ScopeStack MCP
Now available: MCP connector
Guided agentic scoping
ScopeStack, available in every AI tool you already use
ScopeStack MCP helps teams get more from the AI they already rely on, while eliminating the hallucination risks that compromise agentic scoping.
Connect Claude, Copilot, Cursor and other AI agents to live ScopeStack data over MCP, the open standard for connecting AI agents to business systems.
claude mcp add scopestack --transport http --url https://api.scopestack.io/mcpConnected: Claude // ScopeStack MCP
"What do we usually scope alongside a Wireless Site Survey?"
Make Your Hours Count
- 01
Grounded Governance
Anchor each prompt in full context. Your catalog, pricing model, and past engagements are baked into every SOW.
- 02
Accelerated Builds
Build with AI agents right where you already work: Claude, Copilot, and more. No more copy/paste or screenshots.
- 03
Standardized Scaling
Eliminate regional quoting discrepancies so multi-site delivery teams scope with dependable, measurable uniformity.
Sheet 03 / The full flow
From discovery to quote, starting with a simple prompt
Every step of the Services CPQ runs in the app or through ScopeStack MCP.
- 01
Surveys
App · MCP - 02
AI Executive Summary
App · MCP - 03
Services
App · MCP - 04
Third Party Services
App · MCP - 05
Governance
App · MCP - 06
Pricing
App · MCP - 07
Approval Pre-Check
App · MCP - 08
Project Approval
App · MCP - 09
Change Requests
App · MCP - 10
Scope to Actuals
App · MCP
Live data in plain English, with no exports or copy-paste
Sheet 04 / What your AI can do with ScopeStack
Pull live project data
"Summarize the scope and open items on the Northwind Health Partners project before my 2pm call."
Get current data without opening another tab.
Generate questionnaires
"Build a discovery questionnaire for a Cisco Meraki SD-WAN deployment for 3 locations."
Built and saved in ScopeStack in seconds.
Review scope
"Are there any services on the Riverbend Health project missing a description?"
Your AI checks for gaps a manual review can miss.
See it in action
Two demos: Claude setup and questionnaire generation.
Connect Claude in 60 seconds
Build a questionnaire from one prompt
Sheet 05 / AI agents via MCP
Connect any MCP-enabled agent securely to your live data
ScopeStack's MCP server is compatible with any MCP-enabled AI agent. No vendor lock-in.
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Claude
Connect Claude Code to query live projects and catalogs.
Connect Claude Code or the Claude desktop app to ScopeStack in one command. Ask about any project, generate questionnaires, and review scope in plain English.
claude mcp add scopestack --transport http --url https://api.scopestack.io/mcp -
Copilot
Pull ScopeStack endpoints inside your M365 environment.
Build a custom Copilot agent that connects to ScopeStack inside your M365 environment. Pull project data and generate questionnaires without leaving Teams.
Get the connector config → -
Cursor and others
Connect any MCP-compatible agent to query live project data.
Any MCP-compatible AI tool, including Cursor, Windsurf and Continue, can connect to ScopeStack using the same endpoint. You choose the AI that fits your workflow.
Endpoint: https://api.scopestack.io/mcp
Sheet 06 / Definitions
What is MCP?
MCP (Model Context Protocol) is an open standard created by Anthropic that lets AI agents connect to external systems and work with live data. Instead of copying and pasting context into a chat window, your AI tool queries ScopeStack directly. It reads current data, creates records and takes action for you.
Claude, Copilot, Cursor, and a growing list of AI tools already support MCP. ScopeStack's MCP server is available to all customers today, with no add-on.
MCP permissions pass through your ScopeStack user role, so your AI only has access to what you have access to. For agent or automation use cases, create a dedicated service account with a scoped role.
New to ScopeStack
See it on your standards. Book a 30-minute demo.
AI can draft the scope. ScopeStack is the control layer that keeps it on your standards.
- Drafts use your services, rates and effort model.
- Pricing rules and approvals on every draft, human or AI.
- AI only sees what the user's ScopeStack role allows.
- One workflow from estimate to signed SOW.
Word and Excel worked right up until more than one person was writing scopes. … We needed one place where the services, the hours, and the price are the same object, and where the document falls out of that.
Computacenter cut service scoping time by up to 75%.
Sheet 07 / Book your demo
Build your next scope to scale
Sit down with a scoping expert and walk through a live SOW built around your own data.
30 minutes. Your services, your workflow.
Already a customer? Connect your account →
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Already a ScopeStack customer
Connect your account in 30 seconds
Follow the setup guide to connect Claude, Copilot, or any other MCP-compatible tool to your existing ScopeStack account.
View Setup Guide -
New to ScopeStack
See what AI-connected scoping looks like
Book a 30-minute demo and we'll show you the full platform, including the MCP connector and how teams are using it in their daily workflow.
Book a Demo