Connect a compatible client
Follow the client’s MCP configuration flow and authenticate with the Hillchart account that has access to the relevant workspace. Keep credentials and permissions scoped appropriately.
Verify with a small query
Ask for a project summary or current scope status first. Confirm that the returned context matches the workspace and that the client exposes only expected information.
Add workflows carefully
Once the connection is reliable, use MCP for status drafts, scope proposals, and snapshots. Use the Hillchart API or webhooks when an external system needs an integration.