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Process Street MCP

@Vinay Patankar

The Process Street MCP Server gives Claude Desktop, Claude Code, Cursor, Windsurf, ChatGPT, and any MCP-compatible client direct OAuth-protected access to Process Street workflows, checklists, SOPs, and structured operational data. Use it to trigger workflow runs, complete tasks, update form fields, search records, retrieve users and datasets, pull workflow run history, and feed audit trails into AI agents. Built for compliance-first teams in financial services, banking, insurance, healthcare, government, legal, real estate, IT operations, HR onboarding, and enterprise back-office. Use cases include AI agents running compliance checklists, employee onboarding automation, SOX/HIPAA/SOC 2 audit-readiness, approval workflows, change management, vendor onboarding, customer onboarding, IT incident response, finance close, and operational reporting. SOC 2 Type II certified, HIPAA compliant, GDPR compliant, 99.9% uptime SLA. Hosted remote MCP at https://mcp.process.st using OAuth via login.process.st. Trusted by 1,000+ companies including Salesforce, Farmers Insurance, MIT, and Hartford HealthCare. Categories: workflow management, workflow automation, business process management (BPM), task management, process automation, compliance operations, AI agents, AI workflow orchestration, audit automation, SOP management.
Overview

Process Street MCP Server

Connect Claude Desktop, Claude Code, Cursor, Windsurf, ChatGPT, Cline, Gemini CLI, JetBrains, VS Code, and any MCP-compatible AI client directly to Process Street workflows, checklists, SOPs, approval flows, and operational data. The Process Street MCP Server is the AI bridge for compliance operations, workflow automation, and business process management (BPM).

What it does

  • Retrieve workflows, workflow runs, tasks, users, datasets, form fields, form responses, and structured operational records
  • Trigger new workflow runs from natural language prompts inside AI agents
  • Complete tasks, sign off on approvals, and progress checklists end to end
  • Update form fields, structured data, due dates, assignees, and workflow variables
  • Search records across workflows, runs, users, and datasets
  • Pull audit trails, completion history, SLA data, and operational reports
  • Generate summaries, status updates, and compliance reports from live workflow data

Use cases

  • AI agents running compliance checklists and SOPs automatically
  • Employee onboarding, offboarding, and HR workflow automation
  • Customer onboarding, KYC, AML, and identity verification flows
  • Vendor onboarding, third-party risk management, and supplier reviews
  • SOX, HIPAA, SOC 2, ISO 27001, GDPR, and PCI audit readiness
  • IT incident response, change management, and runbook execution
  • Finance close, month-end reporting, and accounting reconciliation
  • Approval workflows, contract review, and procurement
  • Quality assurance, ISO 9001, and operational excellence programs
  • Sales operations, deal desk, and revenue operations
  • Marketing operations, campaign launch, and content review workflows
  • Legal intake, matter management, and document review
  • Healthcare patient onboarding, clinical SOPs, and care coordination
  • Real estate transaction management and closing checklists

Built for

Compliance-first and operations-heavy teams in financial services, banking, insurance, healthcare, government, legal, real estate, technology, IT operations, professional services, manufacturing, logistics, and enterprise back-office.

Connect

  • Server URL: https://mcp.process.st
  • Auth: OAuth 2.1 via login.process.st (scopes: openid profile email offline_access)
  • Transport: Streamable HTTP, remote hosted
  • Install snippet (Claude Desktop, Cursor, Windsurf, Cline):
{
  "mcpServers": {
    "process-street": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.process.st"]
    }
  }
}

Server Config

{
  "mcpServers": {
    "process-street": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://mcp.process.st"
      ]
    }
  }
}
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