GUIDEcx

GUIDEcx MCP Connector for Claude

A+

Automate customer onboarding via GUIDEcx — manage projects, tasks, and time tracking directly from any AI agent.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your GUIDEcx customer onboarding platform to any AI agent and streamline your implementation workflows through natural conversation.

What you can do

  • Project Management — List all onboarding projects, create new implementations, and retrieve detailed status updates.
  • Task Execution — List tasks across your portfolio, update statuses, and dive into specific task requirements.
  • Team Coordination — Access lists of users and stakeholders assigned to projects to ensure alignment.
  • Time Tracking — Log minutes spent on implementation tasks and retrieve time records for reporting.
  • Operational Efficiency — Use AI to identify overdue tasks or projects that need immediate attention across your entire organization.

How it works

  1. Subscribe to this server
  2. Enter your GUIDEcx API Key
  3. Start managing your onboarding projects from Claude, Cursor, or any MCP-compatible client

No more manual status updates or digging through project boards. Your AI assistant acts as a proactive implementation manager or project coordinator.

Who is this for?

  • Implementation Managers — instantly retrieve project health scores and overdue task lists.
  • Customer Success Teams — check stakeholder engagement and project milestones directly from the communication flow.
  • Operations Leaders — automate time record collection and project volume reporting.
customer-onboardingimplementationtask-trackingtime-trackingclient-sync

10 tools expose this connector's capabilities to your AI agent.

create_project

Create a new onboarding project

create_time_record

Log time against a specific task or project

get_project

Get detailed information about a specific project

get_task

Get details for a specific GUIDEcx task

list_project_users

List stakeholders and users assigned to a specific project

list_projects

List all customer onboarding projects in GUIDEcx

list_tasks

List tasks across projects

list_time_records

List all tracked time records

list_users

List internal organization users

update_task

Update an existing task status or details

See how to talk to your AI agent using GUIDEcx.

List all my active onboarding projects.

I've retrieved your projects. You currently have 4 active implementations: 'Acme Corp Implementation' (ID: 5501), 'Globex Onboarding' (ID: 5505), 'Soylent Corp Setup' (ID: 5510), and 'Initech Rollout' (ID: 5512). Which one would you like to drill down into?

Log 45 minutes for task ID 99283.

Time record created! I've successfully logged 45 minutes against task 99283. Would you like to see the updated time report for this project?

Show me the stakeholders for the Acme Corp project.

Accessing project users... Stakeholders for 'Acme Corp Implementation' (ID: 5501) include: Robert Paulson (External Lead), Marla Singer (Internal Admin), and Tyler Durden (Project Manager). Shall I list their contact info or assigned tasks?

You can generate your API Key within your GUIDEcx instance by navigating to **Settings > Integrations**. Ensure you have the necessary administrative permissions.

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