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Podio MCP Server — Integration Guide

May 14, 2026
Contributed by: 
P

The Podio MCP (Model Context Protocol) Server connects AI assistants — ChatGPT, Microsoft Copilot Studio, Claude Desktop, and any other MCP-compatible platform — directly to your Podio data. Once connected, your AI assistant can read and write your Podio workspaces, apps, and items using plain natural language.

No coding required to get started. The server is live at https://mcp.podio.com — just point your AI platform at it and log in with your Podio account.

What You Can Do

The Podio MCP Server gives your AI assistant 22 tools covering both reading and writing your Podio data:

Category Examples
Browse List organizations, workspaces, apps, and members
Read data Fetch items with full field values, filter and search across your account
Write data Create and update items, post comments
Tasks Create, update, reassign, and complete tasks
Notifications Read recent activity and notifications

Examples of queries for your AI assistant

  • “Show me all open deals in my Sales Pipeline app worth more than $10,000. “
  • “Create a follow-up task for item 123456, due next Friday.”
  • “What tasks are assigned to me this week?”
  • “Find everything related to Acme Corp across my Podio account.”
  • “Update the status of item 987654 to ‘In Review’.”

Quick Start to try it — Connect in a Minute

The server uses shared default credentials so you can connect immediately without creating a Podio API key. You simply log in with your Podio account when prompted.

Recommended for: VSCode / GitHub Copilot and any platform where you cannot enter your own API credentials. Also fine for trying the integration before committing to your own API key.

The setup depends on your AI platform — jump to the Connect Your AI Platform section for step-by-step instructions. The key things to know:

  • MCP Server URL: https://mcp.podio.com/mcp
  • Authorization URL: https://mcp.podio.com/oauth/authorize
  • Token URL: https://mcp.podio.com/oauth/token
  • No client ID or secret needed when using default credentials.

The first time you connect, your AI platform will open a browser window where you log into Podio and click Allow access. After that, your AI assistant is ready to use.

Note:

This case is meant for testing, with some limits added - approximately 30-40 requests to the MCP server. For production use, we recommend connecting with your API key.

Using Your Own Podio API Key

For platforms that support it (ChatGPT, Copilot Studio), we strongly recommend creating your own Podio API key instead of relying on the shared default credentials.

Benefits

  • API calls are made under your own application identity, not a shared one
  • Better audit trail — Podio activity logs show your app name
  • More control — you can revoke the key at any time from Podio Settings
  • Higher reliability — your usage is independent of other users on the shared credentials
  • Higher API limits - the default client has more restricted call limits

Step 1 — Create an API Key in Podio

  1. Log in to Podio and go to Account Settings -> API Keys (direct link: https://podio.com/settings/api)
  2. Click on Generate API Key
  3. Fill in the form:
    • Name: something descriptive, e.g. “My ChatGPT Integration”
    • Redirect URL: https://mcp.podio.com <- this exact value is required.
  4. Select Generate
  5. Copy your Client ID and Client Secret — you will need them in the next step

MCP Guide 1

Important Note:

Keep your Client Secret private. Do not share it or post it anywhere.

Step 2 — Use Your Key When Connecting

Once you have your Client ID and Client Secret, enter them in your AI platform’s OAuth configuration.

Connect Your AI Platform

ChatGPT / OpenAI

ChatGPT supports MCP servers with full OAuth configuration, so you can choose between using the shared default credentials or your own Podio API key.

Option A — Without your own API key (quick setup)

  1. In ChatGPT Settings, go to Connectors (or MCP Servers, depending on your plan).

  2. Add a new MCP Server connection.

  3. Fill in Field Values:
    • MCP Server URL: https://mcp.podio.com/mcp
    • Authorization URL: https://mcp.podio.com/oauth/authorize
    • Token URL: https://mcp.podio.com/oauth/token
    • Client ID: Leave blank or enter any placeholder
    • Client Secret: Leave blank
  4. Click on Connect and log into Podio when prompted.

Option B — With your own Podio API key (recommended)

  1. In ChatGPT, add a new MCP Server connection.

  2. Fill in Field Values:
    • MCP Server URL: https://mcp.podio.com/mcp
    • Authorization URL: https://mcp.podio.com/oauth/authorize
    • Token URL: https://mcp.podio.com/oauth/token
    • Client ID: Your Podio Client ID
    • Client Secret: Your Podio Client Secret
  3. Click on Connect and log into Podio when prompted.

Microsoft Copilot Studio

Copilot Studio supports MCP connections through Actions, with the same two credential options as ChatGPT.

Option A — Without your own API key

  1. In your Copilot Studio agent, go to Actions -> Add an action -> MCP Server.

  2. Set the MCP Server URL to https://mcp.podio.com/mcp .

  3. For authentication, choose OAuth 2.0 and fill in Field Values:
    • Authorization URL: https://mcp.podio.com/oauth/authorize
    • Token URL: https://mcp.podio.com/oauth/token
    • Client ID: Leave blank or enter any placeholder
    • Client Secret: Leave blank
  4. Save and test the connection.

Option B — With your own Podio API key (recommended)

Follow the steps above for “Using your Own API Key” first, then use your Client ID and Client Secret in the fields below.

  1. Create Blank Agent
  2. Go to the tools section
  3. Add a new Model Context Protocol tool
  4. Enter Name, Description
  5. For Server URL, use https://mcp.podio.com
  6. Select OAuth 2.0 with Manual Type
  7. Enter your Client ID and Client Secret you created in Podio.
  8. Enter the following details for mandatory Fields Values:
    • MCP Server URL: https://mcp.podio.com/mcp
    • Authorization URL: https://mcp.podio.com/oauth/authorize
    • Token URL: https://mcp.podio.com/oauth/token
    • Refresh URL: https://mcp.podio.com/oauth/authorize

Troubleshooting

In case you see that the Copilot cannot connect to the MCP in your chat session, you need to go to the Manage your connections view and connect the tool. If you continue to encounter the following message or a similar error:

Example Message: “It looks like I couldn’t retrieve your organization because the Podio authentication token has expired. To proceed, you’ll need to re-authenticate your Podio account so I can access your data. Once that’s done, I can list all your organizations”.

Open your agent in Copilot Studio, then go to Tools to reconnect. Expand the Connection section and select Reconnect.

MCP Guide 2

Health Check

Before configuring your AI platform, you can verify the server is reachable:

curl https://mcp.podio.com/health

Important:

A 200 OK response with “status”: “healthy” confirms the server is running.

Available Tools

The Podio MCP Server exposes 22 tools which are grouped by category. All tools depend on a valid Podio session obtained automatically via the OAuth authentication flow.

Items

Tool Type Description
get_item Read Fetch a single item by ID. Returns full field values, metadata, and dates.
get_item Read Retrieve items from an app with optional filters, sorting, and pagination (up to 500 per request).
get_app_summary Read Get a human-readable summary of an app’s schema and items in one call — ideal for giving your AI assistant context about your data.
create_item Write Create a new item in an app. Requires a field-value map keyed by external_id.
update_item Write Update one or more fields on an existing item. Only the fields you specify are changed.

Filtering items

Pass a filters object to get_items keyed by field external_id:

Field Type Filter Format
Text {“from”: “search text”}
Category [option_id_1, option_id_2]
Date {“from”: “2025-01-01”, “to”: “2025-12-31”}
Number/Money {“from”: 10, “to”: 100}
App reference [item_id_1, item_id_2]

Apps & Workspaces

Tool Type Description
get_app Read Get an app’s configuration and full field definitions (types, labels, category options).
get_apps_in_space Read List all apps inside a workspace.
get_space Read Get workspace details including name and privacy settings.
get_space_members Read List members of a workspace with their roles and join dates.
list-views Read List saved views (filters) for an app.

Organizations

Tool Type Description
get_organizations Read Get all Podio organizations the authenticated user belongs to.
get_spaces_in_organization Read List all workspaces in an organization.
get_org_members Read List members of an organization with optional search and pagination.
Tool Type Description
search_globally Read Search across your entire Podio account (or scoped to an app or workspace). Supports filtering by object type: item, app, space, task, file, conversation. Item results are automatically enriched with decoded field values.

Tasks

Tool Type Description
get_tasks Read Get tasks for the authenticated user. Filter by app, workspace, organization, or completion status.
get_task Read Fetch the full details of a single task (text, status, assignee, due date, labels).
create_task Write Create a new task, optionally attached to an item, space, or app.
update_task Write Update a task’s text, description, due date, assignee, or labels.
complete_task Write Mark a task as completed.

Comments & Notifications

Tool Type Description
get_item_comments Read Get all comments on an item, including author info and timestamps.
add_comment Write Post a comment on a Podio item.
get_notifications Read Retrieve recent notifications for the authenticated user. Filter by viewed/unviewed status.

How-To Guides

How to browse your Podio data with an AI assistant

Once connected, just ask questions in plain language:

  • “What workspaces do I have access to?”
  • “Show me all open items in the Sales Pipeline app.”
  • “Find all tasks assigned to me that are due this week.”
  • “Who are the members of my CRM workspace?”

Your AI assistant will automatically call the right tools in sequence — you don’t need to know which tools exist or how to call them.

How to find an item’s field values

Use get_app first to discover the app’s field external_ids and types, then use get_item or get_items to retrieve the actual data.

Example sequence your AI assistant follows automatically:

  1. get_organizations -> find your org_id
  2. get_spaces_in_organization -> find your space_id
  3. get_apps_in_space -> find your app_id
  4. get_app (app_id) -> inspect field definitions and external_ids
  5. get_items (app_id, filters, limit) -> retrieve items with decoded field values

How to create an item

Ask your AI assistant: “Create a new lead in the Sales Pipeline app for Acme Corp, status ‘New’, deal value $4,999.”

The assistant will call get_app to find the field IDs, then create_item with the correct field values:

{
  "app_id": 12345678,
  "fields": {
    "title": "Acme Corp",
    "status": [1],
    "value": {"currency": "USD", "value": 4999.00},
    "close_date": {"start": "2026-06-30 00:00:00"}
  }
}
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Field value formats (for reference)

  • Text -> “string”
  • Number -> 42
  • Money -> {“currency”: “USD”, “value”: 4999.99}
  • Category -> [option_id] (array of IDs)
  • Date -> {“start”: “YYYY-MM-DD HH:MM:SS”} or with end date for a range
  • App reference -> [{“app_item_id”: item_id}]

How to search across Podio

Ask your AI: “Find everything related to Acme Corp in my account.”

The assistant uses search_globally and automatically enriches item results with their full field values.

You can also scope searches: “Search for ‘quarterly report’ in the Finance workspace.”

How to manage tasks from your AI assistant

  1. “Create a task to follow up with Acme Corp by Friday, attached to item 123456”
    • create_task { text: “Follow up with Acme Corp”, due_on: “2026-04-04”, ref_type: “item”, ref_id: 123456 }
  2. “Show me all my open tasks in the CRM workspace”
    • get_tasks { space_id: 98765, completed: false }
  3. “Mark task 654321 as done”
    • complete_task { task_id: 654321 }

Technical Reference

This section is for developers and integrators building custom applications on top of the Podio MCP Server.

OAuth 2.0 Endpoints

Endpoint Method Purpose
/oauth/authorize GET Start the authorization flow — redirects user to Podio login
/oauth/token POST Exchange authorization code for access token, or refresh a token
/oauth/callback GET Redirect URI — Podio posts the auth code here after user grants access
/oauth/register POST Dynamic client registration (RFC 7591) — pre-register an app with custom Podio credentials
/.well-known/oauth-authorization-server GET OAuth 2.0 Authorization Server Metadata (RFC 8414)
/.well-known/oauth-protected-resource/mcp GET OAuth Protected Resource Metadata (RFC 9728)

Three Credential Modes

The server supports three ways to authenticate, selected automatically based on what the AI platform sends:

Mode How it’s triggered Podio credentials used
Default No client_id sent, or client_id not recognized Server’s shared default key
Direct client_id sent = your Podio client_id (not a registered MCP client) Your own key (secret provided at token exchange)
Registered client_id is a pre-registered MCP client ID (from /oauth/register) Your own key (stored server-side at registration)

Dynamic Client Registration

If your platform does not support sending client_secret at the token exchange step, pre-register your application to associate your Podio credentials server-side:

curl -X POST https://mcp.podio.com/oauth/register \
  -H "Content-Type: application/json" \
  -d '{
    "client_name": "My App",
    "redirect_uris": ["https://mcp.podio.com/oauth/callback"],
    "podio_client_id": "<YOUR_PODIO_CLIENT_ID>",
    "podio_client_secret": "<YOUR_PODIO_CLIENT_SECRET>"
  }'
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The response includes a client_id (in the form mcp-client-xxxxxxxx) to use in all subsequent OAuth requests:

{
  "client_id": "mcp-client-xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx",
  "client_name": "My App",
  "redirect_uris": ["https://mcp.podio.com/oauth/callback"],
  "grant_types": ["authorization_code", "refresh_token"],
  "podio_credentials_provided": true
}
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MCP Transport

  • Protocol: Model Context Protocol over Streamable HTTP

  • MCP endpoint: https://mcp.podio.com/mcp (also responds at https://mcp.podio.com/)

  • Authentication: Bearer token in Authorization header with each request

Health Check 

curl https://mcp.podio.com/health
{
  "status": "healthy",
  "service": "Podio External MCP Server",
  "version": "2.0.0",
  "transport": "streamable-http",
  "auth": "oauth2_authorization_code"
}
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Further Reading

Podio MCP Server — Integration Guide
May 14, 2026
Contributed by: 
P
May 14, 2026
Contributed by: 
P

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