Fieldguide

Connect an MCP-compatible AI tool to Fieldguide, then use prompts to review engagement status, list open requests, post request comments, and create engagements.

Set up and use the Fieldguide MCP

Enable the Fieldguide MCP server, add it as a custom connector in Claude Enterprise, and connect your Fieldguide account to use it in Claude.

Set up the Fieldguide MCP server in Claude Enterprise

Create a Copilot Studio agent that connects to Fieldguide, publish it, and share it with users in Microsoft Copilot.

Set up the Fieldguide MCP server in Microsoft Copilot

Fieldguide MCP

Fieldguide Status

Fieldguide University

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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