# Soxoa Automation Planner [Verified owner] [Health: Active]

**Category:** 🏢 Workplace & Productivity  
**Repository:** https://soxoa.com/mcp-guide  
**Views:** 1  
**Installs:** 0  
**Upvotes:** 0  
**Directory Page:** https://allmcps.com/mcp/soxoa-automation-planner

## Description
Estimate illustrative automation ROI and prioritize user-described recurring workflows.

## Tools
Capabilities this server exposes over MCP:

- **estimate_automation_roi** — Estimates reclaimable team capacity and an illustrative payback period from caller-supplied workload figures. Requires people, weekly hours per person and loaded hourly cost; when automatable share or working weeks are omitted, the server uses 60% and 48. Payback is calculated only when an implementation cost is supplied. Returns weekly and annual hours reclaimed, annual capacity value, payback months, the assumptions used and a recommended next step. Results are planning estimates, not guaranteed savings or financial advice.
- **prioritize_automation_workflows** — Ranks 1 to 12 caller-described workflows by value, predictability, judgment, data sensitivity and integration complexity, and labels each automate, assist or discovery. Each workflow requires a name, weekly hours, predictability, judgment required, error cost, data sensitivity and system count. Returns each workflow's score, recommendation, human-review flag and rationale, plus a recommended first workflow and guardrails. It does not connect to or change any system.
- **build_workflow_pilot** — Builds a pilot plan for one workflow, typically the first one prioritize_automation_workflows recommends, from 11 caller-supplied facts. Returns pilot steps, review gates, acceptance checks and a Markdown plan. It does not connect accounts, start provider work, store a plan, send messages or execute the workflow.

## Claude Desktop Quick Installation
No confirmed install details yet, so no config is published. Follow the setup steps in the repository above.

## Documentation

## What Soxoa Automation Planner MCP server does

The Soxoa Automation Planner MCP server supports early-stage automation planning from structured facts supplied by the caller. It can estimate reclaimable team capacity and an illustrative payback period, rank recurring workflows by automation suitability, and turn one workflow into a proposed pilot plan.

The server fits the Workplace & Productivity category because its outputs help teams assess internal work, identify candidates for automation, and define review and rollout steps. It is intended for planning rather than direct operations: it does not access business accounts, change external systems, send messages, or run provider work.

## How it works

Each tool evaluates data included in the request. ROI estimation requires the number of people, weekly hours per person, and loaded hourly cost. The caller can also provide the automatable share and working weeks. If those values are omitted, the server uses 60% and 48 respectively. An implementation cost is needed for a payback-month calculation; otherwise, the result focuses on capacity and value estimates.

Workflow prioritization accepts between one and 12 described workflows. Each record includes weekly hours, predictability, judgment required, error cost, data sensitivity, and the number of systems involved. The server scores the workflows, recommends whether each should be automated, assisted, or investigated, and identifies where human review is needed.

Pilot planning uses facts about the selected workflow, including its current steps, trigger, inputs, desired output, source and destination systems, review owner, risk, data sensitivity, and success checks. The result describes proposed steps, tools, review gates, acceptance checks, rollout guidance, and a Markdown plan.

## Tools and capabilities

The Soxoa Automation Planner MCP server exposes three MCP tools:

- `estimate_automation_roi` calculates weekly and annual hours reclaimed, annual capacity value, applicable payback months, assumptions, and a suggested next step.
- `prioritize_automation_workflows` ranks workflows, provides a score and rationale for each, flags human review, and recommends a first workflow with guardrails.
- `build_workflow_pilot` produces a pilot design, a drafting prompt, review controls, acceptance criteria, rollout guidance, and a Markdown plan.

These tools complement one another: teams can estimate the potential value of a recurring process, compare it with other candidates, and then draft a bounded pilot for the selected workflow.

## Limitations and notes

The Soxoa Automation Planner MCP server returns planning estimates, not guaranteed savings or financial advice. ROI results depend on the figures supplied by the caller and the stated assumptions.

The pilot builder does not connect accounts, start work with a provider, save a plan, send messages, or execute the described workflow. Its output is a proposed plan for human review.

_Full upstream README: https://allmcps.com/mcp/soxoa-automation-planner/readme_