Squad AI

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Your AI Product Manager. Surface insights, build roadmaps, and plan strategy with 30+ tools.

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Using Squad via MCP

Connect Squad to Claude Desktop and other MCP-compatible tools

The Model Context Protocol (MCP) lets you access Squad's AI capabilities directly within Claude and other compatible applications. Query your product data and get strategic insights without leaving your workflow.

Overview

Squad's MCP server enables AI assistants to:

Query your product strategy and roadmap
Analyze opportunities and solutions
Search through user feedback and insights
Generate reports from your Squad workspace

This guide shows how to set up and use Squad through MCP.

Why this matters for product teams

Copy-pasting specs between tools
Manual PRD templates
Context gaps in conversations
Ask Claude "show me every open opportunity linked to our 'Improve retention' goal" and get the live list back
"Create a solution for reducing onboarding drop-off and draft the PRD" – Claude calls create_solution, fills the doc, and drafts requirements for you
Claude can pull the full mission statement, knowledge-base docs and recent feedback on demand, so every reply is grounded in real product data

Bottom line: MCP turns Claude into an extension of Squad, giving PMs instant, conversational access to strategy artifacts while developers stay in sync with up-to-date requirements.

Under the hood

Squad's remote MCP server provides 30+ tools across these categories:

Tool prefix Purpose Typical actions opportunity_* Discover and refine product opportunities create, list, get, update solution_* Generate and iterate on solutions create, list, get, update goal_* Track desired business or user goals create, list, get, update knowledge_* Store useful references / research create, list, get, delete feedback_* Manage raw customer feedback create, list, get, delete insight_* Processed insights from feedback create, list, get, delete workspace_* Manage Squad workspaces get, update, list, select

All tools conform to the MCP JSON schema format so that agents can introspect inputs and outputs automatically. Authentication is handled via OAuth - you'll sign in with your Squad account on first use.

Example prompts

Once connected, you can query Squad data using natural language. Here are some examples to get you started:

Strategy queries

Copy & paste — that's it

"What is our product mission?"
"Show me our current goals and progress"
"Which goals are we behind on?"

Copy & paste — that's it

"What are our top opportunities?"
"Show opportunities related to user retention"
"Which opportunities have the highest impact?"

Copy & paste — that's it

"List solutions in development"
"What solutions address checkout friction?"
"Show me the roadmap for Q2"

Analytics queries

Copy & paste — that's it

"What are users complaining about most?"
"Show recent feedback about delivery times"
"What's our current NPS score?"

Copy & paste — that's it

"How is our conversion rate trending?"
"Compare this month's metrics to last month"
"Which features have the highest adoption?"

Report generation

Copy & paste — that's it

"Generate a weekly status update"
"Create an executive summary of our strategy"
"What did we ship last month?"

Copy & paste — that's it

"Analyze our product-market fit"
"Compare our roadmap to original goals"
"What should we prioritize next?"

Example workflows

These examples show how Claude can analyze your Squad data and provide actionable insights.

Prompt: "Can you review our current product strategy and identify gaps?" Example response:

Copy & paste — that's it

Based on your data:

CURRENT STRATEGY:
- Mission: "Make food delivery faster and more affordable"
- Active goals: 3 (1 on track, 2 behind)
- Opportunities in backlog: 12
- Solutions in development: 4

KEY GAPS IDENTIFIED:
1. Delivery time goal is 7 minutes behind target
 - Root cause: Restaurant prep delays (8,234 mentions)
 - No active solution addressing this

2. Low user retention (2.1 orders/week vs 3.0 target)
 - Missing lunch-time availability
 - Limited restaurant variety in suburbs

3. Unaddressed opportunities:
 - Group ordering (3,892 requests, no solution)
 - Dietary filters (2,156 requests, no solution)

RECOMMENDATIONS:
1. Prioritize restaurant prep time optimization
2. Expand lunch partnerships
3. Add group ordering to Q3 roadmap

Prompt: "Analyze user feedback from the last 30 days and identify trends" Example response:

Copy & paste — that's it

FEEDBACK ANALYSIS (Last 30 days):
Total feedback items: 4,827

TOP THEMES:
1. Delivery delays (1,243 mentions, ↑23% from previous)
 - "Food arrives cold"
 - "Waited over an hour"
 - Concentrated in downtown areas

2. Payment issues (892 mentions, ↑45% from previous)
 - "Payment failed but still charged"
 - "Can't save payment method"
 - Spike started after latest app update

3. Restaurant variety (634 mentions, →0% change)
 - "Same restaurants every time"
 - "No healthy options"
 - Consistent complaint, not growing

EMERGING ISSUES:
- App crashes on Android 14 (127 mentions, new)
- Promo codes not applying (89 mentions, ↑200%)

SENTIMENT TREND:
- Overall: 3.8/5 (↓ from 4.1/5)
- Critical driver: Payment failures

Prompt: "Based on our data, what should we build next quarter?" Example response:

Copy & paste — that's it

Q3 ROADMAP RECOMMENDATIONS:

MUST DO (High impact, addresses critical issues):
1. Fix payment processing bugs
 - Impact: 892 users affected monthly
 - Effort: 1 sprint
 - Reduces churn by ~15%

2. Restaurant prep time prediction
 - Impact: 7-minute delivery reduction
 - Effort: 3 sprints
 - Addresses top complaint

DO NEXT (High value, strategic):
3. Group ordering
 - Impact: $45 AOV increase
 - Effort: 2 sprints
 - 3,892 requests

4. Lunch partnerships
 - Impact: +0.8 orders/week/user
 - Effort: 2 sprints
 - Unlocks new daypart

CONSIDER (Nice to have):
5. Dietary filters
6. Advanced routing v3
7. Loyalty program expansion

Best practices

Ask for particular metrics or date ranges for better results

Combine multiple data sources for comprehensive analysis

Schedule weekly strategy reviews with Claude + Squad

Always end with "What should we do about this?"

Security considerations

Squad MCP uses OAuth authentication - your credentials are never stored locally. When you authenticate:

You sign in via Squad's secure login page
Claude receives a token scoped to your account
Sessions expire automatically for security
You can revoke access anytime from your Squad account settings

Removing Squad MCP

Copy & paste — that's it

 claude mcp remove squad

Copy & paste — that's it

codex mcp remove squad

Go to Settings > Connectors, find Squad, and click Remove.

Getting help

Report issues or contribute

Learn more about MCP

Contact the Squad team

Prerequisites

Before starting, ensure you have:

Active Squad workspace with data

Claude Code CLI, Claude Desktop 0.7.2+, or OpenAI Codex

Quick start

Run this command in your terminal:

Copy & paste — that's it

```bash theme={null}
claude mcp add squad --transport http https://mcp.meetsquad.ai/mcp

On first use, you'll be prompted to authenticate via OAuth in your browser. Sign in with your Squad account to authorize access.

Verify the connection:

Copy & paste — that's it

claude mcp list

You can also use the /mcp command inside Claude Code to check connection status.

No restart needed - Squad is ready to use immediately after authentication.

Copy & paste — that's it


 
 
 Remote MCP servers are configured via the Claude Desktop UI, not JSON config files.

In Claude Desktop, go to Settings (gear icon)

Click on Connectors in the settings menu

Click Add Connector and enter the Squad MCP server URL:

Copy & paste — that's it

https://mcp.meetsquad.ai/mcp

You'll be prompted to sign in with your Squad account via OAuth

Once connected, look for the 🔌 icon in the chat interface to verify Squad is available.

Remote MCP servers require Claude Desktop on Pro, Max, Team, or Enterprise plans.

Copy & paste — that's it


 
 
 Run this command in your terminal:

Copy & paste — that's it

codex mcp add squad --url=https://mcp.meetsquad.ai/mcp

There is a known issue with Codex and MCP OAuth authentication. The OAuth flow will fail during authorization. This is caused by a missing resource parameter in Codex's OAuth implementation and is expected to be resolved in an upcoming Codex release. See openai/codex#11292 for status.

Copy & paste — that's it


 
 
 Connect using the remote server URL:

Copy & paste — that's it

https://mcp.meetsquad.ai/mcp

OAuth configuration is automatically discovered via the server's /.well-known/oauth-authorization-server endpoint.

Copy & paste — that's it


## Detailed usage examples

These examples show real interactions with the Squad MCP server, including which tools get called and what data is returned.

 
 **User Prompt:**

"What opportunities are in my Squad workspace? Show me the top 3."

Copy & paste — that's it


 **What happens:**

 

- Claude calls `list_opportunities` to retrieve all opportunities 

- Analyzes and presents the top opportunities based on status and priority 

 **Example output:**

Your Squad workspace has 5 opportunities. Here are the top 3:

Advanced AI Agent Customization Engine (New)

Build customizable AI agent behaviors and predictive prioritization capabilities for enterprise workflows
Status: New, with solutions already generated

Enterprise CRM Integration Ecosystem (New)

Enable seamless integration with major CRM platforms

Regulatory Compliance Automation Suite (New)

Automate compliance workflows for regulated industries

Copy & paste — that's it


 **Tools called:** `select_workspace` (if needed), `list_opportunities`

 
 **User Prompt:**

"Show me the solutions for the AI Agent Customization opportunity, including which goals it supports."

Copy & paste — that's it


 **What happens:**

 

- Claude calls `get_opportunity` with the opportunity ID 

- Requests relationships: solutions, outcomes (goals), and insights 

- Parses the detailed response including PRDs, pros/cons, and goal alignments 

 **Example output:**

The Advanced AI Agent Customization Engine opportunity has 3 solutions:

Solution 1: Workflow Designer

Visual interface for customizing AI agent decision-making processes
Pros: Enables enterprise customization without technical expertise, adapts to diverse methodologies (SAFe, Scrum)
Cons: Complex interface may extend time-to-market

Related Goals:

Accelerate Market Penetration in Enterprise Segment (Priority: 5/5)
Strengthen Product Differentiation Through AI Innovation (Priority: 5/5)

Copy & paste — that's it


 **Tools called:** `get_opportunity` with relationships

 
 **User Prompt:**

"Show me my top business goals and which opportunities support them."

Copy & paste — that's it


 **What happens:**

 

- Claude calls `list_goals` to get all workspace outcomes 

- For high-priority goals, calls `get_goal` with relationships 

- Constructs a hierarchy showing goal → opportunities → solutions 

 **Example output:**

Goal 1: Accelerate Market Penetration ⭐ Priority 5/5 ├─ Opportunity: Advanced AI Agent Customization Engine │ ├─ Solution: Workflow Designer │ ├─ Solution: Methodology Templates │ └─ Solution: Impact Predictor ├─ Opportunity: Enterprise Multi-Knowledge Base Platform └─ Opportunity: Regulatory Compliance Automation Suite

Key Insight: The "Advanced AI Agent Customization Engine" opportunity supports BOTH of your top-priority goals.

Copy & paste — that's it


 **Tools called:** `list_goals`, `get_goal` with relationships

 
 This demonstrates the core Opportunity Solution Tree (OST) methodology -
 showing how solutions ladder up to opportunities and ultimately to goals.
 
 
 
 **User Prompt:**

"Find everything in my workspace related to 'compliance' or 'regulatory'."

Copy & paste — that's it


 **What happens:**

 

- Claude calls `similarity_search` with the query terms 

- Squad's vector search finds semantically similar content 

- Results ranked by relevance across all entity types 

 **Example output:**

Found 8 items related to compliance/regulatory:

Opportunities:

Regulatory Compliance Automation Suite

Solutions:

Methodology Templates - Healthcare compliance features
Workflow Designer - Compliance guardrails

Knowledge Documents:

SOC 2 Requirements Overview
GDPR Data Residency Guidelines

Copy & paste — that's it


 **Tools called:** `similarity_search`

 
 **User Prompt:**

"The 'AI Agent Customization' opportunity looks interesting. Can you generate some fresh solution ideas for it?"

Copy & paste — that's it


 **What happens:**

 

- Claude calls `generate_solutions` with the opportunity ID 

- Squad's AI Ideation agent analyzes opportunity context 

- Generates 3-5 new solution approaches with PRDs, pros/cons 

 **Example output:**

✨ Generating solutions for "Advanced AI Agent Customization Engine"...

Squad's Ideation agent is analyzing:

Opportunity context and supporting insights
Workspace knowledge base and industry trends
Related outcomes and success criteria

✅ Complete! 3 new solutions have been added with:

Detailed descriptions and rationale
Pros and cons for each approach
Preliminary PRD with requirements
Alignment to your strategic goals

Copy & paste — that's it


 **Tools called:** `generate_solutions`, optionally `get_opportunity` to show results

## Advanced usage

### Custom queries

 Squad MCP supports complex analytical queries:

"Compare our user retention to industry benchmarks and suggest improvements based on what's working for competitors"

"Generate a board presentation covering our Q2 performance, Q3 roadmap, and key risks to address"

"Analyze which features correlate with highest user LTV and recommend where to double down"

Copy & paste — that's it


### Workflow automation

 Combine Squad MCP with other tools:

 

- **Daily standup prep**: "What changed in our metrics since yesterday?" 

- **Sprint planning**: "Which backlog items align with this sprint's goal?" 

- **Investor updates**: "Generate a monthly progress report"

Troubleshooting

Check connection status:

Copy & paste — that's it

 ```bash theme={null}
 claude mcp list

Or use /mcp inside Claude Code to see server status.

Common fixes:

Re-add the server: Remove and re-add

Copy & paste — that's it

claude mcp remove squad
claude mcp add squad --transport http https://mcp.meetsquad.ai/mcp

Re-authenticate: If your session expired, you'll be prompted to sign in again
Check network: Ensure you can reach https://mcp.meetsquad.ai

If the browser authentication doesn't complete:

Make sure you're signing in with the correct Squad account
Check that pop-ups aren't blocked in your browser
Try signing into Squad directly at meetsquad.ai first

Copy & paste — that's it


 
 
 
 **Check these common issues:**

Plan requirements: Remote MCP servers require Pro, Max, Team, or Enterprise plans
Connector status: Go to Settings > Connectors to check if Squad is connected
Re-authenticate: Remove and re-add the connector if the session expired

If you don't see the Connectors option in Settings:

Ensure you're on Claude Desktop 0.7.2 or later
Check that you have a Pro, Max, Team, or Enterprise plan
Try restarting Claude Desktop

Copy & paste — that's it


 
 
 
 **If Squad queries fail in either client:**
 

- Verify the MCP server shows as connected 

- Check that you've completed OAuth authentication 

- Ensure your Squad workspace has data to query 

- Try simpler queries first (e.g., "What is our mission?")

 

 
 **If you see rate limit errors:**
 

- Squad MCP allows 100 requests per minute 

- Complex queries may use multiple requests 

- Wait 60 seconds if you hit limits 

- Consider upgrading your Squad plan for higher limits

 

 
 If Claude is accessing the wrong workspace:
 

- Ask Claude to "list my Squad workspaces" 

- Then ask it to "switch to [workspace name]" 

- The server remembers your workspace selection for the session