Scoro MCP for AI. Connect Project, Sales, and Billing data through chat.
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Scoro MCP Server lets your AI agent manage all business data—projects, sales, billing, contacts, and tasks—from a single chat window.
You stop jumping between CRMs, PM boards, and accounting software. Your agent retrieves task metadata using `list_tasks`, tracks revenue with `get_quote`, or checks payable status with `list_bills` without you ever leaving your client.
What your AI can do
Get bill
Retrieves specific financial details for a supplier bill.
Get contact
Gets detailed information about one Scoro contact.
Get invoice
Fetches the full data set for a single sales invoice.
Retrieves a list of every project managed in your workspace using the list_projects tool.
Fetches detailed information on a single project task, including status and assignments, via the get_task function.
Retrieves a directory of all people in your system using list_contacts.
Allows you to look up specific financial records, whether it's an outgoing sales invoice (get_invoice) or an incoming supplier bill (get_bill).
Retrieves and analyzes quotes/proposals using list_quotes to track potential revenue.
Ask an AI about this
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Scoro MCP Server: 12 Tools for Project Ops
These tools let your agent perform granular operations across all parts of your business data—from contacts to project tasks and financial records.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Scoro on VinkiusGet Bill
Retrieves specific financial details for a supplier bill.
Get Contact
Gets detailed information about one Scoro contact.
Get Invoice
Fetches the full data set for a single sales invoice.
Get Project
Retrieves detailed metadata for one specific Scoro project.
Get Quote
Gets the complete details of a single sales quote or proposal.
Get Task
Retrieves detailed information for one specific task within Scoro.
List Bills
Lists all payable supplier bills in your account.
List Contacts
Provides a list of every contact stored in Scoro.
List Invoices
Lists all sales invoices generated by Scoro.
List Projects
Returns a summary list of all active and managed projects.
List Quotes
Lists all pending sales quotes or proposals for review.
List Tasks
Returns a summary list of every task in your Scoro workspace.
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Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Scoro integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
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Make Your AI Do More
Start with Scoro, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
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- Works with Claude, ChatGPT, Cursor, and more
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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Scoro. 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 connection provides 12 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
Checking Project Status Shouldn't Require 5 Different Tabs
Right now, checking if a client's project is stalled means hopping from the PM tool to check tasks, over to the CRM to see who was last active, and finally jumping into the accounting system just to confirm if billing has even started. It’s tedious copy-pasting between dashboards.
With this MCP Server, you simply tell your agent: 'What's the status of Project Alpha?' The agent runs `list_projects`, checks associated tasks with `get_task`, and tells you the full story—all without leaving your chat window. It just works.
Scoro MCP Server: Get Financial Data Through Chat
Previously, finding out if a project was paid for required pulling up the client's record in the CRM, manually cross-referencing that ID with the accounting software to check invoices, and then confirming payment status through email threads. It’s a nightmare of manual work.
Now, you ask your agent: 'What is the billing status for Project Alpha?' The agent uses `get_project` to find the details, and immediately calls `list_invoices` or `get_invoice`, giving you one clear answer. Period.
What your AI can actually do with this
Scoro MCP Server lets your AI agent handle all your business data—projects, sales, billing, contacts, and tasks—right inside your chat window. You stop jumping between CRMs, PM boards, and accounting software to get simple answers about your company's status. Your agent manages Scoro’s core data model by exposing tools like list_tasks, get_quote, and list_bills so you never leave your client conversation.
Project Management & Task Tracking
You can start by getting a full overview of every project you're running. Running the list_projects tool returns a summary list of all active projects in your workspace. If you need deeper details on one specific job, calling get_project gives you detailed metadata for that single Scoro project. For granular control over the work itself, using list_tasks generates a comprehensive summary list of every task logged across your entire workspace.
When you spot a particular task that needs attention, running get_task retrieves all its specific information, including who's assigned and what the status is.
Sales Pipeline & Client Management
Your agent tracks revenue potential through contact records and proposals. To get a full directory of everyone you work with, use list_contacts, which provides a list of every person stored in your system. If you need to know everything about one specific client or lead, running get_contact pulls detailed information on that single Scoro contact.
When you're watching the money come in, you can monitor all potential revenue by calling list_quotes, which lists every pending sales quote or proposal needing your review. You get the complete picture of a specific deal by running get_quote to fetch the full details of that single sale or proposal.
For finalized revenue, the agent handles billing data too. list_invoices returns a list of every sales invoice generated by Scoro. If you need the absolute truth about one specific payment, running get_invoice fetches the complete dataset for that single sale invoice.
Accounting & Financial Tracking
The agent handles both your outgoing and incoming money flow. You can check your payable obligations instantly; calling list_bills lists all supplier bills you need to pay in your account. To verify the details of one specific bill, run get_bill, which retrieves all the financial data for that single supplier invoice.
For managing outgoing funds, running list_invoices gets a list of all sales invoices generated by Scoro, while get_invoice gives you the full record for any single client payment.
019dd154-8ea3-70f5-89d4-b3af11c907be 
Here's how it actually works
The bottom line is that it turns Scoro's complex backend data into simple, callable functions your AI client can execute in conversation.
Subscribe to the Scoro MCP Server, then provide your Scoro API Key and Subdomain credentials.
Connect this server to your preferred AI client (Claude, Cursor, etc.).
Tell your agent what you need. For instance: 'What are the open tasks for Project XYZ?' The agent runs the necessary tools (get_project, list_tasks) and gives you a direct answer.
Who is this actually for?
Project Managers and Operations Leads who are sick of switching between project boards, CRM dashboards, and accounting software just to answer a status question. This is for the person whose job requires connecting dots across five different data sets before lunch.
Uses list_projects and get_task to quickly pull status updates or task assignments without opening Jira, Scoro, and Slack.
Runs cross-checks by listing invoices (list_invoices) and fetching bills (list_bills) to ensure financial records align with project milestones.
Tracks the full client lifecycle by using list_contacts followed by checking quotes (list_quotes) against active projects (list_projects).
What Changes When You Connect
Stop context-switching. Instead of manually running list_projects then opening the associated billing tab, your agent checks project status and links it to financial records automatically.
Real-time visibility into potential revenue. You can list all pending quotes using list_quotes and instantly know which contacts (get_contact) need follow-up based on their proposal age.
Clear operational oversight. Get a full picture of what needs doing by combining list_tasks, get_project, and checking for associated overdue invoices via list_invoices.
Financial clarity in one spot. Need to reconcile project costs? Your agent can cross-reference the details from a quote (get_quote) against actual bills paid (list_bills).
Automated status checks. Instead of opening 10 different tabs, you ask your agent to list all active projects and get their current task completion percentage in one query.
See it in action
The Quarterly Review Prep
A Project Manager needs to summarize project health for leadership. They don't want a spreadsheet full of manual data pullings. The agent runs list_projects first, then pulls detailed tasks using get_task for the top three projects, and finally checks if any outstanding invoices (list_invoices) are overdue before sending the report.
Onboarding a New Client
The Sales team needs to know everything about Meridian Corp. They ask their agent to use get_contact for Meridian, then check if they have any active proposals (list_quotes), and finally list all relevant projects to see what services were discussed.
Reconciling Expenses
The Bookkeeper has a discrepancy. They use get_bill for a specific supplier bill ID, then cross-reference it with the project records by calling list_projects to ensure the expense is allocated to the correct job.
Task Dependency Check
A Project Manager finds that 'Website Redesign' tasks are stalled. They ask their agent to use get_project, review the task list via list_tasks, and then check if any necessary payments or quotes (list_quotes) are pending that would unblock progress.
The honest tradeoffs
Treating tools as separate lookups
Manually running get_contact for a client, then forgetting to run list_tasks to see if there's pending work, leading to incomplete project status reports.
Always chain the calls. Start by listing projects (list_projects), use that ID in get_project, and finally call get_contact for the primary stakeholder linked to that project.
Ignoring financial context
A user sees a project is 'Complete' but doesn't know if the final payment was billed or invoiced, resulting in cash flow confusion.
After running get_project, always follow up by calling list_invoices and checking for any open quotes using list_quotes. This confirms the financial handoff.
Assuming data consistency
Running a report based on project IDs that don't exist, because the user didn't first check the scope of available data.
Before calling get_project, always run list_projects to verify the ID format and availability. This prevents 404 errors in your chat.
When It Fits, When It Doesn't
Use this server if you need an AI agent that can seamlessly cross-reference data across multiple functional silos: project management, sales pipeline, and accounting records. For example, 'Show me all contacts who have an overdue invoice for a project that is currently listing tasks.' This requires chaining list_projects, checking get_task status, and then running list_invoices. Don't use this if you only need to perform one isolated action—if you just want to list every contact name, list_contacts handles it. If you only need to check a single invoice number, calling get_invoice is faster without involving the full project context.
Questions you might have
How do I list all my active projects using list_projects? +
You simply ask your agent to run the list_projects tool. It will return a summary of every project ID and name currently in Scoro, allowing you to select which one you want to investigate further.
Can I check contact details using get_contact? +
Yes. To use get_contact, you need the specific contact's identifier (ID). Once you provide that ID, the tool pulls all associated details about that person from Scoro.
What tools do I use for billing records? +
You use separate tools for different types of documents. Use list_invoices and get_invoice for outgoing sales bills, and use list_bills and get_bill for incoming supplier payables.
Do I need to run list_tasks before getting task details? +
No. While list_tasks gives you a summary of all tasks, if you already know the specific task ID, calling get_task directly is faster and more precise.
Can I see pending proposals using list_quotes? +
Yes. The list_quotes tool aggregates all your current sales quotes and proposals, giving you a snapshot of potential revenue that needs follow-up.
What credentials do I need before running the `get_invoice` tool? +
You must supply your Scoro API key and subdomain. These are required for authentication; they tell your AI client where to route the request. The server documentation shows you exactly where to find these values in your account settings.
If I run `list_tasks` and get an error, how do I fix it? +
First, check the specific error code returned by your agent. Most issues stem from scope limits or malformed IDs. Try calling the tool with only a single, known Project ID to isolate the failure point.
Does running `list_projects` retrieve all projects if I have hundreds? +
The tool is paginated for large datasets. Your AI client handles this automatically; it requests subsequent result sets until every project record has been pulled into your conversation history. You don't need to worry about manual looping.
Can my AI automatically find the latest status for a specific project by providing its ID? +
Yes! Use the get_project tool with the Project ID. Your agent will respond with complete metadata, including completion rates, linked tasks, and member assignments in seconds.
How do I find my Scoro API Key and Subdomain? +
Log in to your Scoro account, navigate to Settings > Integration > API, and you will find your key. Your Subdomain is the first part of your Scoro URL (e.g., 'yourcompany'.scoro.com).
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