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.

How you connect

Sign in with Agency Handy (recommended). Add the server URL in your assistant and it opens an Agency Handy window. Enter your workspace, sign in, choose the workspace and click Allow. Nothing to copy or paste. Each connection appears in Agency Handy under Settings → Workspace Config → API Key, where you can remove it at any time.

Or use an API key. For tools that can't do OAuth, generate a key in Settings → Workspace Config → API Key and send it as Authorization: Bearer YOUR_API_KEY. The key acts as you, with your role's permissions, in that one workspace.

Related MCP server: ConnectWise Manage MCP Server

Set up your client

Claude (claude.ai and Claude Desktop)

Settings → Connectors → Add custom connector (on claude.ai: Customize → Connectors → Add). Name Agency Handy, URL https://mcp.agencyhandy.com/, then Connect and sign in.

ChatGPT

In developer mode: Settings → Apps & Connectors → Create. URL https://mcp.agencyhandy.com/, authentication OAuth, then sign in with Agency Handy.

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, then run /mcp and choose Authenticate:

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

With an API key instead: claude mcp add --transport http agencyhandy https://mcp.agencyhandy.com/ --header "Authorization: Bearer YOUR_API_KEY"

Cursor

~/.cursor/mcp.json, then click Login next to the server in Cursor's MCP settings:

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

With an API key instead, add "headers": { "Authorization": "Bearer YOUR_API_KEY" }.

VS Code (GitHub Copilot)

.vscode/mcp.json. VS Code asks you to sign in when the server starts:

{
  "servers": {
    "agencyhandy": { "type": "http", "url": "https://mcp.agencyhandy.com/" }
  }
}

Cline and other stdio-only clients

{
  "mcpServers": {
    "agencyhandy": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.agencyhandy.com/"]
    }
  }
}

mcp-remote opens the sign-in in your browser. With an API key instead, add "--header", "Authorization: Bearer ${AGENCYHANDY_API_KEY}" to args and set AGENCYHANDY_API_KEY in env.

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 person who connected, in the one workspace they chose. 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 sign-in screen warns when an app is not verified, and always shows where it will send you back to.

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