Connect Claude or another AI assistant to YuktiBOS with MCP

Add YuktiBOS as a connector so an outside agent can read clients, review work and help with approvals, with scopes you approve.

How it works

4 steps in YuktiBOS.

Where to find it: Settings, MCP connect.

  1. Open MCP Connect and copy the address.
  2. Add it as a connector in your AI assistant.
  3. The agent registers itself.
  4. Approve the scopes it asks for.

What you get

What comes out of it.

Tools to read tasks, clients, jobs and proposals, approve or reject, create tasks, run client planning and page or site reviews, and flag bugs.

Each tool needs a scope.

Who it is for. Power users who work in Claude or other agents.

You may also know this as: MCP server for business tool, connect claude to CRM, AI agent connector.

Want to connect Claude or another AI assistant to YuktiBOS with MCP?

We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.