MCP, or Model Context Protocol, is an open standard that allows AI applications to connect to external tools and data sources through a common protocol. The Revizto MCP server lets you securely connect your AI tools to your Revizto project data. Once connected, you can ask questions, get project insights, and take guided actions directly from your chosen AI assistant.

• Requirements
• Connection parameters
• Revizto MCP server URLs
• Setting up the MCP connection
• Limitations
• Best practices
• Troubleshooting

See also:

• Revizto developer portal

Requirements

Before connecting to the Revizto MCP server, confirm you have the following:

• Access to the Revizto region where your project data is stored.
• Access to a supported AI tool that can connect to remote MCP servers.
• The Revizto MCP server URL for your region.

You will also need to make sure that the Revizto MCP Server app is enabled for your organization account before adding the server to your AI tool. To check if the Revizto MCP Server app is active for your account:

• Account owners and admins: Go to Manage account info > Developer portal.
• Standard users: Go to Account info > App integrations.

If the Revizto MCP Server app is not active, ask your account owner or admin to activate it. Account owners and admins can enable the Revizto MCP Server app from the developer portal following the steps in Revizto developer portal.

To ensure your Revizto data remains secure, always adhere to your organization's internal security policies.

• Only connect to the Revizto MCP server in AI tools you trust.
• Use the correct regional Revizto MCP server URL.
• Keep write actions review-based. Ask the AI assistant to show planned changes before applying them.
• Revizto MCP server uses your Revizto access rights. Administrative actions require administrative-level Revizto access.
• Follow your organization's AI usage policies. Confirm which AI tools are approved before connecting Revizto data.

Connection parameters

The Revizto MCP server utilizes Streamable HTTP for connectivity. While specific field names may vary across different AI platforms, the main connection requirements remain the same. Additionally, some cloud-based AI tools set up MCP servers as custom connectors. To facilitate the authentication process, Revizto MCP uses OAuth Client ID. 

Refer to the parameter values in the table when setting up your connection. 

For configuration files, use this standard Streamable HTTP structure with the URL for your region:

{
  "mcpServers": {
    "<your server name>": {
      "type": "http",
      "url": "https://api.<server region>.revizto.com/mcp",
      "oauth": {
        "clientID": "revizto-mcp"
      }
    }
  }
}

Revizto MCP server URLs

When connecting your AI tool to the Revizto MCP server, you will need to use the MCP server URL for the region where your Revizto data is hosted.

If you have Revizto accounts hosted in different regions, you can add more than one Revizto MCP server to the same AI tool. Add the MCP server URL for each region you use, then authorize each connection. After that, you can ask the AI assistant to work across the connected regions to do things such as comparing issue counts, summarizing project risks, or preparing a cross-region coordination brief.

This lets the AI tool combine data from multiple authorized regional connections in one conversation. Revizto data still stays in its original region, and the assistant can only access accounts, licenses, and projects that your Revizto user is allowed to access.

Setting up the MCP connection

Revizto MCP Server is a remote MCP server that uses HTTPS. In tools that ask for a transport type, use Streamable HTTP or remote MCP server.

Setup steps vary by tool, but the typical process is:

1. Open the tool's settings.
2. In the settings find connectors, apps, MCP, tools, or integrations.
3. Add a new custom connector, custom app, or MCP server.
4. Locate the URL setting and provide the Revizto MCP server URL for your region.
5. Locate the OAuth client ID field and provide the Revizto MCP Client ID.
6. Leave the OAuth client secret blank.
7. Save the connection.
8. When you are asked to authenticate, sign in to your Revizto account.
9. Ask the AI assistant to list available Revizto tools or confirm the connection.

Depending on the AI tool, you may be asked to sign in to your Revizto account immediately after adding the MCP server or after the first prompt that requires Revizto data. When authentication starts, your AI tool will open a Revizto sign-in window. Sign in using the authentication method required for your Revizto account, such as email and password or SSO.

After authorization, the AI tool receives access only for the authenticated Revizto user. This means it will follow that user's account, license, and project access rights and only work with data and actions allowed for that user.

The following sections provide additional setup details for popular AI tools.

{
  "servers": {
    "<your server name>": {
      "type": "http",
      "url": "https://api.<server region>.revizto.com/mcp",
      "oauth": {
        "clientId": "Revizto MCP"
      }
    }
  }
}

To confirm setup has worked correctly, use the following prompt: 

Check my Revizto MCP connection. Tell me which Revizto account and region you can access, then list the available Revizto tools in plain language.

If the AI assistant says it cannot access Revizto, check the following:

• Revizto MCP Server is active for your account. Standard account members can check App Integrations. Account owners and admins can check the Developer portal.
• You used the correct regional URL.
• You completed Revizto OAuth sign-in.
• Your AI tool supports remote MCP servers.
• Your Revizto user has access to the account, license, and projects you are asking about.

Limitations

While the Revizto MCP server covers many coordination workflows, there are some current limits to keep in mind.

• Model and object properties are not exposed through MCP including object search, changed elements, object property reads, and issue-to-object reasoning. (Coming soon!)
• Screenshots and images are not exposed through MCP.
• Event subscriptions and webhooks are not exposed through MCP.
• Project, license, and account logs are not exposed through MCP.
• Model import and export are not exposed through MCP.
• Large projects can require careful filtering to avoid slow or expensive AI responses.
• Some AI tools have limits on how many MCP tools they can use at once. If tools are missing, disable unused MCP servers or unused tools in your AI tool.

Best practices

After the Revizto MCP server has been set up, your AI assistant can use Revizto tools to read coordination data such as issues, comments, clashes, sheets, reports, workflows, stamp templates, licenses, projects, and users. Depending on your access rights and the final release configuration, the assistant may also be able to help prepare or apply selected updates.

The Revizto MCP is useful for three kinds of workflows.

Large projects can contain a lot of data. Start with a focused prompt, then ask follow-up questions. This keeps answers faster, clearer, and cheaper in AI tools that charge by token usage.

For better results, follow these tips:

• Start with one project, trade, zone, or assignee.
• Ask for counts and summaries before asking for long lists.
• Ask the assistant to show the filters it used.
• Ask for the top 10 examples first, then expand if needed.
• For write actions, include "wait for approval before applying changes" in your prompt.
• For large projects, avoid prompts that ask for every issue, comment, clash, and sheet at once.
• If the result looks surprising, ask the assistant to show the source records it used.

To get started, try out the following suggested prompts: 

• How many drawing sheets are in <project name>?
• How many critical and open issues are there in <project name>?
• Reassign <user a>'s open issues to <user b> and note in the comment "reassigned by <user a>" in <project name>. 
• Close solved issues for <user a> created more than 30 days ago in <project name>.
• Set a deadline of next Friday on <user a>'s open issues in <project name>.
• Move the Open issues for <user a> to In Progress in <project name>. 
• Set Open Ductwork vs Structure issues for <user a> to critical in <project name>.

Troubleshooting

Q: The AI tool cannot connect to the Revizto MCP server. 

A: Confirm the regional URL is correct and the AI tool supports remote MCP servers. 

Q:  I have several Revizto accounts that use different SSO authentication methods and the MCP server did not connect to all of them. How do I perform authentication for these accounts?

A: The Revizto MCP Server can only access accounts using the authentication methods used during the most recent authorization flow. To authorize accounts using a different authentication method, go to your profile in Revizto Workspace, then Active sessions > API and authorize the needed accounts.

Q: The AI tool is asking me to sign in again. 

A: Complete the Revizto sign-in process. If you have multiple Revizto accounts using differing SSO authentication methods, authorize the needed account from your profile in Revizto Workspace, then Active sessions > API.

Q: The AI assistant cannot see a project.

A: Confirm that the Revizto MCP Server app is active for your account, you are signed in to the correct region for the project, and that the authenticated Revizto user has access to that project. If the Revizto MCP Server needs to be activated, reauthenticate in the AI tool to make sure the account is accessible via MCP. 

Q: Some tools are unavailable.

A: Your AI tool may limit active tools or you may not have the appropriate rights in Revizto to use those tools. 

Q: A write action failed. 

A: Confirm that your Revizto role allows that action in the account, license, or project you are writing to. 

Q: The response is slow or too expensive. 

A: Narrow the prompt by project, date, status, assignee, zone, or priority count limit. Refer to best practices for additional tips.