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MCP Server - Support Global Process Templates

The MCP process tools require a company ID, so processes can only be created under a company. Global Process Templates can’t be created, read or updated through the MCP.

As a result, any process built through an AI client has to be created under a company first, then manually converted with “Create Global Template” in the UI. That extra manual step undermines the point of using the MCP.

Requested changes:

  • Allow process creation with no company ID to create a Global Process Template (the REST API already supports this)

  • Include global templates in process index and show results

  • Allow global templates to be updated through the MCP

Use case: we use AI to build standard SOPs and checklists (onboarding, offboarding, client setups) and want them created directly as global templates so they can be reused across all clients.

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