# McLeod Software MCP for AI Agents AI Agent Connect

> McLeod Software MCP connects your LoadMaster or PowerBroker instance to your AI agent. It lets you manage transportation orders, monitor active dispatches, and inspect carrier or driver records using plain English. Instead of clicking through complex menus, you can just ask your agent for the shipment metadata or driver assignments you need to keep your fleet moving.

## Overview
- **Category:** business-intelligence
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_SU0Ch5gJ1DIut3a7yJrAAK1pFfGsUivG4BPZesKk/ai-agent-connect
- **Tags:** transportation-management, order-management, dispatch-orchestration, logistics, carrier-management, shipment-tracking

## Description

Managing a logistics fleet means staying on top of a constant stream of moving parts. You're usually juggling multiple windows to see where a truck is, who's driving it, and whether the customer is happy with the latest update. This Connector changes that by letting your AI agent act as a direct window into your McLeod Software setup. When you're tied up with a phone call or a logistics crisis, you can just ask your agent to pull up a specific shipment's metadata or check the status of a dispatch. It handles the heavy lifting of navigating the database for you. You'll find it's a lot easier to get a clear picture of your daily operations when you can just ask for a specific order instead of hunting for it in a list of hundreds. Because Vinkius makes it easy to plug this into your existing workflow, you can move from manual data entry to conversational oversight in minutes. It's about getting the right information at the exact moment you need it without the friction of a traditional UI.

## Tools

### get_dispatch_details
Pulls the specific details for a single dispatch. Use this to see the full details of a specific assignment.

### list_drivers
Shows a list of all drivers in the system. Use this to check driver availability or records.

### list_orders
Lists all transportation orders available. This is great for a broad overview of your current workload.

### list_stops
Shows the specific stops for a given movement. Use this to see the full itinerary of a truck.

### search_orders
Finds orders based on a specific search term. It saves time when you only need to find one specific account.

### get_order
Pulls the specific details for a single order. Use this to see everything about a shipment in one view.

### list_carriers
Shows a list of all master carrier records. This is useful for auditing your current carrier base.

### list_customers
Shows a list of all master customer records. Use this to quickly browse your client list.

### list_dispatches
Lists all current dispatch assignments. It helps you see what's currently on the road.

### list_movements
Lists all current truckload movements. It gives you a high-level view of all active freight.

## Prompt Examples

**Prompt:** 
```
Show me the status of movement 5521.
```

**Response:** 
```
Checking movement 5521...

**Current Status:** In Transit
**Driver:** John Doe
**Current Location:** Chicago, IL

**Upcoming Stops:**
| Stop # | Location | Status |
|---|---|---|
| 1 | Gary, IN | Completed |
| 2 | Indianapolis, IN | Pending |
| 3 | Detroit, MI | Pending |
```

**Prompt:** 
```
Find any orders for 'Global Tech'.
```

**Response:** 
```
I found 3 orders related to **Global Tech**:

*   **ORD-8821**: Shipped on 2026-07-08
*   **ORD-8845**: In Transit
*   **ORD-8901**: Scheduled for 2026-07-12

Would you like me to pull the specific metadata for any of these?
```

**Prompt:** 
```
Who is driving the dispatch for order 998?
```

**Response:** 
```
Checking dispatch for order 998...

**Dispatch Details:**
*   **Driver Name:** Sarah Jenkins
*   **Truck ID:** TRK-442
*   **Status:** On Route
*   **Estimated Arrival:** 14:30 today
```

## Capabilities

### Pull specific order details
Get all the shipment metadata for a single order instantly.

### Search for orders using keywords
Find specific shipments by typing in a term like a customer name or city.

### List all active transportation orders
Get a full list of every transportation order currently in the system.

### Track truckload movements
See a list of all current truckload movements across your fleet.

### View stop-level details
Get the specific stops for any given movement in your system.

### Monitor dispatch assignments
See a list of all current dispatch assignments and their statuses.

### Inspect master records
Look up master records for customers, carriers, and drivers.

## Use Cases

### Tracking a delayed shipment
A dispatcher needs to know if a truck is delayed. They ask the agent to check the status of a specific movement and get the stop-level details immediately.

### Auditing customer accounts
A coordinator is looking for a specific customer's history. They use search_orders to find all past and present shipments for that account.

### Verifying driver assignments
A fleet manager needs to audit driver records. They ask the agent to list all drivers and then pull specific details for each one.

### Getting a daily workload overview
A broker wants to see all active orders. They use list_orders to get a high-level overview of the current workload.

## Benefits

- Get instant order details without searching. Use get_order to see everything about a shipment in one go.
- Find orders faster using keywords. search_orders lets you find specific freight without scrolling through long lists.
- Monitor your fleet in real-time. Use list_movements and list_stops to see exactly where your trucks are.
- Manage your master data easily. list_carriers and list_customers help you keep your records organized.
- Simplify dispatch tracking. Use list_dispatches and get_dispatch_details to see who's driving what right now.

## How It Works

The bottom line is you get a conversational interface for your entire McLeod Software logistics database.

1. Subscribe to the McLeod Software MCP on Vinkius.
2. Enter your McLeod Base URL, Client ID, Client Secret, and Company ID into your AI client settings.
3. Ask your agent to list orders or check a dispatch to start managing your logistics.

## Frequently Asked Questions

**Can I use McLeod Software MCP with my LoadMaster instance?**
Yes, this Connector connects directly to your McLeod Software LoadMaster or PowerBroker instance to pull your real-time logistics data.

**How does this help with carrier management?**
It lets you instantly list and inspect all your master carrier records through a simple conversation with your AI agent.

**Can I search for specific shipments?**
Yes, you can ask your agent to find orders using specific keywords like customer names, cities, or order numbers.

**Does this work with Claude or Cursor?**
Yes, this Connector is compatible with Claude, Cursor, Windsurf, and any other AI client that supports the Model Context Protocol.

**Is my McLeod data safe?**
The Connector uses your specific Client ID and Secret to securely access your data, ensuring your logistics information remains private.

**Can I see the stops for a specific truck?**
Yes, you can ask your agent to list the specific stops for any movement in your system to see the full itinerary.

**How do I get my McLeod API credentials?**
You typically need to contact your internal McLeod admin or partner@mcleodsoftware.com to enable the API and receive your OAuth 2.0 Client ID and Secret.

**What is the Company ID?**
The Company ID is a unique string used in the `X-com.mcleodsoftware.CompanyID` header to identify your specific TMS database/company.

**Is my transportation data secure?**
Absolutely. Your credentials are encrypted at rest and injected securely at runtime.