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How to Use the Celoxis MCP in VS Code Copilot

Share live Celoxis ERP data across your engineering team by connecting VS Code Copilot to your project tracking and resource workflows.

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VS Code Copilot

Connect Celoxis MCP to VS Code Copilot

Create your Vinkius account to connect Celoxis to VS Code Copilot and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Sync project timelines with VS Code Copilot

`list_projects` and `get_project` expose your top-level portfolio items directly to your team's editor. Developers ask Copilot for the current status of an integration, and it reads the physical timeline data from the ERP. Deep dives into the Work Breakdown Structure happen via `list_tasks` and `list_milestones`. The agent grabs concrete deliverables and absolute phase tracking, keeping your engineers aligned with the PM's schedule without leaving their IDE.

Read timesheets and expense reports

`list_time_entries` gives your engineering team visibility into actual logged hours for accounting scripts. Copilot reads the explicit task entries to help developers debug billing synchronization issues using the MCP Server. Checking `list_expenses` and `list_approvals` reveals raw billable items mapped to specific tasks. The agent pulls these pending constraints so your team can write accurate approval-routing logic.

Access risk matrices and client portfolios

`list_risks` and `list_issues` pull blocked workflow items straight into the chat panel. When a developer needs to know why a deployment is paused, the agent checks the custom application matrix for explicit organizational risks. Managing external mappings requires `list_clients` and `list_portfolios`. Your team commits the MCP configuration to the repository, giving everyone instant access to the strategic global tracking data needed for CRM integrations.

Setup guide

Set up Celoxis MCP in VS Code Copilot

Prerequisites

  • VS Code 1.99 or later with GitHub Copilot extension
  • Active Vinkius subscription with a valid endpoint token
  1. 1

    Open MCP configuration

    Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.

  2. 2

    Add the Celoxis MCP

    Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.

  3. 3

    Switch to Agent mode

    Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.

  4. 4

    Verify the connection

    In the Copilot Chat input, type # to list available tools. You should see the Celoxis tools listed. Try asking: "List my recent Celoxis transactions" and Copilot will invoke them automatically.

.vscode/mcp.json
{
  "mcpServers": {
    "celoxis-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Celoxis. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Celoxis MCP in VS Code Copilot

Commit a `.vscode/mcp.json` file to your repository root containing the server configuration. Every developer pulling that branch automatically gets access to the ERP tools in Agent mode.
The `list_tasks` tool fetches detailed WBS items representing concrete deliverables. Your engineers can query active project requirements directly from the chat panel.
Calling `list_milestones` maps absolute phase delivery tracking inside the WBS. This keeps your development team aware of upcoming deadlines without logging into the web dashboard.
They ask the agent to run `list_resources` to parse the core user mappings. This returns explicit working resources and their current allocations across active sprints.
Actual logged hours and expense records remain protected behind strict authentication token requirements. The Vinkius infrastructure uses stateless execution, meaning no financial data ever touches a persistent disk.

Start using the Celoxis MCP today

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