# GUIDEcx MCP for AI Agents AI Agent Connect

> GUIDEcx helps you manage customer onboarding projects, tasks, and time tracking through your AI agent. Instead of jumping between tabs to check project status or log hours, you can ask your agent to pull reports, update task statuses, or list stakeholders directly. It turns your AI into a proactive implementation coordinator.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_hFRUTIRX6wkVNfj35qjGRjXoWVx1D2QE9wgLYBKh/ai-agent-connect
- **Tags:** customer-onboarding, implementation, task-tracking, time-tracking, client-sync

## Description

Imagine you're managing ten different customer implementations at once. Usually, this means constant tab-switching between your project board and your team's chat to see who's stuck on what. With this Connector, you can just ask your agent to find the overdue tasks across all active projects. It handles the heavy lifting of digging through the data so you can stay focused on actually solving problems. You can have your agent list every stakeholder for a specific project, update a task status when a milestone is hit, or log time spent on a specific ticket without ever leaving your current workspace. It's about turning your onboarding platform into a conversational interface. By connecting GUIDEcx to your workflow through the Vinkius catalog, you move from manual data entry to proactive management. Your agent becomes a teammate that knows the state of every project, identifies bottlenecks before they become crises, and keeps your time records accurate.

## Tools

### create_project
Start a new onboarding project for a new customer. This automates the initial setup of your implementation flow.

### list_users
See the list of internal organization users in your account. Use this to manage your team's internal access.

### update_task
Change the status or details of a specific task instantly. This keeps your project board accurate in real time.

### list_projects
See every customer onboarding project currently in your system. Use this to get a high-level view of your active work.

### create_time_record
Log minutes spent against a specific task or project. It's a simple way to keep your time tracking up to date.

### get_project
Pull deep details about a single project's status and data. Use this to get a full picture of a specific client's journey.

### get_task
This is useful for checking specific instructions or notes.

### list_project_users
See who is assigned as a stakeholder or user on a project. This helps you keep track of everyone involved in a client's success.

### list_tasks
Get a full list of tasks across all your different projects. This helps you see what needs to be done next.

### list_time_records
Pull all logged time entries for reporting and billing. It's the fastest way to see how many hours were spent on work.

## Prompt Examples

**Prompt:** 
```
What projects are currently overdue?
```

**Response:** 
```
I've checked your active implementations. Here are the projects with overdue tasks:

| Project Name | Overdue Tasks | Days Late |
| :--- | :--- | :--- |
| **Acme Corp** | 3 | 2 |
| **Globex Onboarding** | 1 | 5 |
| **Initech Rollout** | 0 | 0 |

Would you like me to list the specific tasks for Acme Corp?
```

**Prompt:** 
```
Log 30 minutes to the Globex project.
```

**Response:** 
```
Done! I've logged 30 minutes against the **Globex Onboarding** project. Is there anything else you need to update?
```

**Prompt:** 
```
Who are the stakeholders for the Acme project?
```

**Response:** 
```
Here are the stakeholders assigned to **Acme Corp Implementation**:

*   **Robert Paulson** (External Lead)
*   **Marla Singer** (Internal Admin)
*   **Tyler Durden** (Project Manager)

I can also pull their specific assigned tasks if you'd like.
```

## Capabilities

### List active onboarding projects
Get a full view of every customer implementation currently in your pipeline.

### Create new implementation projects
Start a new onboarding flow for a customer directly through a chat command.

### Update task statuses
Change the progress of any task across your entire portfolio instantly.

### Log time spent on tasks
Record minutes against specific projects or tasks to keep your records accurate.

### Identify project stakeholders
See exactly who is assigned to a project and what their roles are.

### Retrieve project health updates
Pull detailed status reports and requirements for any specific project.

## Use Cases

### Checking stakeholder lists for a new client
An implementation manager needs to know who is on the Acme project. The agent uses list_project_users to show stakeholders instantly.

### Updating a task status after a call
A team member finishes a task but forgets to update the board. They tell the agent, and it uses update_task to mark it done.

### Pulling weekly time reports
An ops lead needs a report on hours spent this week. The agent uses list_time_records to pull the data into a clean summary.

### Setting up a new onboarding flow
A new customer signs up. The manager asks the agent to start the process, and it uses create_project to set up the flow.

## Benefits

- Stop tab-switching by using list_projects and get_project to see project health without leaving your chat.
- Update work progress instantly with update_task to keep your project boards accurate in real time.
- Track labor costs easily by using create_time_record to log minutes directly via your agent.
- Get clear visibility on team workload by using list_project_users to see who's assigned where.
- Spot bottlenecks faster by asking your agent to find overdue tasks across the entire portfolio.

## How It Works

The bottom line is you get a conversational interface for your entire onboarding operation.

1. Subscribe to the GUIDEcx MCP on the Vinkius Marketplace.
2. Provide your GUIDEcx API key within your preferred AI client.
3. Ask your agent to list projects, update tasks, or log time records.

## Frequently Asked Questions

**Can I use GUIDEcx to manage my customer onboarding?**
Yes, this Connector connects your GUIDEcx platform to your AI agent. You can manage projects, check statuses, and update tasks through natural conversation.

**How does the GUIDEcx MCP help with time tracking?**
It allows your agent to log time records directly. You can tell your agent how many minutes you spent on a task, and it will update GUIDEcx for you.

**Can my agent see who is assigned to a project?**
Yes, the Connector can pull stakeholder lists. You can ask your agent to show you who is involved in a specific project at any time.

**Does GUIDEcx work with Cursor or Claude?**
Yes, it works with any MCP-compatible client, including Claude, Cursor, and Windsurf, as long as you connect it through Vinkius.

**Can I create new projects using the GUIDEcx MCP?**
Yes, you can use your agent to create new onboarding projects. This helps you start new customer implementations without manual data entry.

**How do I update a task status?**
You can simply tell your agent which task you've finished or updated. It will use the update_task tool to sync that information with your platform.

**How do I obtain my GUIDEcx API Key?**
You can generate your API Key within your GUIDEcx instance by navigating to **Settings > Integrations**. Ensure you have the necessary administrative permissions.

**Can I track time spent on specific tasks via this integration?**
Yes! Use the `create_time_record` tool to log minutes against any task ID. You can also use `list_time_records` to review all tracked implementation time.

**How do I update the status of a task?**
Use the `update_task` tool. You just need to provide the `id` of the task and the new `status` (e.g., 'DONE', 'IN_PROGRESS').

**Can I create new projects directly from my AI agent?**
Yes! The `create_project` tool allows you to initiate new onboarding projects by providing a project name.