AI Access - MCP Server
Point your AI at your live rollout portfolio
RolloutIQ ships a Model Context Protocol server that connects Claude, ChatGPT, Gemini, or any AI assistant that supports MCP to your real project data. Your assistant answers from the record itself, under your login, and only ever sees what you would see when you sign in.
Scoped to your permissions and off until an admin turns it on.
Why it matters
An assistant that cannot read your projects is guessing
Ask a general AI assistant about your rollout and it works from whatever you paste into the chat. It cannot open the project record and read back what is there, so it approximates, and on a portfolio of live stores an approximation is worth almost nothing. RolloutIQ exposes its data as named tools an assistant can call, so the answer comes back grounded in the record you already trust.
Which of my open stores have RFIs overdue right now?
rolloutiq · list_rfis (status: overdue)7 RFIs are past due across 4 projects:
- Fairfax Town Center (PJ-214) - 3 overdue, oldest is 9 days out
- Brea Gateway (PJ-198) - 2 overdue, both with the GC
- Cherry Creek (PJ-231) - 1 overdue on the electrical scope
- Southlake (PJ-207) - 1 overdue, waiting on the architect
Want me to draft follow-ups to the responsible party on each one?
Example prompts
Ask in plain language
Every prompt below runs against a real tool the server exposes. No query language, no export, no click-through across a dozen tabs.
Pull the record
Show me every overdue RFI across my portfolio.
List the open punch list items at the Denver store, grouped by trade.
What tasks are due this week on my active projects?
Reason across projects
Which projects have change orders pending approval, and what do they total?
Compare budget to actual across my open stores and flag anything trending over.
Which prototypes carry the most overdue deliverables in the last 60 days?
Draft the handoff
Draft an OAC pre-read for PJ-214 from the current schedule and open items.
Summarize what changed in the project record since last Monday for my region.
In practice
How teams put it to use
Most of the questions an operator wants answered are a sentence away once the assistant can reach the record.
Monday morning triage
A regional lead opens their assistant and asks what slipped across the portfolio over the weekend, then works down the ranked list instead of clicking through 30 project tabs to find it.
Cross-project schedule questions
A manager asks which of 30 active projects have a permit milestone at risk this month and gets an answer against live data, with the project labels to open next.
Vendor performance at a glance
A finance lead asks for on-time completion by vendor across the quarter and gets a scorecard to drop straight into the vendor review deck.
OAC pre-read drafting
Before an OAC meeting, a project manager asks for a one-page summary of schedule status, recent changes, and open dependencies, then edits the draft instead of starting from a blank page.
Tool surface
What your assistant can reach
The project record is exposed as queryable tools that return typed entities. Your assistant calls only the tools the connected user is allowed to call.
Locations & spaces
The store register and the physical real estate under each one.
Projects
The workflows running on every space, searchable by text.
Schedules
Phase-grouped schedule items with their dependencies, plus reusable templates.
Tasks
Action items across the portfolio, filterable by status, priority, and due bucket.
Budgets
Per-project budget and the full history of adjustments behind it.
RFIs
Requests for information with status, assignee, and overdue filters.
Change orders
Priced cost changes with status, CCD, and vendor filters.
Punch lists
Closeout defects with faceted status, severity, trade, and area filters.
Companies
The tenant directory of the external organizations you work with.
Trust and governance
Built for the security team to sign off on
The connector reuses the security model the platform already enforces, so there is no new threat surface for your team to reason about.
Scoped to your permissions
Your assistant connects under the user's own login, not through a shared service account. It reads the projects that user can read, and no others. The role-based access that guards the UI carries over unchanged.
Your data stays yours
RolloutIQ does not use your project data to train models. The server returns your data to the client you connected, and what that client does with it is governed by the client's own terms.
Tenant-isolated by architecture
Each tenant runs on a separate PostgreSQL database, so the isolation is enforced by the architecture and does not depend on a permission rule being set correctly.
Turned on and off by an admin
Access tokens are issued and revoked from tenant admin, and a per-workspace switch turns AI Access off entirely. Owners oversee every connection.
Rate-limited and logged
Calls are capped at 60 per minute per user. Authentication and access events land in an append-only audit log with timestamp, IP, user agent, and change delta.
The same policy engine as the app
Each tool calls the same Laravel policies that guard the REST API and the web UI. There is no second permission model to keep in sync.
Setup
Connect in a few minutes
Turn AI Access on, add RolloutIQ as a connector, and sign in to authorize it in the app your team already uses.
- 1
Turn on AI Access in your RolloutIQ tenant admin.
- 2
Add RolloutIQ as a connector in your AI app, using the workspace URL from AI Access settings.
- 3
Sign in with your RolloutIQ account to authorize it, then start asking.
Add a custom connector in Claude settings
Name: RolloutIQ
URL: https://<your-workspace>.rolloutiq.com/mcp/tenantYour workspace URL is shown in AI Access settings, and the exact menu name varies by app. Want to try it before you commit? Ask us for access to the Vantage demo tenant and point your assistant at that.
FAQ
Questions the security team will ask
What AI Access can reach, what it cannot do, and who controls it.
No. The server connects under your login and inherits your role. It reads what you would see by signing in, and nothing beyond that. Give a member-role user access and their assistant reads only that member's projects.
Any AI app that supports MCP connectors. Teams connect Claude, ChatGPT, Gemini, and Microsoft Copilot. You add RolloutIQ as a connector, then sign in with your RolloutIQ account to authorize it.
An owner or admin revokes the token or flips the per-workspace switch, and access ends. Every connection is visible to your tenant admins, so there are no shadow tokens to hunt for.
RolloutIQ does not use your project data to train models. The server returns your data to the client you connected. What that client does with what it reads is governed by the client's own terms, which is worth checking when you pick one.
AI Access is part of the platform. Talk to us about rate limits and support if you are rolling it out to a large team.
Give your AI the project record
Book a demo to see AI Access answer real portfolio questions live, on the AI stack your team already uses.