Your Agency, AI-Supercharged
Connect any MCP-compatible AI assistant to manage projects, tasks, invoices, and more - with enterprise-grade security and role-based access for every team member.
Connected in 4 Steps
OAuth 2.1 PKCE Authorization
AI Prompt
AI Access to Your Entire Workspace
Every module in Eidoncore is accessible through the AI Workspace - with over 111 tools.
Work Management
Projects, Tasks, Automations, Templates - create projects, assign tasks, update statuses, track time, and manage automation workflows through AI.
Financial
Invoices, Recurring Billing, Proposals, Services - view and create invoices, record payments, manage proposals, and browse your service catalog via AI.
People & Communication
Clients, Team, Messaging, Tickets, Notifications - manage client records, send messages, create and resolve support tickets, all through natural language.
Analytics & Utilities
Dashboard, Reports, Client Reports, Files, Search - view workspace stats, generate reports, search across all data, and manage files via your AI assistant.
Every Role Gets the Right AI Access
AI permissions match your team's roles - no configuration needed.
| Capability | Owner | Admin | Project Manager | Team Member |
|---|---|---|---|---|
| Projects & Tasks | Full Access | Full Access | Full Access | Assigned Only |
| Invoicing & Billing | Full Access | Full Access | View Only | - |
| CRM & Clients | Full Access | Full Access | Assigned Clients | - |
| Reports & Analytics | Full Access | Full Access | Project Reports | - |
| Team Management | Full Access | View Only | - | - |
| Settings & Security | Full Access | - | - | - |
Enterprise-Grade AI Security
Every AI interaction is authenticated, authorized, and audited.
OAuth 2.1 + PKCE
Industry-standard authorization with Proof Key for Code Exchange - no secrets stored on client devices
Token Rotation
Refresh tokens are single-use. Old tokens are automatically revoked, preventing replay attacks
Audit Logging
Every AI tool call is logged with the user, action, timestamp, and affected resources - full traceability
Tenant Isolation
AI assistants can only access data within your workspace. Complete isolation between agencies at every layer
Works With Your Favorite AI
Any tool that supports the Model Context Protocol (MCP) standard can connect to your workspace.
Claude Desktop
Anthropic's AI assistant with native MCP support.
Cursor
AI-powered code editor with built-in MCP integration.
Windsurf
Codeium's AI IDE with full MCP protocol support.
VS Code + Copilot
GitHub Copilot with MCP server connections.
What Your AI Can Do
Task Management
"Create a task for Sarah to design the homepage mockup, due Friday, high priority"
Invoice Generation
"Draft an invoice for Acme Corp with 10 hours of design work at $150/hr"
Analytics & Reports
"Show me this month's revenue, overdue invoices, and top 5 clients by billing"
Client Management
"List all clients with overdue follow-ups and create tasks for each one"
Loved by 500+ Agencies Worldwide
Here's how Eidoncore replaces the tool stack for real agencies, every single day.
We replaced Trello, HubSpot, and QuickBooks with just Eidoncore. Having our project budgets, client CRM, and invoicing connected in one platform saved us 15+ hours every week and eliminated all context switching.
Switching from Asana, Mailchimp, and Harvest felt risky, but Eidoncore paid for itself in a month. Client reporting is now fully automated and our billing errors dropped to zero.
We were paying for Monday, Zendesk, and Xero separately and none of it talked to each other. Now every ticket, task, and invoice lives in one place - onboarding new hires takes a day, not a week.
Our team stopped fighting ClickUp, Pipedrive, and FreshBooks entirely. Eidoncore gave every project a live budget, so scope creep gets caught before it costs us money, not after.
Notion, Close, and Wave were three logins we opened every morning. Now it's one dashboard, and clients get real-time visibility into their own projects without asking us for updates.
Frequently Asked Questions
Any MCP-compatible AI assistant works with Eidoncore's AI Workspace. This includes Claude Desktop, Cursor, Windsurf, VS Code with Copilot, and any tool that supports the Model Context Protocol standard.
Yes. The AI Workspace uses OAuth 2.1 with PKCE for authorization, single-use refresh tokens with automatic rotation, complete tenant isolation, and every AI action is logged in the audit trail.
The AI Workspace is available on Pro and Enterprise plans. Pro plans include full access to all 19 modules. Enterprise plans add full write access and advanced security policies.
Yes. AI access is role-aware - Owners get full access to all modules, Admins get project and financial management, and Project Managers get task and project-focused access. Each role sees only the AI tools their permissions allow.