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Connect Claude to ConsultBase

Your practice, available inside Claude, ChatGPT, Cursor or any app that speaks MCP — read freely, change only with your confirmation.

What it is

ConsultBase runs an MCP server (Model Context Protocol — the open standard AI apps use to talk to other software). Once you connect it, you can ask Claude things like “which invoices are overdue?”, “what’s on my plate today?”, “log two hours on the Acme engagement” or “move my Thursday session with Northwind to Friday” and it works from your real data.

Every request runs as you. The connector only ever sees what your own login sees, and it uses the same tools Ivy uses inside ConsultBase — nearly all of them, with the few exceptions listed under what it cannot do.

Connecting

  1. In Claude, open Settings → Connectors and choose Add custom connector.
  2. Paste this address and save:
    https://myconsultbase.com/api/mcp
  3. Claude sends you to ConsultBase to sign in and approve. Approve once; you can revoke it any time.

ChatGPT, Cursor and other MCP-capable apps use the same address. You can see and disconnect every connected app under Settings → Connected accounts.

What it can do

Reading is safe to ask for freely: nothing changes. Every change is two-step — the first call returns a preview of exactly what will change, the app shows it to you, and only a second call with your confirmation does anything. Tools marked asks first work that way. Where a change reaches someone outside ConsultBase — an email to a client, a booking email, your Google or Outlook calendar or a Zoom meeting — the table says so, and so does the preview. Events from a connected Google or Outlook calendar appear in what it reads and can be changed from here, one date of a repeating event at a time — if you organized them; an invitation you received is answered in your calendar app. Sessions you book, and events and time off you add, go on one of the two: the one you choose in Settings if both are connected.

Your day and what changed

  • consultbase_get_today_overview
    Today's bookings, milestones and invoices due.
  • consultbase_get_upcoming_deadlines
    Milestones coming due across your engagements, soonest first.
  • consultbase_get_whats_new_summary
    What happened recently — bookings, engagements, invoices, messages and documents — without marking anything read.
  • consultbase_list_unread_notifications
    Your unread notifications, with links into ConsultBase.
  • consultbase_get_recent_changes_by_entity
    The recent history of one booking, client, engagement, invoice or document.

Clients

  • consultbase_search_clients
    Find clients by name, company or status.
  • consultbase_get_client_summary
    One client at a glance: engagements, open invoices, recent activity.
  • consultbase_create_client
    asks first
    Adds a client.
  • consultbase_update_client
    asks firsthard to undo
    Changes a client’s name, company, phone or notes.
  • consultbase_update_client_status
    asks first
    Archives a client, or makes them active again.
  • consultbase_invite_client_to_portal
    asks first
    Invites a client to their portal, or re-sends their sign-in link.When you confirm, it emails the client an invitation to their portal.

Engagements, milestones and deliverables

  • consultbase_search_engagements
    Engagements by client, status or date.
  • consultbase_get_active_engagements
    Your engagements with their status, progress and value.
  • consultbase_create_engagement
    asks first
    Starts an engagement for a client.
  • consultbase_update_engagement
    asks firsthard to undo
    Changes an engagement’s name, notes, value or dates.
  • consultbase_update_engagement_phase
    asks first
    Moves an engagement along your pipeline.
  • consultbase_update_engagement_status
    asks first
    Puts an engagement on hold, resumes, completes or cancels it.
  • consultbase_search_milestones
    Milestones by engagement, status or due date.
  • consultbase_create_milestone
    asks first
    Adds a milestone to an engagement.
  • consultbase_update_milestone_status
    asks first
    Moves a milestone. Completing one can draft — and, if you opted in, send — its linked document or invoice; the preview says so.When you confirm, it sends the linked invoice or document if you complete a milestone you set to send automatically.
  • consultbase_search_deliverables
    Deliverables by client, engagement or status.
  • consultbase_create_deliverable
    asks first
    Adds a deliverable to a milestone, as a private draft.
  • consultbase_update_deliverable_status
    asks first
    Submits a deliverable for review, approves it, or asks for a revision.When you confirm, it publishes the deliverable to the client’s portal when you mark it submitted.

Invoices, time and revenue

  • consultbase_get_invoice_status
    Invoices by status, with totals that already include late fees.
  • consultbase_get_revenue_summary
    Collected, outstanding and overdue for a period.
  • consultbase_get_practice_metrics
    Effective hourly rate, realization, billable ratio, days to get paid and client concentration.
  • consultbase_get_client_economics
    Each client’s revenue, hours, effective rate and days to pay, lowest-returning first.
  • consultbase_get_unbilled_time
    Time entries not yet on an invoice.
  • consultbase_create_invoice
    asks first
    Drafts an invoice. It stays a draft until you send it.
  • consultbase_create_draft_invoice
    asks first
    Drafts an invoice from a client’s unbilled time.
  • consultbase_send_invoice
    asks firsthard to undo
    Sends a draft invoice, exactly as the Send button in ConsultBase does.When you confirm, it emails the invoice to the client, with a link to pay it.
  • consultbase_mark_invoice_paid
    asks firsthard to undo
    Records a payment against an invoice.
  • consultbase_log_time_entry
    asks first
    Adds a time entry to an engagement.
  • consultbase_mark_time_entries_billed
    asks firsthard to undo
    Marks time entries as billed, when you invoiced them some other way.

Documents and files

  • consultbase_search_proposals
    Proposals, MSAs, SOWs and other documents by status.
  • consultbase_get_document_terms
    How a document is paid: fees, schedule and any recurring billing.
  • consultbase_open_document_generator
    Links you to the right document generator, ready for a client.
  • consultbase_create_proposal
    asks first
    Creates a draft proposal for a client.
  • consultbase_update_proposal
    asks first
    Changes a document’s title, expiry date or engagement — and its client while it is still a draft.
  • consultbase_send_proposal
    asks firsthard to undo
    Sends a draft proposal or agreement, exactly as the Send button in ConsultBase does.When you confirm, it emails the document to the client; if it carries recurring billing, signing it starts that schedule.
  • consultbase_search_documents
    Files stored against your clients, whether they are shared, and whether the client has opened them.
  • consultbase_update_document_visibility
    asks first
    Shares a file to a client’s portal, or makes it private again.When you confirm, it shows the file in the client’s portal when you share it.

Calendar and bookings

  • consultbase_get_calendar_events
    Your calendar between two dates, including events from a connected Google or Outlook calendar.
  • consultbase_check_availability
    Open times on a date.
  • consultbase_get_availability
    Your weekly working hours.
  • consultbase_create_calendar_event
    asks first
    Adds an event to your ConsultBase calendar, and to your Google Calendar or Outlook calendar when one is connected (no guests are invited).When you confirm, it puts the event on your Google Calendar or Outlook calendar too (the one your sessions go on), with no guests.
  • consultbase_update_calendar_event
    asks first
    Changes an event’s title, time or description — in Google Calendar or Outlook too when the event lives there and you organized it. Outlook emails its guests the update.When you confirm, it changes the event in your Google Calendar or Outlook calendar too, where anyone on the invite sees the change (Outlook also emails them the update).
  • consultbase_block_time
    asks first
    Blocks a day, or part of one, so nobody can book it, and shows it on your Google Calendar or Outlook calendar.When you confirm, it puts the time off on your Google Calendar or Outlook calendar too (the one your sessions go on).
  • consultbase_update_availability
    asks firsthard to undo
    Replaces your weekly working hours.
  • consultbase_search_bookings
    Upcoming and past bookings.
  • consultbase_get_upcoming_bookings
    Bookings coming up, with their meeting links.
  • consultbase_create_booking
    asks first
    Books a session with a client: emails them a confirmation with a calendar invite, makes the Zoom or Google Meet link and puts the session on your Google or Outlook calendar.When you confirm, it emails the client a booking confirmation with a calendar invite, makes the session’s Zoom or Google Meet link and puts it on your Google or Outlook calendar.
  • consultbase_reschedule_booking
    asks first
    Moves a booking to a new time — and its event on your Google or Outlook calendar, and its Zoom meeting — and emails the client the new time.When you confirm, it emails the booker the new time with a calendar invite (unless send_notification is false) and moves the session on your Google or Outlook calendar and its Zoom meeting.
  • consultbase_cancel_booking
    asks firsthard to undo
    Cancels a booking, takes it off your Google or Outlook calendar, removes its Zoom meeting and emails the client.When you confirm, it emails the booker a cancellation (unless send_notification is false) and removes the session from your Google or Outlook calendar and its Zoom meeting.
  • consultbase_add_booking_to_clients
    asks first
    Turns someone who booked you into a client.
  • consultbase_get_session_types
    The sessions people can book with you.
  • consultbase_create_session_type
    asks first
    Adds a session type to your booking page.
  • consultbase_update_session_type
    asks first
    Changes a session type’s name, length, description or location.
  • consultbase_toggle_session_type
    asks first
    Shows or hides a session type on your booking page.
  • consultbase_get_booking_settings
    Your booking page settings.
  • consultbase_update_booking_settings
    asks first
    Turns your booking page on or off and changes its welcome message, booking window and notice. Its address is changed in ConsultBase.

Messages

  • consultbase_get_recent_messages
    The latest portal messages from clients.
  • consultbase_send_message
    asks first
    Sends a client a message in their portal.When you confirm, it posts the message to the client’s portal and emails them a notification.

Your practice

  • consultbase_get_practice_settings
    Your business details, invoice defaults, late-fee policy and plan.
  • consultbase_share_feedback_with_team
    asks first
    Passes a note — a problem, a question, an idea — to the ConsultBase team.When you confirm, it sends your note to the ConsultBase team, with your name and email so they can reply.

What it cannot do

These stay in ConsultBase, where the record is in front of you:

  • Void an invoice. Voiding can’t be undone.
  • Waive late fees. It gives up money a client owes you.
  • Write off the rest of a part-paid invoice. It gives up money a client owes you.
  • Send a one-off payment reminder. Automatic reminders keep running; a one-off reminder goes from the invoice in ConsultBase.
  • Change your practice settings — business name and email, branding, invoice defaults and late-fee rules — which every client sees.
  • Move an engagement, with its milestones and history, to a different client.
  • Show a client’s private portal link. That link opens their invoices, documents and saved card by itself, so it stays in ConsultBase rather than in a chat transcript.
  • Delete a calendar event. Google emails every guest a cancellation, and ConsultBase can’t show you the guest list first.
  • Change a client’s email address or your booking-page address. Links people already hold point there, so both are changed in ConsultBase.
  • See another consultant’s data, ever. Access is your login, scoped by the same rules as the app.

Security

  • Connections use OAuth 2.1 with PKCE. ConsultBase never sees a password from the AI app, and the app never sees yours.
  • Tokens are short-lived and tied to the app that requested them. Revoking a connection stops it from reconnecting at once; a token it already holds keeps working until it expires, within the hour.
  • Changes are logged the same way Ivy’s are, and limited to 30confirmed changes an hour through AI connectors, separate from Ivy’s own limit.
  • Keep your AI app’s approval prompt on for ConsultBase’s changes rather than setting them to always allow. Then every change waits for your click as well as the preview.
  • The connector is available on plans that include Ivy. You can connect on any plan; tool calls tell you if an upgrade is needed.

For developers

Streamable HTTP transport at https://myconsultbase.com/api/mcp. Authorization follows RFC 9728: the protected-resource metadata is at /.well-known/oauth-protected-resource/api/mcp and names the authorization server, which supports dynamic client registration. Unauthenticated requests receive a 401 with a WWW-Authenticate challenge pointing there, so any compliant client discovers the flow on its own.

Support

Questions or an app that will not connect? Write to support@myconsultbase.com. We typically respond within 24 hours on business days.

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