> For the complete documentation index, see [llms.txt](https://help.aphex.co/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.aphex.co/docs/integrations-and-api/mcp.md). # MCP {% hint style="info" %} **Who can use this feature?** Any user on an Aphex organisation where MCP is enabled can use this feature. For initial setup, System Admins must enable the feature. {% endhint %} The Aphex MCP connector reads your diary and your plan, so you can work with your project data directly from your AI tool (Claude, ChatGPT, Perplexity, Copilot, or any other tool that supports MCP). Ask about your diaries, your tasks, what moved and who moved it, and how things compare with your published plan, and your AI can pull from the diary and the plan together to answer. Aphex supplies the data word-for-word, and your AI does the thinking and writing.

### MCP Capabilities *** With the Aphex MCP connector, you can ask your AI tool about your diaries, your plan, or both at once. #### Example Questions

App	Question
Planner	"How did we go last week?"
Planner	"Did any milestones move since Friday's publish? Why?"
Planner	"Who moved the [task] dates last week?"
Diary	"Summarise total steel fixer hours across last week's diaries."
Diary	"Find every record mentioning [subcontractor]'s progress on [scope] over the last two months - I'm drafting a letter."
Diary	"Read the diaries from last week on this project - are there any early warnings we should be issuing?"
Both	"How is [subcontractor] tracking against the plan?"
Both	"What did the delays in last week's diaries do to the programme?"

Your AI reads the records, spots patterns, and drafts the output. Aphex provides the data exactly as it was recorded, with who recorded or changed it and when. {% hint style="info" %} **Tip:** Answers are sharper when your question names a week, an area, a subcontractor or a task. {% endhint %} ### Enabling the MCP for the Organisation *** Before you can set up the MCP for the organisation, you'll need to Get in Touch with our team to have the feature enabled. Once enabled, system admins can turn on the feature for the organisation.

**To switch on the MCP for the organisation:** * From your Aphex Homepage, go to Admin → AI * Toggle on ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2Fi95XyOgpy7hzTLYWhvru%2FControl.svg?alt=media\&token=b4440363-6bc5-4836-8d65-19a701f9a308) MCP * Once enabled, all users in the organisation can connect their AI tool to Aphex. {% hint style="warning" %} Only System Admins have the permission to enable the MCP for the Organisation {% endhint %} ### Checking if the MCP is Enabled *** If you are not a System Admin, you can check if the MCP is enabled at the project level.

**To see if the MCP is enabled:** * Open your project * Click the Project Name → AI * **If the MCP has been enabled:** You will see the steps to setting up the MCP * **If your System Admin is yet to enable the feature:** You will be prompted to request that the feature is enabled * **If the MCP is not included in your plan:** You will be prompted to get in touch with us ## Connect your AI tools *** Once the MCP has been turned on for the organisation, all users within the organisation can connect their AI tool to Aphex.

**How to connect your AI tools:**

Claude

* Open Claude → Settings * Select Connectors * Click Browse * Search Aphex * Click the + next to the Aphex Connector * Your browser will open and ask you to sign in - use your Aphex account * Choose the organisation you want to connect to * Click Allow to grant access * Return to Claude and start asking questions about your projects **Troubleshooting tips:** * "No tools available" - Your organisation doesn't have MCP switched on yet. Ask your system admin to enable it in Org Settings → AI. * Connected to the wrong organisation? - Disconnect the Aphex connector in Claude settings and reconnect; you'll be asked to choose your organisation again. * Can't find a project you expected? - Check you can open it in Aphex with the same account you connected. The connector sees exactly what your Aphex account sees.

ChatGPT

* Open ChatGPT → Settings * Go to Security and login → turn on Developer mode * Go to Connectors (still in Settings) * Click the + to create a new connector * Enter the Aphex server URL * Set authentication to OAuth * Click Create * Sign in with your Aphex account and choose your organisation * In a chat, select the tools menu and enable Aphex **Troubleshooting Tips:** * Developer Mode not available - Check you're on Plus, Pro, Business, or Edu. Workspace plan admins may need to enable it separately. * "No tools available" - Your organisation doesn't have MCP enabled. Ask your system admin to check Org Settings → AI. * Connected to the wrong organisation? - Go to ChatGPT Connectors, disconnect Aphex, and reconnect to choose again.

Perplexity

* Open Perplexity → Settings * Select Connectors * Click + Custom connector * Choose Remote * Enter the name Aphex and paste the server URL * Set authentication to OAuth * Set transport to Streamable HTTP * Click Create * Sign in with your Aphex account and choose your organisation **Troubleshooting Tips:** * **"No tools available"** - Your organisation doesn't have MCP enabled. Ask your system admin. * **Can't connect?** - Make sure you're using the correct server URL and selecting **OAuth** as the authentication method.

Microsoft 365 Copilot

Aphex is available as an agent in the Microsoft 365 Agent Store - there's no server URL or custom connector needed. * Open Microsoft 365 Copilot (in Teams, Office, or the Microsoft 365 app) * Select Agents or More agents in the left rail * Search Aphex in the Agent Store and click Add * In a chat, type @Aphex followed by your question * The first time, you'll be asked to sign in - use your Aphex account and choose your organisation **Troubleshooting Tips:** * Can't find Aphex in the Agent Store? - Your IT admin may need to allow the Aphex app for your organisation: Teams admin center → Teams apps → Manage apps → Aphex → Allow. * Copilot answers without checking Aphex? - Start your message with @Aphex to direct the question to the agent. * "No tools available" or no data - Your organisation doesn't have MCP enabled in Aphex (ask your system admin to check Org Settings → AI), or you signed into the wrong organisation - sign out of the agent and reconnect to choose again.

Other tools

Any AI tool that supports the MCP client protocol with Streamable HTTP transport and browser-based OAuth 2.0 can connect using the same server URL. Each user signs in individually - there's no API key or service-account method for MCP. * Go to your tool's Settings → Connectors * Select Add custom connector or Add MCP * Paste the Aphex server URL * Set authentication to OAuth and transport to Streamable HTTP (if options are available) * Follow the sign-in flow, authenticate with your Aphex account, and choose your organisation * Once connected, enable Aphex in your tool's tools menu and start asking

### Switching Organisations *** A single connection works with one organisation at a time. You choose your organisation during sign-in.

**To switch organisations:** * Go to your AI tool's connector settings * Click Disconnect next to Aphex * Click Reconnect * Sign in again and choose a different organisation this time * You're now connected to the new organisation

Working with multiple organisations

If you need to work with two organisations at the same time, add the Aphex connector twice: 1. Add the connector the first time and choose Organisation A during sign-in 2. Add it again and choose Organisation B during sign-in Each connection will be separate, and you can switch between them in your tool's connector settings.

### What the Connector Can Access *** The connector can access exactly what you can see in Aphex, and nothing more. The connector signs in as you and respects the same permissions as the app. If you can open a project, view its diaries or view its plan in your browser, your AI can read them. If you can't, it can't.

If you have the following Project Access..	Your AI tool can…
Planner Access	Find and read tasks, compare them against published plans, and see how they changed and what they affect
Full Diary Access	List, read and search those diaries
No access to the Project	Nothing - it won't appear at all

#### Available Tools Your AI tool chooses the right tools for your question - you don't need to name them.

Tool	What it does	Try asking
`aphex_list_projects`	Finds the projects you can access	"Which of my projects have diaries?"
`aphex_get_project_context`	Gives an overview of a project: areas, subcontractors, packages and recent publications	"Give me an overview of Riverside - its areas, subcontractors and recent publications."
`aphex_list_diary_entries`	Lists diary entries by date range or by task	"What diaries were completed on Riverside last week?"
`aphex_get_diary_entries`	Reads full diary content - delays, labour, plant, notes and photos	"Read Wednesday's diary and summarise the delays with the reasons given."
`aphex_find_tasks`	Finds tasks by name or description, area, subcontractor or date, and what moved since a publication	"Which Level 3 tasks have moved since Friday's publish?"
`aphex_get_tasks`	Shows tasks as they are now, or as they were at a past date or publication	"Show me the façade tasks as they were in the 1 September publication."
`aphex_get_task_history`	Shows how a task changed and who changed it	"Who moved the Level 4 pour dates last week?"
`aphex_get_task_impact`	Shows what a task affects further along the plan, including milestones	"What does the Level 4 pour affect further along the plan? Any milestones?"
`aphex_trace_delay_impact`	Takes the delays recorded in diaries and shows what they did to the plan	"What did the delays in last week's diaries do to the programme?"

All of these tools only read your records. Nothing you ask can create, edit, or delete anything in your plan or diary. We're expanding the toolset based on feedback, and this page will always list what's available. ### Privacy and Data Security *** When you use the MCP connector, your Aphex data goes to your AI tool - the Claude, ChatGPT, or Copilot account you connected - and nowhere else. Aphex doesn't send your data to AI providers as part of MCP, and your data is never used by Aphex to train AI models. #### What's built in: * **The MCP is off by default** - MCP is only available where your organisation's plan includes it, and your system admin has switched it on. * **Your permissions, mirrored -** Every user connects individually and sees only what they already see in Aphex. * **Today's tools read, not write** - The current toolset can't create, edit, or delete anything in Aphex. * **Your account, your data** - Your AI tool account is separate from your Aphex account. Your email addresses don't need to match. {% hint style="info" %} For how AI features inside Aphex work (like diary summaries and the AI assistant), see How Aphex uses AI {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.aphex.co/docs/integrations-and-api/mcp.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.