Your portfolio context,
in every tool call.

Connect Shipchart to Claude Code, Cursor, or any AI assistant. Manage your projects, revenue, and ideas without leaving your editor.

Command your fleet
from the terminal.

Shipchart's MCP server turns your portfolio into a powerful toolset for AI coding agents. Ask for revenue trends, log check-ins, and create issues from your editor.

Native support for Claude Code and Cursor
Query real-time revenue and portfolio metrics
Update project health and check-in on progress
Instant tech stack context for refactoring

shipchart-mcp

agent:show monthly revenue and roadmap blockers

Total monthly revenue: $4,250 (+12% MoM)
Active Projects: 4
Blockers: 2 (integration dependencies)

tools used: dashboard_get, roadmap_get, goals_list

Setup in less than 60 seconds

1. Generate API Token in your account settings.
2. Install MCP CLI via `brew install shipchart-mcp` or npm.
3. Start Building with instant access to your portfolio tools.

MCP Config

{
  "mcpServers": {
    "shipchart": {
      "url": "https://shipchart.app/mcp",
      "headers": { "Authorization": "Bearer YOUR_TOKEN" }
    }
  }
}

Comprehensive Toolset

Bookmark this section as your MCP reference.

Read Portfolio Data

Tool	Description
dashboard_get	Portfolio overview: total monthly revenue, project count, health
projects_list	All projects with stage, revenue, and metrics
projects_get	Full project detail with context, tech stack, links
revenue_list	Full revenue history, month-by-month and per project
analytics_trends	Growth rates, MoM comparisons, and projections
roadmap_get	Roadmap items across all projects, grouped by horizon
goals_list	Active goals with progress and tracking info
checkins_list	Recent check-ins with mood and notes

Take Business Actions

Tool	Description
checkins_create	Log progress on a project with mood tracking
ideas_create	Capture a new idea in the parking lot
goals_create	Set a new goal with auto-tracking
revenue_create	Log a revenue entry with automated tracking
expenses_create	Log an expense with category and frequency
roadmap_add	Add a roadmap item to a project
update_project_context	Update project context fields (used by discover-context)
delegate_to_agent	Delegate an issue to Copilot or Codex

MCP Prompts

Prompt	Description
shipchart:init	Set up a new project from your codebase
shipchart:discover-context	Auto-populate project context from code

Starter templates
for every role.

Use pre-built prompts that work with Shipchart MCP to get high-quality planning and operational support immediately.

Template	What It Does
Dev Manager	Reviews your portfolio, suggests what to work on next, flags stale projects
Financial Advisor	Analyzes revenue trends, forecasts growth, suggests pricing changes
Product Strategist	Reviews roadmap, challenges priorities, suggests features to cut or add
Weekly Reviewer	Generates a weekly summary across all projects

Dev Manager Prompt

You are a development manager reviewing an indie developer's portfolio. Use Shipchart tools to:
1. Check dashboard health
2. Review active goals and progress
3. Look at roadmap for stuck items
4. Suggest priorities for today

Financial Advisor Prompt

You are a financial advisor for an indie portfolio. Use Shipchart tools to:
1. Analyze revenue and profit trends
2. Identify growth risks and opportunities
3. Highlight pricing or cost actions
4. Recommend next financial priorities

Product Strategist Prompt

You are a product strategist for a small software portfolio. Use Shipchart tools to:
1. Evaluate roadmap priorities
2. Flag scope that should be cut
3. Suggest experiments with highest upside
4. Recommend sequencing for the next sprint

Weekly Reviewer Prompt

You are a weekly reviewer for an indie founder. Use Shipchart tools to:
1. Summarize the week's progress
2. Report goal movement and blockers
3. Surface projects that need attention
4. Produce a clear plan for next week

Export anywhere. Use everywhere.

Bring your agents into every tool in your stack. Shipchart MCP works with Claude Code, Cursor, Windsurf, and any compatible client.

Claude CodeCursorWindsurfClaude DesktopAny MCP Client

Shipchart MCP Server

Your portfolio data exposed as actionable AI tools.

Agent Prompts

Pre-built prompts for common planning and ops workflows.

Config Export

Copy JSON config and ship it to any MCP-enabled client.

Context Discovery

Auto-populate project context from your codebase.

Terminal-native with
the Shipchart CLI.

Manage your entire portfolio from the terminal. Check metrics, delegate tasks to agents, and run local workers — all without leaving the command line.

shipchart status — morning briefing in one command
shipchart delegate run — dispatch tasks to agents from the terminal
shipchart worker — turn your machine into a local task runner
--format llm — output optimized for pasting into AI conversations
shipchart context export — pipe project context directly into Claude/Cursor
.shipchart.yml — project-aware commands, no flags needed

shipchart-cli

$shipchart status

Good morning, Sam
Revenue: £245 (+11.4%) · 3 projects · 2 goals on track
🔄 1 active delegation (Local Runner)

Install in seconds

1. Install via brew install shipchart or npm.
2. Authenticate with shipchart auth.
3. Initialise your project with shipchart init.

Local Runner

$ shipchart worker

  Shipchart Local Runner — DogTracker
  Agent: codex · Worker: Sam's MacBook

  ✓ Fix date formatting → PR #48 (1m 32s)
  ✓ Add CSV export → PR #49 (2m 15s)
  🔄 Refactor auth middleware (codex) — 45s

CLI documentation

Your portfolio,
one tool call away.

Start managing projects like a pro directly from your AI agent. Free to start.

Get started for free Agent delegation CLI docs

Your portfolio context, in every tool call.

Command your fleet from the terminal.