• RISK
  • STATUS
  • DETAILS
  • HUMAN

How to audit project health with your AI

Connect AdaptiveWork to your AI client to scan your portfolio for risks. You get a clear view of project status without manual data entry.

Ask AI about this page

Short answer

How can I use AI to check my project portfolio health?

Your AI pulls real-time status and risk data from AdaptiveWork to flag delays or budget issues. You get a prioritized list of projects that need your attention.

Where your audit data lands.

The results of your audit.

The AI organizes its findings into these specific areas.

RISK

Identified project risks

The AI flags projects where timelines or budgets are slipping. You get a list of specific red flags to investigate.

STATUS

Real-time health summaries

The AI pulls current status updates for every project. You get a high-level view of what is on track and what isn't.

DETAILS

Deep dive data

The AI pulls specific project metrics and task lists. You get the granular data needed to understand why a project is failing.

HUMAN

Required manual actions

The AI highlights where you need to step in. You get a list of decisions that require your judgment instead of automation.

The workflow

What your AI does when you ask for an audit.

The AI moves through your AdaptiveWork data to find the problems.

  1. Scan the portfolio

    The AI looks through your entire list of active projects to find everything currently running.

    list_projects

  2. Inspect project data

    The AI pulls the specific details and status fields for each project found in the scan.

    get_project_details

  3. Identify red flags

    The AI compares project progress against set milestones to find delays.

    get_project_details

  4. Summarize risks

    The AI compiles the findings into a concise report of which projects need your attention.

    list_projects

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are opening lines. Swap out the project names or status types to match your actual AdaptiveWork setup.

AdaptiveWork Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_TeW7IQPO8SIFovBzrGn3Ua8sgdMlfkxQwTWae87b/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — AdaptiveWork capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "adaptivework-clarizen-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TeW7IQPO8SIFovBzrGn3Ua8sgdMlfkxQwTWae87b/mcp"
    }
  }
}
Copy into chat04

  • List all my active projects in AdaptiveWork and tell me which ones are at risk.

  • Get the details for the 'Q4 Product Launch' project and summarize its current health.

  • Which projects in my portfolio have overdue tasks or budget issues?

  • Show me a summary of all projects currently marked as 'At Risk' in AdaptiveWork.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect AdaptiveWork once, then ask.

One connection gives your AI access to your project data. Your login stays encrypted and secure on our end.

Connect AdaptiveWork to your AI

FAQ

How the audit works

  • 01

    Can the AI change my project status in AdaptiveWork?

    No. The AI can only read project data. You must manually update statuses in AdaptiveWork yourself.

  • 02

    Will the AI delete any of my projects?

    No. This MCP does not have any tools to delete or modify your data.

  • 03

    How does the AI know which projects are 'at risk'?

    The AI looks at the specific status and detail fields it pulls from your projects to identify discrepancies.

  • 04

    Can I audit specific teams?

    Yes, if your projects are organized by team, you can ask the AI to filter its scan to those specific projects.

  • 05

    Does the AI see all my project data?

    The AI only sees the data it retrieves through the specific tools provided in the manifest.

  • More questions about AdaptiveWork? See everything the AdaptiveWork Connector can do

Connect AdaptiveWork to Claude, Cursor, ChatGPT & more