Plutio MCP server

Manage Plutio clients, projects, tasks, time entries and invoices. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect PlutioFree 50 tool calls / monthPro $9/mo · $90/yr · pricing41 tools

What can I ask?

Turn on the Plutio connector, then ask in plain words. The AI picks the tools.

What you can do with Plutio in Claude and ChatGPT

For freelancers and teams that manage client work in Plutio.

Review project progress and overdue tasks

The AI reads projects and their tasks, checks project status and due dates, and identifies overdue work for a client or project.

Review outstanding invoices

The AI reads invoice status, amounts paid and due dates, then checks associated transactions to help you review outstanding client balances.

Create a client and a project

The AI adds a client record and creates a project for that client after you confirm the details.

Changes data

Record time against a task

The AI reads a task to check its project, then records the duration you provide against that task after confirmation.

Changes data

Prepare a draft invoice with line items

The AI creates a draft invoice for a person or company and adds its initial line items after you confirm the details. The invoice is not emailed and cannot yet be paid.

Changes data

Read a proposal or contract

The AI finds a proposal or contract and retrieves its content blocks so you can review the written terms alongside its status.

How do I connect Plutio?

Before you connect

The login page asks for your Workspace subdomain, Client ID and Client Secret.

In Plutio open Settings → API and create an API client; copy its Client ID and Client Secret. The workspace is the first part of your Plutio address (acme for acme.plutio.com). The client acts with the access of the person who created it, and your secret is used only to call the Plutio API on your behalf.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name Plutio and this URL, then click Add:
    https://plutio.usefulapi.io/mcp
  3. Claude opens the login page: enter your Workspace subdomain, Client ID and Client Secret.
  4. In a chat, click + → Connectors and turn on Plutio.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name Plutio and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://plutio.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your Workspace subdomain, Client ID and Client Secret.
  4. In Plugins, install Plutio, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http plutio https://plutio.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "plutio": {
      "url": "https://plutio.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "plutio": {
      "type": "http",
      "url": "https://plutio.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add plutio --url https://plutio.usefulapi.io/mcp
codex mcp login plutio

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://plutio.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Workspace subdomain, Client ID and Client Secret. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper workspace$9/mo · $90/yr10,000 tool calls / month
Pro+per workspace$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this Plutio server only. Ask your AI to run plutio_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with plutio_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with plutio_upgrade before then undoes the cancel. Or write to [email protected].

Tools 41

Show all 41 tools (the AI picks them for you)

Read only · 27

  • Get workspaceplutio_get_workspace
    The Plutio workspace this API client is connected to: name, domain, currency, locale, timezone and settings.
  • List peopleplutio_list_people
    People: clients and your own team members (name, role, contactEmails, contactPhones, companies). Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List companiesplutio_list_companies
    Companies (clients that group people): title, industry, people, contact details. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List projectsplutio_list_projects
    Projects: name, client, status, dates, budget, billing rate. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List task boardsplutio_list_task_boards
    Task boards of projects. A project has one or more boards that hold tasks. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List task groupsplutio_list_task_groups
    Task groups (columns/lists on a task board). Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List tasksplutio_list_tasks
    Tasks: title, status (incomplete, completed, overdue), dueDate, assignedTo, projectId, taskBoardId. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List statusesplutio_list_statuses
    Custom statuses (for projects and similar records): title, type, entityType. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List time entriesplutio_list_time_entries
    Time entries: personId, projectId, taskId, startedAt, stoppedAt, time in seconds, billing amount and rate. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List categoriesplutio_list_categories
    Categories used to organize records such as time entries and transactions. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List eventsplutio_list_events
    Calendar events: title, startDate, endDate, location, participants. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List schedulersplutio_list_schedulers
    Scheduling pages (booking links) and their settings. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List invoicesplutio_list_invoices
    Invoices: name, client, status (draft, pending, paid and so on), amount, amountPaid, currency, dueDate, issueDate. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List recurring invoicesplutio_list_invoice_subscriptions
    Recurring invoice subscriptions: client, schedule, amount. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List transactionsplutio_list_transactions
    Payments and expenses: amount, currency, client, invoiceId, status, type, issueDate. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List proposalsplutio_list_proposals
    Proposals: name, client, status, amount. The text is in blocks: see plutio_get_document_blocks. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List contractsplutio_list_contracts
    Contracts: name, client, status, signatures. The text is in blocks: see plutio_get_document_blocks. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List formsplutio_list_forms
    Forms (intake forms, questionnaires): name and status. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List form responsesplutio_list_form_responses
    Submitted responses to forms. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List notesplutio_list_notes
    Notes: title, descriptionHTML, entityType and entityId of the record they belong to. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List commentsplutio_list_comments
    Comments on tasks, files and conversations: bodyHTML, createdBy, entityType, entityId. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List conversationsplutio_list_conversations
    Inbox conversations: subject, participants, last message. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List wiki pagesplutio_list_wiki_pages
    Pages of the Plutio wiki / knowledge base. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List filesplutio_list_files
    File records (name, size, folder, sharing). File contents are not downloaded. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List foldersplutio_list_folders
    File folders. Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • List custom fieldsplutio_list_custom_fields
    Custom field definitions (label, type, which records they apply to). Returns { count, next_skip, items }; pass next_skip as skip for the next page. Pass id to read one record. Filter with exact-match fields or a MongoDB-style query.
  • Get document blocksplutio_get_document_blocks
    The content blocks of a contract, proposal or invoice: the written text (textHTML) and, for invoices, the line items. A document record only holds block ids. GET /blocks (entityType and entityId are both required).

Changes data · 10

  • Create personplutio_create_person
    WRITE: add a person (a client by default) to the workspace. Returns the new record with its _id.
  • Create companyplutio_create_company
    WRITE: add a company, optionally linking existing people to it. Returns the new record.
  • Create projectplutio_create_project
    WRITE: create a project. Plutio gives it a default status and a first task board (find it with plutio_list_task_boards). Returns the new record.
  • Create taskplutio_create_task
    WRITE: add a task to a project's task board. Get taskBoardId from plutio_list_task_boards (projectId filter). New tasks start as incomplete. Returns the new record.
  • Update taskplutio_update_task
    WRITE: change a task's title, status (incomplete, completed, overdue), due date or description. Only the fields you pass change. Returns the updated record.
  • Log timeplutio_log_time
    WRITE: record a time entry against a task. projectId must be the task's own project (read the task first). time is the length in seconds (5400 = 1.5 hours).
  • Comment on a taskplutio_create_comment
    WRITE: post a comment on a task, file or conversation. Visible to everyone who can see that record. Returns the new record.
  • Create eventplutio_create_event
    WRITE: add a calendar event. No invitations are sent. Returns the new record.
  • Create draft invoiceplutio_create_invoice
    WRITE: create a DRAFT invoice for a person or company. The client cannot pay it and nothing is emailed. Add line items with plutio_add_invoice_items. Returns the new record.
  • Add invoice line itemsplutio_add_invoice_items
    WRITE: put line items on an invoice that has none yet (an invoice made with plutio_create_invoice). Refuses an invoice that already has an items block. Plutio works out line totals, subtotal and total.

Your usefulapi plan · 4

  • Usage status (free-tier meter)plutio_usage_status
    Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
  • Request a missing featureplutio_request_feature
    Tell usefulapi that the user needs something the Plutio tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
  • Upgrade to Pro or Pro+plutio_upgrade
    Get a paid plan for Plutio (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
  • Cancel the Pro subscriptionplutio_cancel_subscription
    Cancel the caller's Plutio Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run plutio_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with Plutio in Claude or ChatGPT?

Review project progress and overdue tasks. Review outstanding invoices. Create a client and a project. Record time against a task. Prepare a draft invoice with line items. Read a proposal or contract. See what you can do for the details.

Is this an official Plutio product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by Plutio. The server calls the Plutio API with your own Plutio access, so it sees only the data that your account can see.

Can I connect Plutio to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your Workspace subdomain, Client ID and Client Secret. See Before you connect for where to find them.

Do I put my Plutio key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your Workspace subdomain, Client ID and Client Secret. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my Plutio credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the Plutio API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in Plutio.

Can the AI change my Plutio data?

Yes, if you approve it. 10 of the 37 Plutio tools can create or change data. The other 27 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Plutio server only. Cancel any time: your paid plan then runs to the end of the paid period. Run plutio_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run plutio_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run plutio_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Plutio tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with plutio_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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