Connect AI Tools to Tidyflow with MCP

Tidyflow exposes a Model Context Protocol (MCP) endpoint. Any MCP-compatible tool — coding agents like Claude Code, Codex, and Cursor, plus other clients that support remote MCP servers — can connect to your live workspace and work with your data.

Connections act with your own account’s permissions: a connected tool can only see and do what you can.

Before you start

Workspace AI must be enabled. An owner or admin accepts the AI terms of use once for the workspace.
You must give your personal AI consent. Each user opts in for their own data.
You need an MCP-compatible tool that supports remote (streamable HTTP) MCP servers with OAuth.

Step 1: Enable AI in Tidyflow

Go to Settings → AI.
If you’re an owner or admin, accept the workspace AI terms of use.
Under Your personal AI consent, click Give my consent.

Step 2: Copy your MCP URL

Still in Settings → AI, find the AI connectors section.
Click Copy URL.

The URL looks like https://app.tidyflow.com/mcp.

Step 3: Add the endpoint to your AI tool

Add the MCP URL to your tool as a remote (streamable HTTP) MCP server. The exact steps vary by tool — check its MCP documentation.

Claude Code

claude mcp add --transport http tidyflow https://app.tidyflow.com/mcp

Codex

Add the server to ~/.codex/config.toml:

[mcp_servers.tidyflow]
url = "https://app.tidyflow.com/mcp"

Then sign in to authorize it:

codex mcp login tidyflow

Other tools (Cursor and more)

Add a new remote / streamable-HTTP MCP server and paste the same URL. No API key or manual token is needed — you’ll authorize in the next step.

Step 4: Authorize the connection

The first time your tool connects — for example when you run codex mcp login, or first use the server in Claude Code — it opens your browser to sign in to Tidyflow and approve access. Once you approve, the tool is connected and works with your live workspace.

What connected tools can do

Query your clients, contacts, jobs, invoices, payments, proposals, and services
Create clients and jobs
Update job names, dates, statuses, assignees, billing fields, and descriptions
Add job comments
Draft proposals and preview totals

Every action runs with your own permissions, and the tool confirms only the actions it actually completed.

Manage or disconnect a tool

Go to Settings → AI → AI connectors.
Each connected tool is listed with when it was last used.
Click Revoke to disconnect it.

To disconnect everything for your user at once, revoke your personal AI consent at the top of the same page.

No results found