Connect an AI assistant (MCP)

The MCP server is at /mcp. An assistant that supports MCP connects to it with an API key and can read your projects, time and invoices, and propose changes.

Connect

1. Create a key under Settings → API & Agents, see API keys. Give it write access only if the assistant should create or change records.
2. In MCP server on the same page, copy the connection command. For Claude Code it looks like this:

claude mcp add --transport http workelligence https://app.workelligence.com/mcp --header "X-Api-Key: ago_…"

3. In your assistant, ask it what it can see. It discovers your record types and tools on its own.

What the assistant can do

• Read: contacts, projects, tasks, time entries, invoices, reports and documents.
• Write, with write access: create and change contacts, tasks, deals and time entries, draft quotes and invoices, draft a project bill, record payments, generate documents.

What it can never do: finalize an invoice. That stays a person’s click.

Approval mode

Under Settings → AI, tick Require human approval for agent writes. From then on, a write from an assistant is not executed. It becomes a proposal under Review, listed with every detail and in My Work. A member clicks Approve & execute or Reject. A key cannot approve its own proposals.

Availability

Tools that call an AI model themselves, such as summarising, need an AI key on the workspace and may be unavailable. Reading and writing records works without one.