Productive MCP. Get a full financial and operational status check instantly.

Yo, check it. This server hooks up your entire agency management platform to whatever AI client you're running—Claude, Cursor, don't even worry about it. It brings all the juice from your system right into the chat window so you can run complex workflows without ever hitting refresh or switching tabs.

You’ll manage everything right here.

Financial Deep Dive: Handling the Money Stuff
You need to know where the cash is going, stat. Use list_budgets to get a list of every active project budget; it'll show you exactly how much money was allocated versus what's actually been spent, letting you spot burn rates fast. If you wanna dig into one specific job's financials, use get_project and feed it the unique ID for detailed info.

For receivables, run list_invoices to get a summary of all generated invoices; you can instantly tell if something’s paid up, pending, or way overdue. When you need an audit trail of what happened with the money side—like checking out past activity—you'll use list_activities. You also gotta track down every service you offer; list_services displays all the services defined in your organization that clients can actually be billed for.

Client Pipeline & Sales Tracking
Keep an eye on those deals, 'cause cash doesn't print itself. Running list_deals gives you a rundown of every open sales opportunity and what stage they’re sitting at in the pipeline. Want to know who these clients or partners are? Use list_companies for a full directory of every client and partner company that exists in the CRM.

You can also check out all the people involved—employees, contacts, everyone—using list_people. To get a big-picture view of your work history, you'll use list_projects, which grabs a list of all active and archived projects. For scoping purposes or just seeing what was done before, that’s your go-to.

Team Operations: Time, Tasks, & Workflows
This is where the rubber meets the road. You can audit how much time people are logging by running list_time_entries, which lists all recorded time entries for billing or just tracking hours. If you want to see what everybody’s doing across the company—every single task assigned, no matter where it lives—you'll use list_tasks.

To get a quick view of general work progress, run list_boards to list every available task board in your whole organization for fast navigation. When you need a master log of everything that’s been done and what needs doing across the company, check out list_activities again; it gives you the full system event timeline.

How It Works
You connect your Productive account to this server via Vinkius. Your agent then uses these tools to pull data into conversation flow using natural language queries. You don't need to jump between tabs or run reports; just ask, and the system spits out the actionable data you need.