MOCO MCP: time, projects and invoices from your AI app

How to connect MOCO to Claude, ChatGPT or Cursor

1. 1Click Connect MOCO free and sign in with your MOCO account.
2. 2All tools are on after connecting. Keep time entries, deals and planning; switch off creating invoices and deleting companies or deals if those should only be done by a person in MOCO.
3. 3Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on the Works with page.
4. 4Ask your AI app for this month's unbilled time entries on one MOCO project, then open Activity to see the call.

Agency admin Claude or ChatGPT can take on

• List time entries by date range, person, project or billing status, and correct one after checking it.
• Review deals by status or company, and update one as it moves along.
• Plan hours by creating planning entries for a project or deal.
• List invoices and offers, or log a purchase as an expense.
• Look up contacts and companies, or add a new company.

Keep MOCO billing in check

• Switch off invoice creation and the delete tools for companies and deals; they're hidden from your AI app and refused if called.
• Policies check every call, so client contact details can be hidden from the AI app.
• Activity records every MOCO call, so an edited time entry can be traced.

What you get with MOCO and ContextGate

• Your AI apps can use MOCOClaude, Cursor, ChatGPT and other AI apps reach MOCO through the one ContextGate connection you add to them.
• You choose which tools they can useSwitch off any MOCO tool you don't want used. It's hidden from your AI apps and refused if called.
• Every call is checked and recordedYour policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.

ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.

MOCO tools

Examples of what your AI apps can do in MOCO. You'll see the exact list of tools after you connect it.

• List ActivitiesTool to retrieve activities. use when you need to list time entries with filters like date range, user, project, or billing status.
• Get ActivityTool to retrieve a single activity by id. use when you need to fetch details for a specific activity after confirming the activity id.
• Update ActivityTool to update an existing activity. use when you need to adjust details of a recorded time entry after confirming the activity exists.
• List commentsTool to retrieve a list of comments. use after confirming the resource type and id.
• Create CompanyTool to create a new company. use when you need to add a company after gathering required fields.
• Delete a companyTool to delete a company. use when you need to remove a company from moco after confirming no active dependencies.
• List ContactsTool to retrieve a list of contacts. use when you need to list contacts optionally filtered by tags, term, or phone after confirming criteria.
• List Deal CategoriesTool to list deal categories with their ids and probabilities. use when you need a reference of available deal category types after authenticating.
• Delete DealTool to delete a deal. use when you have identified an obsolete or unwanted deal and confirmed its deletion. example: "delete the deal with id 123."
• Get DealTool to retrieve a single deal by id. use when you have a deal id and need detailed deal information. use after confirming the deal id.
• List DealsTool to retrieve a list of all deals (leads). use when you need an overview of deals filtered by status, tags, date range, or associated company.
• Update DealTool to update an existing deal. use when you need to modify one or more fields of a deal after retrieving its details.
• List InvoicesTool to retrieve a list of all invoices. use when you need an overview of invoices, optionally filtered by status, date range, or client.
• Create InvoiceTool to create a new invoice. use after gathering complete invoice data (customer, dates, items, etc.).
• Create PurchaseTool to create a new purchase. use when you need to log an expense record after gathering date, items, and payment info.
• Get OfferTool to retrieve a single offer by id. use when you have an offer id and need detailed offer information. use after confirming the offer id.
• List OffersTool to retrieve a list of all offers. use when you need an overview of offers filtered by status, date range, or identifiers.
• List Planning EntriesTool to retrieve a list of all planning entries. use when you need an overview of planned hours filtered by period, user, or project.
• Create Planning EntryTool to create a new planning entry. use when you need to allocate working hours to a project or deal.
• Get Planning EntryTool to retrieve a single planning entry by id. use when you need detailed information for a specific planning entry after confirming its id.