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MOCO

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MCP

General

MOCO + MCP

Access MOCO data via the Model Context Protocol.

With the Model Context Protocol (MCP), you can connect MOCO directly to your AI chatbot. This lets you query your MOCO company data easily via chat and, if you want, trigger actions directly in MOCO.

The AI feature can be enabled in Settings under Account > AI (opt-in).

After that, the MCP server must be connected to MOCO. If your AI chatbot (Claude, ChatGPT, etc.) supports the Model Context Protocol (MCP) and OAuth, you can use the integration. Depending on the provider, you may need a paid account and admin rights.

You can find setup guides here:

Access Rights
In general, you can define at account level in Settings whether the integration has read-only access or also write access. When someone connects to a MOCO account via MCP, their personal login is used for verification. That means they only have the same access rights via MCP as they do in the app.
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Your Practical Helper for Day-to-Day Work

Use your AI chatbot to retrieve information from MOCO or understand relationships:
  • "What is this month’s revenue by client?"
  • "Which projects are currently over budget?"
  • "What is our team’s utilisation over the next four weeks?"
  • "Which clients had the highest margin last quarter?"

You can also have your chatbot actively complete tasks in MOCO, for example:
  • "Send a short reminder to everyone who didn’t log any time last week."
  • "Create a new project for Client X: name, timeframe, budget €25,000, category Consulting."
  • "Create a new contact at Client Y with email address and phone number."
  • "List all billable services this month for Client B."

The quality of the answers depends not only on the data in MOCO, but also on the AI model you use.

Available MCP Tools

The following commands are available via the MCP integration (limited by the individual access rights of the person):

Leads

  • find_leads – Retrieve leads
  • create_lead – Create a new lead
  • update_lead – Update a lead

Quotes

  • find_offers – Retrieve quotes
  • get_offer – Retrieve a single quote with all details
  • create_offer – Create a new quote
  • update_offer – Update a quote

Projects

  • find_projects – Retrieve projects
  • find_project_tasks – Retrieve a project’s services
  • find_contracted_projects – Retrieve projects for time tracking
  • create_project – Create a new project
  • update_project – Update a project
  • project_profitability_report – Retrieve a profitability report for projects

Planning

  • find_planning_entries – Retrieve your own planning entries
  • find_global_planning_entries – Retrieve planning entries for all people
  • create_planning_entry – Create a new planning entry
  • update_planning_entry – Update a planning entry

Time Tracking

  • find_activities – Retrieve your own project time
  • find_global_activities – Retrieve project time for all people
  • create_activity – Create a new time entry
  • find_activity_suggestions – Retrieve suggestions
  • find_presences – Retrieve working hours
  • find_global_presences – Retrieve working hours for all people
  • create_presence – Log working hours
  • touch_presence – Start/stop working hours

Billing

  • find_invoices – Retrieve invoices

Companies

  • find_companies – Retrieve companies
  • create_company – Create a new company
  • update_company – Update a company

Contacts

  • find_contacts – Retrieve contacts
  • create_contact – Create a new contact
  • update_contact – Update a contact

People

  • list_users – Retrieve all people
  • find_my_employments – Retrieve your own weekly working pattern
  • find_user_employments – Retrieve weekly working patterns for all people

To-Dos

  • find_todos – Retrieve your own to-dos
  • create_todo – Create a new to-do

Other

  • create_user_notification – Send a notification to one or more people
  • find_services_catalog – Retrieve standard services/additional services and the services catalogue



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