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Documentation Index

Fetch the complete documentation index at: https://grantmaster.dev/llms.txt

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Integration Guide: MCP Server

Overview

GrantMaster includes a built-in Model Context Protocol (MCP) server that allows AI assistants like Claude to interact directly with your grant management data. The MCP server exposes 35+ tools and 5 resources for reading and managing projects, grants, expenses, compliance, and more. Where: Navigate to Integrations > MCP Server in the sidebar

What It Does

CapabilityDescription
Project DataRead project details, milestones, budgets, and team assignments
Grant ManagementQuery grant applications, pipeline status, and active awards
Expense TrackingView and categorize expenses, check budget utilization
ComplianceCheck compliance status, review audit logs, and policy adherence
Document AccessSearch and retrieve uploaded documents and reports
AI Agent ExecutionTrigger and monitor agent runs through external AI clients

Prerequisites

  • Role: Administrator or user with MANAGE_INTEGRATIONS permission
  • Subscription: Growth Tier or higher (MCP server is not available on Free or Starter Tier)
  • API Key: Required for authentication — generated from the MCP Server configuration page

Setup

Step 1: Navigate to MCP Server Settings

Go to Integrations in the main sidebar, then click Configure Server on the MCP Server card, or navigate directly to /integrations/mcp.

Step 2: Copy Your Endpoint URL

The MCP endpoint URL is displayed at the top of the page. It follows the format:
https://<region>-<project-id>.cloudfunctions.net/api/mcp
Click the copy button to copy it to your clipboard.

Step 3: Generate an API Key

  1. In the API Keys section, click New Key
  2. Give the key a descriptive name (e.g., “Claude Desktop — Work Laptop”)
  3. Copy the generated key immediately — it will not be shown again
  4. The key appears in the active keys table where you can revoke it later

Step 4: Connect Your AI Client

Use the connection guides on the MCP configuration page. Pre-formatted configurations are provided for:

Claude Desktop

Add to your claude_desktop_config.json:
{
  "mcpServers": {
    "grantmaster": {
      "url": "<YOUR_ENDPOINT_URL>",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

Claude Code

Add to your project’s .mcp.json:
{
  "mcpServers": {
    "grantmaster": {
      "url": "<YOUR_ENDPOINT_URL>",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

Generic MCP Client

Use the HTTP transport with:
  • URL: Your MCP endpoint URL
  • Authentication: Authorization: Bearer <YOUR_API_KEY> header

Usage

Once connected, your AI client can:
  • Ask questions about your grant data: “What grants are due for reporting this month?”
  • Run queries across projects: “Show me all projects over budget by more than 10%”
  • Trigger actions like generating reports or categorizing expenses
  • Access documents uploaded to the platform for analysis
All requests are scoped to your organization’s data and respect your RBAC permissions.

API Key Management

ActionHow
CreateClick “New Key” in the API Keys section
ViewActive keys are listed with name, creation date, and last used timestamp
RevokeClick the revoke button next to any key — takes effect immediately

Security Best Practices

  • Generate separate keys for each client or device
  • Revoke keys you no longer use
  • Do not share API keys in public repositories or chat messages
  • Keys inherit your user permissions — a key created by an Admin has Admin-level access

Troubleshooting

IssueSolution
”Unauthorized” errorVerify your API key is correct and not revoked
”Forbidden” errorCheck that your user role has the required permissions for the requested action
Connection timeoutVerify the endpoint URL is correct; check your network/firewall settings
No tools availableEnsure your subscription tier includes MCP access (Growth or higher)