MCP Server

The Model Context Protocol (MCP) is an open standard that lets AI assistants talk to other apps. Instead of you copying data into a chat window, the AI connects straight to the source and reads what it needs.

The Sodium MCP server turns Sodium into one of those sources. Ask Claude "what's on my plate today?" and it will actually go and find out.

Once connected, try prompts like these in your AI assistant:

• "I'm about to jump on a call with ACME Ltd. Brief me - contacts, active services, statutory dates, and anything overdue or due this week."
• "Which proposals I sent in the last month are still sitting unsigned with the client?"
• "What's on my plate today, and what else is due this week?"
• "Show me Jane's overdue tasks."
• "What's overdue for Smith and Co?"
• "How many tasks are open across the practice?"
• "Summarise the most recent engagement letter we sent to ACME - what services, what price, and has it been signed?"
• "Give me a snapshot of the practice." - counts, integrations in use, and settings at a glance

The AI picks the right tool on its own - you just ask the question.

The Sodium MCP server works with any MCP client that supports stdio transport:

• Claude Desktop - by Anthropic
• Claude Code - the command-line assistant from Anthropic
• Cursor - the AI-first code editor
• VS Code - via the GitHub Copilot or Claude extensions

1. Grab your API key and tenant code. In Sodium, open the profile menu in the top right and click API Keys. Create a new key and copy it. Your tenant code is the subdomain in the URL you use to log in - if you sign in at acme.sodiumhq.com, your tenant code is acme.

2. Add Sodium to your AI client's config. Pick the matching snippet below, paste it into your client's MCP config file, and replace the two placeholder values.

3. Restart the client. Then ask it: "give me a summary of my practice". If everything is wired up, you'll get your practice details back within a few seconds.

Claude Desktop - edit ~/Library/Application Support/Claude/claude_desktop_config.json on Mac, or %APPDATA%\Claude\claude_desktop_config.json on Windows:

{
  "mcpServers": {
    "sodium": {
      "command": "npx",
      "args": ["-y", "@sodiumhq/mcp-pm@beta"],
      "env": {
        "SODIUM_API_KEY": "your-api-key",
        "SODIUM_TENANT": "your-tenant-code"
      }
    }
  }
}

Claude Code - run this in your terminal:

claude mcp add sodium \
  --env SODIUM_API_KEY=your-api-key \
  --env SODIUM_TENANT=your-tenant-code \
  -- npx -y @sodiumhq/mcp-pm@beta

Cursor and VS Code use the same JSON shape. Open your MCP settings in the client and paste:

{
  "mcpServers": {
    "sodium": {
      "command": "npx",
      "args": ["-y", "@sodiumhq/mcp-pm@beta"],
      "env": {
        "SODIUM_API_KEY": "your-api-key",
        "SODIUM_TENANT": "your-tenant-code"
      }
    }
  }
}

The server itself is published on npm as @sodiumhq/mcp-pm. Your AI client runs it locally on your machine - nothing extra to install.

The beta server ships with a focused set of tools covering the day-to-day questions accountants ask most:

• Practice - get a consolidated overview of your tenant
• Clients - search, filter, and pull a one-shot summary of any client including contacts, active services, statutory dates, and overdue work
• Tasks - find tasks by assignee, client, status, overdue, date range, team, or workflow; drill into any single task
• Proposals and engagement letters - list, filter, and drill into value breakdowns and acceptance history
• Team - look up team members by name, role, or status

• An active Sodium account
• A Sodium API key and your tenant code (see step 1 above)
• Node.js 20 or later installed (most AI clients will use your system Node automatically)
• An MCP-capable client from the list above

The Sodium MCP server is in active beta - the @beta tag in the config snippets is deliberate. Things will evolve quickly. We don't currently publish the source, but if you hit an issue or have a request, email us at hello@sodiumhq.com and we'll take a look.

Want to see how Sodium uses AI inside the product too? Head over to our AI features page.