Fieldguide MCP
Manage your entire engagement portfolio and take approved actions, all from the AI tools your firm already runs on.
Works where your team already is
One connection works across Copilot, Claude, OpenAI, and any MCP-compatible tool, no vendor lock-in.
Full visibility before every call
Ask what's open, what's overdue, and who each item is sitting with, across every engagement.
Answers in plain language
Get a direct answer on team workload or engagement status, in plain language, right away.
Permissions carry over
Each practitioner sees only the engagements and data they can already access.
Fieldguide, extending to where you work
Built for Every Moment in Your Day
With Fieldguide MCP, a partner preps for a client call, a manager maps the week ahead, and staff open the day with a clear worklist.
Live Engagement Look-Ups
Get the period, report date, open and overdue requests, and owners in a single answer, updated in real time from Fieldguide.
Work Across Your Tools
Pull engagement status into a Teams chat, a SharePoint file, or an email, and draft the update on the spot.
Routine Actions, Approved First
Post a comment or start an engagement from a template, reviewing the exact wording and details before anything changes.
Give your team one connection into every AI tool they already use, no vendor lock-in required. See Fieldguide MCP in action.
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