``
Birdview PSA
Login Sign up Submit a ticket
How can we help?

Articles in this section

Birdview MCP

Avatar
Birdview Support
  • Updated
Follow

Availability

Project management__Team (-) Enterprise (-) Lite (+).png
Professional services__Team (+) Enterprise (+).png

Overview

Birdview MCP (Model Context Protocol) connects Birdview with AI assistants such as Claude and ChatGPT. It lets an AI assistant securely access and work with your Birdview data through a set of dedicated tools.

Instead of switching between Birdview and your AI assistant, you can ask questions about your Birdview data or ask the assistant to make changes in Birdview.

What is MCP?

MCP is an open protocol that gives AI applications a standard way to work with external systems and tools.

In Birdview, MCP is the bridge between an AI client, such as Claude or ChatGPT, and Birdview. The AI client discovers the Birdview tools available through the MCP connection and uses them to answer your requests.

This lets you work with Birdview in natural language, without knowing the underlying API endpoints or data structures.

Important

MCP is not an AI client or an AI tool by itself. It is an interface between an AI client and an application's API. It turns the AI assistant's requests into requests the connected application understands.

What can Birdview MCP do?

The Birdview MCP toolset gives access to:

  • Projects: search, view, create, and update projects.
  • Tasks: search, view, create, and update tasks.
  • Time tracking: find and analyze logged time, and log, edit or delete time entries.
  • Users and teams: find users and teams, and see which Birdview user is connected.
  • Workload and availability: review assigned work, time logs, public holidays, and team availability.
  • Customers and portfolios: view customers and portfolios, and update customers.
  • Expenses and payments: find expenses and payments.
  • Project health and context: get a consolidated view of a project's status, tasks, workload, and other project indicators.
  • Bulk operations: update many tasks at once, or add the same task to many projects.
  • System configuration data: view spaces, workflows, statuses, priorities, task types, categories, job roles and custom-field definitions, and update custom-field definitions.

Birdview MCP can't move tasks to another parent, move a project to another space, assign user skills, delete tasks or projects, or create or change expenses, payments and time off. Do these in Birdview.

What you can do also depends on the permissions of the connected Birdview user.

Important

No Birdview AI credits are spent when you use MCP. Costs, if any, come only from the AI assistant you connect.

Read and write operations

Birdview MCP supports both read and write operations.

Read operations retrieve information from Birdview. For example:

“Which projects are currently in progress?”

Write operations create or change Birdview data. For example:

“Create a task called Prepare project brief in the Website Redesign project.”

Important

Use write operations carefully, especially when changing many records. Single changes are applied right away. Bulk operations can show a preview first, so you can check the changes before they are applied. The Birdview PSA plugin tells the assistant to confirm every change with you and to preview bulk changes.

Access and permissions

Birdview MCP works with the permissions of the connected Birdview user. Connecting an AI client doesn't give it access to all Birdview data.

What is available through MCP depends on:

  1. The Birdview account and user you sign in with.
  2. The permissions of that Birdview user.
  3. The tools currently available in the Birdview MCP toolset.

For example, if the connected Birdview user has no access to a project, the AI assistant can't read or change  that project.

Good to know

After connecting, check which Birdview user is connected by asking: “Who am I in Birdview?”

Ways to connect

There are two ways to connect an AI assistant to Birdview:

  Birdview PSA plugin (recommended) Custom connector
What you get The Birdview connector plus built-in instructions that teach the assistant how to work with Birdview The Birdview connector only.
Assistant behavior  Confirms changes with you, previews bulk changes, links projects and tasks to Birdview, and knows Birdview terms such as workflows, billable time and financial fields Uses the tools as it sees fit.
Where Claude (claude.ai, Cowork, Claude Code), ChatGPT desktop app, Codex Claude, ChatGPT.

Both use the same Birdview MCP server:

https://mcp.go.easyprojects.net/services/mcp

This one address works for every Birdview account. When you connect, Birdview asks for your account name (the subdomain you use to open Birdview, for example acme for acme.go.easyprojects.net) and then for your Birdview sign-in.

Installing the Birdview PSA plugin in Claude

  1. In Claude, open Customize > Plugins.
  2. Select Add > Add marketplace.
MCP_Installing_Claude_1.png
  1. Select Add from a repository.
  2. Enter LogicSoftware/birdview-ai-plugins and click Sync.
MCP_Installing_Claude_2.png
  1. Find Birdview PSA in the list and install it.
MCP_Installing_Claude_3.png
  1. Open Birdview PSA and go to the Connectors tab.
  2. Select Connect.
MCP_Installing_Claude_4.png
  1. Enter your Birdview account name and sign in with your Birdview credentials.
MCP_Installing_Claude_5.png
  1. Your Birdview PSA plugin is now connected and ready to use:
MCP_Installing_Claude_6.png

After you connect, ask Claude about your Birdview data, for example: "Who am I in Birdview?".

Good to know

In Claude Code, install the plugin with:

 /plugin install birdview --marketplace LogicSoftware/birdview-ai-plugins

 

Installing the Birdview PSA plugin in ChatGPT

The plugin installs from the Birdview marketplace in the ChatGPT desktop app and in Codex:

  1. Add the Birdview marketplace using the command: codex plugin marketplace add LogicSoftware/birdview-ai-plugins
  2. Install the plugin with this command: codex plugin add birdview@birdview-psa
  3. When the plugin asks, sign in to the Birdview connector: enter your Birdview account name and your Birdview credentials. You can also start the sign-in with the command: codex mcp login birdview.

Important

ChatGPT on the web can't add the Birdview marketplace. There, use a custom connector.

Adding Birdview MCP as a custom connector

Use a custom connector when you can't install the plugin, for example in ChatGPT on the web.

ChatGPT

  1. Open ChatGPT settings from the user menu.
  2. Select Plugins.
Chat GPT Plugins.png
  1. Turn on Developer mode if it is off.
  2. Click Add, then Add custom MCP server.
MCP.png
  1. Optionally, upload Birdview logo to use as the plugin icon.
Birdview logo.png
  1. Enter a plugin name. You can also add a description.
  2. In the Connection field, enter:

    3. https://mcp.go.easyprojects.net/services/mcp

  3. Select OAuth for authentication.
  4. Read and accept the disclaimer.
Adding MCP.png
  1. Click Create as a plugin.
  2. Enter your Birdview account name and sign in with your Birdview credentials.

Claude

  1. Open Claude settings from the user menu.
MCP_Claude_setup_1.png
  1. Select Connectors.
  2. Go to Add > Add custom connector.
MCP_Claude_setup_2.png
  1. Enter a name for the connector, for example, Birdview MCP.

  2. Enter the URL:

    https://mcp.go.easyprojects.net/services/mcp

    MCP_Claude_setup_2_1_mcp.png
  3. Keep the detected default options.
MCP_Claude_setup_3.png
  1. Select Add.
MCP_Claude_setup_4.png
  1. Connect the connector, then enter your Birdview account name and sign in with your Birdview credentials.

Good to know

Using your account's own address, https://account-name.go.easyprojects.net/services/mcp , also works.

 

Testing the connection

Before you use Birdview MCP regularly, check that the assistant sees the Birdview information you expect. For example, ask:

  • “Who am I in Birdview?”
  • “What are my assignments this week?”

These requests confirm that the connection works and give the assistant useful context for your next requests.

Disconnecting

To stop the assistant's access to Birdview, disconnect the Birdview connector or uninstall the Birdview PSA plugin in your assistant. To connect a different Birdview account or user, disconnect and connect again.

 

Toolset reference

The following list helps administrators and builders map common Birdview capabilities to the tools exposed by the Birdview MCP server. Users can still request the outcome they need in everyday language.

Tool Purpose
Your work and context
birdview_who_am_i See the connected Birdview user and account.
birdview_get_my_work Check your work.
birdview_get_user_workload Check a person's workload.
birdview_get_team_availability Check team availability.
birdview_get_project_health Check project health.
birdview_get_project_context Understand a project in context.
birdview_get_task_context Understand a task in context.
Projects
birdview_search_projects Find projects.
birdview_get_project View a project.
birdview_create_project Create a project.
birdview_patch_project Update a project.
birdview_move_project_space Explains that moving a project to another space is unavailable.
Tasks
birdview_search_tasks Find tasks.
birdview_get_task View a task.
birdview_create_task Create a task.
birdview_patch_task Update a task.
birdview_bulk_patch_tasks Update many tasks.
birdview_bulk_create_tasks Add one task to many projects.
birdview_move_tasks Explains that moving existing tasks is unavailable.
Time tracking
birdview_search_timelogs Find time entries.
birdview_get_timelog View a time entry.
birdview_create_timelog Log time.
birdview_update_timelog Update a time entry.
birdview_delete_timelog Delete a time entry.
People and time off
birdview_list_users Find people.
birdview_get_user View a person.
birdview_list_teams View teams.
birdview_list_job_roles View job roles.
birdview_assign_user_skills Explains that assigning skills is unavailable.
birdview_list_vacations View time off.
birdview_search_vacations Find time-off entries.
birdview_list_vacation_types View leave types.
birdview_list_public_holidays View public holidays.
Customers and portfolios
birdview_list_customers Browse customers.
birdview_get_customer View a customer.
birdview_update_customer Update a customer.
birdview_list_portfolios Browse portfolios.
birdview_get_portfolio View a portfolio.
Expenses and payments
birdview_search_expenses Find expenses.
birdview_search_payments Find payments.
Configuration
birdview_list_spaces List workspaces.
birdview_list_workflows List workflows.
birdview_list_system_lists View statuses, priorities, categories, and task types.
birdview_get_custom_field_definitions View custom fields.
birdview_update_custom_field Update a custom-field setup.

Troubleshooting

The assistant doesn't use Birdview, or says the Birdview tools are missing

The connector isn't connected yet. In Claude, open Customize > Plugins > Birdview PSA, go to the Connectors tab and select Connect. In ChatGPT or Codex, sign in to the Birdview connector when the plugin asks.

I can't add a plugin in ChatGPT (there's no + button)

Make sure you are an admin of your ChatGPT account. Admins can turn on Developer mode and then add a plugin (see Adding Birdview MCP as a custom connector).

The assistant is connected to the wrong Birdview account or user

Ask "Who am I in Birdview?" to check. To switch, disconnect the Birdview connector and connect again with the right account name and user.

I cannot find a project, task, or person

Add more detail to your request, such as a project name, customer, person, date range or status. If the item is still not found, the connected Birdview user may not have access to it.

I received too many results

Narrow the request by including a project, customer, owner, status, or date range.

The logged time or money fields are unavailable

The connected user can't see this information, or it isn't available. It doesn't mean that no time was logged or that the amount is 0.

Birdview refused a change

The connected user may not have permission for it. For example, time entries can be locked once they are invoiced or approved, and some accounts block changes to time entries older than a set date. The error message names the reason or the cutoff date.

My bulk update was not applied

Check whether you asked for a preview, whether a confirmation is still needed, and whether the preview matched the tasks you meant to change. Refine the criteria and preview again if needed.

I need an option that isn't listed

Ask for the outcome you need. The assistant can check the available statuses, categories, task types, leave types, custom fields, and other reference information.

Related articles