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?” or “log two hours on the Acme engagement” 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 exactly the same tools Ivy uses inside ConsultBase — a curated set, not the whole product.
Connecting
- In Claude, open Settings → Connectors and choose Add custom connector.
- Paste this address and save:
https://myconsultbase.com/api/mcp - 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
Read tools are safe to call freely. Nothing is changed.
| Tool | What it does |
|---|---|
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_search_engagements | Engagements by client, status or date. |
consultbase_search_milestones | Milestones by engagement, status or due date. |
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_unbilled_time | Time entries not yet on an invoice. |
consultbase_search_bookings | Upcoming and past bookings. |
consultbase_search_proposals | Proposals, MSAs, SOWs and other documents by status. |
consultbase_get_recent_messages | The latest portal messages from clients. |
consultbase_get_today_overview | Today's bookings, milestones and invoices due. |
Write tools are two-step. The first call returns a preview of exactly what will change; the app shows it to you; only a second call with your confirmation does anything.
| Tool | What it does |
|---|---|
consultbase_create_invoice | Drafts an invoice. It stays a draft until you send it from ConsultBase. |
consultbase_mark_invoice_paidmoney | Records a payment against an invoice. |
consultbase_update_milestone_status | Moves a milestone. Completing one can draft — and, if you opted in, send — its linked document or invoice; the preview says so. |
consultbase_log_time_entry | Adds a time entry to an engagement. |
consultbase_send_message | Posts a message to the client's portal and notifies them. |
What it cannot do
- Email your clients. Sending invoices, documents and payment reminders stays inside ConsultBase, where you press the button. (The one client-facing tool,
send_message, posts to the client’s portal and notifies them — after your confirmation.) - Void invoices, waive late fees, or change your practice settings.
- Create, edit or delete clients; cancel or reschedule bookings.
- 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 signs that app out immediately.
- Writes are rate-limited and logged the same way Ivy’s are.
- 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.