Model Context Protocol (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.

*Receiving client payments - typical credit card and ACH fees apply

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 live context—without exporting reports, copying spreadsheets, or asking someone to "pull the numbers."

Ask question like:

"What tax projects are at risk this week?"

"Which clients have outstanding WIP over $10,000?"

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Get answers grounded in live practice data

Generic AI is useful. AI that understands your firm... powerful.

ModernPM MCP gives your AI assistant the relevant context behind a question: the client, engagement, workflow stage, due date, owner, budget, and billing status. That means less time hunting for answers—and more confidence in the answer you receive.

Move from insight to action

The goal is not another dashboard or another chat window. It is helping your team move work forward. Use ModernPM MCP to surface the work that needs attention, identify 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 will not run on one AI tool. It will use a growing set of assistants, agents, internal tools, and workflows.

MCP is the standard connection layer that lets ModernPM participate in that future. It gives your firm a cleaner way to connect AI to its system of record—without locking your data into another vendor's ecosystem.

Your data stays your advantage

ModernPM has always believed your firm should be able to use its own data however it sees fit. Our MCP extends that belief into the AI era.

Connect the tools your firm chooses. Keep ModernPM as the source of truth. Build smarter workflows around the way your firm actually operates.

Firm-grade security

Built on OAuth 2.1 with scoped, permission-based access—your AI assistant sees exactly what you're allowed to see in ModernPM, nothing more. No bolt-on middleware, no third-party sync. The MCP server runs on the same documented, public API that powers our integrations—one source of truth, fully documented at our developer portal.