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What Claude, ChatGPT, and other assistants can do in Kineo

Kineo's MCP server gives a connected assistant 131 tools for your projects, billing, project email, and reviews. Each one works in your active workspace with your account's permissions.

Connect Claude, ChatGPT, or another assistant

Any assistant that supports MCP connectors can use Kineo. Setup takes three steps.

  1. 1In your assistant's connector settings, add a custom connector with the address https://app.kineoworks.com/mcp.
  2. 2Sign in to Kineo when it asks, and approve the connection.
  3. 3Ask for what you need. It works in your active workspace, with your account's permissions.
Workspace

Search, people, and clients

  • Workspaces

    See which workspaces you belong to, check the active one, and switch between them.

    • list_workspaces
    • get_active_workspace
    • switch_workspace

  • Search

    Search the whole workspace in one query: projects, documents, tasks, reviews, clients, contacts, email, invoices, contracts, and more.

    • search

  • Members and invitations

    List the people in the workspace and email an invitation to someone new.

    • list_workspace_members
    • create_invitation

  • Clients

    List, view, add, and edit clients.

    • list_clients
    • get_client
    • create_client
    • edit_client

  • Contacts

    List, view, add, and edit contacts, and manage contact types.

    • list_contacts
    • get_contact
    • create_contact
    • edit_contact
    • list_contact_types
    • create_contact_type
    • edit_contact_type
    • delete_contact_type

  • Context

    Know who is asking, their local time and time zone, and which workspace is active.

    • get_request_context
    • get_page_context
Manage

Projects and documents

  • Projects

    List, view, create, and edit projects, summarize what needs attention on a project, and see who on the team is carrying which tasks.

    • list_projects
    • get_project
    • create_project
    • edit_project
    • get_project_brief
    • get_project_workload

  • Phases and sets

    List, view, create, and edit phases and drawing sets.

    • list_phases
    • get_phase
    • create_phase
    • edit_phase
    • list_sets
    • get_set
    • create_set
    • edit_set

  • Documents

    List, view, create, and edit documents, add the next revision, and manage document types.

    • list_documents
    • get_document
    • create_document
    • edit_document
    • create_revision
    • create_document_type
    • edit_document_type

  • Board

    Move documents between board columns, and add, rename, recolor, reorder, or remove columns.

    • move_document
    • list_document_stages
    • create_document_stage
    • edit_document_stage
    • edit_document_stages
    • delete_document_stage

  • Tasks and comments

    List, view, create, edit, and reassign tasks, and comment on documents, tasks, and files.

    • list_tasks
    • get_task
    • create_task
    • edit_task
    • reassign_tasks
    • create_comment
    • edit_comment

  • Files and folders

    List and view files and folders, upload files to a document, create folders, and rename or move files.

    • list_files
    • get_file
    • create_file
    • edit_file
    • list_folders
    • get_folder
    • create_folder
    • edit_folder

  • Proposals

    List and view proposals, draft and edit them, attach files, and copy a rejected proposal into a new draft.

    • list_proposals
    • get_proposal
    • create_proposal
    • edit_proposal
    • duplicate_proposal
    • create_proposal_attachment
Bill

Contracts, invoices, time, and rates

  • Contracts

    List and view billing contracts, and draft and edit them, including billable phases and fee lines with rates, markup, and retainage.

    • list_billing_contracts
    • get_billing_contract
    • create_billing_contract
    • edit_billing_contract
    • create_billable_phase
    • edit_billable_phase
    • create_contract_fee_line
    • edit_contract_fee_line

  • Change orders

    Draft, edit, and approve change orders.

    • create_change_order
    • edit_change_order
    • approve_change_order

  • Invoices

    List and view invoices, draft an invoice from a contract or from scratch, edit drafts and their lines, draft credit notes, and record payments received. Your team issues and sends them from Kineo.

    • list_invoices
    • get_invoice
    • create_invoice
    • edit_invoice
    • create_invoice_line
    • edit_invoice_line
    • create_credit_note
    • record_invoice_payment

  • Time

    List and view time entries, and add or edit your own, one entry at a time or a whole week at once.

    • list_time_entries
    • get_time_entry
    • create_time_entry
    • create_time_entries
    • edit_time_entry
    • edit_time_entries

  • Expenses and vendors

    List and view expenses, log and edit project expenses, and look up vendors.

    • list_expenses
    • get_expense
    • create_expense
    • edit_expense
    • list_vendors
    • get_vendor

  • Rates

    List, view, create, and edit labor categories, rate tables, and project rate overrides.

    • list_labor_categories
    • get_labor_category
    • create_labor_category
    • edit_labor_category
    • list_labor_rate_tables
    • get_labor_rate_table
    • create_labor_rate_table
    • edit_labor_rate_table
    • list_project_labor_rates
    • get_project_labor_rate
    • create_project_labor_rate
    • edit_project_labor_rate

  • Accounting

    Check the QuickBooks Online connection, sync health, and invoice item mappings.

    • get_accounting_overview
Assistant

Project email and assistant usage

  • Project email

    See which email needs attention, search messages and their attachments, read a message, and see the actions suggested from it.

    • get_communication_overview
    • list_messages
    • list_communication
    • get_communication
    • get_message_attachment
    • list_message_effects

  • Assistant usage

    Check how much of the workspace's assistant allowance is used, and list recent assistant activity.

    • get_assistant_usage
    • list_assistant_activity
Review

Reviews and checklists

  • Reviews

    List and view reviews, start a review on a document from checklist templates, and attach files to it.

    • list_reviews
    • get_review
    • create_review
    • create_review_attachment

  • Review items

    List and view a review's checklist items and their decisions, and edit an item's name or description. Reviewers decide each item themselves.

    • list_review_items
    • get_review_item
    • edit_review_item

  • Checklist templates

    List, view, draft, and edit checklist templates.

    • list_checklist_templates
    • get_checklist_template
    • create_checklist_template
    • edit_checklist_template

Common questions

Claude, ChatGPT, and other assistants and tools that support MCP connectors with sign-in. Add a connector with the address https://app.kineoworks.com/mcp and sign in to Kineo.

Try Kineo on a project you're working on now

Set up a project with its contract and phases, invite your team, and give the assistant some of the routine work. Your first 14 days are free, with every feature included.

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