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Model Context Protocol (MCP) is an open standard that lets AI apps call tools and read external data during a conversation. Pike hosts an MCP server at mcp.usepike.com so Claude, ChatGPT, Cursor, and similar clients can work with your PSA workspace: projects, tasks, customers, members, and the operational context behind them. MCP server URL: https://mcp.usepike.com Use Open API when you need direct HTTPS/JSON access from your own scripts, ETL, or gateways. Use MCP when you want that same workspace context inside an AI chat or IDE.

What you can do

Prefer concrete prompts tied to a customer, project, or date range. Specific questions produce clearer tool calls and more useful insights.

Prerequisites

  • A Pike workspace you can sign into at app.usepike.com
  • Access to an MCP client such as Claude, ChatGPT (paid plan with custom connectors), Cursor, or Claude Code
  • Permission in that workspace to see the projects, tasks, customers, or members you will ask about

Connect Pike MCP end to end

1

Copy the Pike MCP server URL

Use this remote endpoint:
2

Add Pike as a custom MCP connector in Claude

Claude is the most common path for operators who want Pike data in chat.
  1. Open Claude connectors (or CustomizeConnectors).
  2. Click +, then Add custom connector.
  3. Name it Pike.
  4. Paste the MCP server URL: https://mcp.usepike.com
  5. Click Add.
  6. Complete sign-in when Claude prompts you to authenticate with Pike.
On Team or Enterprise plans, an Owner may need to add the connector under Organization settingsConnectors before members can connect.
3

Enable Pike in a conversation

  1. Start a new chat in Claude. 2. Click the attachments / + control near the composer. 3. Open Connectors and enable Pike. 4. Ask a concrete question, for example: “List active projects for Acme” or “Which tasks are in review this week?”
4

Confirm the tools respond

A healthy connection calls Pike tools and returns workspace-backed answers. Good first prompts:
  • “Show my open projects and their statuses.”
  • “Summarise overdue tasks by project.”
  • “Who is on the Acme Phase 2 team?”
  • “What should I check before I worry about margin on this project?”
If Claude does not call Pike tools, toggle the connector off and on, re-authenticate, or start a fresh chat with Pike enabled.
5

Optional: use Open API for scripts and systems

Keep MCP for conversations. Use Open API when engineering needs stable HTTPS endpoints.
  1. As an admin, go to Workspace settingsIntegrationsOpen API.
  2. Create a secret with least-privilege scopes such as projects:read, tasks:read, customers:read, and members:read.
  3. Store the secret in your secrets manager.
  4. Call https://api.usepike.com from your tooling.
Example list call:

Connect other MCP clients

ChatGPT

ChatGPT connects to remote MCP servers over HTTPS (custom connectors / Developer Mode on supported paid plans).
  1. Enable Developer mode in ChatGPT settings (often under SettingsConnectorsAdvanced, or Security and login, depending on your account UI).
  2. Add a custom connector / developer app.
  3. Name it Pike and set the MCP server URL to https://mcp.usepike.com.
  4. Complete authentication when prompted.
  5. Enable the connector in a new chat and ask a workspace question.
Workspace admins on Business, Enterprise, or Edu plans may need to allow custom connectors first.

Claude Code

Authenticate when the client prompts you, then ask a workspace-backed question.

Cursor

  1. Open the command palette (Command + Shift + P on macOS, Ctrl + Shift + P on Windows/Linux).
  2. Search for Open MCP settings.
  3. Click Add custom MCP.
  4. Add:

Use cases: pull data and see insights

Use these patterns when you want PSA answers from live Pike context.

Delivery status

  1. Enable Pike MCP in Claude or ChatGPT.
  2. Ask: “List in-progress projects and flag anything with tasks stuck in review.”
  3. Follow up with: “Drill into [project name] and summarise blockers.”
  4. Cross-check in the app under Projects and Task properties when you need to act.

Margin and profitability

  1. Ask: “What does Pike show for profitability on [project name], and which cost or earnings inputs matter most?”
  2. Follow up on cost profiles, billable time, and revenue booked using Project finance, Profitability, and Cost profile.
  3. Use the answer to decide whether the issue is staffing, rates, unlogged time, or scope.

Capacity and allocation

  1. Ask: “Who has capacity for discovery work next week?” or “Where is [person] allocated over the next two weeks?”
  2. Compare the answer with Workspace capacity and How to allocate before you commit someone.

Customer and pipeline handoffs

  1. Ask: “Summarise the Acme customer record and related open work.”
  2. Ask: “What should delivery lock before we convert a won deal into a project?”
  3. Keep CRM vs PSA roles clear with Deals and HubSpot when those apply.

Weekly operating review

  1. Ask for a short briefing: active projects, overdue tasks, customers with risk, and people who look over-allocated.
  2. Paste or refine the briefing for your leadership sync.
  3. Open the linked records in Pike to assign owners and dates.

Pilot and onboarding

  1. Enable Pike MCP for a new teammate.
  2. Ask it to walk them through Run a pilot project while looking at the real pilot project in the workspace.
  3. Keep time, tasks, and finance on one client engagement so the insights stay connected.

Example prompts

Security and access

  • Pike MCP uses your Pike authentication and workspace permissions. You only see data you can already access in the app.
  • Disconnect the connector in Claude or ChatGPT when someone should no longer use Pike from that client.
  • Open API secrets are separate workspace credentials. Issue least-privilege scopes, store them outside git, rotate by creating a new secret then revoking the old one, and never paste secrets into chat logs.
  • Only connect custom MCP connectors you trust. Review tool approval prompts before allowing unsupervised actions in any client.

Open API

Authenticate and list projects, tasks, customers, and members

For AI agents

Canonical sources and guardrails for assistants describing Pike

Project finance

Earnings, costs, and profit on a project

Run a pilot project

Connect tasks, time, and money on one live engagement