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Sunwise Model Context Protocol (MCP)

Check out more about Model Context Protocol (MCP) to enable AI agents to securely access and interact with your Sunwise information.

How Sunwise MCP Works

Sunwise MCP (Model Context Protocol) acts as a bridge between AI assistants and the Sunwise platform. Instead of the AI guessing or simulating data, MCP allows it to securely read and act on real Sunwise information using clearly defined tools.

At a high level, this is how it works:

  1. You request something in natural language
    For example: creating a project, finding a contact, or generating a proposal.

  2. The AI understands the intent
    The assistant translates your request into a structured action.

  3. MCP selects the correct Sunwise tool
    Each action (creating contacts, projects, proposals, reports, etc.) has a dedicated tool with strict rules.

  4. Sunwise executes the action
    The request is validated, executed inside Sunwise, and real data is returned.

  5. The AI responds with accurate results
    Since the data comes directly from Sunwise, responses are always up to date and reliable.

In simple terms, MCP lets the AI work with Sunwise, not just talk about it.

Benefits of Using MCP

Using Sunwise MCP provides several important advantages, especially for teams automating workflows or building AI-powered experiences.

  • No hallucinations
    The AI can only use what Sunwise actually provides, reducing errors and made-up data.

  • Secure by design
    Access is controlled by authentication and permissions already defined in Sunwise.

  • Structured and predictable
    Each tool has clear inputs and outputs, making integrations easier to maintain.

  • Real actions, not suggestions
    MCP doesn’t just recommend steps — it can create contacts, projects, proposals, and reports.

  • Faster workflows
    Repetitive tasks can be handled directly through conversational interactions.

  • Scalable automation
    The same tools can be used by humans, bots, or external systems consistently.

Available Tools

Sunwise MCP exposes a set of tools that represent core actions in the Sunwise platform. These tools are grouped by purpose and are designed to be easy to compose into workflows.

Contact Management

  • Create new contacts
  • Update existing contacts
  • List and search contacts
  • Retrieve contact details by ID
  • Access projects linked to a contact

Project Management

  • Create projects (with or without consumption data)
  • Retrieve recent projects
  • Get projects associated with a specific contact
  • Access project summaries

Proposal Management

  • Create commercial proposals inside projects
  • Generate proposals from presets
  • Retrieve proposals by project or ID
  • Search proposals by name
  • Mark and retrieve favorite proposals

Financing

  • Retrieve financing options for a proposal
  • Create financing plans
  • Get detailed financing information for proposals

Reports & Summaries

  • Retrieve active reports with public URLs
  • Access detailed report data
  • List and retrieve project summaries
  • List and retrieve proposal summaries

Each tool is purpose-built, meaning the AI can only perform exactly what the tool allows — nothing more, nothing less. This keeps interactions safe, reliable, and aligned with Sunwise business logic.

Setting things up

Authentication Methods

The Sunwise MCP server supports the OAuth Flow authentication method, meaning you can access to it by login into it with your Sunwise credentials.

Quick Guide: Add Sunwise MCP to ChatGPT

The exact steps depend on the ChatGPT client you are using (web, desktop, enterprise), but the overall flow is the same.

  1. Open Settings in ChatGPT.
  2. Navigate to Apps & Connectors.
  3. Look for the Advance settings and activate Developer mode
  4. Go back and select "create" to create a connector.
  5. Configure the server:
  6. Server URL: https://production.sunwise.ai/boty/mcp
  7. Authentication: You can do a normal OAuth login with your credentials.
  8. Save the configuration.
  9. Test the connection with a simple read action (for example, listing contacts or retrieving recent projects).

Other LLM Provider Setup Guides

Each AI provider has specific setup instructions for MCP servers. Please consult the official documentation for your provider: