Connect the Syncro MCP Server

This document explains what the Syncro MCP server is and how to connect it to your AI assistant. 

Note: As AI assistants evolve, some menus and buttons may appear in different locations or have different names. You can always ask your specific AI assistant to set it up for you.

Prerequisites

Before you begin, you'll need:

• A Syncro account. If you don't have one, start a free trial.
• An AI assistant that supports MCP servers, such as Claude, ChatGPT, etc. 
• To meet any AI assistant-specific prerequisites described in the sections below.

Overview

The Syncro MCP Server connects AI agents and other external tools to Syncro so they can read and write PSA and RMM data directly, instead of navigating the Syncro UI or exporting a report to find the same information. It gives you a way to interact with data conversationally: whether that's creating a ticket, generating an estimate, or requesting a report.

This conversational access shortens the distance between a question and an answer. Because MCP-connected tools work through any client that supports the protocol, this access is not tied to a single workstation: whether a workflow runs from a desktop, a mobile device, or a cloud-hosted AI assistant, the connection to Syncro data works the same way, keeping operations moving regardless of where the work happens. For example:

• A Technician asks what's open, overdue, or flagged at a customer before a site visit or as a way to prioritize and organize their workload.
• A Biller asks which closed tickets logged time that hasn't been invoiced yet, catching revenue that would otherwise slip through the cracks.
• A Business Leader compiles a client's tickets, invoices, and open issues ahead of a QBR, or starts their day with a briefing on what changed overnight.

For more examples, see the Syncro MCP Prompt Library.

Notes: 

• You can find Syncro listed in the Official MCP Registry under our own name with a verified badge, confirming the connector was actually built by us and not an unofficial third-party version.
• The Syncro MCP server exposes both PSA and RMM data through a single connection, so a client doesn't need separate integrations for ticketing and billing versus device and asset data.

Connect to Claude

Connecting the Syncro MCP server gives Claude direct access to your Syncro data, including tickets, customers, assets, and invoices, so you can work in Syncro through Claude without opening the UI. 

How you connect depends on your Claude plan. If you have a Team/Enterprise plan, your Claude Owner or Primary Owner enables the connector once for your company, and each user then authenticates individually. If you have an Pro/Individual plan, you add and authenticate the connector yourself, with no admin involved.

Note: These steps work in both claude.ai and the Claude Desktop app. In either one, connector settings are under Settings > Customize > Connectors.

Steps

Connect to ChatGPT

Prerequisites 

In addition to the general prerequisites, you'll need a ChatGPT account where Developer Mode is available. Availability depends on your plan and OpenAI's current rules, which can change. 

Steps

1. Open ChatGPT and go to Settings.
2. In the left panel, select Security and Login, then click the toggle to enable Developer Mode:
   
3. Back on the main ChatGPT screen, select Plugins from the left panel, then on the Plugins page, click the +.
4. In the "New Plugin" window, enter the following:
   1. Name: Syncro 
   2. Connection: Server URL, https://mcp.services.syncromsp.com/mcp/stream 
   3. Authentication: OAuth
      Note: No changes need to be made in Advanced OAuth Settings. 
   4. Check the box to acknowledge that you understand and want to continue.
   5. Click Create. Your browser window opens automatically.
5. Sign into Syncro and click Allow Access:
   
   Note: You only need to authorize Syncro once. If your authorization expires or you revoke access, ChatGPT will prompt you to sign in again.

Connect to Copilot Studio

Note: For Copilot Studio, you'll connect Syncro to a Studio agent; the Microsoft 365 Copilot chat app does not allow for adding an MCP server via URL.

Prerequisites

In addition to the general prerequisites, you'll need:

•  A Microsoft Copilot Studio (or Microsoft 365 Copilot license), 
• A Power Platform environment, and 
• Permission to create connections. (Your tenant's DLP must allow the connector.)

Steps

1. In Copilot Studio, open (or create) a new agent.
2. Navigate to Tools, then click +Add a Tool:
    
3. Click Add New MCP:
    
4. In the “Add a Model Context Protocol Server” window, enter:
   1. Server Name: Syncro
   2. Server Description: Access Syncro tickets, customer organizations, assets and invoices.
   3. Server URL: https://mcp.services.syncromsp.com/mcp/stream
5. For Authentication, select OAuth 2.0.
6. For Type, select “Dynamic Discovery:”
   
7. Click Create. A “Syncro custom connector has been created” message displays.
8. Click Next.
9. From the Connection dropdown menu, select “Create New Connection.”
10. Optionally provide a Display Name, and click Create. 
11. Sign into Syncro and click Allow Access.
12. Click Add to finalize the MCP tool creation.
13. Click Add to Agent. The Syncro tools now appear in the agent's Tools list.

Tip: See the Microsoft Copilot Studio documentation for the most up-to-date information on creating agents and adding tools.

Connect to Cursor

Prerequisites

In addition to the general prerequisites, you'll need a version of Cursor with MCP support (Cursor has supported MCP since its early releases; OAuth-based remote servers require a more recent build).

Steps

1. Open Cursor Settings (Cmd+, on Mac, Ctrl+, on Windows).
2. Go to Tools/Features > MCP. 
3. At the bottom of the Home MCP Servers list, click +New MCP Server.
4. In the "Add New MCP Server" window, enter:
   1. Name: Syncro
   2. Type: Remote HTTPS (if not already selected)
   3. Server URL: https://mcp.services.syncromsp.com/mcp/stream
5. Add the following to the opened JSON file: 
   "mcpServers": {
 "Syncro": {
   "url": "https://mcp.services.syncromsp.com/mcp/stream"
 }
}
6. Click Save.
7. Click Add MCP.
8. If prompted, allow Cursor to open your browser.
9. Sign into Syncro and click Allow Access.

Note: An Admin can add the MCP server for all the users under the Team MCP Servers option at https://cursor.com/dashboard/integrations#integrations.

Connect with an API Key

If your MCP client lets you set custom request headers, you can connect using a Syncro API token instead of the browser sign-in.

Create an API Token

1. In Syncro, navigate to Admin > API - API Tokens. 
2. Click +New Token. 
3. Select the permissions the connection needs, which includes Tickets, Customers, Assets, Invoices, etc.
   Note: Your token's permissions determine what the connection can do. 
4. Click Create. 
5. Copy the token now. (It's shown only once.)

Configure Your MCP Client 

Next, configure your MCP client with the following server URL and headers:

• URL: https://mcp.services.syncromsp.com/mcp/stream
• X-Syncro-API-Key: [your_API_token] (that you copied in the step above).
• X-Syncro-Subdomain: [your_subdomain] (just the subdomain, e.g., acme, NOT acme.syncromsp.com).

Most MCP clients use a JSON config like this:
{
 "mcpServers": {
   "syncro": {
     "url": "https://mcp.services.syncromsp.com/mcp/stream",
     "headers": {
       "X-Syncro-API-Key": "YOUR_API_TOKEN",
       "X-Syncro-Subdomain": "your-subdomain"
     }
   }
 }
}

Verify the Connection

Ask your AI assistant to "list my open Syncro tickets." If it returns data, you're connected.

Let Your AI Assistant Set It Up

Paste this into the AI assistant or tool you want to connect, and it'll walk you through the exact steps for your client:

I want to connect my Syncro account to you using the Syncro MCP Server.• Server URL: https://mcp.services.syncromsp.com/mcp/stream
• Authentication: OAuth — I sign into Syncro in a browser and approve access; no client ID or secret needed. (If you can't use OAuth, I can instead provide a Syncro API key via the X-Syncro-API-Key and X-Syncro-Subdomain request headers.)
• Official setup guide: https://docs.syncrosecure.com/en_US/model-context-protocol/connect-syncro-in-claudeai-copy-942 — treat this as the source of truth; if you can browse the web, read it first.
Please:
1. Ask me which app/tool I'm using (e.g. Claude, ChatGPT, Cursor, Copilot Studio, n8n) and my plan/tier.
2. Give me the exact click-by-click steps to add a custom/remote MCP server in that tool — where the setting lives, where to paste the URL, which authentication option to choose (pick OAuth / "Dynamic Client Registration" if offered), and how to complete the Syncro sign-in.
3. Give me one test prompt to confirm it worked (e.g. "list my open Syncro tickets").
4. If something fails, ask what error I saw and help me fix it.