Overview

GUIDEcx MCP lets supported AI assistants securely read your GUIDEcx reporting data and answer questions about your projects in plain language.

For example, you can ask:

Which active projects have the most overdue customer tasks?
What needs my attention today?
Which projects are forecast to finish late?
Catch me up on the Acme implementation. What changed, what is outstanding, and what should happen next?
How many hours did our team log this week, by person?

Your assistant can use the GUIDEcx data available to your account to answer the question, summarize what it finds, and—in supported assistants—turn the results into tables, charts, briefs, or other useful outputs.

Important: GUIDEcx MCP is read-only. Your AI assistant cannot use it to update tasks, send messages, move dates, or make other changes in GUIDEcx.

Before you begin

Which MCP option should I use?

GUIDEcx supports two different MCP approaches.

Use the GUIDEcx-hosted MCP connection described in this article when you want to ask an AI assistant questions about your GUIDEcx reporting data without building or hosting your own integration.

Use a custom local MCP server built with the GUIDEcx API when your organization needs a custom integration, including workflows that may create or update GUIDEcx data.

	GUIDEcx-hosted MCP	Custom local MCP
Setup	Add the GUIDEcx MCP connection and sign in	Build and host your own MCP server
Authentication	GUIDEcx sign-in	GUIDEcx API credentials
Primary use	Ask questions and analyze GUIDEcx reporting data	Build custom AI workflows with the GUIDEcx API
Changes GUIDEcx data	No	Can, depending on the tools you build
Hosting	Managed by GUIDEcx	Managed by your organization

If you need the custom approach, see Build a custom local MCP server with the GUIDEcx API.

To connect GUIDEcx, you need:

A GUIDEcx 2.0 workspace with GUIDEcx MCP enabled.
An internal GUIDEcx user account. Customer and Partner users cannot connect.
A supported AI assistant that can connect to remote MCP servers.
Permission in your AI assistant to add or use a custom connector. Available options can vary by provider, subscription, and company settings.

GUIDEcx 1.0 workspaces are not supported.

If GUIDEcx MCP is not enabled for your workspace, contact your GUIDEcx customer team or GUIDEcx Support.

Connect GUIDEcx

Use this MCP server address when configuring your assistant:

https://mcp.guidecx.com/mcp

When you connect, GUIDEcx opens its normal sign-in experience in your browser.

Connect with Claude

In Claude or the Claude desktop app:

Open Settings > Connectors.
Choose Add custom connector.
Name the connector GUIDEcx.
Enter https://mcp.guidecx.com/mcp as the connector URL.
Add the connector.
Select Connect and sign in with your GUIDEcx account.
Review and approve the requested connection.

For Team and Enterprise organizations, an organization owner may need to add or allow the connector before individual users can connect their GUIDEcx accounts.

Connect with ChatGPT

The exact setup options available in ChatGPT depend on your plan and workspace permissions.

If your account allows you to add custom MCP servers:

Open Plugins in ChatGPT.
Select the option to add a custom MCP server.
Name the connection GUIDEcx.
Enter https://mcp.guidecx.com/mcp as the server endpoint.
Create the plugin or connection and complete the GUIDEcx authentication when prompted.
In a conversation, select or @mention the GUIDEcx plugin when you want ChatGPT to retrieve current GUIDEcx data.

In managed ChatGPT workspaces, an administrator or owner may need to create, approve, or allow the connection before other users can use it.

Connect with Claude Code

Run the following command in your terminal:

claude mcp add --transport http guidecx https://mcp.guidecx.com/mcp

Then:

Start Claude Code.
Enter /mcp.
Select guidecx.
Choose Authenticate.
Complete the GUIDEcx sign-in in your browser.

Connect with Cursor

You can add GUIDEcx from Cursor's MCP settings or configure it in your MCP configuration file.

For a global connection, add the following to ~/.cursor/mcp.json:

{   "mcpServers": {     "guidecx": {       "url": "https://mcp.guidecx.com/mcp"     }   } }

When Cursor prompts you to authenticate, sign in with GUIDEcx and approve the connection.

Test your connection

After connecting, start with:

Who am I in GUIDEcx?

Your assistant should be able to identify your GUIDEcx user, role, workspace, and time zone.

Next, try a simple question that you can compare with GUIDE Reports 2.0:

How many active projects do we have, by status?

When validating an answer, make sure you are comparing the same filters in both places.

What your AI assistant can access

GUIDEcx MCP uses the same analytics data available through GUIDE Reports 2.0 and respects your GUIDEcx permissions.

If you cannot access a project in GUIDEcx, the AI assistant cannot use the MCP connection to access it either.

Depending on your permissions, you can ask about:

Projects, including status, status history, health, dates, and forecasts
Phases and milestones
Tasks and subtasks, including owners, due dates, and statuses
Customers, brands, and tags
Project members and workspace members
Time entries and hours
CSAT scores and responses
Project message activity
Template task performance

For project messages, the connection can access activity counts but not the content of the messages.

The connection is read-only

GUIDEcx MCP cannot create, update, or delete GUIDEcx data.

That means your assistant cannot use this connection to:

Change a task status
Reassign a task
Move a due date
Update a project
Send a GUIDEcx message
Make other changes to your workspace

If your assistant offers another way to perform an action, that behavior comes from the assistant or another connected tool—not from GUIDEcx MCP.

How permissions and sign-in work

Your GUIDEcx permissions still apply

The assistant can only retrieve data that your GUIDEcx user is allowed to access.

For example, a Guide can access the projects available to that Guide, while an Admin can access data available across the workspace.

Each connection uses one workspace

If your GUIDEcx account belongs to more than one workspace, select the workspace you want the connection to use during authorization.

To work with a different workspace, create another connection and authorize that workspace separately.

SSO is supported

If your organization uses SSO to sign in to GUIDEcx, use the same SSO process when connecting your AI assistant.

If you are already signed in to GUIDEcx in your browser, you may go directly to the approval step.

You may need to sign in again

A GUIDEcx MCP sign-in can last for up to 90 days and can expire after 30 days without use. When it expires, your AI assistant will prompt you to authenticate again.

Ask better questions

A few small changes to your prompt can produce more useful results. Specific questions get specific answers.

Be specific about project scope

If you only want current work, say active projects.

For example:

Which 10 active projects have the most overdue customer tasks?

Without that filter, completed or canceled projects may also be relevant to the query.

Ask to see the filters

If a result does not look right, ask:

Which filters did you use?

You can also ask:

Show me the underlying data for that number.

This can help you compare an AI-generated answer with GUIDE Reports 2.0.

Start broad, then investigate

Instead of putting every question into one prompt, start with the business question and then drill deeper.

For example:

Which projects are forecast to finish late?
Show me the five with the most overdue tasks.
For Acme, what milestones and customer tasks are still outstanding?
Create a brief I can use for our weekly implementation review.

Tip: AI assistants can add their own interpretation to retrieved data. If the distinction matters, ask the assistant to separate data recorded in GUIDEcx from its interpretation or recommendation.

Usage limits

GUIDEcx applies limits to protect workspace performance.

Limit	What you may see	What to try
Up to 1,000 rows in an answer	A large result set may be cut off	Ask for a count, top results, or a narrower filter
About 25 seconds for an individual query step	Very broad questions may time out	Use a shorter date range, fewer fields, or fewer rows
Request limits apply per user and workspace	You may see a "too many requests" message	Wait briefly, then try again
Repeated invalid queries may temporarily pause requests	New questions may not run immediately	Rephrase the question or start a new conversation

For large datasets, asking for a summary or a top 10 is usually more useful than requesting every underlying record.

Troubleshooting

GUIDEcx MCP is not enabled

If the sign-in page says GUIDEcx MCP is not enabled, the feature is not currently available for the workspace you selected.

If you belong to multiple GUIDEcx workspaces, first confirm that you selected the intended workspace. Otherwise, contact your GUIDEcx customer team or GUIDEcx Support.

My role cannot use GUIDEcx MCP

Customer and Partner users cannot connect to GUIDEcx MCP. Sign in with an eligible internal GUIDEcx user.

I connected the wrong GUIDEcx account or workspace

During authorization, review the Signed in as information.

If available, select Use another account to switch users. You can also disconnect GUIDEcx from your AI assistant and authenticate again.

The numbers do not match GUIDE Reports

Ask your assistant which filters it applied.

One common difference is whether completed or canceled projects were included. Compare the result using the same filters in GUIDE Reports 2.0.

My question times out or the results are cut off

Narrow the question.

Try asking for:

A total count
The top 10 results
A shorter date range
Fewer columns or fields
A specific project, owner, customer, or status

Frequently asked questions

Can my AI assistant change GUIDEcx data?

No. GUIDEcx MCP is read-only.

Does the assistant use the same data as GUIDE Reports?

Yes. GUIDEcx MCP reads GUIDE Reports 2.0 analytics data and applies your GUIDEcx access permissions.

Differences in an answer can occur when the assistant applies different filters, so ask it to show the filters or underlying data when you need to compare results.

Can I connect more than one GUIDEcx workspace?

Yes, but each connection reads one workspace. Create another connection and select the other workspace during authorization.

Can the assistant tell me what a customer said in a project message?

No. GUIDEcx MCP can access message activity counts, but not message content.

Does my AI provider receive GUIDEcx data?

Information returned through the connector passes through the AI assistant you are using, just like other information you provide to that assistant.

Your organization's agreement and settings with that AI provider govern how that provider handles the information.

How do I disconnect GUIDEcx?

Remove or disconnect the GUIDEcx connection from your AI assistant's connector or plugin settings.

How do I report a problem?

Contact GUIDEcx Support. Include:

The AI assistant you were using
The question you asked
The result you expected
The result you received

Do not include passwords, authentication tokens, or other sensitive credentials.

Connect GUIDEcx to your AI assistant with MCP