# Productive.io MCP for AI Agents AI Agent Connect

> Productive.io MCP lets you manage your professional services agency directly through your AI client. You can track project budgets, monitor task statuses, and pull client data without leaving your chat window. It connects your agency's core operations to your agent for faster updates and better oversight.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_IBXSF1w5pEjxPDXIhvSPDGzDYRie6ruDt3FDzTPk/ai-agent-connect
- **Tags:** agency-management, time-tracking, resource-planning, budgeting, profitability-analysis

## Description

Imagine sitting in a meeting and needing to know exactly how much of the budget is left on a specific project. Instead of opening a new tab, hunting through a dashboard, and doing the math yourself, you just ask your agent. This Connector connects your Productive.io account to your AI client so you can handle the heavy lifting of agency management through plain conversation. You can pull up project metadata, check who is assigned to what task, and see which sales deals are still open. If you're looking for a way to keep your team's delivery in sync, you can use this through the Vinkius catalog to bridge the gap between your project boards and your daily chat. It turns your AI into a project lead that knows your budgets, your invoices, and your client relationships as well as you do. You get a direct line to your agency's data, making it easier to spot overages, manage team capacity, and keep your pipeline moving without the usual friction of manual navigation.

## Tools

### get_project_details
Get the specific metadata and details for a single project. Use this to see the full scope of a project quickly.

### list_project_budgets
See all active budgets to track how much money is left. This helps you spot overages before they become a problem.

### create_task
Add a new task to a project directly from your chat. This removes the need to manually type into a board.

### get_api_status
Check if your connection to the platform is active. Use this to troubleshoot your connection quickly.

### get_org_settings
Pull your organization's high-level configuration data. This provides context for your agency setup.

### list_client_companies
Browse your list of companies and clients. Use this to quickly find partner information.

### list_sales_deals
View all open deals in your current sales pipeline. This keeps your revenue goals front and center.

### list_agency_invoices
Pull a list of financial invoices for your agency. It makes checking billing status much faster.

### list_agency_people
See a list of all team members in your organization. Use this to check who is available for new work.

### list_agency_projects
Get a full list of all projects your agency manages. This gives you a high level view of your current workload.

### list_project_tasks
See all tasks associated with a project, including assignees. This helps you keep the team on track.

### list_time_entries
Pull work logs to see how many hours your team is billing. Use this for accurate time tracking.

## Prompt Examples

**Prompt:** 
```
List all active projects.
```

**Response:** 
```
I've retrieved your projects from Productive.io. You currently have 4 active projects:

* **Website Redesign**
* **Mobile App Launch**
* **Brand Strategy**
* **Data Migration**

Which one would you like to see the task list or budget for?
```

**Prompt:** 
```
Show me the profitability analysis for all active projects with budget vs actual comparison.
```

**Response:** 
```
Here is the profitability breakdown for your active projects:

| Project | Budget | Actual Spend | Status |
| :--- | :--- | :--- | :--- |
| Website Redesign | $50,000 | $56,000 | **Over Budget (112%)** |
| Mobile App v2 | $80,000 | $86,400 | **Over Budget (108%)** |
| Data Migration | $50,000 | $52,000 | **Over Budget (104%)** |
| Brand Strategy | $100,000 | $38,000 | **On Track (62%)** |

**Summary:** 3 projects are currently exceeding their budgets. Brand Strategy is your most profitable project with a 62% margin.
```

**Prompt:** 
```
Log 6 hours of design work on the Brand Strategy project for today.
```

**Response:** 
```
Done! I've logged that for you.

* **Project:** Brand Strategy
* **Service:** Design
* **Duration:** 6 hours
* **Date:** May 13, 2025
* **Billable:** Yes

This brings your weekly total to 28 hours across 4 projects. You have 34 of 120 budgeted hours remaining for Brand Strategy.
```

## Capabilities

### View project budgets
Get a clear picture of what's spent versus what's planned for any project.

### Track task statuses
See who's working on what and when it's due in real time.

### Search client companies
Find specific partner information and client data quickly.

### Log work hours
Record time spent on projects with a simple command.

### Monitor sales deals
Keep tabs on the sales pipeline without checking a separate CRM.

## Use Cases

### Checking budget burn during a meeting
An owner asks the agent to compare the actual spend against the budget for a specific project. The agent uses list_project_budgets to show the percentage spent.

### Quickly updating task assignments
A project manager tells the agent to add a new task to the website redesign project. The agent uses create_task to add it to the board immediately.

### Reviewing weekly team capacity
An ops manager asks for a summary of all work logs from the last week. The agent uses list_time_entries to pull the data and summarize the hours.

### Finding client contact info
A salesperson needs to find a specific company in their database. They ask the agent to search the client list using list_client_companies.

## Benefits

- Get real-time budget updates using list_project_budgets to see if a project is overspending before it's too late.
- Keep your team on schedule by checking task statuses with list_project_tasks instead of manually hunting through boards.
- Speed up your invoicing process by pulling financial records with list_agency_invoices directly into your chat.
- Manage your pipeline more effectively by asking about open deals using list_sales_deals during planning sessions.
- Reduce manual data entry by using create_task to add new items to your project roadmap instantly.
- Stay on top of team capacity by viewing all team members with list_agency_people and their current workloads.

## How It Works

The bottom line is you get a way to manage your entire agency's operations without switching apps.

1. Subscribe to the Productive.io MCP on Vinkius.
2. Paste your API Token and Organization ID into your AI client settings.
3. Ask your agent to list projects, check budgets, or pull latest invoices.

## Frequently Asked Questions

**Can I see my project budgets with Productive.io?**
Yes, you can ask your agent to pull up the budget for any project. It will show you the planned spend versus what has actually been spent so far.

**How does Productive.io help with agency profitability?**
It connects your financial data to your AI. You can ask for summaries of your profit margins, budget overages, and sales pipeline health in one place.

**Can the AI create tasks in Productive.io?**
Yes, you can tell your agent to add a new task to a project. It will handle the creation so you don't have to manually type it into a board.

**How do I track team time with Productive.io?**
You can ask your agent to pull work logs or time entries. It can summarize how many hours your team has billed across different projects.

**Can I see my open sales deals in Productive.io?**
Absolutely. Your agent can pull a list of all your open deals, helping you keep track of your sales pipeline without leaving your chat.

**Is Productive.io good for managing client companies?**
Yes, it allows your agent to search your client database. You can quickly find partner information and company details through natural conversation.

**Can my AI automatically find the Organization ID for me?**
The Organization ID is found in your browser URL after logging in (e.g., `app.productive.io/12345/`). You must provide this ID during the initial setup of the Connector.

**How do I find my Productive.io API Token?**
Log in to Productive.io, navigate to **Settings** > **API integrations**, and click 'Generate new token' to create your unique secret key.

**Does this work with time tracking?**
Yes! Use the `list_time_logs` tool to retrieve and analyze time entries across your organization to monitor team productivity and project burn rates.