Agency Handy MCP server

Connect an AI assistant to your Agency Handy workspace. Ask about clients, leads, projects, tasks, tickets, invoices and proposals, or create and update them, from Claude, Cursor, VS Code, Cline and other MCP clients.

The server is hosted by Agency Handy. This repository holds the connection instructions and the registry listing; there is nothing to install or run yourself.

Get an API key

In Agency Handy, open Settings → Workspace Config → API Key and generate a key. The key acts as you, with your role's permissions, in that one workspace. Delete it on the same screen to cut off access at once.

Related MCP server: ConnectWise Manage MCP Server

Set up your client

Replace YOUR_API_KEY with your key.

Claude Code

Install the plugin, which also adds a usage skill and asks you to confirm before anything is sent to a client or deleted:

/plugin marketplace add AgencyHandy/claude-plugins
/plugin install agencyhandy@agencyhandy

Or add the server directly:

claude mcp add --transport http agencyhandy https://mcp.agencyhandy.com/ --header "Authorization: Bearer YOUR_API_KEY"

Cursor

~/.cursor/mcp.json:

{
  "mcpServers": {
    "agencyhandy": {
      "url": "https://mcp.agencyhandy.com/",
      "headers": { "Authorization": "Bearer YOUR_API_KEY" }
    }
  }
}

VS Code (GitHub Copilot)

.vscode/mcp.json:

{
  "inputs": [
    { "type": "promptString", "id": "agencyhandy-key", "description": "Agency Handy API key", "password": true }
  ],
  "servers": {
    "agencyhandy": {
      "type": "http",
      "url": "https://mcp.agencyhandy.com/",
      "headers": { "Authorization": "Bearer ${input:agencyhandy-key}" }
    }
  }
}

Claude Desktop, Cline and other stdio-only clients

{
  "mcpServers": {
    "agencyhandy": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.agencyhandy.com/", "--header", "Authorization: Bearer ${AGENCYHANDY_API_KEY}"],
      "env": { "AGENCYHANDY_API_KEY": "YOUR_API_KEY" }
    }
  }
}

What it can do

About 100 tools, all starting with ah_:

• Read: clients, leads, client companies, projects and their tasks, tickets, comments, time entries, invoices, proposals, orders, subscriptions, services, forms, custom fields, webhooks, chat.

• Owner insights: ah_dashboard_digest, ah_cash_risk (overdue and at-risk invoices), ah_client_churn_risk.

• Write: create and update leads, clients, tasks, tickets, comments, invoices, proposals, orders and services; assign work and change status.

• Send: ah_invoice_send, ah_proposal_send and ah_client_invite email your clients.

Start a session with ah_health and read the ah://full-context resource for the data model.

Safety

Everything runs with the permissions of the API key's owner in one workspace. Tools that email clients or delete data change real customer data, so check what the assistant proposes before you confirm it. The Claude Code plugin always asks before those actions.

The hosted server does not store your workspace data. It keeps short request logs (tool, timing, member and workspace IDs, IP address, errors with keys removed) for up to 14 days. See the privacy policy.

Support

agencyhandy.com/contact-us · support@agencyhandy.com