# Scoro MCP

> Scoro MCP Server connects your entire end-to-end work management platform to your AI agent. Query projects, retrieve client contact details, check invoices, and list team time logs without leaving your chat window. It lets you run complex business queries—from checking overdue tasks to calculating total revenue—using only natural language.

## Overview
- **Category:** customer-relationship-management
- **Price:** Free
- **Tags:** work-management, time-tracking, invoicing, project-portfolio, agency-management, resource-utilization

## Description

You don't need to jump between your CRM, PM software, and accounting dashboards just to answer one question. The **Scoro MCP Server** lets your AI client talk directly to all the core data in Scoro, so you can get answers without leaving your chat window. You stop running manual reports and clicking through five different tabs; you just ask what you need, and your agent pulls live data right from the system.

### Handling Client Records & Contacts
When you work with clients or vendors, you'll use `list_contacts` to pull a full rundown of every company and person in the system. If you only need details on one specific account, `get_contact` grabs all that detailed information for you. You can also see who's working at Scoro by running `list_users`, which gives you an official list of everyone's accounts within the organization.

### Project Status and Time Tracking
Need a full view of what's going on? You start by listing every project currently tracked in Scoro using `list_projects`. To see exactly where things stand, you check task statuses across the board with `list_tasks`, giving you an overview of your entire project portfolio. When it comes time to know how much work got done, you run `list_time_entries`; this gives detailed records of every hour logged by team members against specific projects. You'll also use `list_products` if you need to verify what services or products are cataloged in the system.

### Financial Oversight and Auditing
Keeping tabs on cash flow is critical, so your agent handles that for you. To audit your financial health, you first gather a list of all generated sales invoices using `list_invoices`. You can check out any pending deals by reviewing all quotes with `list_quotes`, or get a full breakdown of every business expense recorded in the system via `list_expenses`. These tools let you track profitability and overhead costs without ever running a manual report.

### Team Activity and Scheduling
Want operational oversight? You can check out user rosters using `list_users` and see what's been going on by retrieving a chronological list of recent system activities and audit logs via `list_activities`. For scheduling, your agent lists all scheduled events from the Scoro team calendar whenever you run `list_calendar_events`. This lets you review every key date and operational checkpoint right in your chat environment.

This entire setup means that whether you need to calculate total revenue by pulling invoices and expenses, or check overdue tasks against project timelines, your AI client runs complex business queries using only natural language. You get the full picture—from resource utilization summaries based on time entries, to comprehensive contact history from `get_contact`—all without switching apps.

## Tools

### get_contact
Gets detailed information for one specific contact record.

### list_activities
Retrieves a chronological list of recent system activities and audit logs.

### list_calendar_events
Lists all scheduled events from the Scoro team calendar.

### list_contacts
Retrieves a list of all companies and people stored in the system.

### list_expenses
Lists every business expense recorded in the system.

### list_invoices
Retrieves a list of all generated sales invoices.

### list_products
Displays all products and services cataloged in the system.

### list_projects
Lists every project currently tracked in Scoro.

### list_quotes
Retrieves a list of all pending sales quotes.

### list_tasks
Displays all tasks across the organization's project portfolio.

### list_time_entries
Lists detailed records of time logged by team members against projects.

### list_users
Retrieves a list of all user accounts within the Scoro organization.

## Prompt Examples

**Prompt:** 
```
What are the most recent activities logged in my Scoro workspace?
```

**Response:** 
```
Based on the recent activity logs: 1) John Doe updated the status of Task 'UI Mockups' to completed. 2) Jane Fox generated a new Quote for 'TechCorp'. 3) A new Expense was logged by Paul for $140.
```

**Prompt:** 
```
List all active marketing projects and their statuses.
```

**Response:** 
```
I've pulled your project portfolio. Currently, there are 3 active marketing projects: 'Q4 Global Launch' (Status: In Progress), 'SEO Overhaul 2024' (Status: Planning phase), and 'Social Media Retainer' (Status: Active). Need me to list tasks for any of these?
```

**Prompt:** 
```
Show me our total revenue from the latest invoices.
```

**Response:** 
```
I checked the recent sales invoices. There are 5 recent invoices generated totaling $15,400. Three of them ($8,000 total) are marked as 'paid', while two ($7,400) are 'awaiting payment'. I can format these into a markdown table if needed.
```

## Capabilities

### Audit Financial Health
List sales invoices and expenses to track current revenue and overhead costs.

### Manage Client Records
Retrieve detailed contact information, history, and lists of all clients or vendors.

### Track Project Statuses
Query the full project portfolio and pull task statuses across multiple ongoing projects.

### Review Team Activity
Access user rosters, recent activity logs, and team calendar events for operational oversight.

### Calculate Resource Utilization
List time entries across the team to summarize logged hours against specific projects.

## Use Cases

### The end-of-month financial audit
The founder needs to know the total outstanding receivables. Instead of logging into the billing dashboard and exporting a CSV, they ask their agent: 'Show me all pending quotes and unbilled invoices.' The agent runs `list_quotes` and `list_invoices`, providing an immediate, aggregated status report.

### The pre-meeting client check
An Account Executive has a meeting with 'TechCorp'. Instead of opening the CRM, searching by name, then checking project history, they ask their agent to pull up the contact details and all associated projects. The agent uses `get_contact` and `list_projects`, giving them context instantly.

### The status update check-in
A Project Manager needs a quick burn-down report for a client call. They prompt the agent: 'List all tasks for Q3 Launch and show the hours logged.' The agent runs `list_tasks` and `list_time_entries`, giving them both the task list and accumulated effort.

### The team resource bottleneck
A manager needs to see who is overloaded. They ask the AI to list all users, then check their recent activity logs (`list_activities`). This shows which team members have been working most recently and where bottlenecks are forming.

## Benefits

- Instantly track profitability. Use `list_invoices` and `list_expenses` to see total sales and overhead without running a manual accounting report.
- Save hours on client prep. Run `get_contact` or `list_contacts` right before a meeting to pull up full history, metadata, and current status.
- Get project overviews immediately. Ask the AI about 'Project X' and get statuses from `list_tasks` and time entries from `list_time_entries` in one go.
- Stop losing track of team workload. Pull a roster (`list_users`) and check recent activity logs via `list_activities` to know who did what, when.
- Never miss billing deadlines again. Check for pending revenue by calling `list_quotes` or seeing unbilled invoices using `list_invoices`.

## How It Works

The bottom line is you use your AI client to talk to Scoro; the server translates that request into API calls and gives you clean, actionable answers.

1. Subscribe to this server and provide your Scoro company subdomain and API Key.
2. Connect your preferred AI client (Claude, Cursor, etc.) via the MCP protocol.
3. Ask the agent a question in natural language (e.g., 'What are all overdue tasks for Project X?'). The agent runs the necessary tools and returns the structured data.

## Frequently Asked Questions

**How do I check all clients using list_contacts?**
You simply ask the agent to run `list_contacts`. It pulls a full list of every company and person in your Scoro database. You can then follow up by asking for details on any specific contact ID.

**Can I check pending quotes using list_quotes?**
Yes, `list_quotes` retrieves all sales quotes that are currently open or awaiting customer approval. This is key for forecasting immediate revenue streams before an invoice is generated.

**Does Scoro MCP Server track project tasks? Use list_tasks.**
The `list_tasks` tool pulls all active and completed tasks across every project in your portfolio. It’s useful for getting a quick status overview without diving into the full Project Management module.

**How do I get time logs using list_time_entries?**
Use `list_time_entries`. This tool provides detailed records of hours logged by team members. You can then ask follow-up questions, such as 'List entries for Project Alpha last month,' to narrow down the data.

**Can I see my business expenses with list_expenses?**
Yes, `list_expenses` pulls a record of every expense logged in your system. This helps you track overhead and calculate true project profitability accurately.

**What kind of audit trail data can I retrieve using list_activities?**
The tool provides a chronological record of actions taken across your workspace. You get details on who updated which records, when they did it, and what the change was. This makes auditing team actions simple without jumping through different dashboards.

**Does list_invoices track historical billing data beyond the current month?**
Yes, `list_invoices` pulls all sales invoices generated in your account history. You can review the total amount, the date of service, and the payment status for any past or pending bill. It’s essential for tracking full revenue cycles.

**How do I check the complete team roster using list_users?**
`list_users` gives you a comprehensive view of every user in your Scoro organization. You can pull details like roles and last login dates to easily audit who has access to which resources.

**Can the agent calculate how many hours were logged on a specific project?**
Yes. If you ask your agent 'How many hours were logged for project Alpha recently?', the agent will invoke `list_time_entries` and filter the returned data by that specific project, summing up the billable minutes natively.

**Is it possible to track unpaid invoices directly from the chat?**
Absolutely. Just prompt the AI: 'List my recent sales invoices and flag any that haven't been paid'. The agent will make an API call to `list_invoices` and analyze the 'payment status' attributes for you.

**Can I retrieve contact information before a meeting?**
Yes. You can use the agent to prepare yourself. Prompt: 'Search our contacts for Acme Corp and get me their full profile'. The agent relies on `list_contacts` and `get_contact` to pull in emails, phone numbers, and relational tags.