Celoxis MCP. Govern projects, track resources, and close the books.
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Celoxis. Manage your entire Project Portfolio Management (PPM) lifecycle through your AI agent. Get granular details on budgets, milestones, resource assignments, and time entries without opening a single Gantt chart.
Your agent pulls project structures, tracks risks, and flags pending approvals instantly.
What your AI agents can do
Get project
Retrieves a specific Celoxis project and all its intrinsic data properties by ID.
List approvals
Lists all tracking records identifying approvals that are pending or cleared for timesheets and expenses.
List clients
Lists the top-level CRM clients linked to distinct portfolios within the system.
List strategic portfolios and extract project structures, including absolute timelines and mapped budget blocks.
Retrieve Work Breakdown Structure (WBS) nodes, identifying active assignments, task health, and phase deliverables.
List working resources and parse user mappings to expose global scheduling types and system roles.
List time entries logged against tasks or projects, providing data for billable matrices and ledger associations.
List blocking issues or organizational risks, assessing their severity and impact on project workflows.
List pending validations on timesheets and expenses to determine if internal clearance is required.
Ask AI about this MCP
Supported MCP Clients
Gemini Waiting for input…
Celoxis MCP Server: 12 Tools for PPM
These tools let your AI client query every corner of your Celoxis platform, from budgets and resources to risks and time entries.
019d756bget project
Retrieves a specific Celoxis project and all its intrinsic data properties by ID.
019d756blist approvals
Lists all tracking records identifying approvals that are pending or cleared for timesheets and expenses.
019d756blist clients
Lists the top-level CRM clients linked to distinct portfolios within the system.
019d756blist expenses
Lists raw billable or non-billable expenses mapped to specific tasks.
019d756blist issues
Lists custom application items representing blocked issues in complex workflows.
019d756blist milestones
Lists raw milestones, mapping absolute phase delivery tracking within the Work Breakdown Structure.
019d756blist portfolios
Lists strategic global Portfolios that aggregate data from multiple child projects.
019d756blist projects
Lists all top-level project portfolio items, including IDs, names, status, and timeline data.
019d756blist resources
Lists all explicit Celoxis working resources, parsing core user mappings for allocation details.
019d756blist risks
Lists explicit organizational risks defined by the Celoxis custom application risk matrix.
019d756blist tasks
Lists all Work Breakdown Structure (WBS) tasks, representing concrete deliverables in active projects.
019d756blist time entries
Lists actual time entries logged against specific Celoxis tasks or projects for accounting.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Celoxis, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
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- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Your AI agent gives you full control over your Project Portfolio Management (PPM) lifecycle within Celoxis. You'll pull granular details on budgets, milestones, resource assignments, and time entries without ever having to open a Gantt chart.
To track the entire project structure, your agent can list strategic global Portfolios via list_portfolios and retrieve the full project structure, including absolute timelines and mapped budget blocks, for any specific project using get_project. You can list all top-level project items, including their IDs, names, status, and timeline data, using list_projects.
When you need to find specific work assignments, your agent pulls all Work Breakdown Structure (WBS) tasks using list_tasks, which represents concrete deliverables in active projects. For team workload and roles, it lists all explicit Celoxis working resources via list_resources, parsing core user mappings to expose global scheduling types and system roles.
You can pull time logs for billing and accounting by listing time entries logged against specific tasks or projects using list_time_entries. To check required approvals status, your agent lists all tracking records identifying approvals that are pending or cleared for timesheets and expenses via list_approvals. If workflows get stuck, your agent lists custom application items representing blocked issues using list_issues, or it pulls explicit organizational risks defined by the Celoxis custom application risk matrix using list_risks.
For financial tracking, it lists raw billable or non-billable expenses mapped to specific tasks using list_expenses, and it also lists actual time entries logged against specific Celoxis tasks or projects for accounting using list_time_entries. Furthermore, you can list all raw milestones, mapping absolute phase delivery tracking within the Work Breakdown Structure, with list_milestones.
How Celoxis MCP Works
- 1 Subscribe to the Celoxis MCP Server and provide your Celoxis Base URL and API Token.
- 2 Your AI agent executes a query (e.g., 'What are the risks on the Marketing project?').
- 3 The server calls the relevant tools, compiles the data, and returns a synthesized, narrative answer to your agent.
The bottom line is, your agent gets a single, coherent answer about your project status without you needing to know which 12 tools to call.
Who Is Celoxis MCP For?
Project Managers (PMO) who need to quickly brief stakeholders on delayed milestones. Financial Controllers who must reconcile time sheet gaps against CRM portfolios. Executive Operations staff needing a high-level view of global strategic portfolios and delivery phases.
Generates a rapid summary brief on delayed milestones affecting critical client accounts.
Assesses time sheet gaps and non-billable expenses, mapping them directly to current CRM portfolios.
Pulls broad Strategic global Portfolios to ensure the entire delivery pipeline is moving correctly through distinct phases.
What Changes When You Connect
- Track project health instantly. Instead of checking a massive Gantt chart, run a query that pulls status from
list_milestonesandlist_tasksto see exactly which phase is delayed and why. - Reconcile finances faster. Use
list_time_entriesandlist_expensestogether. Your agent links logged time directly to specific tasks and then maps the resulting costs to the client portfolio vialist_clients. - Manage risk proactively. Don't wait for a PM to flag an issue. Ask your agent to cross-reference
list_riskswithlist_projectsto see if a known risk impacts a high-priority client's timeline. - Streamline approvals. Check the status of timesheets and expenses in one go. The
list_approvalstool tells you immediately if a payment or time log is stuck waiting for a single sign-off. - View global status. Need the big picture? Call
list_portfoliosto get a high-level view of all strategic projects, ensuring the whole department's pipeline is healthy. - Understand team capacity. Use
list_resourcesto see who is assigned where. Your agent can parse user mappings to identify bottlenecks before they hit the deadline.
Real-World Use Cases
Client A project is running late, and I need a status report.
A PM asks the agent: 'What's the status of Client A?' The agent runs list_projects to find the ID, then calls list_milestones and list_tasks. It synthesizes a report showing which specific tasks are overdue and which milestones are flagged 'At Risk,' allowing the PM to immediately draft a recovery plan.
We suspect resource over-allocation across the department.
An Operations Manager asks: 'Who is overloaded?' The agent uses list_resources to parse all user mappings. It then cross-references this with list_tasks to identify users assigned more work than their current capacity allows, preventing burnout and missed deadlines.
I need to know if the recent expenses are billable.
A Financial Controller asks: 'Are these expenses billable?' The agent runs list_expenses to pull raw data. It then uses list_tasks to verify which task the expense is mapped to, and finally confirms the client link using list_clients, providing a definitive ledger association.
A major client contract is in jeopardy due to unaddressed issues.
A PM asks: 'What are the biggest risks on the Acme account?' The agent calls list_risks to pull the risk matrix. It then uses list_issues to find any active blocking issues, linking them to the specific projects via list_projects, giving the PM a clear, actionable list of problems.
The Tradeoffs
Manual data assembly
Going to the PM dashboard, pulling the project list. Then switching tabs to the timesheet log, filtering by project. Then opening the risk matrix to check for issues. Copying and pasting everything into a Word document.
→
Ask your agent to combine the data. Use a single prompt: 'Show all projects with active risks and overdue milestones.' The agent internally calls list_projects, list_risks, and list_milestones and delivers one cohesive answer.
Checking status in silos
Checking the portfolio health using list_portfolios, and then checking resource availability using list_resources. These two checks are done separately, potentially missing conflicts.
→
Ask the agent to correlate them: 'Which portfolios have resource bottlenecks?' The agent processes list_portfolios and filters the output based on constraints found by list_resources.
Ignoring the full scope of costs
Only pulling list_time_entries to see labor costs, and forgetting to check for unbilled expenses from the field. The final cost estimate is inaccurate.
→
Ask the agent to run a combined check: 'What is the total cost for Project X?' The agent calls list_time_entries and list_expenses and aggregates the full financial picture.
When It Fits, When It Doesn't
Use this server if your job requires continuous cross-referencing of project data. Specifically, if you need to link a resource's capacity (list_resources) to a client's required milestones (list_milestones) while tracking associated budgets (list_portfolios), this is essential. Don't use it if your only need is to list simple data sets (e.g., just list_clients). For simple lookups, the dedicated tools are fine. But if you need a narrative—if you need to know why a milestone is late because a specific resource is over-allocated—you need the agent layer on top of these tools. This is the difference between a report and actionable intelligence.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Celoxis. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 12 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Sifting through project status reports takes hours.
Today, reviewing a portfolio means opening five different dashboards. You check the project list, then you click into the milestones tab to see if deadlines slipped. Next, you switch to the resource view to see who's available, and finally, you download the timesheet log to see who actually worked. It's a massive copy/paste operation just to get a status summary.
With the Celoxis MCP Server, you just talk to your agent. You ask: 'Show me all high-priority projects where resources are maxed out and milestones are past due.' The agent handles the cross-referencing across `list_projects`, `list_resources`, and `list_milestones` and gives you the answer in a single, readable response.
Celoxis MCP Server: Manage project timelines and finances.
No more manually comparing time sheets against budgets. You don't have to open the time entry log, then open the expense ledger, and then manually check the associated task's budget block. You ask the agent to 'What is the total cost for Project Alpha?' and it pulls `list_time_entries` and `list_expenses` and returns the final, accurate figure.
It's not just data retrieval; it's synthesis. Your agent ties the time spent to the money spent, all within the context of the project's overall scope, giving you a complete financial picture without touching a ledger.
Common Questions About Celoxis MCP
How does the list_time_entries tool work with project data? +
The list_time_entries tool pulls actual time logs against specific tasks or projects. You can use it to calculate labor costs and measure billable matrices for accounting purposes.
Can I use list_risks to check which projects are affected? +
Yes. The list_risks tool retrieves the organizational risk matrix. Your agent can then correlate these risks against specific projects listed by list_projects to show the full impact.
Does list_approvals check expenses and timesheets? +
Yes. list_approvals tracks both timesheet and expense validations. It tells you if a log or expense is pending clearance or if it's already approved.
What is the difference between list_portfolios and list_projects? +
list_portfolios gives you the high-level, strategic aggregation of multiple child projects. list_projects gives you the details for the individual, active projects within that structure.
How do I find all the work assignments for a specific resource? +
Use list_resources to see all user mappings. You can then ask the agent to filter this list based on who is assigned tasks listed by list_tasks.
How does list_clients help me find which portfolios belong to a specific client? +
It lists top-level CRM clients and the portfolios linked to them. You get a list of client names and the associated portfolio IDs. This lets your agent cross-reference all strategic portfolios under one main client account.
What kind of data does list_tasks provide for a Work Breakdown Structure (WBS)? +
It returns comprehensive WBS tasks, including concrete deliverables and their current status. You get details on what needs to be done and whether it's considered an active task within a project.
Can I use list_expenses to track non-billable costs against tasks? +
Yes, list_expenses specifically lists raw billable and non-billable expenses. The data is mapped directly to task items, letting you track costs even if they aren't tied to a specific billing code.
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.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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