Your AI Tools, Connected to Your Matters

Planning Blox MCP agents connect your firm's choice of AI assistant directly to your matter data. Ask natural-language questions, generate full project plans, and apply governed pricing rules — without leaving your AI tool.

AI Features Quick Queries AI Matter Planning Component-based Pricing Platform Overview

Three Ways AI Works Inside Planning Blox

The Planning Blox MCP gives your AI assistant the context, schema, and firm data it needs to go beyond conversation — and actually get work done.

AI Quick Queries

Ask your AI anything about fees, tasks, and budget status — get accurate, real-time answers grounded in live Planning Blox matter data, right inside your AI chats.

AI Matter Planning

Describe a matter and AI generates a complete project plan and budget — structured to your firm’s or client's phase/task library, formatted to the Planning Blox schema, and ready to load instantly.

Component-Based Pricing (A Pricing Menu Approach)

Apply firm-approved pricing rules through AI — structured questionnaire intake drives consistent, defensible budgets that reflect your firm’s standards, not a generic estimate.

Three Ways AI Works Inside Planning Blox

The Planning Blox MCP gives your AI assistant the context, schema, and firm data it needs to go beyond conversation — and actually get work done.

AI Matter Planning

Describe a matter and AI generates a complete project plan and budget — structured to your firm's phase library, formatted to the Planning Blox schema, and ready to load instantly.

AI Matter Planning

Describe a matter and AI generates a complete project plan and budget — structured to your firm’s phase library, formatted to the Planning Blox schema, and ready to load instantly.

Governed Pricing

Apply firm-approved pricing rules through AI — structured questionnaire intake drives consistent, defensible budgets that reflect your firm’s standards, not a generic estimate.

Your AI Tool Gets the Context It Needs

The Planning Blox MCP server acts as a secure bridge between your AI assistant and your firm’s matter data. When you ask a question or generate a plan, the MCP provides the real-time data, firm rules, and required schema — so your AI delivers accurate, structured output, not a generic guess.

MCP Agent in Action

Works With the AI Tools Your Firm Already Uses

Claude (Anthropic)

Use the Planning Blox MCP inside Claude to query matters, generate plans, and run governed pricing intake directly from your conversation

ChatGPT & Copilot

Connect Planning Blox MCP to ChatGPT or Microsoft Copilot — the same structured, live-data responses wherever your team works

Harvey and Any MCP-Enabled Tool

Planning Blox MCP is built on the open Model Context Protocol standard — compatible with any AI tool that supports MCP server connections

See Planning Blox AI in Action

Request a demo to see how Planning Blox MCP agents work inside your preferred AI tool.

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