PracticPro MCP Server

Connect Claude, ChatGPT, Gemini and other AI assistants to your PracticPro account, and run your business from the chat.

Last updated September 25, 2026

PracticPro runs an official remote MCP (Model Context Protocol) server. Connect it to an AI assistant once, sign in with your PracticPro username, and the assistant can look up and update your contacts, jobs, estimates, invoices, payments and documents in plain English, with exactly the permissions of the user who signed in.

MCP server URL
https://mcp.practicpro.com/mcp

Most assistants need only this URL: add it as a custom connector or custom MCP server, then sign in to PracticPro when the assistant asks. The PracticPro MCP setup guide walks through every assistant step by step and has one-click install links.

What a connected assistant can do

Answer questions about your business

"Show me", "list all", "how many" and "what is overdue" questions across contacts, jobs, estimates, invoices and payments, run against your live records.

Create and update records

Add contacts, jobs, calendar activities and invoices, one at a time or in bulk, through the same actions you use in PracticPro.

Edit estimates and invoices

Read and change the line items on estimates, proposals, contracts and invoices.

Build documents

Create and edit estimates, proposals, contracts and change orders.

Attach files

Upload files of up to 20 MB to a PracticPro record.

Update your website

Edit the content of websites your company hosts with PracticPro.

Explain PracticPro

Answer how-to questions from PracticPro's own help knowledge rather than from memory.

Remember how you work

Save preferences and reusable routines to your account, only when you ask it to.

Things you might ask:

  • "Which invoices are overdue, and who owes the most?"
  • "Create a job for the Garcia kitchen remodel and put a site visit on Tuesday's calendar."
  • "Add two water heaters to the line items on the Oak Street estimate."
  • "Upload these job-site photos to the Miller job."

Connect a chat assistant

Assistant How to connect Availability
Claude Add PracticPro to Claude. Customize, Connectors, add a custom connector with the server URL, then sign in to PracticPro. claude.ai and the Claude desktop app, on every plan including Free (Free allows one custom connector). On Team and Enterprise, an Owner adds it for the organization.
ChatGPT Turn on Developer mode (Settings, Security and login), open Plugins, click +, paste the server URL and choose OAuth. Plus, Pro, Business, Enterprise and Edu, on the web. PracticPro is in review for the ChatGPT plugin directory.
Google Gemini Settings, Connected Apps, then under Custom apps click Add a custom app, paste the server URL and sign in. Type @ in a chat and pick PracticPro. A personal Google account in the US, 18 or over, with Keep Activity on; English only. Once added on the web it also works in the Gemini mobile app.
Grok Connectors, New Connector, Custom, paste the server URL, then sign in. Turn PracticPro on from the tools menu in a chat. A paid Grok plan. On Grok Business or Enterprise, a team admin adds the connector first.
Microsoft Copilot Studio Open your agent, then Tools, Add a tool, New tool, Model Context Protocol. Choose OAuth 2.0 with Dynamic discovery and sign in. Microsoft 365 organizations building Copilot agents.
Perplexity Connectors, +, Add custom connector, set authentication to OAuth 2.0 and sign in. Turn PracticPro on in a thread. Perplexity Pro, Max or Enterprise.
Mistral In chat.mistral.ai, open Connectors, Add Connector, Custom MCP Connector, choose OAuth2.1 and sign in. Every plan, including Free. In a team workspace, only an admin can add custom connectors.
Raycast Add PracticPro to Raycast. Confirm the pre-filled connector, then say "Connect me to PracticPro" in Raycast AI Chat. Mac only, with Raycast Pro.

Connect a coding tool

Run the command or add the configuration, then sign in to PracticPro when the tool asks.

Claude Code

Terminal
claude mcp add --transport http practicpro https://mcp.practicpro.com/mcp

OpenAI Codex

Terminal
codex mcp add practicpro --url https://mcp.practicpro.com/mcp
codex mcp login practicpro

Gemini CLI

Terminal
gemini mcp add --transport http practicpro https://mcp.practicpro.com/mcp

Cursor

Add PracticPro to Cursor installs it in one click. To add it by hand:

.cursor/mcp.json
{
  "mcpServers": {
    "practicpro": {
      "url": "https://mcp.practicpro.com/mcp"
    }
  }
}

VS Code (GitHub Copilot)

Add PracticPro to VS Code installs it in one click. To add it by hand:

.vscode/mcp.json
{
  "servers": {
    "practicpro": {
      "type": "http",
      "url": "https://mcp.practicpro.com/mcp"
    }
  }
}

Windsurf

mcp_config.json
{
  "mcpServers": {
    "practicpro": {
      "serverUrl": "https://mcp.practicpro.com/mcp"
    }
  }
}

Connect an automation platform

  • Zapier: Add an MCP action step, connect a new account with the server URL, and pick the PracticPro tool to run.
  • Make: Add an MCP module, create a connection with the server URL, and the module discovers the PracticPro tools.
  • n8n: Add the MCP Client Tool node, paste the server URL, and connect it to an AI Agent node.

Security and control

  • You sign in with a PracticPro username through OAuth. The assistant never receives your password.
  • The assistant can see and do only what that user's role allows. For tighter control, create a dedicated user with a custom role and connect with it.
  • Access tokens last one hour. A connection unused for 30 days has to sign in again, and every connection expires after 90 days at most.
  • Passwords, security tokens, one-time codes, private keys and full card or bank account numbers stay in the PracticPro interface and are never available through MCP.
  • Before an email is sent, the assistant previews the exact recipients, message and attachments; a changed draft needs a new preview.
  • Disconnect an assistant at any time from your PracticPro account; disconnecting revokes its access.
Your assistant, your agreement. When you connect an outside assistant, its provider receives the data you ask it to work with, under your own agreement with that provider rather than PracticPro's. See AI Data Handling for how PracticPro handles AI and data, and report a security issue to security@practicpro.com.

Technical details

Endpoint
https://mcp.practicpro.com/mcp
Transport
Streamable HTTP. A remote server: nothing to install or host.
MCP protocol versions
2025-11-25, 2025-06-18, 2025-03-26
Authorization
OAuth 2.1 authorization code flow with PKCE (S256). Clients register themselves automatically (dynamic client registration) and the user signs in with their PracticPro username. Metadata is published at https://mcp.practicpro.com/.well-known/oauth-protected-resource and https://mcp.practicpro.com/.well-known/oauth-authorization-server.
Discovery
The server card is listed in the AI Catalog at /.well-known/ai-catalog.json, under the name com.practicpro/practicpro, version 2.1.0.

Questions

Does PracticPro have an MCP server?

Yes. PracticPro runs an official remote MCP (Model Context Protocol) server at https://mcp.practicpro.com/mcp. Any AI assistant that supports remote MCP servers can connect to it, and users sign in with their PracticPro username.

Which AI assistants work with PracticPro?

Chat assistants including Claude, ChatGPT, Google Gemini, Grok, Microsoft Copilot Studio, Perplexity, Mistral and Raycast; coding tools including Claude Code, OpenAI Codex, Gemini CLI, Cursor, VS Code with GitHub Copilot and Windsurf; and automation platforms including Zapier, Make and n8n. Any other client that supports remote MCP servers with OAuth sign-in works too.

What can an AI assistant do in PracticPro?

It can answer questions about your business from your live records, add and update contacts, jobs, calendar activities and invoices, edit line items on estimates and invoices, build estimates, proposals and contracts, upload files of up to 20 MB, edit your PracticPro-hosted website and explain how PracticPro works - all in plain English.

Can the assistant see everything in my PracticPro account?

No. It can see and do only what the PracticPro user who signed in is allowed to by their role. Passwords, security tokens, one-time codes, private keys and full card or bank account numbers are never available through MCP. To limit access further, connect with a dedicated user that has a custom role.

Does connecting an assistant mean AI companies can train on my data?

PracticPro does not use your data to train AI models. When you connect an outside assistant, its provider receives the data you ask it to work with, under your own agreement with that provider, so check that provider's data settings.

How do I disconnect an AI assistant from PracticPro?

Disconnect it from your PracticPro account at any time; that revokes its access. Access tokens also expire after an hour, and every connection has to sign in again after 90 days at most.

New to PracticPro? The MCP server works with a PracticPro account. Book a demo to see the platform, or sign in if you already have one.