Bring your firm's context to any AI with the Ping MCP server

Ping runs a Model Context Protocol server, so Claude, Cursor, or any MCP client can securely pull your meetings, emails, and client intelligence and answer with the full picture.

Free 14-day trial. No credit card required.

One protocol, any client

Your firm's context, wired into the AI you already use

Ping Your firm
  • Meetings
  • Emails
  • Client intelligence
MCP
Ping MCP server
Your AI
  • Claude Connected
  • ChatGPT Connected
  • Cursor Connected
Add MCP server
# Point your MCP client at Ping. No pipeline required. $ connect https://mcp.pingassistant.com Connected. Ping tools are ready to use.

Features

Everything the MCP server unlocks

Any client

Your client context, in the AI you already use

Connect Ping to Claude, Cursor, or any MCP-compatible client and ask questions grounded in your firm's real meetings, emails, and client history.

  • Works with Claude, Cursor, and more
  • Answers grounded in your real records
  • No copy-pasting between apps
Claude Connected
ChatGPT Connected
Cursor Connected
Security

Secure, scoped, and permissioned

The MCP server respects your firm's access controls, so each person's AI only sees what they're allowed to, and nothing is ever used to train models.

  • Scoped to each person's permissions
  • Encrypted in transit and at rest
  • Never used to train AI models
Access for Dan L. Advisory
  • Meetings & notes
  • Client emails
  • Firm billing
Scoped to each person's permissions
Workflows

Build the workflows you actually want

Pull Ping data into your own tools and agents to draft, analyze, and automate on top of real client context, instead of copy-pasting between apps.

  • Drive your own tools and agents
  • Draft, analyze, and automate on real data
  • Build once, reuse everywhere
Your agent Draft a QBR for BuildRight from the last 3 meetings
Ping MCP · list_meetings
Ping MCP · get_client_context
Draft ready Q3 recap, open items, and next-quarter plan, pulled from the real record.
Setup

Set up in minutes, no data pipeline

Add the Ping MCP server to your client, authenticate, and it's live. No ETL, no warehouse, no engineering project.

  • Add the server and authenticate
  • No ETL, no warehouse
  • Live in minutes
Ping MCP server
mcp.pingassistant.com
  1. Add server to your client
  2. Authenticate with Ping
Live
Security & Compliance

Built to the standards firms are held to

Your clients trust you with their most sensitive information. Ping protects every note, transcript, and account with verified third-party controls.

AICPA SOC 2 Type II Certified
Audited

SOC 2 Type II

Independently audited controls for security, availability, and confidentiality by accredited CPA auditors.

✓ Full report in Trust Center
AES-256

Industry-standard encryption

Protected at every step with AES-256 encryption at rest and TLS 1.3 across all network traffic.

✓ Encrypted transit and storage
100% Isolated

Never used for training

Your clients' information is yours alone. We never sell, retain, or use your data to train AI models.

✓ Strict firm-level data perimeter
Need custom compliance documentation or a security review? Visit our Trust Center →

MCP Server FAQs

Model Context Protocol is an open standard that lets AI clients like Claude securely connect to external data and tools. Ping's MCP server exposes your firm's client context so any MCP client can use it.

Any MCP-compatible client, including Claude and Cursor.

Yes. Access is scoped to your firm's permissions, encrypted in transit and at rest, and never used to train models. Ping maintains SOC 2 compliance.

Meetings, emails, notes, and client intelligence, subject to each user's permissions.

No. Add the server to your MCP client and authenticate, and it's live in minutes.

Yes. Anything your MCP client can do, it can now do with Ping's client context behind it.

Give your AI the context only your firm has.

Free 14-day trial. No credit card required.