GUIDEcx MCP. Manage projects, tasks, and time from your chat agent.
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GUIDEcx MCP Server manages customer onboarding projects, tasks, and time tracking. Connect your AI client to list all implementations, create new projects, track individual tasks, and log time spent.
Stop manually updating status boards and start managing entire client lifecycles directly from your chat agent.
What your AI agents can do
Create project
Creates a new onboarding project within GUIDEcx.
Create time record
Logs time spent against a specific GUIDEcx task or project.
Get project
Retrieves detailed status information for one specific onboarding project.
Your agent pulls a list of every customer onboarding project in GUIDEcx, giving you an overview of the entire portfolio.
Your agent provisions a brand new onboarding project in GUIDEcx with a single command.
Your agent retrieves details for any specific task and updates its status or details without opening the platform.
Your agent lists all internal users and external stakeholders assigned to a specific project.
Your agent logs time against a specific task or project, updating your time records for billing and reporting.
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Supported MCP Clients
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019d75accreate project
Creates a new onboarding project within GUIDEcx.
019d75accreate time record
Logs time spent against a specific GUIDEcx task or project.
019d75acget project
Retrieves detailed status information for one specific onboarding project.
019d75acget task
Gets detailed requirements and status for a single GUIDEcx task.
019d75aclist project users
Lists all stakeholders and users assigned to a specific project.
019d75aclist projects
Lists every customer onboarding project in your GUIDEcx account.
019d75aclist tasks
Retrieves a list of tasks across all your projects.
019d75aclist time records
Lists all time records logged across your entire organization's projects.
019d75aclist users
Retrieves a list of internal users within your organization.
019d75acupdate task
Updates the status or details of an existing GUIDEcx task.
Choose How to Get Started
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Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
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- Works with Claude, ChatGPT, Cursor, and more
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What you can do with this MCP connector
Listen up. This MCP Server plugs your GUIDEcx customer onboarding platform right into your AI client, so your agent handles the whole project lifecycle—from setup to final reports—just by talking to it. You won't be digging through project boards or manually updating status fields again. Your AI client runs like a proactive implementation manager.
- Project Overview: Your agent pulls a list of every customer onboarding project in GUIDEcx, giving you a full view of your whole portfolio. You can also provision a brand new onboarding project in GUIDEcx with a single command. To check on a specific job, your agent gets the detailed status info for any given project. You can list all tasks across your portfolio and get the specific requirements and status for any single task. You'll also get a list of all internal users in your organization, and you can list all stakeholders and users assigned to a specific project. You can update the status or details of an existing GUIDEcx task. * Time Tracking: Your agent logs time against a specific task or project, updating your time records for billing and reporting. You can also get a list of all time records logged across your entire organization's projects.
How GUIDEcx MCP Works
- 1 Subscribe to this server and enter your GUIDEcx API Key.
- 2 Tell your AI client what you need (e.g., 'List all overdue projects').
- 3 The agent runs the necessary tool calls, fetches the data, and responds with a clear, actionable summary.
The bottom line is that your AI client handles the API calls; you just talk to your agent.
Who Is GUIDEcx MCP For?
Implementation Managers who are tired of manually checking project health across multiple tabs. Customer Success Leads who need to instantly confirm stakeholder involvement during a call. Operations Leaders who need to automate time collection and project reporting without logging into the platform.
Retrieves project health scores and overdue task lists instantly. Creates new implementations and tracks milestones.
Checks stakeholder engagement and confirms project milestones directly from a communication flow. Logs time against specific client tasks.
Automates the collection of time records and generates project volume reports for billing and executive review.
What Changes When You Connect
- Stop manually checking project status. Use
list_projectsto pull a list of every active implementation and immediately see which projects are overdue. - Never forget to log hours.
create_time_recordlets you log time against a specific task ID or project ID without leaving your communication window. - Keep stakeholders aligned.
list_project_userspulls a clean list of project users and stakeholders, letting you confirm who owns which deliverable. - Handle task changes fast. Use
update_taskto change a task status or adjust its details when you're talking to a client, instead of clicking through the platform. - See the whole picture. Combining
list_tasksandget_tasklets you quickly check the requirements for a task across your entire portfolio. - Streamline resource planning.
list_usersprovides an internal directory, so your agent can confirm which user is assigned to what project.
Real-World Use Cases
Audit overdue projects
The Ops Director needs to know which implementations are falling behind. They ask their agent to 'Find all projects with overdue tasks.' The agent runs list_projects, then checks statuses, and reports a list of IDs and the specific tasks needing attention.
Client onboarding handoff
The CSM needs to update a client on project status. They ask the agent to 'Show stakeholders for the Acme Corp project.' The agent runs list_project_users and provides a list of contacts, allowing the CSM to continue the conversation immediately.
Billing time collection
An Implementation Manager finishes a module and needs to bill hours. They prompt the agent: 'Log 60 minutes for task ID 99283.' The agent runs create_time_record and confirms the log, keeping the process conversational.
Checking task details
A developer needs to know the full scope of a task. They ask the agent to 'Get details for task ID 123.' The agent runs get_task and returns the full requirements, so the developer doesn't have to jump into the GUIDEcx UI.
The Tradeoffs
Manual Status Updates
Opening GUIDEcx, navigating to the project board, clicking the task, changing the status dropdown, and hitting save. This takes 5-8 clicks and is slow.
→
Just tell your agent: 'Update task ID 123 to 'Ready for Review'.' The agent runs update_task and confirms the change immediately.
Finding Project Users
Searching the user directory, then navigating to the project, then manually cross-referencing the assigned list to see who is involved. It’s a multi-screen process.
→
Ask your agent: 'List all stakeholders for the Acme Corp project.' The agent runs list_project_users and gives you the list right away.
Tracking Time Remotely
Working on a client call, and later having to stop the call to log time in a separate time tracking tool. You lose flow and accuracy.
→
During the call, simply tell your agent: 'Log 30 minutes against project 5501.' The agent runs create_time_record without you ever leaving your chat.
When It Fits, When It Doesn't
Use this if your core workflow involves managing project data, tasks, and time tracking across the GUIDEcx platform. You need to central visibility and want to keep the process in a chat window. You'll use tools like list_projects and create_time_record constantly.
Don't use this if you only need to read a single piece of static data (e.g., just checking a user's name). For that, a simple lookup tool might suffice. Also, if your process is highly custom and involves data that doesn't map to a project or task, this won't help. Stick to the core project lifecycle management.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by GUIDEcx. 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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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 10 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Manually tracking project status and time is a nightmare.
Today, if you need to know the health of a client implementation, you have to jump between the main project dashboard, the task board, and the user directory. You pull up the project, check the task status, then click over to the time log to see who logged hours—it’s a frustrating, multi-tab ordeal.
With GUIDEcx MCP, you ask your agent: 'What's the status of Acme Corp?' It runs `list_projects` and `get_project`, compiling the status, task list, and even overdue items into one readable response. You get immediate answers, no context switching required.
GUIDEcx MCP Server: Project & Task Management
The process of updating a task status or logging time used to require navigating deep into the GUIDEcx UI, finding the correct ID, and submitting the form. This adds friction and slows down your momentum.
Now, just tell your agent: 'Update task 123 to complete.' The agent handles the `update_task` call and confirms the change instantly. You manage the data flow, not the UI.
Common Questions About GUIDEcx MCP
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.
How do I use the `list_project_users` tool to check team alignment? +
It lists all stakeholders and users assigned to a project. You can use this tool to ensure every team member is accounted for and that roles are clear.
If I use `get_project`, what information does it provide about a specific onboarding project? +
It returns detailed information about the project, including its current status and milestones. You'll get a full picture of the implementation's health.
What happens if I try to `create_time_record` for a task that doesn't exist? +
The system will return an error message specifying the invalid task ID. You must reference an existing task or project ID when logging time.
Can the `list_tasks` tool help me find overdue tasks across my portfolio? +
It lists all tasks across all projects. You can filter this list using your AI agent to identify tasks that are past their due date.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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