Easy8 MCP: Bring your project management into your AI assistant
Connect Claude, Microsoft Copilot Studio and other AI assistants to Easy8. Ask about your tasks, update them and log time from the chat, using live Easy8 data and only the access you already have.
How to use Easy8 MCP in your daily work
Know what's on your plate
Ask your assistant what you're working on and get your Easy8 tasks with links, filtered the way you need. Prepare for stand-up in seconds instead of clicking through filters.
Key features:
- List tasks by project, assignee, status or other filters.
- See the projects you have access to.
- Find colleagues to assign work to.
- Get a quick overview before stand-up or a status meeting.
Update work without switching tools
Create tasks, change their status or fields and add notes directly from the chat. Your assistant makes the change in Easy8 and every update appears in the task history under your name.
Key features:
- Create a task from a conversation or a meeting summary.
- Change status, assignee or other fields.
- Add notes and comments to a task.
- Triage and route incoming tickets to the right person.
Log time where you work
Create tasks, change their status or fields and add notes directly from the chat. Your assistant makes the change in Easy8 and every update appears in the task history under your name.
Key features:
- Create a task from a conversation or a meeting summary.
- Change status, assignee or other fields.
- Add notes and comments to a task.
- Triage and route incoming tickets to the right person.
Summarise tasks and attachments
Ask for a summary of a task's comments and attachments and get the main points in seconds. Useful when you pick up a task with a long history.
Key features:
- Summarise long comment threads.
- Read attached documents and pull out what matters.
- Ask follow-up questions about the same task.
Follow up on sales
Find CRM opportunities that need attention, such as deals with no recent sales activity. Available when your Easy8 includes the CRM module.
Key features:
- Find opportunities without sales activity.
- Review accounts and open opportunities.
- Prepare follow-ups from the chat.
Automate repeatable work
Use Easy8 MCP in your automation and agent workflows, not just in chat. Create a skill for repeatable WorkOps tasks and let agents handle them for you.
Key features:
- Connect Easy8 to agent tools such as Claude Code.
- Script repeatable WorkOps tasks in pipelines.
- Build workflows with n8n.
3 steps how to connect Easy8 MCP
1) Your admin turns it on
An Easy8 administrator enables MCP in Administration, Settings, AI. Every Easy8 instance has its MCP server built in.
2) Connect your assistant
Add your Easy8 address followed by /mcp to yourAI assistant, for example as a custom connector in Claude. Sign in to Easy8 and confirm access.
3) Ask in plain language
Ask your assistant about your work or tell it what to change. It uses Easy8 tools to read live data and make updates.
Use the AI assistant your team already has
Claude
Add Easy8 as a custom connector in Claude on the web or desktop.
Claude Code
Work with Easy8 tasks and projects from the command line.
Microsoft Copilot Studio
Connect with OAuth 2.0 and use Easy8 in your Copilot agents.
Other MCP clients
Any tool that supports MCP and an API key can connect.
AI access on your terms
Your permissions, nothing more
The assistant acts as the signed-in user and sees only what you may see. The AI gains no special privileges.
Read-only when you want it
Administrators can limit each connected assistant to read-only or MCP-only access, on top of user permissions.
Every change on record
Changes made through an assistant appear in Easy8 history under the user's name, like any other edit.
Built into every Easy8 instance
Easy8 MCP is part of Easy8. Your administrator turns it on in a few clicks. Module-specific tools, such as CRM, are available when your Easy8 includes that module.
