You're about to walk into a client meeting. You want to know how their live jobs are tracking, what's been billed this year and what's due next week. The answers are all in Synergist, but pulling them together means opening several screens and reports.
With Synergist MCP, you just ask your agency's AI chat. Ask a question in plain English and get an answer based on your own agency data.
It's a new way to connect Synergist to the AI assistants your team already uses, including ChatGPT, Claude and Microsoft Copilot.
Like every AI feature in Synergist, it's built around how agencies actually work, to help you deliver better and stay profitable, not just to save a few clicks.
How Synergist MCP works
Connect your AI assistant
MCP stands for Model Context Protocol, a standard way for AI assistants to connect securely to business systems like Synergist.
Ask in plain English
Ask the way you'd ask a colleague. For example, "How many hours have we spent on Job 1234 compared with our estimate?" or "What's next month's utilisation looking like based on current bookings?"
Get clear answers
The assistant pulls the relevant information from across Synergist and presents it in a clear, conversational way.
Questions for every role
As Synergist MCP develops, everyone in your agency will be able to ask the questions that matter to their job.
Account managers: "What do I need to know before my meeting with Client X?" "Which of my clients have work finishing in the next 30 days?"
Project managers: "What needs my attention today?" "Which jobs are running over estimate?"
Resource managers: "Who's available next week?" "show me everyone under 70% utilised this month."
Finance: "What's currently available to invoice?" "Which jobs are below 30%?"
Leadership: "How's the business doing this month?" "Where are we making the most money?"
Secure by design
Synergist MCP is designed to respect the access permissions you already have in Synergist, so people only see what they're allowed to see.
What it means for your agency
• Less time searching. One question instead of several screens and reports.
• Answers you can trust. Based on your own Synergist data.
• Insight for everyone. Everyone gets the answers they need, not just the people who know where to look.
This is just the start
The first version is read-only: it finds and presents information, but it can't change anything. Over time, Synergist MCP will grow in two directions:
• Deeper answers. Explaining why something is happening and advising what to look at next.
• Two-way control. Acting in Synergist straight from your AI chat, like creating a job, updating a budget or logging time, within the permissions you set.
Your agency data. Your questions. Clearer answers.
When it's coming
The first version of Synergist MCP is planned for our next release in early 2027, with more capabilities to follow. It arrives alongside AI Brief Builder, Job Health and AI Timesheets.
See everything that's coming on our roadmap. Read where Synergist is heading next