The Ignition MCP is a secure connection that lets an AI assistant like ChatGPT or Claude to work directly with your Ignition account. Once it's connected, you can get things done by asking in plain English, to look things up or make changes in Ignition for you, instead of clicking through the app yourself.
This guide covers what the Ignition MCP is, how to connect your AI assistant, useful things to ask, best practices, and current limitations.
What the Ignition MCP is
MCP stands for Model Context Protocol. It's a secure, standard way to let an AI assistant work with another app on your behalf. Once connected, your assistant can look things up in your Ignition practice and take actions for you, by you asking in everyday language.
What this means for you:
No coding required. You connect once, then you simply chat with your AI assistant.
You ask, it does the work in Ignition. You describe what you want and the assistant handles it for you.
It works through your AI assistant. After the one-time setup, you do the work from inside your assistant rather than clicking through Ignition.
The MCP is available on every Ignition plan at no extra cost.
Before you begin
A few things to keep in mind:
You connect using your own Ignition account. Your assistant inherits the permissions of your Ignition role, so it can only perform actions that your account is authorized to do. For example, some actions are only available to Members or Admins.
Your assistant can only work within the practice you're signed in to. If you have access to multiple Ignition accounts, be sure to sign in to the account where you want your assistant to perform actions.
Available actions also depend on your subscription plan. If your plan doesn't include a feature (such as Deals or Forms), actions related to that feature won't be available to your assistant.
Connecting your AI assistant
Connecting takes three quick steps:
In your AI app, add a new MCP connection and enter the Ignition server address: https://mcp.ignitionapp.com/mcp
You'll be taken to Ignition to sign in and approve access. This is the same secure login you already use.
Once approved, you're connected — start asking your assistant to help with Ignition.
Note: The exact steps for adding a connection vary slightly depending on which AI app you're using (Claude, ChatGPT, or another MCP-compatible app). Look for an option to add an MCP server, custom connector, or integration, then paste in the address above.
What you can ask it to do
Your assistant can help across most areas of Ignition. Here's an overview of what's covered:
Area | What you can do |
Clients & contacts | Find clients, create new ones, update details, add contacts, and archive or restore clients |
Proposals | Create proposals (from scratch or from a template), edit services and pricing, send, renew, and archive them |
Deals | View your pipeline, create deals, add notes, move deals between stages, and mark them won or lost |
Invoices | Look up invoices, draft a new invoice for review, send, void, or archive invoices |
Payments & billing | Review payments and billing items, including failed or refunded payments |
Services | Browse and maintain your service library, and check tax rates |
Templates | Manage proposal email, message, and engagement letter (terms) templates |
Forms | List forms, create them from a template, and send them to clients |
Some actions are read-only (looking things up) and some make changes on your behalf. Anything that creates or changes something in Ignition still respects your role and plan — and where appropriate, you'll be asked to confirm in Ignition before it's finalised.
Note on invoices: When you ask your assistant to create an invoice, it prepares a draft for you to review. You'll always open and confirm it in Ignition yourself before it's actually created or sent — nothing is issued automatically.
Managing and removing access
You're in control of the connection at all times. To review or remove it:
In Ignition, go to your Profile.
Open Connected apps.
Find your AI app and remove access whenever you'd like.
If you remove access and want to reconnect later, just start the connection again from your AI app and approve access once more.
Best practices
A few simple habits will get you much better results.
Be specific. The more specific your request, the better the result. "Show me overdue invoices over 30 days for clients in the X group" beats "show me invoices."
Start small. Try one item or a small batch before doing anything at scale. Confirm it did what you expected, then go wider.
Iterate with follow-ups. You don't have to get it perfect in one go. Refine with prompts like "narrow this down to just this month" or "filter out the ones already paid."
Always review client-facing work yourself. Before anything goes to a client, read it over. The assistant helps you prepare and review — you stay in control of what gets sent.