# Celoxis MCP for AI Agents AI Agent Connect > Celoxis MCP lets your AI agents manage project portfolios, track milestones, and analyze timesheets. It connects your enterprise PPM platform to your agent so you can query project health, resource allocations, and financial data through natural conversation. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_E9z7w0G8hlBaCIzI2R6gsj984tK5pNi2O1kiB1TT/ai-agent-connect - **Tags:** ppm, resource-management, timesheets, project-portfolio, budget-tracking, work-breakdown-structure ## Description Connecting your enterprise project data to an AI agent usually feels like a chore involving endless exports and messy spreadsheets. This Connector changes that by letting your agent talk directly to your Celoxis platform. Instead of hunting through complex Gantt charts or digging through nested folders to see if a project is on track, you can just ask your agent for the status. It can pull specific project structures, identify which tasks are lagging, and show you exactly where your resources are tied up across the entire organization. If you're trying to spot a budget leak or see which approvals are holding up a launch, the agent handles the heavy lifting. It looks at the raw data, like billable hours and risk scores, and gives you a clear picture of what matters. It's a massive time saver for anyone who needs to see the big picture without getting bogged down in the weeds. You'll find this much easier to manage when you're using the Vinkius catalog to keep your connections organized and ready to go. It turns a complex PPM ecosystem into a conversational interface where you get answers in seconds. ## Tools ### list_projects View all top-level project portfolio items. This helps you get a quick overview of names, IDs, and status. ### get_project Retrieve the complete properties for a specific project using its ID. Use this to see deep details on a single project. ### list_portfolios View strategic global portfolios and their child project aggregates. Use this to see the high-level view of all work. ### list_milestones See the absolute phase delivery dates within your WBS. This helps you track key dates and deadlines. ### list_approvals Check which timesheets and expenses are waiting for clearance. Use this to clear up bottlenecks in your workflow. ### list_tasks Pull the Work Breakdown Structure for a project to see specific deliverables. This helps you track individual task progress. ### list_resources See who's assigned to what and how your team is allocated. Use this to manage your organization's human resources. ### list_time_entries Pull logged hours against tasks for accounting and billing. This helps you audit time spent on specific deliverables. ### list_issues Find blocked items and workflow problems across your projects. Use this to identify what's slowing down your team. ### list_risks View the organizational risk matrix and graded severity impacts. This helps you prioritize the most critical problems. ### list_expenses See billable and non-billable costs mapped to specific tasks. Use this to monitor your project spending. ### list_clients Get a list of CRM clients linked to your various portfolios. This helps connect your customer base to your project work. ## Prompt Examples **Prompt:** ``` What's the status of our main client portfolios? Highlight any projects that are at risk. ``` **Response:** ``` I've scanned your global portfolios. Here is the current status: | Portfolio | Project | Status | Risk Level | | --- | --- | --- | --- | | **Client A** | Mobile Revamp | At Risk | High | | **Client B** | Data Pipeline | On Track | Low | | **Client C** | Web Portal | Delayed | Medium | **Key Issues:** * The **Mobile Revamp** is flagged as 'At Risk' due to two overdue milestones. * The **Web Portal** has 3 blocked tasks in the WBS. ``` **Prompt:** ``` Show me a summary of the time entries logged for the Marketing project this week. ``` **Response:** ``` I've pulled the time entries for the **Marketing V2** project for the current week: * **John Doe**: 12.5 hours (Logged against 'Content Creation') * **Jane Smith**: 8.0 hours (Logged against 'SEO Audit') * **Total logged**: 20.5 hours **Note**: 2 entries are currently pending approval. ``` **Prompt:** ``` Are there any high-severity risks currently blocking our deliverables? ``` **Response:** ``` I've checked the organizational risk matrix. There are **2 high-severity risks** currently active: 1. **Supply Bottleneck**: Impacting the primary client entity delivery. 2. **Server Latency**: Affecting the Data Pipeline project. Would you like me to pull the specific blocked tasks for either of these? ``` ## Capabilities ### Pull project status Get a real-time overview of your project portfolio items and their current status. ### Map work breakdown structures Retrieve specific deliverables and task nodes within your active projects. ### Check resource allocations See how your team is mapped and allocated across various projects. ### Audit time entries Pull logged hours against tasks for accurate accounting and billing. ### Identify project risks Access the organizational risk matrix to see graded severity impacts. ### Track pending approvals Identify which timesheets or expenses are waiting for clearance. ## Use Cases ### Identifying blocked milestones A PMO lead asks the agent to find all projects with delayed milestones and list the specific items using list_issues. ### Auditing billable hours A controller asks the agent to compare the total time logged for a project against the budget using list_time_entries. ### Resource planning An ops manager asks the agent to show which team members are over-allocated on high-priority tasks using list_tasks. ### High-level risk assessment An executive asks for the top 3 high-severity risks affecting client portfolios using list_risks and list_portfolios. ## Benefits - Stop manual data entry by letting the agent pull time entries and expenses directly from your project data. - Spot project delays faster by using list_projects to check statuses across your entire portfolio. - Identify resource bottlenecks before they happen with list_resources and global scheduling data. - Get a clear view of the risk matrix using list_risks to prioritize the most critical issues. - Speed up the approval pipeline by checking list_approvals for pending items in your workflow. - Connect your CRM data to project spend using list_clients and other portfolio mapping tools. ## How It Works The bottom line is you get a conversational interface for your entire project portfolio without leaving your chat window. 1. Subscribe to the Connector and grab your credentials. 2. Add your Celoxis Base URL and API Token to your client settings. 3. Ask your agent to pull project status, audit timesheets, or check risks. ## Frequently Asked Questions **Can the Celoxis MCP help me track my team's billable hours?** Yes, it pulls logged time entries against tasks for accurate accounting. You can ask your agent to summarize these hours for specific projects or team members. **How does the Celoxis MCP handle project risks?** It accesses your organizational risk matrix to identify issues. Your agent can then report on high-severity risks and their impact on your deliverables. **Can I use the Celoxis MCP to see who's working on what?** Yes, it lists all working resources and their current allocations. You can ask your agent to check who is assigned to specific project tasks. **Will the Celoxis MCP show me pending approvals?** It identifies pending and cleared approvals over timesheets and expenses. This helps you quickly find and clear bottlenecks in your workflow. **Can I see my project's work breakdown structure?** Yes, the Connector pulls the Work Breakdown Structure (WBS) for active projects. This allows your agent to see specific deliverables and task nodes. **Does the Celoxis MCP support budget tracking?** It pulls both billable and non-billable expenses mapped to your tasks. You can use your agent to audit these costs against your project goals. **Can the AI agent track active project milestones and timeline risks?** Yes. The agent uses the explicit milestones and risks endpoints to provide real-time updates on deliverable health, letting you manage complex Portfolio lifecycles entirely through natural language commands without sifting through gantt charts. **Does it map team hours and billable expenses internally?** Absolutely. Using the resources, time entries, and expenses tools, the agent accurately links organizational workers, the exact time they logged natively, and their costs—directly mapping them onto specific project ledgers on the fly. **Can the agent query custom issues and complex gating approvals?** Yes. The integration pulls mapped states of blocking issues and traces routing limits for approvals over timesheets or expenses, granting you full observability into administrative constraints without opening the Celoxis interface.