Integrations

    ConsultCloud integrations

    Connect AI assistants to your workspace, bring in SharePoint files, and use client data from HubSpot and Xero.

    Start free trial

    AI tools

    Your workspace, connected through MCP.

    Connect compatible AI assistants through the Model Context Protocol (MCP). Work with your ConsultCloud projects and documents from the assistant you already use, with access approved for your selected workspace.

    Read and understand

    Find clients and projects, read Briefs, Proposals and Statements of Work, review comments and summarise your pipeline.

    Collaborate with permission

    Create projects, add comments and project phases, and update document sections when your workspace allows changes and your role permits them.

    Workspace approval and user permissions apply. Documents being signed or already signed are locked. AI tools cannot send documents for signature, delete records or perform billing actions.

    Microsoft 365

    Bring SharePoint source material into your workflow.

    Connect Microsoft 365 to your workspace to browse SharePoint and import source files for case studies and templates.

    • Search and browse SharePoint sites, document libraries and folders.
    • Select supported Word (.docx) and PDF files for import.
    • Review imported template content before saving it. Import does not automatically publish a template.

    Read-only access to Microsoft 365

    Uses the selected workspace’s own connection and the Microsoft permissions you grant. Owners and admins manage the connection; your Microsoft administrator may need to approve access. Nothing is posted or changed in Microsoft 365. Teams messaging, Outlook, calendar sync and document write-back are not included.

    Client connections

    Start with the data you already have.

    CRM

    HubSpot

    Bring your sales pipeline into ConsultCloud.

    • Import companies as clients and their contacts as client contacts.
    • Import open deals as draft projects.

    Requires your organisation’s HubSpot app setup and account authorisation. CRM data is read from HubSpot, not written back.

    Finance

    Xero

    Use your existing contacts as ConsultCloud clients.

    • Connect your Xero organisation and import contacts as clients.
    • Keep invoice creation outside this connection’s current scope.

    Requires your organisation’s Xero app setup and account authorisation. Invoice creation and invoice push are not currently supported.

    Get started

    Ready to win more consulting work?

    Start your free trial today. Cancel anytime before it ends.

    Start free trial