What your agent can see
The scopes an agent can be granted on the consent screen, which are on by default, and what each one covers.
Every tool on the MCP server sits under a scope, and a connection can only call tools whose scope it was granted. You grant scopes on the consent screen when you connect a client, and you can grant different scopes to different clients. A connection never has more access than the person who granted it.
Standard access, on by default
| Scope | Covers |
|---|---|
read:projects | The projects you can see, their context, activity, brief, knowledge and summaries |
read:drawings | The drawing register, revisions, markups, sheet files and what a CAD file holds |
read:specifications | Specifications and their extracted text |
read:programme | Programme tasks and the critical path |
read:communications | Correspondence and threads |
read:rfis | Requests for information |
read:submittals | Submittals and their files |
read:rams | Risk assessments and method statements |
read:site-management | Site diary, photos, inspections and snags |
read:tender-packages | Tender packages, invitees and returns, without pricing detail |
read:library | Rate books, prelim books, staff books and the library's conventions |
read:project-knowledge | Semantic search across your own embedded project content |
read:financial-headers | Payment application totals and agreed variation values |
read:portfolio | The cash position and purchase ledger across all projects, at header level |
read:analytics | Cost reports and dashboards |
read:settings | Company users, contacts and cost codes |
Advanced, off by default
These are commercially sensitive or change your data. They sit under their own heading on the consent screen and need a deliberate tick.
| Scope | Covers |
|---|---|
read:financial-detail | CVR, margin, internal valuations, application line items and variation build-ups |
read:pricing | Tender pricing, adjudication, bid comparison, contract pricing and cost-code breakdowns |
read:purchase-ledger | Supplier commitments and invoices in detail |
write:library | Create and update rate books, prelim books, staff books, pricing schedules and templates |
write:projects | Stage and commit changes to a project's context |
write:documents | Stage and commit document versions |
write:contacts | Create company contacts |
write:pricing | Write main contract pricing |
write:purchase-ledger | Record costs and commitments and amend them |
invoke:agent | Ask the in-app assistant a question, billed to your own Claude key |
Limits you can put on a grant
- Projects: all the projects you can see, or a list you choose.
- Expiry: the grant ends on the date you set, or when you revoke it in Settings, then Integrations.
What is recorded
Every call an agent makes is written to the audit log against the person who granted the connection, with the tool, the scope and the project. Writes are attributed the same way as if you had made them yourself.