Give the work a clear shape.
Organize issues into projects, initiatives, and cycles. Make priorities, ownership, and progress visible as the work moves forward.
Scoped.
The customer and the work, together.
Scoped is CRM and project management for service businesses. Keep customers, deals, and delivery in one workspace, from the first conversation to the finished job. Your team can use it on its own or connect an external AI assistant under permissions you control.
A clear plan is shared context.
Keep the customer history beside the work you promised. Moving a deal to Won offers to create a linked project; you review and confirm it. The project keeps its connection to the customer and deal while your team assigns the next steps.
Let agents contribute with context.
Through MCP, authorized agents can read the plan and update work in Scoped. Attribution keeps their changes visible alongside your team’s activity.
Keep continuity on your terms.
Find project context through search and recent activity. Choose managed Scoped Cloud or keep your workspace in PostgreSQL under your control.
Move the work forward. Keep the handoff visible.
An authorized external agent can read an issue and update its status through MCP. The plan stays in Scoped, together with who made the change.
Authorize a workspace.
A person connects an MCP client and grants access to a specific workspace. Connecting does not grant unrestricted access to every workspace.
Read before updating.
The external agent reads the issue, its owner, and the project context before proposing the next change.
Leave a clear record.
The authorized update changes the issue. Scoped records the actor and MCP activity so teammates can follow what happened.
Homepage copy
- Owner
- Robin
- Previous status
- In progress
- Updated status
- In review
Activity
Issue status updated to In review.
- Authorized account
- Alex
- Connection
- Codex via MCP
The external agent performs the work. Scoped holds the shared plan and attributable updates; it does not execute the agent.
Put Scoped to work.
Explore all solutionsMarketing agencies
Coordinate marketing campaigns, creative briefs, deliverables, and production handoffs with Scoped. Keep agency teams and authorized agents on the same plan.
Project coordination
Coordinate projects, owners, and next steps with Scoped. Give people and authorized AI agents shared work context and a visible record of progress.
Education & training
Coordinate curriculum preparation with Scoped. Organize lesson updates, review owners, and facilitator handoffs before the next course release.
One part of a bigger picture.
Lasting knowledge. A shared plan. Authorized action. Explore the other products in our family.
Give everyone the same starting point.
Visit Scoped to explore customer records, the sales pipeline, project delivery, and current pricing. Scoped tracks quoted amounts; it does not send estimates or invoice your customers. Check Scoped Connect for desktop availability.