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STACK MCP

STACK Connector for STACK IQ

Connect your AI assistant to STACK and work with your construction takeoffs and estimates just by asking in plain language, with no code and nothing to install.

Learn more about STACK IQ.

How it works:

STACK IQ links an AI assistant, such as Claude, ChatGPT, or Cowork, to your STACK account. Once it’s connected, you can ask your assistant to find, review, create, and update work in STACK on your behalf, and it acts using your own STACK access.

STACK IQ is built on the open Model Context Protocol (MCP) — the standard for connecting AI assistants to the tools and data people already use. Because it follows that standard, the same STACK connection works with any MCP-compatible assistant.

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REQUIREMENTS

Before you connect, you’ll need:

A STACK Account

Just sign in with your normal STACK sign-in during setup. You don’t need developer credentials, and there’s nothing to install.

An Account with an AI Platform

STACK IQ works with your preferred AI assistant, such as Claude, ChatGPT and more.

Where and how to connect?

STACK offers one connection that works across MCP-compatible AI assistants, including:

How to Connect:

  1. Open STACK’s listing in Anthropic’s connector directory and choose to add it. You can also reach the same listing from Claude’s own connector settings by browsing the directory for STACK. If the directory isn’t available to you, choose ‘Add custom connector’ in those settings instead and enter the connection URL: https://mcp.stackct.com/mcp
  2. Claude sends you to STACK to sign in.
  3. Review the STACK approval screen, choose which capabilities to allow, and confirm.

Claude is now connected to STACK and ready to use.

How to Connect:

  1. Open STACK’s listing in ChatGPT’s plugin directory and choose ‘Install plugin’.
  2. ChatGPT sends you to STACK to sign in.
  3. Review the STACK approval screen, choose which capabilities to allow, and confirm.

ChatGPT is now connected to STACK and ready to use.

How to Connect:

Any assistant that supports custom MCP connectors can connect to STACK.

Add a new custom connector in that assistant using the connection URL: https://mcp.stackct.com/mcp

Then complete the STACK sign-in and approval when prompted.

How to Connect:

  1. Open STACK’s listing in Anthropic’s connector directory and choose to add it. You can also reach the same listing from Claude’s own connector settings by browsing the directory for STACK. If the directory isn’t available to you, choose ‘Add custom connector’ in those settings instead and enter the connection URL: https://mcp.stackct.com/mcp
  2. Claude sends you to STACK to sign in.
  3. Review the STACK approval screen, choose which capabilities to allow, and confirm.

Claude is now connected to STACK and ready to use.

How to Connect:

  1. Open STACK’s listing in ChatGPT’s plugin directory and choose ‘Install plugin’.
  2. ChatGPT sends you to STACK to sign in.
  3. Review the STACK approval screen, choose which capabilities to allow, and confirm.

ChatGPT is now connected to STACK and ready to use.

Before users can add the STACK IQ connection in Copilot, your company’s admin must make STACK IQ available to everyone through the Microsoft 365 admin center. There, STACK IQ can be found in the Apps menu under the Integrated apps tab.

How to Connect:

  1. Open Copilot, switch to Cowork and navigate to the connector directory by selecting Customize in the left menu.
  2. Find and open the STACK IQ connection and turn on the toggle at the top right.
  3. Copilot sends you to STACK to sign in. Review and approve the consent request.

Copilot is now connected to STACK and ready to use.

How to Connect:

Any assistant that supports custom MCP connectors can connect to STACK.

Add a new custom connector in that assistant using the connection URL: https://mcp.stackct.com/mcp

Then complete the STACK sign-in and approval when prompted.

The exact menu names vary a little between assistants and change over time, but the flow is always the same: add STACK in your assistant’s connector settings, sign in to STACK, and approve the access you want to grant. You sign in on STACK’s own secure page — your assistant never sees your STACK sign-in credentials. Behind the scenes this uses standard OAuth 2.0 — your assistant is granted a limited, revocable access token, never your password.

Depending on your organization’s settings, an administrator may need to approve the STACK connector before you can add it.

Troubleshooting

Make sure the STACK connector is added and turned on in your assistant’s connector settings, and that you finished the STACK sign-in and approval step. Some assistants need you to start a new conversation after adding a connector.

The connection isn’t complete until you sign in to STACK and confirm the approval screen. If it didn’t appear, check for a blocked pop-up, then remove the connector and add it again.

You may have allowed read-only access. Reconnect and approve the creating-and-updating capabilities on the STACK approval screen.

Reconnect STACK from your assistant’s connector settings and complete the STACK sign-in again.

Data Security FAQs

STACK IQ is built on the open Model Context Protocol (MCP) — the standard for connecting AI assistants to the tools and data people already use. The MCP enables an AI assistant your organization already uses, such as Claude or ChatGPT, to work with your STACK data on your behalf. One of your users connects it by signing in on STACK’s own page and choosing which capabilities to grant. From then on, when that user asks their assistant about a project or an estimate, the assistant sends a request to STACK, and STACK returns the answer. 

Two characteristics of that design account for much of what follows. First, the direction of travel: the assistant calls STACK, never the reverse. STACK does not send your data to an AI model, and has no relationship with your AI assistant’s provider. That relationship is yours, and it governs what happens to data once it reaches the assistant. Second, the connector is an extension of STACK’s own backend rather than a separate system alongside it. It uses the same authentication, honors the same user permissions, and is logged in the same way as any other request to STACK. 

Only the data needed to answer the specific request your user made. When an assistant asks about a project, it receives that project’s details: name, status, bid date, assigned users, and the custom fields your company has defined. When it asks about takeoffs or estimates; it receives those measurements and figures. Alongside this, it can read STACK’s own product documentation, which contains no customer data at all. 

Each connector operation has a fixed, published response shape. It returns those fields and nothing else. An operation cannot return data it was not designed to return, and no operation returns your entire record set. 

Only the minimum required to fulfil the request. Responses are deliberately narrow: each operation returns a purpose-built subset of fields rather than a complete record, and results are capped so that a broad question returns a bounded answer with a clear indication that more exists, rather than an unbounded export. 

Your user also controls the scope directly. The assistant can only perform the operations they specifically authorized when connecting. Users can change which operations are authorized at any time. 

STACK does not send your data to any AI model provider. Our connector has no connection to one. It does not call a language model, and contains no AI provider integration of any kind. 

Your data reaches your AI assistant because you requested it (through your assistant), using an authorization you as a user explicitly granted. What that provider (Anthropic, OpenAI, or another) then does with it is governed by your agreement with them, not by STACK. If you need commitments about model training or retention on their side, those come from your assistant provider. 

No. Our privacy notice states this explicitly for connector traffic: information received through an AI Assistant integration “is used to carry out and secure the request you made, and is not used to train or improve our AI features ormodels.” 

 This is not merely a policy commitment; it is a structural one. The connector does not call a language model, so there is no mechanism by which connector traffic could enter a training process. 

The connector itself retains nothing. It holds no database, no cache, and no session state, and writes nothing to disk. It authenticates each request, forwards it to STACK’s backend, and returns the response. 

The connector is an extension of STACK’s backend services, and requests through it are logged exactly as any other request to STACK is logged. When your users work in the STACK application, or when your systems call our API directly, we record an operational log entry for each request: which operation, which user and company, when, from where, how long it took, and whether it succeeded. A request arriving through the connector produces the same entry, on the same terms. 

There is no additional logging because the request came from an AI assistant, and no reduced logging either. 

These operational logs are visible only to STACK. They are not exposed to the AI assistant, to its provider, or to any third party. The logging your assistant’s provider performs on its own side, including prompts, conversation history and session data, is entirely separate, sits under your agreement with that provider, and is not something STACK holds, sees, or controls. Conversely, our operational logs are not visible to them. 

Backups follow the same schedule as the rest of your STACK data, set out in the next answer. 

As published in our privacy notice: 

– Service, request, security, MCP and audit logs kept no longer than 18 months, then deleted. 

– Database backups: kept up to 365 days, then overwritten or destroyed. 

– Authorization and consent records: retained as long as needed for audit purposes. 

– Customer content: per the retention terms in our Terms of Use, including the post-termination retention period and project retention limits described there. 

Where we must keep information longer to investigate a security incident, meet a legal obligation, resolve a dispute, or enforce our agreements, we keep it for that period and then delete or de-identify it. 

In the United States. The connector runs in a single Microsoft Azure region in the eastern United States, and the data it reaches, your Takeoff & Estimate data, is hosted in the United States alongside STACK’s own product documentation. 

Its supporting infrastructure is likewise US-resident, and all traffic between the connector and STACK’s backend stays inside our private network; it never crosses the public internet.  

Depending on which STACK solution your organization uses (Takeoff & Estimate or Build & Operate), we may host your information in Canada rather than the United States. Individual subprocessors operate in their own regions, listed in the next answer. 

In the United States. The connector runs in a single Microsoft Azure region in the eastern United States, and the data it reaches, your Takeoff & Estimate data, is hosted in the United States alongside STACK’s own product documentation. 

Its supporting infrastructure is likewise US-resident, and all traffic between the connector and STACK’s backend stays inside our private network; it never crosses the public internet.  

Depending on which STACK solution your organization uses (Takeoff & Estimate or Build & Operate), we may host your information in Canada rather than the United States. Individual subprocessors operate in their own regions, listed in the next answer. 

We maintain a current list of the subprocessors we engage in our Trust Center at https://trust.stackct.com, where each is listed with its region and the function it performs. Publishing it there rather than in correspondence means you are always reading the current register rather than a snapshot. 

The categories relevant to the connector are cloud hosting and infrastructure, application and infrastructure monitoring, log management, and security monitoring and detection. No AI model provider is a STACK subprocessor for the connector, because the connector calls no model. The provider of your AI assistant is your subprocessor, not ours. 

Yes. Every request is scoped to your organization, and that scope is not something a token can assert. When a request arrives, we identify the user from their authenticated credentials, look up their organization from our own records, and apply that as a filter on the data itself. A request cannot claim to belong to a different organization than the one its user actually belongs to. 

Permissions are then checked twice: once when your user grants the assistant access, and again at the moment each action runs, against the permissions that user currently holds in STACK. If their access changes, the connector reflects that immediately. 

Data is visible across organizations only where one of your users has deliberately shared it, using STACK’s existing sharing features. This is the same behavior as in the application itself. 

Yes. You can disconnect at any time, either from the assistant or from STACK’s Connected Apps screen, and access stops immediately. Revocation takes effect on the very next request, not after a token expiry window. 

For deletion beyond that, write to privacy@stackct.com. We will remove or de-identify personal data on request and respond within the time applicable law allows; we may first need to take reasonable steps to verify your identity. 

Authorization and consent records are retained for audit purposes as described in our privacy notice. 

The connector service retains nothing. It holds no persistent state of any kind. 

STACK retains your consent and authorization records, the tokens that keep the connection alive, audit events for connector activity, and the operational logs described in answer 5, all on the schedule in answer 6. This is the same data we would hold for any authorized integration. 

Your AI provider retains whatever their own terms specify, typically the conversation, which includes any STACK data returned into it. STACK has no visibility into or control over that, and we would encourage you to raise retention and training questions with them directly.  

STACK maintains a SOC 2 attestation, audited annually by an independent third party. Our security practices, subprocessor register, and data handling commitments are documented in our privacy notice at https://stackct.com/privacy. 

Specific to the connector: access is granted through OAuth 2.0 with PKCE, so your assistant receives a limited, revocable token and never sees your STACK credentials. Sign-in happens on STACK’s own page. Consent is granted per individual capability rather than all-or-nothing, so your user chooses exactly what the assistant may do. Every request is authenticated and independently re-validated at our backend, and authorization is checked against the user’s live permissions at the moment each action runs. 

Operationally: traffic is encrypted in transit, the connector’s internal endpoints are not reachable from the public internet, credentials are held in Azure Key Vault with no static secrets in the deployment, and rate limiting is applied per user and per organization. 

Not through the connector, under any circumstances. As stated in answer 4, this is structural rather than merely contractual: STACK’s connector does not call a language model, so there is no path by which your data could reach one from our side.  

For completeness: STACK’s other AI features may use content to improve those features, and where we do so we use it on an aggregated and de-identified basis. Connector traffic is expressly excluded from that. Whether your AI assistant’s provider trains on your conversations is governed by your agreement with them. 

Need help, or have a security concern? 

Contact STACK support and mention that you’re using STACK IQ.

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