MCP (Model Context Protocol)
Connect Claude and other AI assistants to your Sodium data
What is MCP?
The Model Context Protocol (MCP) is an open standard that allows AI assistants like Claude to connect directly to external tools and data sources. Instead of copying and pasting data into a chat window, MCP lets your AI assistant read, create, and update records in Sodium on your behalf - all through natural conversation.
For example, you could ask Claude to "list all active clients" or "create a new task for Smith and Co" and it will call the Sodium API for you automatically to do what needs to be done or retrieve the data you've asked for.
The Sodium MCP Server
An unofficial, community-built MCP server is available for Sodium. It's fairly basic at the moment but provides tools covering full create, read, update, and delete operations across five entity types:
- Clients — list, retrieve, create, update, and delete clients
- Tasks — manage tasks and workflow items
- Engagements — track and manage client engagements
- Contacts — manage client contact information
- Notes — create and manage client notes
The server is open-source (MIT licence) and available on GitHub: daniel-leapman-co/sodium-mcp
Important Notes
- Unofficial project — This MCP server is a community contribution and is not maintained or supported by the Sodium team
- Review before use in production — As with any third-party integration, review the source code and assess suitability for your environment
- API key security — Your API key grants full access to your Sodium data. Never share it publicly or commit it to version control