Connect your AI app (MCP)
Your Xtrategy projects. One conversation away.
Check project progress, budgets, and actual spending from your usual AI app. Just ask what you want to know, in your own words.
What you can ask AI
Project progress
Review progress and remaining work, based on how the project is managed.
Example question
Summarize this project’s progress and remaining work.
Budgets and actuals
Check budgets and actual spending by month or type of cost.
Example question
Compare this project’s budget and actual spending for this month.
Across projects
Review totals and breakdowns across the projects in a program.
Example question
Which projects in this program are over budget?
Connect your AI app
Have an Xtrategy account that belongs to the organization you want to check.
Connection address to enter in your AI app
https://api.xtrategy.app/mcpAdd Xtrategy to your AI app
Open the connector or MCP settings in your AI app. When adding a connection, paste the connection address shown above.
Sign in to Xtrategy
When the Xtrategy sign-in page opens, use an account that belongs to the organization you want to check. If you are asked for a verification code, follow the instructions on screen.
Allow the connection
Check the name of the AI app and the information you will share, then allow the connection. Once it is complete, return to your AI app.
Once connected, ask AI to list your organizations and projects, then choose what you want to check. You can then try the example questions above.
If your app asks you to choose extra settings
Connection support and setting names vary by AI app. If you cannot find the settings or connect to Xtrategy, check your AI app's help pages.
If your app asks for a transport or sign-in method, choose the values below.
- Connection name (choose any name)
- Xtrategy
- Transport
- Streamable HTTP
- Sign-in method
- OAuth 2.0
Permissions and disconnecting
Your connected AI app accesses Xtrategy information within the following limits.
- Your account information, such as your name, is checked when you connect.
- AI cannot check information from projects you are not allowed to view.
- AI cannot create, change, or delete projects or tasks through this connection. It is for checking information.
To stop using the connection, disconnect Xtrategy in your AI app settings. After you withdraw permission, the existing connection may remain usable for up to 15 minutes.
Frequently asked questions
I cannot connect
Check that you copied the connection address above exactly. Your AI app may not support connecting to Xtrategy. If you still cannot connect, check your AI app’s help pages.
I am asked to sign in again
Reconnect Xtrategy from your AI app settings and sign in. Make sure you use an account that belongs to the organization you want to check.
I cannot find an organization or project
Ask AI to list your organizations again, then choose the organization and project. Information you cannot view in Xtrategy is also unavailable through AI.
Work progress is not available
The work information available depends on how the project is managed. Try asking AI, “What work information can I check for this project?”