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MCP server, built in

Run your CRM by asking your AI assistant

DoubleScale includes an MCP server. Connect Claude, Cursor or OpenAI Codex, ask in plain words, and the assistant looks things up and gets work done in your CRM: contacts, deals, tickets, proposals, invoices, tasks and reports. It works as one of your team members, with exactly their permissions.

Get DoubleScale free Read the setup guide
  • Included in the free plugin
  • 50+ tools free, 90+ with Pro
  • Runs on your own WordPress
Claude DesktopDoubleScale connected
You

Felix Bauer accepted the online shop proposal. Turn it into an invoice, and tell me before you send anything.

  • list-proposalsFound "Online shop add-on", $3,800, accepted
  • get-proposalRead the 4 line items
  • create-invoiceDraft INV-000131 created, nothing emailed
Assistant

Done. Draft invoice INV-000131 for Felix Bauer: 4 lines, $3,800, due in 14 days. It has not been sent. Shall I email it to him now?

You

Yes, send it.

  • send-invoiceEmailed to Felix, status Sent
MCP in plain words

A safe bridge between your AI assistant and your CRM

MCP (Model Context Protocol) is the open standard AI assistants use to work with other software. DoubleScale speaks it, so your assistant can read and update your CRM instead of you copying data back and forth.

  1. 1

    You ask

    In Claude, Codex or Cursor, in your own words: “Which tickets are urgent?” or “Draft a proposal for Grace.”

  2. 2

    The assistant picks tools

    It chooses from DoubleScale’s tools, such as get-support-summary or create-proposal, and calls them on your site.

  3. 3

    DoubleScale checks and runs

    Each call runs as the team member who owns the key. They can only see and change what that person could in the admin.

What you can ask

Hand off the busywork across your whole CRM

Real examples, with the tools the assistant uses to answer them. Areas marked Pro need DoubleScale Pro.

Contacts

Free

“What is going on with Felix Bauer? Summarise his last month.”

“Tag everyone who booked a call this week as "hot" and add them to the Q4 list.”

get-contact-timelinelist-contactsadd-contact-tagsadd-contact-lists

Proposals and invoices

Free

“Draft a proposal for Grace: three landing pages at $900 each.”

“Which invoices are overdue? Send the reminder for the Vasquez one.”

create-proposallist-invoicessend-invoice

Helpdesk

Free

“Summarise today's open tickets, most urgent first.”

“Reply to the Bauer ticket: the fix is live, ask him to clear his cache.”

get-support-summaryget-ticket-threadreply-to-ticket

Marketing

Free

“How did last week's newsletter do? Open and click rates, please.”

“Who filled in the webinar form and is not a customer yet?”

get-engagement-summarylist-campaignslist-form-submissions

Sales pipeline

Pro

“Which deals have been stuck in Negotiation for two weeks?”

“Move the Nordlicht deal to Won and set the value to $12,400.”

list-dealsget-deal-summaryupdate-deal

Tasks and projects

Pro

“Create a follow-up task for each owner of a stalled deal, due Friday.”

“How is the Bauer website project going? What is overdue?”

create-tasks-bulkget-projectlist-tasks

Leads and website visits

Pro

“Who are my five hottest leads, and which pages did they read?”

“Which pages got the most visits from contacts this month?”

list-top-leadsget-contact-scoreget-visit-summary

Reports

Pro

“How much did we invoice and collect each month this year?”

“How many new contacts did we get per week since September?”

get-revenue-reportget-contact-growthget-sales-summary
Why it saves time

One question instead of ten clicks

Answers across modules

One question can pull a contact's emails, deals, tickets and invoices together. The assistant reads the timeline instead of you opening five screens.

Bulk work in one sentence

Tag 40 contacts, add them to a list, create a task for each or import a pasted spreadsheet. Bulk changes can be previewed before anything is saved.

Your automations still run

A deal moved or a project created by the assistant starts the same automations as a change made by hand.

Reports on demand

Revenue by month, deal totals by stage, campaign open rates, top leads: ask instead of building a report.

Drafts you approve

Proposals and invoices are created as drafts. Sending is a separate step the assistant is told to take only when you ask.

Your day in a sentence

"What needs my attention?" sums up your notifications and open tickets, and marks the notifications read when you are done.

Safe by design

It works as one team member, never more

Every request is tied to a WordPress user. DoubleScale checks it the same three ways as a login to the admin: is the module on, does this person’s role allow it, and is the record theirs to see.

  • Off until you turn it on. MCP does nothing until an administrator enables it.
  • No delete tools. The assistant can add and update records, but no tool deletes them.
  • Sending is never a side effect. Proposals and invoices start as drafts. Sending one, or replying to a ticket, emails the customer at once, so those tools are marked for use only when you explicitly ask. Like in the admin, opening a ticket can send its confirmation and changes can start your automations.
  • Consent stays protected. The assistant cannot change a contact’s email address or subscription status.
  • A key per client, revocable. Keys are stored as a hash, shown once, and list when they were last used. Revoke one client without touching the others.
  • Switch a module off, its tools disappear. Turn off Helpdesk in Control Modules and the assistant no longer sees ticket tools.
  • No third-party adapter. The MCP server is part of DoubleScale, so another plugin’s update can never break it.
1Module on?Tools of switched-off modules are not even listed.
2Role allows it?A key can only do what that person’s role allows in the admin.
3Their record?With “own records only”, the assistant only sees that person’s deals, tasks and tickets.

Your data stays in your WordPress database. The assistant only receives the results of the tools it calls, and you choose which AI provider that is.

Set up in minutes

Connect your assistant in three steps

Everything is on one screen: DoubleScale › Settings › MCP for AI Agents.

  1. 1

    Turn on MCP

    Switch it on. The screen shows your endpoint URL, yoursite.com/wp-json/doublescale/mcp, and how many tools are available.

  2. 2

    Create a key for a team member

    Name it after the client (“Claude on my laptop”) and choose who it acts as. Works on local and staging sites too; on HTTPS you can use a WordPress application password instead.

  3. 3

    Paste the snippet into your client

    Pick your client and operating system for a ready-to-paste snippet, or email the steps to the key’s owner. Built-in troubleshooting covers the usual errors.

Settings › MCP for AI Agents
DoubleScale MCP settings: self-hosted server, endpoint URL, 92 tools available, and an API key that acts as a team member
Connect a client
Client setup in DoubleScale: choose Windows or macOS/Linux and Claude Code, Claude Desktop, Cursor, OpenAI Codex or another client, then copy the ready-made snippet
Works withClaude DesktopClaude CodeCursorOpenAI CodexAny MCP client over HTTP
The tools

50+ tools free, 90+ with Pro

About two thirds only read data; the rest create or update records. Each tool tells the assistant what it does and when to use it, so it picks the right one.

Contacts and activity Free

Find, view, create and update contacts one by one or in bulk; notes, call logs, tags and lists; the full timeline of a contact; recent activity across the CRM.

Proposals and invoices Free

List and read proposals and invoices, create and edit drafts with line items, and send them to the customer when you ask.

Helpdesk Free

List and read tickets with their full thread, open tickets, change status or priority, add internal notes and reply to the customer.

Campaigns and automations Free

Campaigns and their results, open and click rates for the site or one contact, and your automations.

Booking and forms Free

Bookings and a booking summary, your forms and their submissions.

Notifications Free

Your notifications, a summary of what needs attention and marking them read.

Deals and pipelines Pro

Pipelines and stages, deals with their value and stage, create and update deals, and deal totals per stage.

Tasks and projects Pro

Tasks and projects with their statuses, create and update them one by one or in bulk, and progress summaries.

Contracts, credit notes and recurring invoices Pro

Read contracts, credit notes and recurring invoice schedules.

Products and custom fields Pro

Your product catalogue, and reading and setting contact custom fields.

Lead scoring and website visits Pro

Top leads, one contact's score and level, scoring rules, and which pages contacts read.

Reports Pro

Invoiced and collected revenue by month and currency, and contact growth over time.

Every tool, with what it does, is listed in the MCP tools reference.

FAQ

MCP questions

How the DoubleScale MCP server works.

Is the MCP server free?

Yes. It is part of the free DoubleScale plugin on WordPress.org, with more than 50 tools for contacts, activities, proposals, invoices, the helpdesk, campaigns, automations, bookings, forms and notifications. DoubleScale Pro adds tools for deals, tasks, projects, contracts, lead scoring, website visits and reports. You pay your AI provider separately.

Which AI assistants work with it?

Claude Desktop, Claude Code, Cursor and OpenAI Codex have step-by-step setup on the settings screen, and any other MCP client that connects over HTTP works with the same endpoint URL and key.

Does my CRM data leave my server?

Your data stays in your WordPress database. When the assistant calls a tool, it receives that tool's result, so that part of your data goes to the AI provider you connected. DoubleScale itself sends nothing anywhere else.

Can the assistant delete or email things?

No tool deletes records. Sending a proposal, sending an invoice and replying to a ticket email the customer immediately, so those tools are marked for use only when you explicitly ask, and proposals and invoices are always created as drafts first. As in the admin, opening a ticket can send the customer a confirmation, and changes such as moving a deal can start your automations.

Can I limit what the assistant can do?

Yes. A key acts as one WordPress user, so it has that person's role and only sees their own records if their role is limited to them. Create a key for a teammate rather than sharing yours, and switch modules off in Control Modules to hide their tools.

Do I need HTTPS?

Not for DoubleScale API keys: they also work on local and staging sites. WordPress application passwords, the other way to connect, need the site to be served over HTTPS.

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