AI & MCP
Your Firm Data, Ready for AI
ModernPM's MCP connects your practice management data to the AI tools your firm already uses — so your team can ask better questions, get real answers, and take action with the context that actually matters.
Ask your firm, not a blank chatbot
Your work, clients, projects, time, billing, and deadlines already live in ModernPM. MCP gives approved AI tools a secure way to use that context — no exports, no spreadsheets, no chasing numbers.
Ask things like “What tax projects are at risk this week?” or “Which clients have outstanding WIP over $10,000?”
Get answers grounded in live practice data
Generic AI is useful. AI that understands your firm is powerful. ModernPM MCP gives your assistant the context behind a question — client, engagement, workflow stage, due date, owner, budget, and billing status — so you spend less time hunting and more time deciding.
Get answers grounded in live practice data
Generic AI is useful. AI that understands your firm is powerful. ModernPM MCP gives your assistant the context behind a question — client, engagement, workflow stage, due date, owner, budget, and billing status — so you spend less time hunting and more time deciding.
Move from insight to action
The goal isn't another dashboard or chat window — it's moving work forward. Use ModernPM MCP to surface what needs attention, spot bottlenecks, prepare follow-ups, and support the next best action, all from the systems your team already relies on.
Built for the way modern firms will work
Your firm won't run on one AI tool — it will use a growing set of assistants, agents, and workflows. MCP is the standard connection layer that lets ModernPM plug into that future, without locking your data into another vendor's ecosystem.
Built for the way modern firms will work
ModernPM has always believed your firm should use its own data however it sees fit. Our MCP extends that belief into the AI era — connect the tools you choose, keep ModernPM as the source of truth, and build workflows around how your firm actually operates.
Your data stays your advantage
ModernPM has always believed your firm should use its own data however it sees fit. Our MCP extends that belief into the AI era — connect the tools you choose, keep ModernPM as the source of truth, and build workflows around how your firm actually operates.
Firm-grade security
Built on OAuth 2.1 with scoped, permission-based access — your AI assistant sees exactly what it's allowed to see, nothing more. No bolt-on middleware, no third-party sync. The MCP server runs on the same documented public API that powers our other integrations.
Built for the way modern firms will work
ModernPM has always believed your firm should use its own data however it sees fit. Our MCP extends that belief into the AI era — connect the tools you choose, keep ModernPM as the source of truth, and build workflows around how your firm actually operates.
