plutio-mcp

A Model Context Protocol (MCP) server for Plutio — the all-in-one business platform for CRM, projects, invoicing, proposals, contracts, forms, time tracking, and scheduling.

Gives Claude (and any other MCP client) structured, safe access to every major resource in your Plutio workspace via one concise tool per resource.

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What you get

• 31 resource-group tools covering CRM, project management, time tracking, financial, documents, forms, communication, scheduling, knowledge, files, automations, and admin.
• 4 escape-hatch tools (plutio_api_reference, plutio_workspace_schema, plutio_rate_limit_status, plutio_request) for edge cases, workspace introspection, and agent self-orientation.
• 4 analytics tools (plutio_mrr_snapshot, plutio_upcoming_renewals, plutio_invoice_aging, plutio_cashflow_forecast) — single-call reports that replace multi-step manual aggregations.
• 1 compound lookup tool (plutio_client_360) — fetches a person + their company + projects + invoices + subscriptions in one call.
• 5 MCP resources (plutio://people/{id}, plutio://companies/{id}, plutio://projects/{id}, plutio://invoices/{id}, plutio://tasks/{id}) for clients that support resource browsing.
• Read-only by default — no accidental destructive writes until you explicitly enable them.
• OAuth2 with auto-refresh — client-credentials grant; tokens refresh ~1 minute before expiry.
• Built-in rate limiting — a token bucket capped at Plutio’s 1000 req/hr default; requests queue transparently.
• MongoDB-style filtering — pass rich query objects directly ($or, $regex, $gte, etc.).
• Bulk operations for resources that support them.
• Typed end-to-end with Zod → JSON Schema on the wire.

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Quick start

1. Install

npm install -g @thecreativelabs/plutio-mcp
# or run without installing:
npx @thecreativelabs/plutio-mcp

2. Get Plutio API credentials

In your Plutio workspace go to Settings → API Manager → Create Connection. You’ll get a Client ID and Client Secret. Copy them — you won’t see the secret again.

3. Configure Claude Desktop / Claude Code

Add to your MCP config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, or .mcp.json / .claude/settings.json for Claude Code):

{
  "mcpServers": {
    "plutio": {
      "command": "npx",