Valuecase can be connected to Claude, ChatGPT and other MCP-compatible AI tools. This allows your AI assistant to securely access selected Valuecase data and help with workflows such as reviewing spaces, checking templates, preparing follow-ups, or creating new spaces from templates.
Use this when you want to bring Valuecase context into your AI workflow without switching between tools.
This article explains what the Valuecase MCP server can do, how to connect it, and how to troubleshoot common issues.
What is MCP?
MCP stands for Model Context Protocol. It is an open standard that lets AI tools connect to external systems in a secure and structured way.
With the Valuecase MCP server, your AI assistant can use selected Valuecase tools on your behalf. Access is only granted after you sign in with your Valuecase account and approve the requested permissions.
What You Can Do with the Valuecase MCP Server
The Valuecase MCP server currently supports two main areas: templates and spaces.
Spaces
Your AI assistant can:
Create new spaces from templates
Search and filter spaces
Review space content incl. task progress and engagement
View available space properties
This is useful for customer briefings, follow-up preparation, pipeline reviews, onboarding handovers, or AI-assisted space creation.
Updating or deleting existing spaces is currently blocked for security purposes. We are planning to add this functionality over time.
Templates
Your AI assistant can:
List available templates
Review the content of a template
Check which space properties are required when creating a space from a template
This is useful when you want the assistant to understand which templates exist, what they are used for, or what information is needed before creating a new space.
How to connect
To connect Valuecase through MCP, you need:
Admin access in Valuecase
An MCP-compatible client, such as Claude or ChatGPT
In some tools (e.g., Claude Team or Enterprise workspaces), an owner or admin may need to add the connector before individual users can connect their own Valuecase account.
Connect Valuecase in Claude
Open Claude, go to Settings or Customize, and open Connectors
Add a custom connector
Enter the Valuecase MCP server URL: https://mcp.valuecase.com/mcp, and save the connector
Click Connect and sign in with your Valuecase account
Review the requested permissions and approve access
Enable the Valuecase connector in your Claude conversation. Once connected, Claude can use the approved Valuecase tools in conversations where the connector is enabled.
(optional) After connecting, head over to Customize -> Connectors -> Valuecase to review your default Tool permissions
Connect Valuecase in ChatGPT
Open ChatGPT settings
In ChatGPT, go to Workspace Settings → Apps (or to Settings → Apps to only enable the connector for yourself), and click on Advanced settings and make sure that "Developer mode" is turned on.
Add the Valuecase connector
Click on "Create app", name the app 'Valuecase' and paste the following URL:
https://mcp.valuecase.com/mcpConfigure the Valuecase connector
Set 'Authentication' to 'OAuth', open 'Advanced OAuth settings' and set Registration method to 'Dynamic Client Registration (DCR)'. Click Create, then sign in with your Valuecase account and 'allow access'.
Now ask ChatGPT to create a Valuecase Space.
Connect Valuecase in Another MCP-Compatible Client
Use the following server URL: https://mcp.valuecase.com/mcp
If your client asks for a transport type, select: Streamable HTTP
If your client asks for an authentication method, select: OAuth
Do not add access tokens, API keys, or user credentials to the URL.
Example Prompts
Create a customer briefing
“Review my active Valuecase spaces and summarize upcoming due dates, overdue tasks, recent customer activity, and spaces that appear inactive.”
Create a new space
“Create a new Valuecase space for John Doe from ACME using the enterprise onboarding template. First check which properties are required and ask me for anything missing.”
Prepare follow-ups
“Find spaces with overdue customer tasks. Draft a polite follow-up message for each customer and include the relevant Valuecase space link. Do not send the emails.”
Review templates
“List our available Valuecase templates and summarize which use cases each one supports. Highlight templates that are suitable for onboarding, enterprise sales, or renewals.”
Find spaces by owner
“Show me active spaces owned by Sarah that were updated in the last 30 days. Group them by template and include the current status, customer name, and recommended next action.”
💡 Tips for Better Results: When prompting your AI assistant, include as much context as possible. Useful details include: Time range, such as “last 7 days” or “since Monday”, Customer or company name, Template name, Owner, etc
Technical Details
Server name: Valuecase
Server URL: https://mcp.valuecase.com/mcp
Transport protocol: Streamable HTTP
Authentication: OAuth 2.0
Capabilities: Read and write
Security and Privacy
Only connect Valuecase to AI clients and external systems you trust. The connected AI client can use the approved Valuecase tools on your behalf.
Review tool approvals carefully, especially for actions that create new spaces. Valuecase does not expose destructive MCP actions such as deleting spaces.
Data accessed through the connector is handled according to the Valuecase privacy policy: https://www.valuecase.com/company/privacy-policy
For help, contact [email protected].