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How to use the ManyRequests MCP server

Connect Claude, ChatGPT, Cursor or VS Code to your portal and manage requests, clients, services and invoices in plain language.

Written by Gabriel Lecointere

Plan requirement: the MCP server is available on the Pro and Core plans. Only portal admins and admins can connect an AI app to the portal.

Use case: you want to manage your portal from your AI assistant: check requests, update statuses, create invoices and keep an eye on your team's workload, in plain language and without switching tabs. The ManyRequests MCP server connects Claude, ChatGPT or any MCP-compatible AI app to your portal.

What is the MCP server?

MCP (Model Context Protocol) is an open standard that lets AI apps connect to other tools and take actions for you. Once you connect the ManyRequests MCP server, your AI app can read and change data in your portal when you ask it to.

Good to know: there are no tokens or API keys to copy. Your AI app asks you to log in to your portal and approve the connection.

Where to find your server URL

  1. Go to Settings > Integrations and open the MCP server tab.

  2. Under Install, click Copy next to the server URL. It is your portal address followed by /mcp.

    MCP server tab with the Copy button for the server URL highlighted

How to connect Claude

The same steps work in the Claude desktop app and at claude.ai.

  1. In Claude, go to Settings, then Connectors, and click Add custom connector.

  2. Paste your server URL and click Add.

  3. Log in to your portal and approve the connection when Claude asks.

  4. The first time Claude uses the server in a conversation, it asks for permission. Allow it once or always.

How to connect ChatGPT

The same steps work in the ChatGPT desktop app and at chatgpt.com. This requires a paid ChatGPT plan.

  1. Go to Settings, then Apps & Connectors, then Advanced settings, and turn on Developer mode.

  2. Back in Apps & Connectors, click Create, name the connector, paste your server URL and choose OAuth for authentication.

  3. Log in to your portal and approve the connection when ChatGPT asks.

  4. In a chat, open the + menu, choose Developer mode and enable the connector.

How to connect Cursor, VS Code or Claude Code

Under For developers on the MCP server tab:

  • Click Add to Cursor or Add to VS Code to install the server in that editor.

  • For Claude Code, click Copy and run the command in your terminal. It looks like claude mcp add --transport http --scope user your-portal https://your-portal-address/mcp.

For developers section with Add to Cursor, Add to VS Code and the Claude Code command

Check that the connection works

Start a new chat and paste one of the prompts from Try these prompts on the MCP server tab.

Try these prompts section with two example prompts

Start each conversation with a workspace check

Ask "Which ManyRequests portal am I connected to?" first. The AI loads your portal name, plan, statuses, tags and team members, which it needs to turn names into the right records when it creates or updates requests. Once per conversation is enough.

What you can do with the MCP server

The What you get section on the MCP server tab lists every tool the AI can use. Here is what they cover, with example prompts.

Requests

Find, read, create, update and comment on requests.

  • "Which requests are overdue?"

  • "Find all requests assigned to Sam."

  • "How many open requests does Northwind Studio have?"

  • "Read the conversation on request #1007 before I reply to the client."

  • "Create a Design Subscription request for Hannah Brooks titled Spring newsletter header, due next Friday."

  • "Move request #1012 to In progress and assign it to Elena."

  • "Change the priority of the trail map request to high."

  • "Leave an internal note on request #1007: client approved the first draft, go ahead with the final version."

When you update a request, the AI replies with a link so you can open it in the portal. Priority can be low, medium or high.

Clients and organizations

  • "Show me all the clients in Bluebird Bakery."

  • "What does Hannah's account look like: what's open and what is Northwind Studio subscribed to?"

  • "Create an organization called Pinecrest Studio with owner [email protected], and don't send the invitation email yet."

  • "Fix the spelling of the client name: it should be Leo Martins."

Services and subscriptions

  • "How much does the Design Subscription cost?"

  • "What fields does the Landing Page request form ask for?"

  • "Subscribe Copperleaf Coffee to the Content Retainer, monthly."

  • "Add one Website Audit to Harbor & Pine Legal."

Adding a subscription or a one-off service through the MCP server never charges the client. Bill it separately with an invoice if needed.

Invoices

  • "What invoices do we have for Northwind Studio this month?"

  • "Create an invoice for Maria Gonzalez for one Ad Creative Pack."

  • "Send a payment reminder to Grace Liu for her pending invoice."

  • "Mark the invoice for the website audit as paid by bank transfer."

Ideas for agencies

Workload: "Which team member has the most open requests right now?", "Show me the workload for each team member this week as a chart."

Capacity planning: "What's due for each team member next week?", "Who has the most requests due in the next seven days?"

Client health: "Which clients haven't submitted a request in the last two weeks?", "Which clients gave the lowest review scores this month?"

Collections: "Which unpaid invoices are more than 30 days old?"

Tag reporting: "How many requests did the Website tag get this month?", "Show me all requests tagged Urgent that are in progress."

Client recaps: "Summarize everything that moved on Northwind Studio's account this month and post it as a comment on their latest request."

Custom reports: "Create a chart of requests submitted this year by month.", "How many requests did each team member complete last month?"

Bulk actions: "Reassign all unassigned requests to Sam.", "Send a payment reminder to every client with a pending invoice."

What the MCP server cannot do

For these, go to the portal:

  • Change the client, service, billing, credits or time estimates of a request.

  • Change custom field values on an existing request.

  • Move a client to another organization, or delete or restore a client.

  • Refund, edit or delete an invoice, or apply a coupon.

  • Cancel or change a running subscription. Cancelling settles payments, so it is done in the portal.

  • Upload files. Attachments are uploaded in the portal.

  • Edit or delete a comment, or schedule a comment for later.

Before you start

  • You don't need IDs: say "Hannah from Northwind Studio" and the AI looks up the right client.

  • Some actions can't be undone: posting a comment, sending an invoice, marking it paid, sending a payment reminder and creating a client with an invitation email all reach people right away. Ask for exactly what you want.

  • Comments are client-facing by default: say "internal note" when only your team should see it.

  • Invoices start as drafts: the AI only issues an invoice to the client when you ask it to send or issue it.

  • New clients get an invitation by default: say "don't send the invitation" to open the account quietly.

  • Tracked time follows time approval: if time entry approval is on, pending and rejected time is not included in tracked hours.

  • The AI sees what you can see: it works as your user, so anything outside your access stays hidden from it too.

How to see and revoke connections

On the MCP server tab, Authorized connections lists the AI apps you have approved, with when you authorized them and when the access expires. Click Revoke next to a connection, then Confirm, to cut off its access. Each admin sees and manages their own connections.

Prefer automations over chat? See How to connect Zapier to your ManyRequests account.

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