# Consulting Utilization Plan AI Agent Connect

> Consulting Utilization Plan MCP gives your AI client the math it needs to manage professional services teams. It handles the heavy lifting for calculating billable percentages, setting revenue goals based on overhead, and planning capacity around holidays. Instead of manual spreadsheets, your agent can now audit consultant health and predict future availability in seconds.

## Overview
- **Category:** finance
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_epB4oAMDWRIzwmINh0mvEDA7708YguSh6toSllxg/ai-agent-connect
- **Tags:** utilization, revenue, capacity, consulting, productivity

## Description

Running a professional services firm means constantly balancing consultant time against revenue needs. This MCP turns your AI client into a resource management expert. You can stop manually calculating how much time your team spends on billable work versus administrative tasks. Instead, you ask your agent to pull utilization numbers or check if a specific consultant is hitting the firm's benchmarks. 

When you need to plan for the next quarter, the MCP accounts for holidays and working days to give you a realistic capacity plan. You can also set specific revenue targets by factoring in hourly rates and overhead multipliers. It's built to handle the specific math that keeps a consulting business profitable, moving the data from raw hours into actionable financial insights. Whether you're checking if a team member is overextended or calculating the minimum revenue needed to cover costs, your agent handles the calculations directly.

## Tools

### calculate_revenue_targets
This tool determines the minimum revenue a consultant must generate to meet your firm's specific financial goals.

### get_capacity_plan
Use this to get a breakdown of available working hours after the tool subtracts holidays and non-working days.

### get_consultant_utilization
This tool calculates the exact billable utilization percentage for any consultant over a specific timeframe.

### validate_utilization_health
This tool compares a consultant's current utilization against your firm's established performance standards.

## Prompt Examples

**Prompt:** 
```
What is the utilization for consultant C123 from 2024-01-01 to 2024-01-31?
```

**Response:** 
```
Consultant C123 had a utilization of 78% for January 2024, with 156 billable hours out of 200 available hours.
```

**Prompt:** 
```
Calculate the revenue target for consultant C456 with a 75% target, $200 hourly rate, and 1.5 overhead multiplier for Q1 2024.
```

**Response:** 
```
The target revenue for consultant C456 for Q1 2024 is $67,500, based on an expected 168.75 billable hours.
```

**Prompt:** 
```
Is a consultant with 65% utilization healthy if the target is 70%?
```

**Response:** 
```
No, the consultant is not meeting the target. There is a negative variance of 5% from the benchmark.
```

## Capabilities

### Utilization Tracking
Your agent calculates billable percentages for specific team members.

### Revenue Modeling
The AI determines necessary revenue based on rates and overhead.

### Capacity Planning
Your agent maps out available working time by accounting for holidays.

### Performance Auditing
The MCP compares actual consultant performance against firm benchmarks.

## Use Cases

### Quarterly Planning
Use the capacity plan tool to see how many billable hours are actually available after accounting for upcoming holidays.

### Revenue Forecasting
Calculate exactly how much revenue a new hire needs to generate to cover their overhead.

### Performance Reviews
Check if a consultant's utilization is meeting the firm's required health standards.

### Staffing Audits
Verify billable work percentages to ensure consultants are focused on the right tasks.

## Benefits

- Automates billable percentage math for any time period.
- Factors in holidays to ensure capacity plans are realistic.
- Connects hourly rates and overhead to revenue requirements.
- Identifies performance gaps against firm benchmarks immediately.

## How It Works

Connecting this MCP to your AI client gives your agent immediate access to professional services math.

1. Connect the MCP to your client like Claude or Cursor via Vinkius.
2. Ask your agent to perform a specific task like checking utilization.
3. The agent calls the relevant tool to run the calculation.
4. Your agent presents the final numbers or health status to you.

## Frequently Asked Questions

**How does this MCP handle holidays in capacity planning?**
The get_capacity_plan tool automatically subtracts holidays and non-working days to provide an accurate count of available working time.

**Can I use this with Claude or Cursor?**
Yes, this MCP is compatible with any MCP-compatible client including Claude, Cursor, and Windsurf.

**How is revenue target calculated?**
The calculate_revenue_targets tool uses the consultant's hourly rate, the desired utilization target, and an overhead multiplier to find the required revenue.

**What does utilization health mean?**
Utilization health is a comparison between a consultant's actual billable percentage and the specific benchmarks set by your firm.

**Do I need to host this myself?**
No, Vinkius hosts and manages the MCP for you. You just connect your client and start using the tools.

**How is billable utilization calculated?**
Utilization is the ratio of billable hours to the total available capacity, where available capacity is the number of working days (excluding holidays) multiplied by standard daily hours.

**Can I plan for upcoming holidays?**
Yes, the `get_capacity_plan` tool automatically accounts for recognized holidays to provide an accurate count of working days and available hours.

**How do I set revenue targets?**
Use `calculate_revenue_targets` by providing the consultant ID, desired utilization, hourly rate, and the overhead multiplier to find the minimum required revenue.