> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetsquad.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Squad via MCP

> Connect Squad to Claude Desktop and other MCP-compatible tools

<Info>
  The Model Context Protocol (MCP) lets you access Squad's AI capabilities directly within Claude and other compatible applications. Query your product data and get strategic insights without leaving your workflow.
</Info>

## Overview

Squad's MCP server enables AI assistants to:

* Query your product strategy and roadmap
* Analyze opportunities and solutions
* Search through user feedback and insights
* Generate reports from your Squad workspace

This guide shows how to set up and use Squad through MCP.

## Why this matters for product teams

<Tabs>
  <Tab title="Before">
    * Copy-pasting specs between tools
    * Manual PRD templates
    * Context gaps in conversations
  </Tab>

  <Tab title="After enabling Squad MCP">
    * Ask Claude **"show me every open opportunity linked to our 'Improve retention' goal"** and get the live list back
    * **"Create a solution for reducing onboarding drop-off and draft the PRD"** – Claude calls `create_solution`, fills the doc, and drafts requirements for you
    * Claude can pull the full mission statement, knowledge-base docs and recent feedback on demand, so every reply is grounded in real product data
  </Tab>
</Tabs>

<Note>
  **Bottom line**: MCP turns Claude into an extension of Squad, giving PMs instant, conversational access to strategy artifacts while developers stay in sync with up-to-date requirements.
</Note>

## Under the hood

Squad's remote MCP server provides 30+ tools across these categories:

| Tool prefix     | Purpose                                   | Typical actions           |
| --------------- | ----------------------------------------- | ------------------------- |
| `opportunity_*` | Discover and refine product opportunities | create, list, get, update |
| `solution_*`    | Generate and iterate on solutions         | create, list, get, update |
| `goal_*`        | Track desired business or user goals      | create, list, get, update |
| `knowledge_*`   | Store useful references / research        | create, list, get, delete |
| `feedback_*`    | Manage raw customer feedback              | create, list, get, delete |
| `insight_*`     | Processed insights from feedback          | create, list, get, delete |
| `workspace_*`   | Manage Squad workspaces                   | get, update, list, select |

All tools conform to the MCP JSON schema format so that agents can introspect inputs and outputs automatically. Authentication is handled via OAuth - you'll sign in with your Squad account on first use.

## Prerequisites

Before starting, ensure you have:

<CardGroup cols={2}>
  <Card title="Squad Account" icon="user">
    Active Squad workspace with data
  </Card>

  <Card title="Compatible MCP Client" icon="desktop">
    Claude Code CLI, Claude Desktop 0.7.2+, or OpenAI Codex
  </Card>
</CardGroup>

## Quick start

<Tabs>
  <Tab title="Claude Code (CLI)">
    Run this command in your terminal:

    ```bash theme={null}
    claude mcp add squad --transport http https://mcp.meetsquad.ai/mcp
    ```

    On first use, you'll be prompted to authenticate via OAuth in your browser. Sign in with your Squad account to authorize access.

    Verify the connection:

    ```bash theme={null}
    claude mcp list
    ```

    You can also use the `/mcp` command inside Claude Code to check connection status.

    <Note>
      No restart needed - Squad is ready to use immediately after authentication.
    </Note>
  </Tab>

  <Tab title="Claude Desktop (App)">
    Remote MCP servers are configured via the Claude Desktop UI, not JSON config files.

    <Steps>
      <Step title="Open Settings">
        In Claude Desktop, go to **Settings** (gear icon)
      </Step>

      <Step title="Navigate to Connectors">
        Click on **Connectors** in the settings menu
      </Step>

      <Step title="Add Squad">
        Click **Add Connector** and enter the Squad MCP server URL:

        ```
        https://mcp.meetsquad.ai/mcp
        ```
      </Step>

      <Step title="Authenticate">
        You'll be prompted to sign in with your Squad account via OAuth
      </Step>
    </Steps>

    Once connected, look for the 🔌 icon in the chat interface to verify Squad is available.

    <Note>
      Remote MCP servers require Claude Desktop on Pro, Max, Team, or Enterprise plans.
    </Note>
  </Tab>

  <Tab title="Codex (CLI)">
    Run this command in your terminal:

    ```bash theme={null}
    codex mcp add squad --url=https://mcp.meetsquad.ai/mcp
    ```

    <Warning>
      There is a known issue with Codex and MCP OAuth authentication. The OAuth flow will fail during authorization. This is caused by a missing `resource` parameter in Codex's OAuth implementation and is expected to be resolved in an upcoming Codex release. See [openai/codex#11292](https://github.com/openai/codex/issues/11292) for status.
    </Warning>
  </Tab>

  <Tab title="Other MCP Clients">
    Connect using the remote server URL:

    ```
    https://mcp.meetsquad.ai/mcp
    ```

    OAuth configuration is automatically discovered via the server's `/.well-known/oauth-authorization-server` endpoint.
  </Tab>
</Tabs>

## Example prompts

Once connected, you can query Squad data using natural language. Here are some examples to get you started:

### Strategy queries

<CodeGroup>
  ```text Mission and Goals theme={null}
  "What is our product mission?"
  "Show me our current goals and progress"
  "Which goals are we behind on?"
  ```

  ```text Opportunities theme={null}
  "What are our top opportunities?"
  "Show opportunities related to user retention"
  "Which opportunities have the highest impact?"
  ```

  ```text Solutions theme={null}
  "List solutions in development"
  "What solutions address checkout friction?"
  "Show me the roadmap for Q2"
  ```
</CodeGroup>

### Analytics queries

<CodeGroup>
  ```text User Feedback theme={null}
  "What are users complaining about most?"
  "Show recent feedback about delivery times"
  "What's our current NPS score?"
  ```

  ```text Metrics theme={null}
  "How is our conversion rate trending?"
  "Compare this month's metrics to last month"
  "Which features have the highest adoption?"
  ```
</CodeGroup>

### Report generation

<CodeGroup>
  ```text Status Reports theme={null}
  "Generate a weekly status update"
  "Create an executive summary of our strategy"
  "What did we ship last month?"
  ```

  ```text Analysis theme={null}
  "Analyze our product-market fit"
  "Compare our roadmap to original goals"
  "What should we prioritize next?"
  ```
</CodeGroup>

## Example workflows

These examples show how Claude can analyze your Squad data and provide actionable insights.

<Accordion title="Strategy review">
  **Prompt:** "Can you review our current product strategy and identify gaps?"

  **Example response:**

  ```text theme={null}
  Based on your data:

  CURRENT STRATEGY:
  - Mission: "Make food delivery faster and more affordable"
  - Active goals: 3 (1 on track, 2 behind)
  - Opportunities in backlog: 12
  - Solutions in development: 4

  KEY GAPS IDENTIFIED:
  1. Delivery time goal is 7 minutes behind target
     - Root cause: Restaurant prep delays (8,234 mentions)
     - No active solution addressing this

  2. Low user retention (2.1 orders/week vs 3.0 target)
     - Missing lunch-time availability
     - Limited restaurant variety in suburbs

  3. Unaddressed opportunities:
     - Group ordering (3,892 requests, no solution)
     - Dietary filters (2,156 requests, no solution)

  RECOMMENDATIONS:
  1. Prioritize restaurant prep time optimization
  2. Expand lunch partnerships
  3. Add group ordering to Q3 roadmap
  ```
</Accordion>

<Accordion title="Feedback analysis">
  **Prompt:** "Analyze user feedback from the last 30 days and identify trends"

  **Example response:**

  ```text theme={null}
  FEEDBACK ANALYSIS (Last 30 days):
  Total feedback items: 4,827

  TOP THEMES:
  1. Delivery delays (1,243 mentions, ↑23% from previous)
     - "Food arrives cold"
     - "Waited over an hour"
     - Concentrated in downtown areas

  2. Payment issues (892 mentions, ↑45% from previous)
     - "Payment failed but still charged"
     - "Can't save payment method"
     - Spike started after latest app update

  3. Restaurant variety (634 mentions, →0% change)
     - "Same restaurants every time"
     - "No healthy options"
     - Consistent complaint, not growing

  EMERGING ISSUES:
  - App crashes on Android 14 (127 mentions, new)
  - Promo codes not applying (89 mentions, ↑200%)

  SENTIMENT TREND:
  - Overall: 3.8/5 (↓ from 4.1/5)
  - Critical driver: Payment failures
  ```
</Accordion>

<Accordion title="Roadmap planning">
  **Prompt:** "Based on our data, what should we build next quarter?"

  **Example response:**

  ```text theme={null}
  Q3 ROADMAP RECOMMENDATIONS:

  MUST DO (High impact, addresses critical issues):
  1. Fix payment processing bugs
     - Impact: 892 users affected monthly
     - Effort: 1 sprint
     - Reduces churn by ~15%

  2. Restaurant prep time prediction
     - Impact: 7-minute delivery reduction
     - Effort: 3 sprints
     - Addresses top complaint

  DO NEXT (High value, strategic):
  3. Group ordering
     - Impact: $45 AOV increase
     - Effort: 2 sprints
     - 3,892 requests

  4. Lunch partnerships
     - Impact: +0.8 orders/week/user
     - Effort: 2 sprints
     - Unlocks new daypart

  CONSIDER (Nice to have):
  5. Dietary filters
  6. Advanced routing v3
  7. Loyalty program expansion
  ```
</Accordion>

## Detailed usage examples

These examples show real interactions with the Squad MCP server, including which tools get called and what data is returned.

<Accordion title="Example 1: Discover product opportunities">
  **User Prompt:**

  ```text theme={null}
  "What opportunities are in my Squad workspace? Show me the top 3."
  ```

  **What happens:**

  * Claude calls `list_opportunities` to retrieve all opportunities
  * Analyzes and presents the top opportunities based on status and priority

  **Example output:**

  ```text theme={null}
  Your Squad workspace has 5 opportunities. Here are the top 3:

  1. **Advanced AI Agent Customization Engine** (New)
     - Build customizable AI agent behaviors and predictive prioritization
       capabilities for enterprise workflows
     - Status: New, with solutions already generated

  2. **Enterprise CRM Integration Ecosystem** (New)
     - Enable seamless integration with major CRM platforms

  3. **Regulatory Compliance Automation Suite** (New)
     - Automate compliance workflows for regulated industries
  ```

  **Tools called:** `select_workspace` (if needed), `list_opportunities`
</Accordion>

<Accordion title="Example 2: Explore solutions for an opportunity">
  **User Prompt:**

  ```text theme={null}
  "Show me the solutions for the AI Agent Customization opportunity,
  including which goals it supports."
  ```

  **What happens:**

  * Claude calls `get_opportunity` with the opportunity ID
  * Requests relationships: solutions, outcomes (goals), and insights
  * Parses the detailed response including PRDs, pros/cons, and goal alignments

  **Example output:**

  ```text theme={null}
  The **Advanced AI Agent Customization Engine** opportunity has 3 solutions:

  **Solution 1: Workflow Designer**
  - Visual interface for customizing AI agent decision-making processes
  - Pros: Enables enterprise customization without technical expertise,
    adapts to diverse methodologies (SAFe, Scrum)
  - Cons: Complex interface may extend time-to-market

  **Related Goals:**
  1. Accelerate Market Penetration in Enterprise Segment (Priority: 5/5)
  2. Strengthen Product Differentiation Through AI Innovation (Priority: 5/5)
  ```

  **Tools called:** `get_opportunity` with relationships
</Accordion>

<Accordion title="Example 3: Understanding strategic alignment (OST view)">
  **User Prompt:**

  ```text theme={null}
  "Show me my top business goals and which opportunities support them."
  ```

  **What happens:**

  * Claude calls `list_goals` to get all workspace outcomes
  * For high-priority goals, calls `get_goal` with relationships
  * Constructs a hierarchy showing goal → opportunities → solutions

  **Example output:**

  ```text theme={null}
  **Goal 1: Accelerate Market Penetration** ⭐ Priority 5/5
  ├─ Opportunity: Advanced AI Agent Customization Engine
  │  ├─ Solution: Workflow Designer
  │  ├─ Solution: Methodology Templates
  │  └─ Solution: Impact Predictor
  ├─ Opportunity: Enterprise Multi-Knowledge Base Platform
  └─ Opportunity: Regulatory Compliance Automation Suite

  **Key Insight:** The "Advanced AI Agent Customization Engine"
  opportunity supports BOTH of your top-priority goals.
  ```

  **Tools called:** `list_goals`, `get_goal` with relationships

  <Note>
    This demonstrates the core Opportunity Solution Tree (OST) methodology -
    showing how solutions ladder up to opportunities and ultimately to goals.
  </Note>
</Accordion>

<Accordion title="Example 4: Search for specific topics">
  **User Prompt:**

  ```text theme={null}
  "Find everything in my workspace related to 'compliance' or 'regulatory'."
  ```

  **What happens:**

  * Claude calls `similarity_search` with the query terms
  * Squad's vector search finds semantically similar content
  * Results ranked by relevance across all entity types

  **Example output:**

  ```text theme={null}
  Found 8 items related to compliance/regulatory:

  **Opportunities:**
  - Regulatory Compliance Automation Suite

  **Solutions:**
  - Methodology Templates - Healthcare compliance features
  - Workflow Designer - Compliance guardrails

  **Knowledge Documents:**
  - SOC 2 Requirements Overview
  - GDPR Data Residency Guidelines
  ```

  **Tools called:** `similarity_search`
</Accordion>

<Accordion title="Example 5: Generate new solutions with AI">
  **User Prompt:**

  ```text theme={null}
  "The 'AI Agent Customization' opportunity looks interesting.
  Can you generate some fresh solution ideas for it?"
  ```

  **What happens:**

  * Claude calls `generate_solutions` with the opportunity ID
  * Squad's AI Ideation agent analyzes opportunity context
  * Generates 3-5 new solution approaches with PRDs, pros/cons

  **Example output:**

  ```text theme={null}
  ✨ Generating solutions for "Advanced AI Agent Customization Engine"...

  Squad's Ideation agent is analyzing:
  - Opportunity context and supporting insights
  - Workspace knowledge base and industry trends
  - Related outcomes and success criteria

  ✅ Complete! 3 new solutions have been added with:
  - Detailed descriptions and rationale
  - Pros and cons for each approach
  - Preliminary PRD with requirements
  - Alignment to your strategic goals
  ```

  **Tools called:** `generate_solutions`, optionally `get_opportunity` to show results
</Accordion>

## Best practices

<CardGroup cols={2}>
  <Card title="Be specific" icon="bullseye">
    Ask for particular metrics or date ranges for better results
  </Card>

  <Card title="Cross-reference" icon="link">
    Combine multiple data sources for comprehensive analysis
  </Card>

  <Card title="Regular reviews" icon="calendar">
    Schedule weekly strategy reviews with Claude + Squad
  </Card>

  <Card title="Action-oriented" icon="bolt">
    Always end with "What should we do about this?"
  </Card>
</CardGroup>

## Troubleshooting

<Tabs>
  <Tab title="Claude Code">
    <Accordion title="Squad not connecting">
      **Check connection status:**

      ```bash theme={null}
      claude mcp list
      ```

      Or use `/mcp` inside Claude Code to see server status.

      **Common fixes:**

      1. **Re-add the server**: Remove and re-add
         ```bash theme={null}
         claude mcp remove squad
         claude mcp add squad --transport http https://mcp.meetsquad.ai/mcp
         ```
      2. **Re-authenticate**: If your session expired, you'll be prompted to sign in again
      3. **Check network**: Ensure you can reach `https://mcp.meetsquad.ai`
    </Accordion>

    <Accordion title="OAuth authentication fails">
      If the browser authentication doesn't complete:

      1. Make sure you're signing in with the correct Squad account
      2. Check that pop-ups aren't blocked in your browser
      3. Try signing into Squad directly at [meetsquad.ai](https://meetsquad.ai) first
    </Accordion>
  </Tab>

  <Tab title="Claude Desktop">
    <Accordion title="Squad not showing in Claude">
      **Check these common issues:**

      1. **Plan requirements**: Remote MCP servers require Pro, Max, Team, or Enterprise plans
      2. **Connector status**: Go to Settings > Connectors to check if Squad is connected
      3. **Re-authenticate**: Remove and re-add the connector if the session expired
    </Accordion>

    <Accordion title="Can't add connector">
      If you don't see the Connectors option in Settings:

      1. Ensure you're on Claude Desktop 0.7.2 or later
      2. Check that you have a Pro, Max, Team, or Enterprise plan
      3. Try restarting Claude Desktop
    </Accordion>
  </Tab>
</Tabs>

<Accordion title="Queries not working">
  **If Squad queries fail in either client:**

  1. Verify the MCP server shows as connected
  2. Check that you've completed OAuth authentication
  3. Ensure your Squad workspace has data to query
  4. Try simpler queries first (e.g., "What is our mission?")
</Accordion>

<Accordion title="Rate limiting">
  **If you see rate limit errors:**

  * Squad MCP allows 100 requests per minute
  * Complex queries may use multiple requests
  * Wait 60 seconds if you hit limits
  * Consider upgrading your Squad plan for higher limits
</Accordion>

<Accordion title="Wrong workspace">
  If Claude is accessing the wrong workspace:

  * Ask Claude to "list my Squad workspaces"
  * Then ask it to "switch to \[workspace name]"
  * The server remembers your workspace selection for the session
</Accordion>

## Security considerations

<Note>
  Squad MCP uses OAuth authentication - your credentials are never stored locally. When you authenticate:

  * You sign in via Squad's secure login page
  * Claude receives a token scoped to your account
  * Sessions expire automatically for security
  * You can revoke access anytime from your Squad account settings
</Note>

## Advanced usage

### Custom queries

Squad MCP supports complex analytical queries:

```text theme={null}
"Compare our user retention to industry benchmarks and suggest 
improvements based on what's working for competitors"

"Generate a board presentation covering our Q2 performance, 
Q3 roadmap, and key risks to address"

"Analyze which features correlate with highest user LTV and 
recommend where to double down"
```

### Workflow automation

Combine Squad MCP with other tools:

1. **Daily standup prep**: "What changed in our metrics since yesterday?"
2. **Sprint planning**: "Which backlog items align with this sprint's goal?"
3. **Investor updates**: "Generate a monthly progress report"

## Removing Squad MCP

<Tabs>
  <Tab title="Claude Code">
    ```bash theme={null}
    claude mcp remove squad
    ```
  </Tab>

  <Tab title="Codex">
    ```bash theme={null}
    codex mcp remove squad
    ```
  </Tab>

  <Tab title="Claude Desktop">
    Go to **Settings > Connectors**, find Squad, and click **Remove**.
  </Tab>
</Tabs>

## Getting help

<CardGroup cols={3}>
  <Card title="Squad MCP GitHub" icon="github" href="https://github.com/the-basilisk-ai/squad-mcp">
    Report issues or contribute
  </Card>

  <Card title="MCP Docs" icon="book" href="https://modelcontextprotocol.io">
    Learn more about MCP
  </Card>

  <Card title="Squad Support" icon="headset" href="https://meetsquad.ai">
    Contact the Squad team
  </Card>
</CardGroup>