# GUIDEcx MCP MCP

> GUIDEcx MCP connects your onboarding platform to any AI agent. It lets you manage entire customer implementations—from tracking project status and coordinating stakeholders to logging time records—all through natural conversation.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Tags:** customer-onboarding, implementation, task-tracking, time-tracking, client-sync

## Description

Stop switching between tabs just to track a client's progress. This MCP lets your agent act like an implementation manager for your GUIDEcx projects. Need to know if Acme Corp is on track, or who the key contacts are? You simply ask. Your agent can pull up all active implementations and let you drill down into any specific task status. It handles project setup, tracks every minute logged against a deliverable, and even identifies which tasks are overdue across your whole portfolio. Because Vinkius hosts this connector, you connect once from Claude, Cursor, or any MCP-compatible client, giving your agent instant access to all those core operations without needing manual data pulls. It keeps the project timeline visible right where you're already talking.

## Tools

### create_project
Creates a brand-new onboarding project record in GUIDEcx.

### create_time_record
Logs time spent against a specific task or overall project.

### get_project
Retrieves all detailed information about one specific onboarding project.

### get_task
Gets full details for a single GUIDEcx task, including requirements and status.

### list_project_users
Lists all stakeholders or users assigned to a particular project.

### list_projects
Retrieves a complete list of every active customer onboarding project.

### list_tasks
Provides an overview of tasks across all projects in your portfolio.

### list_time_records
Fetches a comprehensive list of every time record that has been logged.

### list_users
Lists all internal organization users available within GUIDEcx.

### update_task
Changes the status or specific details of an existing task.

## Prompt Examples

**Prompt:** 
```
List all my active onboarding projects.
```

**Response:** 
```
I've retrieved your projects. You currently have 4 active implementations: 'Acme Corp Implementation' (ID: 5501), 'Globex Onboarding' (ID: 5505), 'Soylent Corp Setup' (ID: 5510), and 'Initech Rollout' (ID: 5512). Which one would you like to drill down into?
```

**Prompt:** 
```
Log 45 minutes for task ID 99283.
```

**Response:** 
```
Time record created! I've successfully logged 45 minutes against task 99283. Would you like to see the updated time report for this project?
```

**Prompt:** 
```
Show me the stakeholders for the Acme Corp project.
```

**Response:** 
```
Accessing project users... Stakeholders for 'Acme Corp Implementation' (ID: 5501) include: Robert Paulson (External Lead), Marla Singer (Internal Admin), and Tyler Durden (Project Manager). Shall I list their contact info or assigned tasks?
```

## Capabilities

### Manage Project Statuses
List and retrieve detailed information for any customer onboarding implementation.

### Track Tasks Across Clients
View tasks across your entire client portfolio, update their statuses, or check specific requirements.

### Coordinate Stakeholders
Access a list of users and key people assigned to any project so you know who owns what.

### Log Time Spent on Projects
Create new time records or pull reports detailing minutes spent working on specific tasks or projects.

### Update Task Details
Change the status or details of an existing task within a project's workflow.

## Use Cases

### Client Check-in: What’s the status?
A customer calls asking about their rollout. Instead of manually checking GUIDEcx, you ask your agent to get_project details for their client ID and instantly report back on milestones and assigned users.

### End-of-Week Reporting: Time Tracking
It's time to bill the client. You prompt your agent to list_time_records, which gathers all logged hours for the week, saving you from having to export and calculate spreadsheets.

### Project Kickoff: Setup a new deal
A sale just closed. You ask your agent to create_project using the client name and scope. The project is immediately spun up in GUIDEcx, ready for task assignment.

### Operations Review: Spotting bottlenecks
You need a quick audit of projects that stalled. You ask your agent to list_tasks across the board, letting you identify specific tasks that haven't been updated in weeks.

## Benefits

- Stop manually gathering data. Your agent handles listing all projects or calling get_project, giving you instant status reports without digging through dashboards.
- Keep track of hours spent. Use create_time_record and list_time_records to automatically collect time logs for billing or reporting purposes.
- Know your team structure instantly. The list_users and list_project_users tools tell you exactly who is working on the project right now, ensuring alignment.
- Handle workflow changes fast. Instead of manually updating a board, simply ask the agent to update_task status or details when requirements change.
- Get an overview immediately. Call list_projects or list_tasks to see your entire client portfolio's current state in one conversation.

## How It Works

The bottom line is you talk to your agent like a person, and it executes the necessary steps in GUIDEcx without you ever leaving your chat window.

1. Subscribe to this MCP and enter your GUIDEcx API Key.
2. Your AI client uses natural language to identify the required action (e.g., 'What are the overdue tasks for Globex?').
3. The system calls the appropriate tool, returning structured data directly into your conversation flow.

## Frequently Asked Questions

**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_users` tool to see all internal users assigned to my accounts?**
The `list_users` function pulls a list of everyone in your organization. It's great for checking who needs to be involved before you run into stakeholder roadblocks.

**If I have an ID, how can I use `get_task` to pull specific details about a GUIDEcx task?**
You provide the task's unique identifier to `get_task`. This returns all associated data, letting you see requirements and status without guessing which board it lives on.

**How does using `list_project_users` help me manage project team members?**
`list_project_users` connects the project ID to every stakeholder attached. You get a clear list of internal admins, external leads, and assigned managers all in one call.

**I need an overview of my work; how do I use `list_tasks` to see tasks across all projects?**
`list_tasks` pulls a comprehensive inventory of every task within your entire portfolio. This lets you spot overdue items or gaps that aren't linked to any single project.