📌 Use Case
You want to manage your ManyRequests portal directly from your AI assistant– checking requests, updating statuses, creating invoices, and monitoring your team’s workload– all through natural language without switching between tabs. The ManyRequests MCP server makes it possible by connecting Claude, ChatGPT, or any MCP-compatible AI tool directly to your portal.
What is the MCP Server
MCP stands for Model Context Protocol– an open standard that lets AI assistants securely connect to external tools and take real actions on your behalf. Once you connect the ManyRequests MCP server to your AI assistant, it can read and write data in your portal using plain language instructions.
Note: No tokens or API keys are needed. Authentication is handled through your portal login. ManyRequests never gets access to your AI account or your conversation history.
How to Connect to Claude
The same steps work in the Claude desktop app and claude.ai
In your Claude account, click the + icon, then select Add Connector, and choose Add Custom Connector.
Paste your MCP Server URL: https://[your-portal].manyrequests.com/mcp
Claude will ask you to sign in to your ManyRequests portal. Use your portal login credentials and approve the connection when prompted.
The first time Claude uses the MCP in a conversation, it will ask for permission. Click Allow once or Always allow to proceed.
How to Connect to ChatGPT
Requires a paid ChatGPT plan. The same steps work in the ChatGPT desktop app and at chatgpt.com
Go to Settings→ Apps and Connectors→ Advanced settings and turn on Developer mode.
Back in Apps & Connectors, click Create, name the connector, paste your MCP Server URL, and choose OAuth for authentication.
Sign in to your portal and approve the connection when prompted by ChatGPT.
In a chat, open the +menu, choose Developer mode, and enable the connector.
How to Connect via Claude Code
Run the following command in your terminal:
claude mcp add --transport http --scope user your-agency https://[your-portal].manyrequests.com/mcp
Check If Your Connection Is Working
Once connected, start a new chat and try these prompts to confirm everything is working:
Always Start With a Workspace Check
At the start of every session, ask Claude to orient itself first:
“Which ManyRequests portal am I connected to?”
This loads your portal’s statuses, tags, and team members into context– which Claude needs to resolve names into IDs when creating or updating requests. You only need to do this once per conversation.
What You Can Do with the MCP Server
Managing Requests
The MCP lets you find, read, create, update, and comment on requests– all through natural language.
View open and overdue requests:
“Which requests are overdue?”
“Find all requests assigned to Robin.”
“How many open requests does Cognizant LTD have?”
“What are the latest three requests?”
Read a request in full:
“What’s the status of the illustration request for Julian?”
“Read the conversation on request #684 before I reply to the client.”
Create a request:
“Create a new request for Alex from Another Company LLC for the Blog subscription service titled 'September Content Plan
Update a request:
It updates the request status and provides a link each time. You can simply click the link to open the request directly. As you can see here, the request status has been changed to In Progress.
“Change the status to Pending feedback and assign it to Gabriel.”
“Update the due date of the banner design request to September 15.”
“Change the priority of the illustration request to urgent.”
Comment on a request:
“Leave an internal note on request #696 saying [Client approved the first draft– proceed to the final version].”
“Write a comment on the latest five requests thanking clients for their submissions and letting them know we’re on it.”
Managing Clients and Organizations
Find and view clients:
“Show me all the clients from Nexus Digital.”
“What does Julian’s account look like– what’s open and what’s he subscribed to?”
Create a client:
“Create a new organization called Pleasant Breeze Agency with owner [email protected]– don’t send the invitation email yet”
Update a client:
“Fix the spelling of the client name– it should be “Nickolas, not Nicholas”
Managing Services and Subscriptions
Find services:
“How much does the Blog subscription cost?”
“What fields does the Design subscription request form ask?”
Manage Subscriptions:
“Add one Design Only service to Alex’s account.”
Managing Invoices
Find and View Invoices:
“What invoices do we have for Agency Inc. this month?”
“Read invoice INV-2026000174– what does it charge for?”
Create and Manage Invoices:
“Send a payment reminder to Alex for his pending invoice.”
“Issue invoice INV-2026000174 to the client now.”
Advanced Use Cases for Agencies
Workload Tracker
Get a real-time view of how work is distributed across your team– and spot bottlenecks before they become problems.
“Tell me all the requests Gabriel is currently working on.”
“Which team member has the most open requests right now?”
“Show me the workload for each team member this week.”
Claude generates a visual breakdown of requests per team member and can bulk-reassign work in a single instruction– saving the manual effort of clicking through each request individually.
Forward-looking Capacity Planning
Instead of reacting to a crunch after it hits, use the MCP to forecast upcoming workload and make staffing decisions in advance.
“What’s due for each team member next week?”
“Which team members have the most requests due in the next seven days?”
This gives you a forward-looking view of capacity rather than just a snapshot of what’s currently open– useful for planning before a busy period rather than scrambling during one.
Client Health Status Checker
Identify clients who may be at risk of churning before it’s too late– based on request activity, response patterns, and review scores.
“Show me clients with no activity or responses in the last 7 days”.
“Which clients have the lowest review scores this month?”
“Are there any clients with overdue requests that haven’t been updated in more than a week?”
Invoice Aging and Collection Triage
Rather than a generic list of unpaid invoices, use the MCP to identify which invoices are genuinely overdue and prioritize follow-up accordingly.
This gives you a real collection list, not just a status filter, but a time-based view of what’s actually aging and who needs to be chased.
Tag-Based Service Line Reporting
If your agency uses tags to represent service lines, pods, or teams, the MCP can turn those tags into a reporting dimension– showing how much work each service line generates and how it’s trending.
“How much work did the “SEO Team” tag generate this month?”
“Show me all requests tagged “Design” that are currently in progress?”
Client-Facing Recap Automation
Instead of waiting for clients to ask what’s happening on their account, use the MCP to generate and send proactive monthly summaries– building the kind of transparency that reduces churn before it starts.
“Summarize everything that moved on Agency Inc.’s account this month?”
“Draft a monthly update comment for Cognizant LTD’s most recent request covering what was completed, what’s in progress, and what’s coming next?”
This combines find_activity filtered organization with add_request_comment– turning activity data into a proactive client communication in one prompt.
Custom Reporting and Graphs
Go beyond the built-in ManyRequests reports and generate custom visualizations on demand.
“Create a graph of all requests submitted this year by month.”
“How many requests did each team member complete last month?”
“What happened across the team last month?”
Bulk Actions
Handle repetitive tasks across multiple requests or clients in one instruction instead of clicking through each one.
“Move all requests tagged “SEO Team” that are past due to Pending Feedback.”
“Reassign all unassigned requests to Robin.”
“Send a payment reminder to all clients with pending invoices.”
What the MCP Cannot Do
It’s worth knowing what falls outside the MCP’s scope so you know when to go directly to the portal instead:
Cannot change the billing or credits, or time estimates of a request.
Cannot edit custom field values on an existing request.
Cannot move a client to a different organization.
Cannot refund, delete, or apply a coupon to an invoice.
Cannot cancel a subscription– cancellations must be done from the portal because they involve settling payments.
Cannot upload file attachments– files must be uploaded directly from the portal.
Cannot edit or delete an existing comment– only new comments can be added.
Cannot schedule a comment for later through the MCP
Important Notes Before You Start
The AI resolves names for you– you don’t need IDs. When you say “Alex from Cognizant LTD,” the AI automatically looks up the correct client ID. You don’t need to find or type numeric IDs yourself.
Some actions cannot be undone. Sending an invoice, posting a comment, and creating a client with an invitation email are permanent. The AI will not send anything out unless you specifically ask it to.
Internal vs client-facing comments. When asking the AI to comment on a request, specify whether it should be an internal note (team only) or a client-facing comment. By default, comments are visible to the client.
Draft invoices vs issued invoices. Invoices are created as drafts by default. The AI will not issue an invoice to a client unless you specifically ask it to send or issue it.
The AI can only see what you can see. If a request, client, or invoice doesn’t appear, it may exist but may be outside your permission level in the portal.
Authorized connections are visible to portal admins. Anyone with admin access to your portal can see which AI tools have been authorized under Settings→ Integrations→ MCP Server. They cannot see your conversation or prompts.