MCP Server for Portfolio Manager
Connect Portfolio Manager actions with AI tools like ChatGPT, Claude, and Cursor using the viaSocket MCP Server.
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Supported Actions
Add 26 actions as tools to your MCP client for seamless integration
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create Folder
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
Add Comment to an Item
Create a comment on a specified item in a LiquidPlanner workspace.
Create a Milestone
Create a new milestone in a LiquidPlanner workspace with optional date, owner, parent/package, and other details.
Create a Note for an Item
Add a note to a specific item in a LiquidPlanner Classic workspace.
Create a Link for an Item
Attach a URL with display text to a specific item in a LiquidPlanner workspace.
Connect Portfolio Manager to Any AI Assistant in 3 Easy Steps
viaSocket MCP Server lets you easily connect Portfolio Manager actions with AI tools like ChatGPT, Claude, and Cursor, all with built-in authentication. No need to manage integrations or deal with a bulky setup.
Step 1
Get Your MCP Endpoint
Instantly get a unique, secure URL that connects your AI assistant to viaSocket’s network of integrations
Step 2
Choose Your Actions
Choose and configure the actions your AI assistant can perform in Portfolio Manager
Step 3
Connect Your AI Assistant
Connect your AI Assistant easily with the MCP endpoint for instant, secure task execution
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Frequently Asked Questions
MCP (Model Context Protocol) is an open standard that lets AI models easily connect with external data and tools, serving as a universal bridge for AI integrations.
viaSocket MCP connects you to its vast ecosystem of integrations while handling authentication, API limits, and security for all your integrations.
Yes, MCP effortlessly connects with platforms such as Cursor, OpenAI, and custom-built clients, making integration and automation a breeze.
You can quickly set up your MCP endpoint and start executing AI actions in minutes.
Yes, MCP endpoints come with built-in authentication, ensuring secure and reliable connections.
viaSocket MCP supports a wide range of applications, including CRM systems, marketing tools, project management software, databases, and much more.
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
About viaSocket MCP server
viaSocket MCP (Model Context Protocol) lets AI connect with thousands of apps through viaSocket's platform, enabling seamless communication, data exchange, and enhanced automation.
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