuth authorisation. Select the firm and membership you want to connect.
  4. Grant access. Claude Desktop is now connected โ€” start a conversation to manage your firm data.

  1. Open ChatGPT and enable Developer Mode in Settings โ†’ Beta features.
  2. In a new conversation, click the tools icon and select "Add MCP connector."
  3. Paste your Workkeeping MCP URL and confirm.
  4. Complete the OAuth flow in your browser โ€” select your firm and membership.
  5. ChatGPT can now read and write your Workkeeping data. Ask it to list your jobs or create a new client.

  1. Open Cursor Settings โ†’ MCP Servers.
  2. Click "Add server" and enter your Workkeeping MCP URL.
  3. Cursor will open a browser for OAuth. Authorise with your Workkeeping account.
  4. You are connected. Use Cursor's AI chat to query your firm data while coding.

  1. In your terminal, run: claude mcp add workkeeping --transport http --url YOUR_MCP_URL
  2. Claude Code will open a browser for OAuth authorisation.
  3. Select your firm and membership, then grant access.
  4. Done. Claude Code can now access your Workkeeping data in any conversation.

  1. Install an MCP-compatible extension for VS Code.
  2. Open the extension settings and add a new MCP server with your Workkeeping MCP URL.
  3. The extension will open a browser for Dynamic Client Registration and OAuth.
  4. Authorise access to your firm. VS Code is now connected.

  1. Open MCP Inspector and create a new connection.
  2. Enter your Workkeeping MCP URL as the server endpoint.
  3. Use the "Guided OAuth Flow" โ€” the inspector will walk you through authorisation.
  4. Once authorised, use the inspector to list available tools and test individual calls.

What your AI assistant can do

Over 30 tools across 9 permission scopes give your AI assistant full access to your firm's workflow.

Firm setup

Create employees, clients, contacts, and collaborators. Bootstrap your entire firm through a single AI conversation.

Client management

Look up client details, review their jobs, and manage contacts. Your AI assistant has the same view you do.

Job tracking

Create jobs, update statuses, assign tasks, and log time entries. Run your workflow through natural language.

Templates and generation

Create job templates and generate jobs from them across clients. Bulk operations that would take hours, done in seconds.

Analytics and insights

Query capacity, workload, and performance data. Get answers about your firm without building a report.

Built for security

Every connection is authenticated, scoped, and revocable. Your data stays under your control.

OAuth 2.1 with PKCE

Industry-standard authorisation. Your credentials are never shared with the AI assistant. Each connection is bound to a specific firm membership.

Per-tool permission scopes

Nine granular scopes control what each connection can access. Read-only by default โ€” write access requires explicit consent.

Instant revocation

Revoke any AI connection from Settings โ†’ Integrations โ†’ AI Assistants. Takes effect immediately โ€” no waiting, no lingering access.

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