MCP Server

The Model Context Protocol lets your AI assistant talk to Shipchart directly. Ask Claude about your revenue, create check-ins from Cursor, or run a weekly review without opening a browser.

Setup guides

Pick your editor and follow the guide to connect in under 5 minutes.

Connect via Claude.ai

Claude.ai and Claude Desktop use OAuth 2.1 for MCP. No manual bearer token is required.

  1. Open Claude.ai, then go to Settings → Connectors.
  2. Click Add custom connector.
  3. Enter your Shipchart MCP URL: https://shipchart.app/mcp.
  4. Click Add to start OAuth.
  5. Sign in to Shipchart and click Authorize on the consent screen.
  6. Return to Claude and start using Shipchart tools in any conversation.

Bearer token setup for Claude Code, Cursor, Windsurf, Codex, and other clients remains unchanged.

Read tools

Require a token with read ability.

Tool Description
dashboard_getPortfolio summary — monthly revenue, project counts, stale projects
projects_listList projects with stage filter, sort, tech stack, and issue tracker info
projects_getFull project detail with brief, metadata, tech stack, deployment, revenue, links, and check-ins
projects_get_contextDeveloper-optimized context dump — everything an agent needs to start working on a project
revenue_listRevenue entries with date range and type filters
checkins_listRecent check-ins with mood and status
ideas_listIdeas with scores and sort options
integrations_listConnected integrations with sync status
goals_list_by_projectGoals for a specific project with progress and status
goals_listAll goals across the portfolio, grouped by scope
goals_portfolioPortfolio-level goals with auto-tracked progress
expenses_listExpenses by project or portfolio with monthly cost totals
financials_summaryFull financial overview — revenue, expenses, and profit

Write tools

Require a token with write ability (or sync for the sync tool).

Tool Description
checkins_createRecord a check-in on a project with mood tracking
revenue_createLog a revenue entry (recurring or one-time) for a project
projects_createCreate a new project in the portfolio
projects_updateUpdate a project's name, description, brief, metadata, stage, or URL
ideas_createCapture an idea in the parking lot with optional scores
ideas_promotePromote an idea to a real project
goals_createSet a goal for a project or across the whole portfolio
goals_update_progressUpdate progress on a manual goal or mark it achieved
expenses_createTrack a recurring or one-time expense for a project or portfolio
integrations_syncTrigger a manual sync for a connected integration

Prompts

Pre-built workflows your AI assistant can run. The first six are built-in; agent:* prompts are dynamically generated from your AI agents.

Prompt Description
weekly-review-promptPortfolio review — stale projects, revenue trends, suggested focus
project-health-check-promptDeep-dive on a specific project — revenue, activity, recommendations
quick-capture-promptRapid check-in session across all active projects
shipchart:initBootstrap a project from codebase context — find/create project, infer stage, and populate context fields
shipchart:discover-contextRefresh context fields for an existing project from codebase analysis
switch-project-promptLoad full project context and get a briefing to start working on a project
agent:{slug}Dynamic per-agent prompt — one for each active AI agent you've created (e.g. agent:growth-advisor)

Resources

MCP resources that provide context to AI assistants.

  • founder://dashboard — Portfolio summary snapshot
  • founder://projects/{id} — Project detail by ID
  • founder://projects/{id}/context — Full developer context for a project (tech stack, issue tracker, deployment, brief)