# Scoro MCP > 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. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** scoro, work-management, project-orchestration, crm-api, billing-automation, sales-pipeline, task-tracking, business-intelligence, mcp ## Description **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. ## Tools ### 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. ### 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. ## Prompt Examples **Prompt:** ``` List all active projects in Scoro. ``` **Response:** ``` I've retrieved your projects. You have 4 active ones including 'Website Redesign' and 'Q1 Marketing Campaign'. Would you like to see the task breakdown for any of them? ``` **Prompt:** ``` Show me the profitability dashboard for all active projects with budget burn rates. ``` **Response:** ``` 12 active projects analyzed. Total revenue: $890,000. Total costs: $623,000. Overall margin: 30%. Top margin: "Brand Strategy" at 48% ($120K revenue, $62K cost). At-risk: "Mobile App v2" at 8% margin (budget 92% burned with 60% completion). "Data Migration" negative margin -5% (scope creep). Team utilization: 84% billable. Overdue invoices on projects: $45,000. Forecast: Q2 project revenue on track at $1.2M if current pipeline converts. ``` **Prompt:** ``` List all pending quotes and proposals with their expected close dates and values. ``` **Response:** ``` 18 pending quotes/proposals totaling $1.4M. Due to close this week (4): Meridian Corp $180K (90% probability), TechVentures $95K (75%), DataFlow $67K (60%), ScaleUp $45K (80%). Due within 30 days (8): $620K combined. Overdue for follow-up (6): $392K (oldest: 21 days). Win rate on similar proposals: 42%. Average time to decision: 14 days. 3 proposals need revision based on client feedback. Top contributor: James Park with $450K in active proposals. ``` ## Capabilities ### List all Scoro projects Retrieves a list of every project managed in your workspace using the `list_projects` tool. ### Get specific task metadata Fetches detailed information on a single project task, including status and assignments, via the `get_task` function. ### List client contacts Retrieves a directory of all people in your system using `list_contacts`. ### Fetch invoice or bill details Allows you to look up specific financial records, whether it's an outgoing sales invoice (`get_invoice`) or an incoming supplier bill (`get_bill`). ### Monitor the sales pipeline Retrieves and analyzes quotes/proposals using `list_quotes` to track potential revenue. ## Use Cases ### 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. ## Benefits - 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. ## How It Works The bottom line is that it turns Scoro's complex backend data into simple, callable functions your AI client can execute in conversation. 1. Subscribe to the Scoro MCP Server, then provide your Scoro API Key and Subdomain credentials. 2. Connect this server to your preferred AI client (Claude, Cursor, etc.). 3. 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. ## Frequently Asked Questions **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).