Knowing where your business stands is one question away.
Get instant answers to your most complex work questions
without having to dig through multiple apps.
No dashboard to build. No report to wait for.
Whether you're preparing for a client review, heading into a board meeting, or checking project health between calls, ask a question and get the answer in seconds.
Show me every client where project margins are forecast to fall below 25%, invoices are more than 30 days overdue, utilization is under target, and the client contract is up for renewal within the next 90 days.
Show me every client where project margins are forecast to fall below 25%, invoices are more than 30 days overdue, utilization is under target, and the client contract is up for renewal within the next 90 days.
Every important business decision begins with a question. MCP makes the answer immediate.
The AI assistant you already use becomes a direct line to your business, bringing Accelo data into the same conversation as your other tools.
Context no single tool has.
Your projects live in Accelo. Your customers live in your CRM. Financials live in accounting. MCP lets your AI assistant reason across them all, so the answer reflects your business performance, not just what one application knows.
Ask one question that spans projects, margins, and the systems around them
Combine Accelo's data with your CRM, accounting, and support tools for deeper insights
Answer multi-part questions no single system could resolve on its own
Skip the exports and hand-stitched reports; AI reaches across each connected tool
The AI assistant you already use.
Accelo connects to your preferred assistant, so the answers come to you in the tool you already work in.
Ask from Claude, ChatGPT, or Copilot Studio
Connect once and query Accelo whenever you need an answer
Work in the assistant you already trust — no new interface to learn
Get answers in the flow of your day, without opening Accelo
Nothing they shouldn't see.
MCP follows the permissions you've already set in Accelo, so everyone gets answers scoped to exactly what their role allows, nothing more.
Respect the same roles and permissions assigned to each user
Scope every answer to what the person asking is allowed to see
Keep sensitive financials and client data governed by your existing controls
Add or remove access anytime in Accelo
Decisions that move at the speed of a question.
AI-powered firms grow revenue 2.5x faster than their peers. Faster answers aren't just more convenient; they lead to better operational decisions. With Accelo, that advantage looks like:
3–7% revenue leakage recovered
12–18% less margin erosion
30–35% admin time saved
5–8% higher billable utilization
What would you ask first?
Discover what happens when every answer across your projects, clients, finances, and resources is only a question away.
FAQs about Accelo’s MCP for Professional Services:
Is Accelo's MCP the same as Accelo's built-in AI?
They're the same intelligence, reached two ways. Accelo's built-in AI works inside the platform, continuously analyzing your data to predict outcomes and flag risk. MCP for professional services opens that same data to the AI assistant you already use — so you get answers without logging in. Explore Accelo's AI.
Which AI assistants does Accelo’s MCP work with?
Claude, ChatGPT, and Microsoft Copilot. An admin sets up the connection once with a secure sign-in, no code or custom integration. After that, anyone on the team can connect their AI assistant and start asking, within the access they already have in Accelo.
Do we need to be technical to set up Accelo’s MCP for professional services?
No. An admin sets up the connection once using a remote MCP server URL — no code, no custom integration.
Does MCP copy or store my data?
No. MCP retrieves information when it's requested and does not copy or permanently store business data as part of the connection itself.
What kinds of questions can I ask MCP?
Almost anything about your business that's stored in Accelo. Teams ask about project profitability, utilization, revenue forecasts, overdue invoices, upcoming renewals, resource availability, project risks, time entries, budgets, and much more. When combined with other MCP-enabled tools, your AI assistant can answer questions that span multiple business applications.
Can the AI change things in Accelo, or only view data?
Both, within your permissions. Leaders mostly ask and analyze — project health, capacity, financials — and soon, teams can also act through it, logging time or updating tasks. Everything stays scoped to what each person is already allowed to do in Accelo.
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With Accelo, you can:
Forecast capacity gaps before they hit your delivery schedule.
Run fixed-fee projects and ongoing retainers side by side, in one tool.
Find where you're leaking revenue and stop it.
See which clients, projects, and retainer agreements actually make you money.
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