Integration & MCP for Optimy
Integrate and automate your Optimy workflows across 2,580 tools. Take full control—use your favorite LLM to orchestrate Optimy and make your data and tools truly work for you, not the other way around.
Commerce
Optimy MCP Revolutionizes Grant Management
Connecting Optimy via MCP centralizes and automates grant and sponsorship management workflows, removing operational barriers by streamlining applications, approvals, and tracking. This empowers teams in the grant management industry by enhancing reporting and monitoring impact, thus optimizing their funding processes. As a result, businesses are better prepared for AI-readiness by managing their data efficiently in a single, integrated platform.
Supported MCP tools
Connect insights. Empower action. With MCP, Optimy becomes the engine for truly collaborative work.
Can play scenarios
Can list scenarios
So you can execute these actions with Optimy MCP:
Generic event
New project, updated project, etc.
Create a project part version
Creates a new version on a given part.
Create project internal extra field
Creates an internal extra field in a project.
Update project status
Updates the status of a project
Upload a project file (form)
Uploads a file into the form of the project.
Get project internal extra field
Gets an internal extra field of a project.
Create a project task
Creates a task in a project.
Get form
Gets a form.
Get project
Retrieves data about a single project
Get project answer
Gets the answer of a given project part version for a given project.
Get project file (document manager)
Gets the file uploaded in the "document manager" of a project.
Update project task
Updates the task of a project (eg: to mark it as completed).
Update the project leader
Updates (or removes) the leader (user and/or team) of a project.
Upload a project file (document manager)
Uploads a file into the "document manager" of the project.
Get project file (form)
Gets a file uploaded through the form into a project.
Create budget allocation
Create a budget allocation in a project.
List project statuses
Lists all available project statuses
List project internal extra fields
Lists internal extra fields of a project.
List project part versions
Lists all part versions of a project.
List projects
Lists all projects. Optionally filters by form, form part, project owner, project status.
List project tasks
Lists all tasks of a project.
List project files (form)
Lists files uploaded through the form into a project.
List project files (document manager)
Lists files uploaded in the “document manager" of the project.
List project answers
Lists the answers of a given project part version of a given project.
How to use MCP with Optimy
Create scenario with on-demand trigger
Generate your MCP API Key
Insert MCP API Key in your favourite LLM in instructions
Integrating Optimy with Boost.space MCP significantly enhances grant and sponsorship management by automating and centralizing key workflows. This integration streamlines the entire funding process, from application to approval, reducing manual tasks and minimizing errors. Automated actions include the seamless tracking of applications, which ensures real-time monitoring of every step involved, thereby increasing transparency. By harnessing AI-powered insights, users can effectively analyze and report on the impact of their sponsorship efforts, leading to more informed decision-making. The integration supports various data types, such as financial records and project milestones, enhancing the accuracy and efficiency of reporting. Moreover, it connects Optimy with thousands of other apps, allowing for a unified data management approach that optimizes resources and maximizes outcomes.
