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Birdview MCP

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Overview

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

Instead of switching between Birdview and your AI assistant, you can ask questions about your Birdview data or, where supported, ask the assistant to perform actions in Birdview.

What is MCP?

MCP is an open protocol that provides a standardized way for AI applications to interact with external systems and tools.

In Birdview, MCP acts as a bridge between an AI client such as ChatGPT or Claude and Birdview. The AI client can discover and use Birdview tools made available through the MCP connection.

This allows you to work with Birdview using natural language without having to know the underlying API endpoints or data structures.

Important

MCP is not an AI client or AI tool by itself. It is an interface between an AI client and an application's API. It converts natural-language requests from the AI assistant into requests that the connected application can understand.

What can Birdview MCP do?

The Birdview MCP toolset provides access to a range of Birdview functionality, including:

  • Projects — search, view, create, and update projects.
  • Tasks — search, view, create, and update tasks.
  • Users and teams — find users, teams, and the currently connected Birdview user.
  • Workload and availability — review assigned work, time logs, vacations, and team availability.
  • Time tracking — retrieve and analyze logged time.
  • Customers and portfolios — access customer and portfolio information.
  • Project health and context — retrieve consolidated information about project status, tasks, workload, and other project indicators.
  • Bulk operations — perform supported operations across multiple projects or tasks.
  • System configuration data — access workflows, statuses, priorities, task types, categories, and custom-field definitions.

The exact capabilities available depend on the current Birdview MCP toolset and the permissions of the connected Birdview account.

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 modify Birdview data. For example:

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

Important

Use write operations carefully, particularly when changing multiple records. Some operations provide a preview or dry-run mode so you can review the intended changes before they are applied.

Access and permissions

Birdview MCP operates using the permissions of the connected Birdview user. Connecting an AI client does not automatically give it access to all Birdview data.

The information available through MCP depends on:

  1. The Birdview account connected to the AI assistant.
  2. The permissions assigned to that Birdview user.
  3. The capabilities currently exposed by the Birdview MCP toolset.

For example, if the connected Birdview user does not have access to a particular project, the AI client may not be able to retrieve or modify that project.

Good to know

After connecting Birdview MCP, verify which Birdview user is connected by asking: “What user am I logged in as in Birdview?”

Supported AI clients

Birdview MCP can be configured with compatible AI clients that support MCP connections. This article covers:

  1. ChatGPT
  2. Claude

The setup procedure differs between clients.

Setting up Birdview MCP in ChatGPT

  1. Open ChatGPT settings from the user menu.
  2. Select Plugins.
MCP_setup_step1.png

  1. Click Installed to open the plugin permissions editor.
MCP_setup_step 2.png
  1. Enable Developer mode if it is currently turned off.
MCP_setup_step 3.png
  1. Press Esc to close the editor.
  2. Click "+" to add a new plugin.
  3. Upload an image to use as the plugin icon, if required.
  4. Enter a plugin name. You can also add a description.

  5. In the Connection field, enter the following URL and replace <account-alias> with your Birdview account alias:

    https://<account-alias>.go.easyprojects.net/services/mcp

  6. Select OAuth for authentication.
  7. Read and accept the disclaimer.
MCP_setup_step 4.png
  1. Click Create.
  2. Press Esc to return to the Plugins page.
  3. Click the Birdview plugin icon.
  4. Click Try in chat.

Setting up Birdview MCP in 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 following URL and replace <account-alias> with your Birdview account alias:

    https://<account-alias>.go.easyprojects.net/services/mcp

    MCP_Claude_setup_2_1.png
  3. Keep the default detected options.
MCP_Claude_setup_3.png
  1. Click Add.
MCP_Claude_setup_4.png

After the Birdview MCP connector is enabled, you can start making Birdview requests directly in Claude.

For example:

“Who am I in Birdview?”

Testing the connection

Before using Birdview MCP regularly, test the connection to confirm that the AI assistant can access the expected Birdview information.

For example, try:

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

These requests help confirm that the MCP connection works and establish useful Birdview context for further requests.

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.

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

Troubleshooting

I cannot add a plugin in ChatGPT (no + button)

Make sure you are an admin in your ChatGPT account. This will allow you to enable Developer mode and add then a plugin (see Setting up Birdview MCP in ChatGPT above).

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, it may not be visible to the signed-in Birdview account.

I received too many results

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

The logged time is unavailable

This means that the current account cannot retrieve the time information, or that the information is unavailable. It does not necessarily mean that no time was logged.

My bulk update was not applied

Check whether you requested a preview, whether confirmation is still required, and whether the preview matched the tasks you intended to change. Refine the criteria and preview the operation again if necessary.

I need an option that is not listed

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

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