Start from the current work
An authorized assistant can retrieve work context through MCP. Customer records sit alongside project information, so the relationship informs the next step.
Shared customer and project context for AI agents
An assistant that can’t see your customers is guessing. Connect Claude Code or Codex to Scoped and it works from the same quotes, jobs, and history you do, inside the access you approve.
- Claude Code and Codex
- Access you control
- Scoped doesn’t run the AI
Your assistant, working from the real jobs.
Scoped doesn’t run the AI. You connect the assistant you already use, and it reads the same customers, quotes, and jobs your team does, then brings its progress back where everyone can see it.
Connect your assistant
Choose the access you grant
Approve a workspace and the requested permissions when connecting. Review every connected assistant and revoke access the moment you want it gone.
Bring progress back
Within the permissions you grant, an assistant can update issues and add comments. MCP activity records the authorizing person and connection source for you to review.
Every assistant works inside the access you approve.
Each person connects their own assistant and approves what it can do. Try it: set a connection’s access, then ask its assistant to post an update.
- Each person approves their own connection, for one workspace, on a consent screen.
- Every request is checked against the access that person approved.
- A read-only connection can’t write, whatever it is asked.
- Revoke a connection and access through it stops at once. What it already did stays in the history.
Set an access level, then ask. Scoped checks it on every request.
Catch up on a job without rereading everything.
Say you’re between sites and want to know where the kitchen remodel stands before you call Marisol.
Ask it to read the current issue and the recent activity on the job.
Have it lay out what is ready and what still needs your call.
Authorize it to write the agreed next steps back to the issue.
One record, and the assistant you already use, working from it.
Scoped is where the customer and the work live together, so everyone, including your AI assistant, answers from the same history.
One record from first call to finished jobCustomers, quotes, and jobs live together. The won quote becomes the job with the customer attached, so nothing is retyped between the sale and the work.
Your AI assistant, on the real workConnect the assistant you already use to the one workspace you pick. Every change it makes is recorded under the person who authorized it, and you can revoke it at any time.
Your records stay yoursExport your whole workspace whenever you want it, with no ticket and no waiting. What an export contains, and what it leaves out, is documented.Priced for the business you runFree for one person, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace with people included; more join for $9 a month each.Bring the assistant your team already uses.
Connect ChatGPT, Claude, Grok, or Gemini to the one workspace you pick, and it works from the same customers and projects your team does. Bring your work over, and take it with you whenever you want.
“Which quotes over $10K have gone quiet for more than a week?”
ChatGPT read the pipeline and left a follow-up note on two deals.
Bring your dataMoving from another tool? We’ll help you bring projects and issues over from a CSV export.Export anytimeYour whole workspace, whenever you want it, with documented boundaries.Scoped ConnectComing soon: the desktop app that keeps your records on a database you control.
All integrations Your assistant, on your real jobs. With access you control.
Free for one person. 30 days of Pro on your first workspace, no card.