MCP Examples

MCP Tools Not Yet Available

MCP tools are not yet exposed on the v2 endpoint (assistant.knowify.com/api/v2/mcp). The examples below show what will be possible once tools are added. For now, MCP resources (schema discovery, guides) are available.

These examples show realistic prompts you can use with Claude once connected to the Knowify MCP server. Each example includes the prompt, which tools Claude calls, and what the output looks like.

Example 1: Discover Resources and List Projects

Prompt:

What resources are available in Knowify? Then show me the 5 most recent projects with their name and status.

What happens:

Claude calls list_resources to discover available types, then query with field projection:

Tool: list_resources
→ Returns 21 resource types with their capabilities

Tool: query
  resource: "projects"
  page_size: 5
  sort: "Id"
  sort_asc: false
  fields: "Id,ProjectName,BusinessState"

Output:

Here are the resource types available in Knowify: Projects, Bills, Clients, Departments, Invoices, Items, Milestones, Payments, Purchases, Resources, Tickets, Time, Vendors, Allocations, Billables, Contracts, Documents, Users, Submittals, Assets, and List Items.

Your 5 most recent projects:

ID	Project Name	Status
1862075	Office Renovation Phase 3	Open
1862073	Kitchen Remodel - Smith	Open
1862072	Bathroom Addition	Open
1862071	Deck Replacement	Open
1862070	Roof Repair - Johnson	Open

---

Example 2: Search for a Client and View Details

Prompt:

Find clients matching "Acme" and show me the full details for the first match.

What happens:

Claude calls query with a search term, then get for the full record:

Tool: query
  resource: "clients"
  q: "Acme"
  page_size: 5
  fields: "Id,ClientName,Email,Phone"

Tool: get
  resource: "clients"
  id: "48210"

Output:

I found 2 clients matching "Acme":

1. Acme Construction LLC (ID: 48210)
2. Acme Renovations (ID: 51033)

Here are the full details for Acme Construction LLC:

• Contact: John Smith
• Email: john@acmeconstruction.com
• Phone: (555) 123-4567
• Address: 123 Main St, Austin, TX 78701
• Created: 2024-03-15
• Active Projects: 3

---

Example 3: Create a Project and Update It

Prompt:

Create a new project called "Warehouse Expansion" for client ID 48210, then set the department to "Commercial".

What happens:

Claude calls create to make the project, then update to set the department:

Tool: create
  resource: "projects"
  data: {
    "ProjectName": "Warehouse Expansion",
    "ClientId": "48210"
  }

Tool: update
  resource: "projects"
  id: "1862080"
  data: {
    "DepartmentId": "16792"
  }

Output:

I've created the project "Warehouse Expansion" (ID: 1862080) for Acme Construction LLC. The department has been set to Commercial.

---

Example 4: Query Time Entries with Filtering

Prompt:

Show me all time entries from the past week, sorted by hours descending. Just show the date, employee, project, and hours.

What happens:

Claude calculates the date range and calls query with a since filter and field projection:

Tool: query
  resource: "time"
  since: "2026-03-17T00:00:00Z"
  sort: "Hours"
  sort_asc: false
  page_size: 25
  fields: "Id,DateWorked,EmployeeName,ProjectName,Hours"

Output:

Here are this week's time entries, sorted by hours:

Date	Employee	Project	Hours
3/21	Mike Rivera	Office Renovation Phase 3	10.0
3/20	Sarah Chen	Kitchen Remodel - Smith	8.5
3/19	Mike Rivera	Warehouse Expansion	8.0
3/21	James Park	Deck Replacement	7.5
...	...	...	...

47 time entries totaling 312.5 hours this week.

---

Example 5: Check Open Invoices for a Client

Prompt:

What invoices are outstanding for client 48210? Show me the invoice number, amount, and due date.

What happens:

Claude queries invoices filtered by client:

Tool: query
  resource: "invoices"
  filter: "{\"ClientId\": \"48210\"}"
  fields: "Id,InvoiceNumber,TotalAmount,DueDate,Status"
  page_size: 50

Output:

Acme Construction LLC has 3 outstanding invoices:

Invoice #	Amount	Due Date	Status
INV-2026-0142	$12,500.00	4/1/2026	Sent
INV-2026-0138	$8,750.00	3/28/2026	Overdue
INV-2026-0125	$3,200.00	3/15/2026	Overdue

Total outstanding: $24,450.00 — 2 invoices are past due.

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Tips for Best Results

• Start with list_resources to discover what's available and which operations each resource supports.
• Use field projection (the fields parameter) to keep responses focused. Full resource objects can be large.
• Use search (q parameter) for text-based lookups instead of browsing through pages of results.
• Be specific about what you want — Claude will choose the right tool and parameters.
• Combine operations — you can ask Claude to query, analyze, and modify resources in a single conversation turn.