Using Squad via MCP - Squad AI Documentation

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

Before
After enabling Squad MCP

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.

Prerequisites

Before starting, ensure you have:

Squad Account

Active Squad workspace with data

Compatible MCP Client

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

Quick start

Claude Code (CLI)
Claude Desktop (App)
Codex (CLI)
Other MCP Clients

Run this command in your terminal:

claude mcp add squad --transport http https://v1.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:

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.

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

Open Settings

In Claude Desktop, go to Settings (gear icon)

Navigate to Connectors

Click on Connectors in the settings menu

Add Squad

Click Add Connector and enter the Squad MCP server URL:

https://v1.mcp.meetsquad.ai/mcp

Authenticate

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.

Run this command in your terminal:

codex mcp add squad --url=https://v1.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.

Connect using the remote server URL:

https://v1.mcp.meetsquad.ai/mcp

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

Example prompts

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

Strategy queries

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

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

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

Analytics queries

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

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

Report generation

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

"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.

Strategy review

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

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

Feedback analysis

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

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

Roadmap planning

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

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

Detailed usage examples

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

Example 1: Discover product opportunities

User Prompt:

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

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:

1. **Advanced AI Agent Customization Engine** (New)
   - Build customizable AI agent behaviors and predictive prioritization
     capabilities for enterprise workflows
   - Status: New, with solutions already generated

2. **Enterprise CRM Integration Ecosystem** (New)
   - Enable seamless integration with major CRM platforms

3. **Regulatory Compliance Automation Suite** (New)
   - Automate compliance workflows for regulated industries

Tools called: select_workspace (if needed), list_opportunities

Example 2: Explore solutions for an opportunity

User Prompt:

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

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

Tools called: get_opportunity with relationships

Example 3: Understanding strategic alignment (OST view)

User Prompt:

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

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.

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.

Example 4: Search for specific topics

User Prompt:

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

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

Tools called: similarity_search

Example 5: Generate new solutions with AI

User Prompt:

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

Tools called: generate_solutions, optionally get_opportunity to show results

Best practices

Be specific

Ask for particular metrics or date ranges for better results

Cross-reference

Combine multiple data sources for comprehensive analysis

Regular reviews

Schedule weekly strategy reviews with Claude + Squad

Action-oriented

Always end with “What should we do about this?”

Troubleshooting

Claude Code
Claude Desktop

Squad not connecting

Check connection status:

claude mcp list

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

Re-add the server: Remove and re-add

claude mcp remove squad
claude mcp add squad --transport http https://v1.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://v1.mcp.meetsquad.ai

OAuth authentication fails

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

Queries not working

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?”)

Rate limiting

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

Wrong workspace

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

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

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"

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”

Removing Squad MCP

Claude Code
Codex
Claude Desktop

claude mcp remove squad

codex mcp remove squad

Getting help

Squad MCP GitHub

Report issues or contribute

MCP Docs

Learn more about MCP

Squad Support

Contact the Squad team

​Overview

​Why this matters for product teams

​Under the hood

​Prerequisites

Squad Account

Compatible MCP Client

​Quick start

​Example prompts

​Strategy queries

​Analytics queries

​Report generation

​Example workflows

​Detailed usage examples

​Best practices

Be specific

Cross-reference

Regular reviews

Action-oriented

​Troubleshooting

​Security considerations

​Advanced usage

​Custom queries

​Workflow automation

​Removing Squad MCP

​Getting help

Squad MCP GitHub

MCP Docs

Squad Support

Overview

Why this matters for product teams

Under the hood

Prerequisites

Quick start

Example prompts

Strategy queries

Analytics queries

Report generation

Example workflows

Detailed usage examples

Best practices

Troubleshooting

Security considerations

Advanced usage

Custom queries

Workflow automation

Removing Squad MCP

Getting help