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MCP article

MCP Overview

DoubleScale includes a built-in MCP (Model Context Protocol) server so external AI agents can read and act on your CRM data — without installing a separate MCP adapter plugin.

MCP is an open protocol that lets tools like Claude Code, Cursor, Claude Desktop, and OpenAI Codex call structured tools against your WordPress site. DoubleScale publishes its WordPress Abilities as MCP tools, so an agent can list contacts, inspect deals, read support tickets, summarize campaigns, and more — using the same permission rules as a logged-in CRM user.

Key features

  • Self-hosted endpoint — The MCP server lives inside DoubleScale at /wp-json/doublescale/mcp. No third-party MCP bridge required.
  • Opt-in by design — MCP is disabled by default. A WordPress administrator must enable it under Settings → MCP.
  • Permission-aware — Every tool call runs as a specific WordPress user. Module access, CRM roles, and record ownership all apply exactly as they do in wp-admin.
  • Module-aware — Tools from disabled modules are not published. If Booking is turned off, booking tools disappear from the endpoint.
  • API keys & Application Passwords — Connect clients with a DoubleScale MCP API key (Bearer token) or a WordPress Application Password (Basic auth over HTTPS).
  • 59+ tools — Contacts, deals, pipelines, invoices, proposals, campaigns, automations, support tickets, tasks, projects, bookings, forms, and analytics — depending on which modules you use.

MCP vs the in-dashboard AI Assistant

These are different features:

  • MCP — Connects external AI clients to your CRM through an HTTP endpoint. Best for developers and power users running Claude Code, Cursor, or similar tools.
  • AI Assistant — A chat panel inside the DoubleScale dashboard (separate addon). Best for day-to-day CRM work from the browser.

Both reuse DoubleScale’s abilities layer, but MCP is for agents outside WordPress; the AI Assistant is for humans inside wp-admin.

Requirements

Requirement Details
DoubleScale Active with the abilities layer enabled
WordPress 6.9+ (WordPress Abilities API). The settings screen shows your current version if the API is unavailable.
HTTPS Required for WordPress Application Passwords. MCP API keys work over HTTP on local dev sites.
Administrator Only WordPress administrators can enable MCP and issue API keys

How it works

  1. An administrator enables MCP under Settings → MCP.
  2. DoubleScale registers a REST route that speaks MCP over JSON-RPC 2.0.
  3. The administrator creates an API key (or uses an Application Password) and copies a client-specific connection snippet.
  4. The AI client authenticates, calls tools/list, and invokes tools like doublescale/list-contacts or doublescale/get-deal.
  5. Each invocation checks the connecting user’s CRM permissions before returning data or making a change.

Agents should call doublescale/get-context first — it returns which modules are active, which tools the caller can use, and the site timezone and currency.