MCP
About MCP
MCP (Model Context Protocol) is a protocol that enables AI systems to connect and interact with external tools, software, and data sources in a standardized way, similar to the API in regular software.
In the context of Timebook, you can use it to connect the AI tool of your choice and use it to perform a series of tasks driven by Timebook data. In this article, we cover configuration for Claude, Cursor, and Gemini CLI.
Please mind that, for now, all MCP integrations require Google as Timebook's authorization method.
Claude
Method 1: Remote Connectors
This method is available in paid instances of Claude only.
Go to Settings → Connectors and click 'Add custom connector':
Enter the name and paste the URL to the Timebook MCP: https://mcp.timebook.net/mcp
Once you add the connector, Claude will ask you to authenticate in Timebook:
Upon successful authentication, Timebook will be listed on the connectors list:
Method 2: Local MCP server
This method can be applied to the free edition of Claude which does not support remote connectors. Instead, it uses mcp-remote, a Node.js module launched with npx. Make sure to download and install Node.js before proceeding.
Go to Settings → Developer and click 'Edit Config'
This will take you to the claude_desktop_config.json location in your OS. Open the file in a text editor and paste the following:
The configuration allows Claude Desktop to connect to Timebook and acquire an access token required to register itself as an MCP client in the service.
Save the changes and restart Claude Desktop.
Once you launch it again, you will be moved to the Timebook sign-in page. Sign in with your Google account to finish configuration.
If you configured everything correctly, Timebook will be listed as an MCP server in the developer settings:
Cursor
Go to Cursor settings → Tools & MCP and click 'Add Custom MCP'.
This will take you to the Cursor's mcp.json file. Copy the following and paste it into the file:
The Timebook MCP server will appear on the list. Click 'Connect' to continue.
Proceed with the instructions on screen to authenticate Cursor in Timebook.
If you configured everything correctly, Timebook will appear as an enabled server on the list.
Microsoft Copilot
In this example, we'll show how to create a Copilot agent from scratch and connect it to Timebook MCP.
Follow Microsoft documentation for the latest configuration changes on the Copilot's side.
Go to your Copilot Studio, switch to the Agents tab, and create a new blank agent.
Wait a while until the agent is provisioned and configure the basic details: name, description, model you want to use, and other data.
Next, switch to the Tools tab and add a new tool:
Select Model Context Protocol as the tool type and fill the details:
Server name: e.g. Timebook MCP
Server description: e.g. AI operations on Timebook data
Server URL:
https://mcp.timebook.net/mcp/Authentication: OAuth 2.0 → Dynamic discovery
When ready, click 'Create'.
Now we need to configure the link between the agent and the Timebook service. Expand the connection dropdown and click 'Create new connection':
The agent will request access in your Timebook account:
Once authorized, click 'Add and configure' to save the changes. If everything was configured correctly, the MCP will appear on your tools list:
Gemini CLI
Go to ~/.gemini/settings.json and add an MCP server object with the following configuration:
Launch the CLI by running gemini in the terminal. On the first run, it will ask you to approve its authorization in Timebook. Proceed with the instructions to finish configuration.
MCP tools list
Timebook MCP supports the following tools (calls) that you can run within your AI service. The tools define the range of activities that you can perform using the Timebook data by asking the AI client of your choice.
We advise to refer to the table in case of problems with getting the desired results. For example, you can ask the AI to use a specific tool enter_name_here for more precision.
create_link_between_task_and_item
Creates a link between an existing work item and an object (opportunity, insight, goal or work item).
create_opportunity
Creates a new opportunity together with title and (optional) problem statement.
create_product_initiative
Creates a new product initiative together with ID, name, and status.
create_project
Creates a new project in the specified workplace.
create_solution
Creates a new solution in the specified workplace together with ID, name, description/theme, and status.
create_workitem NEW
Creates a new work item together with title, item type (task, bug, story, feature), and optional fields in the selected workplace.
get_basic_insights_info
Retrieves a list of insights with object ID, title, and description.
get_basic_opportunities_info
Retrieves all active opportunities with their ID, title, and description.
get_company_by_id
Retrieves the company matching the selected company ID together with business details, contact information and description.
get_contact_by_id
Retrieves detailed information (personal details, company associations, personas, description) for the specified contact ID.
get_contacts_by_persona_id
Retrieves all contacts associated with the provided persona ID.
get_current_goals
Retrieves all active goals with attached key results.
get_custom_fields
Retrieves all custom fields for the selected workplace.
get_goal_key_results
Retrieves all key results for the selected goals together with their progress.
get_interview_transcript
Retrieves the contents of the transcript of the selected interview.
get_item_custom_statuses
Retrieves all custom statuses for the selected object (opportunity, work item, or goal).
get_item_projects
Retrieves all projects associated with the selected object (opportunity, task, goal, or insight) together with project details (name, status, theme, and summary).
get_item_solutions NEW
Retrieves all solutions associated with the selected object (opportunity, task, goal, or insight) together with solution details (name, status, theme, and theme).
get_linked_insights_to_opportunity_ids
Retrieves all insights linked to the provided opportunity ID.
get_linked_items
Retrieves all items linked to the selected object (opportunity, insight, goal, or work item).
get_linked_opportunities_to_insight
Retrieves all opportunities generated from or related to the given insight.
get_opportunities_in_product_initiative NEW
Retrieves all opportunities linked to the selected product initiative.
get_persona_by_id
Finds the persona matching the provided persona ID together with name, description, and associated metadata.
get_products
Retrieves all products in the workplace together with details (name, description, context, owner, and creation/update dates).
get_project_info
Retrieves the details of the selected project (name, status, theme, summary).
get_sprint_info NEW
Retrieve the details of the selected sprint (title, status, start and end dates, team ID, summary).
get_sprint_work_items NEW
Retrieves all work items assigned to the selected sprint together with full details for every item.
get_work_items_by_friendly_id NEW
Retrieves all work items in the selected workplace sorted by their ID (e.g. TB-123).
get_work_items_in_project_or_solution NEW
Retrieves all work items belonging to the selected project or solution together with full details for every item.
link_insight_to_opportunity
Creates a link between the insight and the selected opportunity.
link_opportunity_to_goal
Creates a link between the opportunity and the selected key result of the goal.
link_opps_to_product_initiative
Creates a link between the selected opportunities and the product initiative.
manage_goals_to_product_initiative_link
Creates or removes a link between the selected key results of the goal and the product initiative.
manage_opportunities_to_solution_links
Creates a link between the selected opportunities and the solution.
remove_link_between_items
Removes the link between the selected objects (opportunities, insights, goals, or work items).
retrieve_product_information
Retrieves the details of the selected product (name, description, context, owner, and creation/update dates).
search_companies_by_workplace_and_name
Finds the companies in the selected workplace filtered by company name.
search_contacts_by_workplace_and_name
Finds the contacts in the selected workplace filtered by first or last name.
search_document_by_id
Finds the document matching the specified document ID together with all pages and content.
search_documents_by_workplace_and_name
Finds the documents in the selected workplace filtered by name and retrieves all pages and content for each matching document.
search_insights
Finds the insights matching, similar, or related to the concept of the query.
search_interviews_by_parameters
Finds the interviews filtered by product, contact, or company.
search_opportunities_by_ids
Finds all opportunities matching the provided opportunity ID.
search_opportunities_by_parameters
Finds the opportunities filtered by contact ID, company ID, status, priority, assignee, or custom fields.
search_opportunities_by_query
Finds the opportunities matching, similar, or related to the concept of the query.
search_personas_by_workplace_and_name
Finds all personas in the selected workplace filtered by the persona name.
search_product_initiatives_by_parameters
Finds product initiatives with statuses in the selected workplace filtered by name together with their details (ID, name, status, start and end dates, key results, risk assesment, and product ID).
search_sprints NEW
Finds all sprints belonging to one or more teams together with sprint details (ID, title, status, start and end dates).
search_teams
Retrieves all active teams in the selected workplace.
set_item_parent
Adds an object to the selected opportunity or goal.
set_product_initiative_overview
Adds an overview to the product initiative. Does not overwrite existing overviews.
set_solution_description NEW
Adds a description in the Markdown format to the selected solution. Does not overwrite existing descriptions.
set_sprint_description NEW
Adds a description in the Markdown format to the selected sprint. Does not overwrite existing descriptions.
update_goal_key_result
Updates the key result of the selected goal. Can be restricted to specific fields.
update_item
Updates the title, description, priority, problem, and/or desired outcome of the selected object of any type in the workplace.
update_item_custom_field
Updates the selected custom field of an opportunity or a work item (e.g. importance, satisfaction, importance score).
update_item_custom_status
Updates the custom status of an object (opportunity, goal, or work item).
update_item_date_range
Sets the start date and due date of an object (opportunity, goal, insight, or work item)
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