MCP 1Klient PSA MCP Server
Your AI tool is only as useful as the data it can see. Right now it can't see Klient PSA. MCP1 fixes that.
Your AI. Live Klient PSA data.
One connection.
MCP1 is a Model Context Protocol server that runs outside Salesforce and bridges any AI to your live Klient PSA data. Claude, GPT-4, Gemini, Cursor — connect once and query projects, tasks, assignments, and timesheets. Update project statuses and task details. Log time. Generate reports from dynamic SOQL queries. All access is enforced by your Salesforce permission sets — no one sees more than they should.
Why Your AI Tools Can't Help Without Live Data
AI tools are only as useful as the data they can see. These numbers show the cost of AI that works without context.
- AI tools are only as useful as the data they can see.
Industry research cited above is drawn from independent studies. Numbers reflect industry-wide averages — individual results vary by team size, tool stack, and existing process maturity.
One Connection. Every AI. Live Klient PSA Data.
Connect any AI to live Klient PSA data. Query, log time, update records, run reports — all under Salesforce security.
MCP1 is a Salesforce-native MCP server that exposes Klient PSA data to any MCP-compatible AI model. $1,000 one-time. No Flex Credits. No per-query cost. No stale exports.
🔌 Connect Any AI — Claude, GPT-4, Gemini, Cursor, any MCP-compatible client
MCP1 implements the Model Context Protocol — the open standard for connecting AI tools to external data. Point your AI client at the MCP1 endpoint, authenticate with your Salesforce connected app credentials, and the connection is live. Configure once — every MCP-compatible AI your team uses shares the same live Klient PSA connection.
🔍 Query Projects & Tasks — natural language, live answers
Ask your AI any question about your Klient PSA data. No SOQL knowledge needed. No report names. No field API names. The AI translates the question, queries Klient PSA through MCP1, and returns a direct answer — live, in the same conversation. Projects, tasks, assignments, overdue items, resource utilization — all queryable in plain language.
✏️ Update Project & Task — status, details, assignments
Tell your AI to update a project status, change a task detail, or reassign work — and MCP1 executes it in Klient PSA on your explicit instruction. Never autonomously. You instruct, it confirms, you approve, the record updates. Update a project status after a call without opening Klient PSA. Reassign a task from a Slack conversation. The action happens in Klient PSA — you never left your AI.
⏱️ Log Time — from your AI, directly into Klient PSA
Log time without switching tabs. Tell your AI what you worked on, how long, and on which project or task. MCP1 prepares the entry, shows it to you for confirmation, and writes it to Klient PSA only when you approve. No copy-paste. No context switch. The entry hits Klient PSA as a standard time record — your existing billing and approval workflow takes it from there.
📊 Dynamic SOQL Reports — generate any report from a natural language prompt
MCP1 can execute dynamic SOQL queries against your Klient PSA data — so your AI can generate any report you can describe. Ask for all projects over budget this quarter, all resources over 100% utilization, all tasks not started with a due date this week. The AI writes the SOQL, MCP1 runs it against your live org, and returns the result in seconds. No report builder. No waiting for IT.
🔒 Salesforce Security — your permission sets apply automatically
MCP1 does not bypass Salesforce security. Every query and every write-back runs under the authenticated user's Salesforce profile and permission sets. If a user cannot see a record in Klient PSA, their AI cannot see it through MCP1. If a user cannot edit a field, their AI cannot edit it either. Your data governance, field-level security, and record sharing rules all apply — automatically, without additional configuration.
- Projects
- Tasks & owners
- SPI / CPI / RPI Snap metrics
- Resource assignments
- Time entries
- Natural language queries
- Time logging (with approval)
- Project & task updates (with approval)
- Dynamic SOQL reports
- Salesforce permission-enforced access
Is MCP1 Safe to Run in My Salesforce Org?
MCP1 reads and writes exactly what you instruct it to. It never acts autonomously. Write-back requires explicit human confirmation every time.
What Do People Ask About MCP1?
What AI tools does MCP1 work with?
MCP1 works with any MCP-compatible AI client. That includes Claude, GPT-4, Gemini, Cursor, and any other tool that implements the Model Context Protocol standard. If your AI tool supports MCP, it works with MCP1. The protocol is open — adoption is growing rapidly across AI tooling.
Can MCP1 write back to Klient PSA or is it read-only?
MCP1 supports both reading and writing. It can create tasks, log time, and update records in Klient PSA. All write-back actions require explicit human instruction — MCP1 confirms before executing. It never writes autonomously. You direct it; it acts on your confirmation only.
Does MCP1 work without Agentforce?
Yes. MCP1 is not an Agentforce agent. It is a Model Context Protocol server that runs outside Salesforce and connects to Klient PSA through the Salesforce API. No Agentforce license is required. No Flex Credits are consumed. MCP1 is a separate product category — an MCP server, not an autonomous agent.
Is MCP1 the same as the Klient PSA AI agents?
No. The Klient PSA AI agents are Agentforce agents that operate autonomously within Klient PSA workflows — they proactively draft documents, send notifications, and create records. MCP1 is a data bridge — it exposes Klient PSA data to external AI models through the Model Context Protocol. They serve different purposes and can complement each other.
What Klient PSA data can MCP1 access?
MCP1 V1 exposes projects, tasks and owners, resource assignments, SPI/CPI/RPI Snap metrics, time entries. The endpoints are fixed at V1. If Snap is installed, MCP1 also surfaces health metrics per project. Additional objects may be added in future versions — V1 exposes exactly what's listed on this page.
Is MCP1 a subscription or one-time?
One-time. $1,000 USD once. MCP1 does not consume Flex Credits — there is no per-query cost. Connect once, query forever at no additional execution cost. No Agentforce license required. No Salesforce add-on required beyond a connected app.