MCP Server Integration

Automation

AI-Powered Development Workflow

ISO Mate includes a built-in MCP (Model Context Protocol) server that lets AI assistants and developer tools interact with your entire platform directly. Manage issues, tasks, incidents, compliance frameworks, test cases, help desk tickets, and more without leaving your IDE.

What is MCP?

The Model Context Protocol is an open standard that allows AI tools to connect to external data sources and services. ISO Mate’s MCP server exposes 12 tool providers covering every major module, giving any MCP-compatible client full access to your project data.

DevOps Tools

Manage your complete agile workflow with tools for issues, sprints, releases, user stories, and features.

  • Issues: List, get, create, update, delete issues. Add and list comments. Filter by status, priority, type, sprint, assignee, or project key.
  • Sprints: Create, update, delete, start, and close sprints.
  • Releases: Create, update, delete, release, and archive version milestones.
  • User Stories: Full CRUD for user stories with status, priority, and feature assignment.
  • Features: Full CRUD for product features with MoSCoW prioritization.

Quality Assurance Tools

Run your QA process from your AI assistant with tools for test management.

  • Test Cases: Create, update, delete, and organize test cases by folder, priority, and type.
  • Test Cycles: Create, update, delete, and close test cycles for specific testing efforts.
  • Test Executions: List, get, start, complete, or block test executions with blocking reasons.
  • Test Environments: Manage test environments with browser, OS, and device details.

Task Management Tools

Stay on top of your work with task and recurring task management.

  • Tasks: Create, update, delete, and toggle completion on tasks with priority, due dates, and assignees.
  • Recurring Tasks: Set up recurring task templates with daily, weekly, monthly, yearly, or custom recurrence patterns.

Incident Management Tools

Track and investigate incidents with full lifecycle management.

  • Incidents: Create, update, delete, and transition incidents through status workflows (Open, Investigating, Contained, Resolved, Closed).
  • Assignments: Assign and unassign users with roles (reporter, assignee, stakeholder).
  • Linked Items: Link tasks and notes to incidents for investigation tracking.
  • Audit Logs: View the complete audit trail for any incident.

Compliance Tools

Manage your entire compliance program programmatically.

  • Frameworks: Create, update, and archive compliance frameworks with versioning.
  • Requirements: Manage compliance requirements with status tracking (Compliant, Warning, Non-Compliant).
  • Controls: Create controls and map them to requirements, policies, and procedures.
  • Policies: Draft, publish, version, and assign policies to user groups for attestation.
  • Procedures: Draft, publish, version, and toggle active status on procedures with recurrence support.
  • Evidence: List, update, delete, and link evidence files to controls.
  • Attestations: View attestation status and completion progress for policies.

Help Desk Tools

Handle support tickets and canned responses from your AI assistant.

  • Tickets: Create, update, delete tickets. Add replies and internal notes. Merge tickets, manage watchers, link entities, and manage tags.
  • Canned Responses: Create, update, delete, and browse canned response templates by category.

Notes Tools

Organize documentation with notes, folders, and tags.

  • Notes: Create, update, delete, and move notes between folders.
  • Folders: Create hierarchical folder structures for organizing notes.
  • Tags: Create and manage tags for categorizing notes.

Custom Object Tools

Work with your custom data schemas and entries.

  • Object Types: Create, update, and delete custom object type definitions with field schemas.
  • Entries: Create, update, and delete entries with automatic schema validation against the object type definition.

Workflow Automation Tools

Build and manage workflow automations that trigger actions when entities change.

  • Workflows: Create, update, delete, and toggle workflows with trigger conditions and actions.
  • Executions: View execution history, details, and statistics for each workflow.
  • Configuration: Discover available trigger entities, events, action types, and entity field schemas for building workflows.

Contacts Tools

Manage your contact directory with full CRUD operations. Search contacts by email, name, or company.

Billing Tools (Read-Only)

View subscription status, plan details, and invoice history. Billing management tools are excluded from API token scopes for security.

Authentication

MCP access is secured with scoped API tokens. Generate a token from the profile menu, create an API Token, assign it the permissions it needs, and configure your MCP client with the token. Each token is scoped to a single account for data isolation. Billing management scopes are excluded from API tokens by design.

Getting Started

  1. Go to Profile > API Tokens in the top nav bar and create a new token with the required scopes.
  2. Configure your MCP client (e.g., your IDE or AI assistant) with the server URL and token.
  3. Start managing your entire ISO Mate workspace directly from your development environment.