@practicestack/mcp-server

MCP (Model Context Protocol) server for PracticeStacks — manage your entire practice management platform from Claude.

Exposes 42 tools across proposals, leads, contacts, businesses, compliance, employees, departments, services, statistics, and settings.

Quick Start

Claude.ai (Web)

1. Go to Claude.ai > Settings > Connectors > Add custom connector
2. Enter:
   • Name: PracticeStacks
   • URL: https://www.practicestacks.in/mcp
3. Click Add — Claude.ai will redirect you to PracticeStacks to log in and approve
4. Done. All 42 tools are now available in Claude.ai conversations.

Claude Code

npx @practicestack/mcp-server

The server auto-opens your browser for authentication on first run. Log in to PracticeStacks, click Approve, and you're connected. Credentials are saved to ~/.practicestack/credentials.json for future sessions.

Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "practice-stack": {
      "command": "npx",
      "args": ["-y", "@practicestack/mcp-server"]
    }
  }
}

Claude Code (.mcp.json)

Add to your project's .mcp.json:

{
  "mcpServers": {
    "practice-stack": {
      "command": "npx",
      "args": ["-y", "@practicestack/mcp-server"]
    }
  }
}

Authentication

Authentication is automatic. On first run, the server:

1. Checks for PRACTICESTACK_API_TOKEN environment variable
2. Checks for saved credentials at ~/.practicestack/credentials.json
3. Opens your browser to authorize the connection (zero-config)

Using an API Token (optional)

If you prefer manual setup, create an API token in PracticeStacks > Settings > API Tokens, then:

PRACTICESTACK_API_TOKEN=ps_live_xxxxx npx @practicestack/mcp-server

Or in your MCP config:

{
  "mcpServers": {
    "practice-stack": {
      "command": "npx",
      "args": ["-y", "@practicestack/mcp-server"],
      "env": {
        "PRACTICESTACK_API_TOKEN": "ps_live_xxxxx"
      }
    }
  }
}

Environment Variables

| Variable | Default | Description | |----------|---------|-------------| | PRACTICESTACK_API_TOKEN | — | Skip browser auth with an explicit API token | | PRACTICESTACK_API_URL | https://www.practicestacks.in | Override the API base URL |

Available Tools (42)

Proposals (4 tools)

| Tool | Description | |------|-------------| | list-proposals | List all proposals with status, value, business, and dates | | get-proposal | Get full proposal details including services, packages, and testimonials | | update-proposal | Update title, status, cover letter, scope, terms, value, currency, or expiry | | send-proposal-notification | Send email/WhatsApp notification to the client |

Leads (5 tools)

| Tool | Description | |------|-------------| | list-leads | List leads with filters for status, priority, source, and search | | create-lead | Create a new lead with company details and tracking metadata | | update-lead | Update lead details, status, or priority | | delete-lead | Permanently delete a lead | | convert-lead | Convert a qualified lead into a business/client |

Businesses (4 tools)

| Tool | Description | |------|-------------| | list-businesses | List all businesses/clients | | get-business | Get detailed business info including contacts and compliance | | update-business | Update name, contact info, GST, branding, or templates | | list-business-proposals | List all proposals for a specific business | | list-business-compliance | List compliance records for a specific business |

Contacts (5 tools)

| Tool | Description | |------|-------------| | list-contacts | List all contacts across all businesses | | list-business-contacts | List contacts for a specific business | | create-contact | Create a new contact under a business | | update-contact | Update contact details, title, or set as primary | | delete-contact | Delete a contact |

Compliance (4 tools)

| Tool | Description | |------|-------------| | list-compliance | List all compliance/filing records with due dates and statuses | | get-compliance | Get detailed compliance record with history and documents | | list-compliance-types | List available compliance types (GST, TDS, ITR, ROC, etc.) | | get-compliance-report | Generate compliance statistics and completion rates |

Employees (4 tools)

| Tool | Description | |------|-------------| | list-employees | List all team members with positions and departments | | create-employee | Add a new employee (requires available subscription seat) | | update-employee | Update employee profile, position, or module access | | delete-employee | Remove an employee (frees subscription seat) |

Departments (3 tools)

| Tool | Description | |------|-------------| | list-departments | List all departments | | create-department | Create a new department | | delete-department | Delete a department |

Services (2 tools)

| Tool | Description | |------|-------------| | list-services | List all services with pricing, billing type, and tax rates | | list-service-packages | List service packages (bundles of multiple services) |

Statistics (6 tools)

| Tool | Description | |------|-------------| | get-dashboard-stats | High-level stats: proposals, revenue, clients, compliance trends | | get-revenue-pipeline | Revenue breakdown by status, monthly trends, and projections | | get-proposals-overview | Proposal status distribution, conversion rates, and averages | | get-compliance-deadlines | Upcoming deadlines, overdue items, and deadline calendar | | get-expiring-proposals | Proposals expiring within N days (default: 30) | | get-recent-proposals | Most recently created or updated proposals |

Settings (5 tools)

| Tool | Description | |------|-------------| | get-user-profile | Get your profile: name, email, phone, role, business details | | update-user-profile | Update your name, designation, or address | | get-business-settings | Get branding, templates, and signature preferences | | get-subscription | Get subscription plan, seat count, and billing status | | get-audit-logs | Recent audit logs — who did what and when |

Example Usage

Once connected, just ask Claude naturally:

• "Show me all pending proposals"
• "Create a lead for Acme Corp from LinkedIn, high priority"
• "What compliance deadlines are coming up this week?"
• "Convert the Acme Corp lead to a business"
• "Send a notification for proposal XYZ"
• "Show my dashboard stats"
• "List all employees in the Audit department"

Requirements

• Node.js 20+
• A PracticeStacks account

License

MIT