🕰️ Est. Time: 8 minutes
🎯 Goal: Understand what you can, and can’t, do in Streamtime through an AI assistant connected via MCP
🔑 Requirements: An active Streamtime login. The connector acts with your permissions, so you can only do through it what you can already do in the app.

ℹ️: These capabilities were last checked in August 2026 and may change over time. For the most up-to-date list, connect your AI assistant and ask it what the Streamtime connector can do.

Work with your Streamtime account through an AI assistant, using plain language. Create custom outputs that interpret your data from multiple tools, automate job creation or time logging, or simply query your data.

The MCP connector lets you talk to Streamtime through an AI assistant like Claude. You ask a question or give an instruction in normal language, and the assistant carries it out in your account. This guide steps through what it can do today, grouped by the kind of work. Use it with care, because the connector can create, change and delete real data.

🔌 What the connector is

MCP (Model Context Protocol) is an open standard that lets AI assistants connect to outside tools. The Streamtime connector is our MCP server. Once you’ve connected it, your assistant can read from and write to your Streamtime account on your behalf.

You talk to it the way you’d talk to a colleague: “What jobs are in play for Acme?” or “Add a design item to the Acme rebrand.” The assistant works out which Streamtime actions that maps to and runs them. It’s two-way. It can look things up, and it can create and change records, including deleting them. Treat connecting it like handing someone access to your account.

The connection is set up in your AI assistant, not inside Streamtime. Instructions for connecting your account are here.

Prefer to watch first? See our webinar for a bit about the how and why, plus a live demo of some key workflows.

🚀 How do I get started?

New to the MCP and not sure where to begin? Here’s the quickest route from nothing to your first useful result.

Connect your AI assistant. Follow the steps in Connecting Streamtime to your AI assistant via MCP. It takes 5 to 15 minutes, depending on your assistant.
Start with a question. Ask it something that only reads your data, like “What jobs are in play for Acme?” or “Who’s got availability next week?” Nothing changes in your account, so it’s a safe way to get a feel for how it works.
Try a ready-made workflow. Once you’re comfortable, pick up a set of prompts from our MCP Workflow Series and swap in your own details.

✨: Not sure how to phrase something? Ask your assistant what the Streamtime connector can do, then tell it what you’re trying to achieve in your own words. You don’t need to know the right command.

🔍 Finding and reading your data

This is the safest and most common use: asking the assistant to look things up. Using search, it can:

Search your records: Jobs, Items, To Dos, Companies, Contacts and more, filtered by whatever you describe
Open a specific job and pull its full detail
Check availability for your team across a date range
List To Dos (planned and logged time) for a given period
View Priorities boards and the cards on them

📊 Reporting on your data

When you need a figure, like utilisation, revenue, hours logged or quoted vs used, the connector runs a report rather than a search.

This matters more than it sounds. A search can look like it answered a “how many” or “how much” question when it’s only shown you a page of results. A report is built to return the actual figure. If you want a number you can put in front of a client or a director, ask the assistant to report on it, and it’ll pull the real total.

💼 Creating and Updating Jobs

The Job is the centre of everything in Streamtime, and the connector can build and maintain it end to end. It can:

Create a new job from scratch, with its items and phases, based on your instruction or even a CSV upload
Duplicate an existing job: a handy way to start a new one that’s similar to past work
Update a job’s settings and status, and add or remove Labels
Add, edit or remove Items, Phases and Milestones
Set dependencies so one Item follows another

🛠️: When the assistant creates Items, you can’t always control the order they land in. If the sequence matters, reorder them yourself in the app afterwards.

📅 Setting Dates

Streamtime’s reporting is at its best when your Items have dates, but things move quickly, and dates don’t always get updated as a project changes. Sometimes they’re never set in the first place.

Through the MCP, you can quickly update item dates, set job dates based on logged To Dos, or move scheduled To Dos to match item dates. That gives you flexibility in both your scheduling and your reporting.

⏱️ Logging, Moving, and Creating To Dos

Your AI assistant can create, update and remove To Dos, including in bulk. So you can ask it to plan a week, adjust logged time, or log a set of tasks in one go.

💰 Quoting, Invoicing, Expenses, and Purchase Orders

The connector handles the commercial side of a job:

Add, edit and remove Expenses: third-party costs like printing, travel or hosting, so they’re captured for quoting and invoicing
Build a Quote: from the job’s plan, from an existing quote, or from scratch
Raise an Invoice: from the job’s plan, from a quote, or manually
Create a Purchase Order to record what a supplier is charging you

Everything here is created as a draft. The assistant builds it, and you review and send it from Streamtime.

ℹ️: For quotes and invoices, the assistant works in two steps. It checks the available options on the job first, then creates the draft. If it asks you a clarifying question before creating anything, that’s expected.

📋 Priorities Boards (Kanban)

For task-level workflow, the connector works with Priorities boards. It can view your boards and their cards, create a new board, and update an existing one.

👥 Contacts and Companies

Create, update and delete companies (clients and suppliers), contacts (the people at those companies) and their addresses.

🔑 Permissions and access

The connector inherits your Streamtime permissions exactly: nothing more, nothing less. If you don’t have View Job Pricing, for example, the assistant can’t show you quote or invoice values, because you can’t see them yourself. If an action fails with a permissions message, that’s usually the cause, not a fault in the connector.

Learn more about permissions and what each level can access.

🚧 What it can't do, and where to be careful

⚠️: When you connect an outside AI assistant, you’re asking us to share your Streamtime data with the provider of that assistant. You choose that provider, not us. They aren’t one of our service providers, we have no agreement with them about your data, and we have no visibility of what they do with it. What happens to your data once it reaches them is governed by your agreement with them, including whether they keep it or use it for training. Check their terms before you connect, and remember your account includes information about your team and your clients’ people.

Being upfront about the edges saves you trouble later. Here’s where the connector stops, and where to take care:

Boundary	What it means for you
When to use the MCP, and when to stay in Streamtime	Some things are easier through the MCP, others are better in the app. Batch actions from list views and CSV exports of reports are still faster straight from Streamtime. Some bulk actions are currently better through the MCP (like large job setups or setting item dates in bulk), though these may come to the product itself in future. The Streamtime MCP is at its most powerful when it’s combined with data from other sources. That’s the big unlock. We don’t want you spending your precious tokens on things that are simple in Streamtime, so think about where the MCP adds the most.
It only does what you can do	The connection acts as you. If you don’t have permission for something in Streamtime, you can’t do it through the MCP either.
Accounting integrations	Your accounting package connections aren’t available through the MCP. For example, sending an invoice to Xero or QuickBooks needs to be done in the app.
It can misread a request	The assistant interprets plain language and can get it wrong. Review anything that matters, especially financials and deletions, before it’s final.
Deletes are permanent	Deleting a job, item or expense is a hard delete, and it removes related records too. Just like in Streamtime, there’s no trash or undo. Always double-check before you tell the assistant to delete anything.

ℹ️: We’re working on recommended skills to support your workflows with AI and our MCP. Got a specific use case, or spotted an issue? Hit us up at help@streamtime.net.

The Streamtime MCP: Quick Start Guide