• STATUS
  • TASKS
  • GAP
  • REPORT

How to track project progress and tasks with your AI

Connect Cashboard to your agent to pull live updates from your project boards. You just ask for the status, and your agent finds it.

Ask AI about this page

Short answer

How can I track my projects and tasks with my AI?

Your agent uses Cashboard to pull lists of your active projects and their individual tasks. You get immediate visibility into what is finished and what is still pending. This breakdown shows you how to manage your workload through chat.

Where your data lands.

Real-time project visibility.

Your agent turns your questions into direct data lookups.

STATUS

Live project overviews

The agent pulls your current workload so you know exactly what is on your plate.

TASKS

Granular task checks

Get a breakdown of specific items within a project to see exactly where things stand.

GAP

Human decisions needed

The agent identifies what is stuck or missing, leaving you to decide how to move forward.

REPORT

Instant status summaries

Turn raw task lists into clear updates you can use for meetings or planning.

The workflow

What your AI does when the request arrives.

The agent acts as a bridge between your chat interface and your project data.

  1. Identify active work

    The agent looks for any ongoing work currently assigned to you.

    list_active_projects

  2. Drill into details

    Once a project is identified, the agent looks at the individual items inside it.

    list_project_tasks

  3. Filter for completion

    The agent compares the task list against your question to find finished or pending items.

    list_project_tasks

  4. Report findings

    The agent presents the status in plain text so you don't have to click through menus.

    list_active_projects

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

Replace the project or task names with your actual project titles.

Cashboard Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/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 — Cashboard capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cashboard-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp"
    }
  }
}
Copy into chat04

  • What are my active projects right now?

  • Show me all the tasks for the Website Redesign project.

  • Which tasks in the Q4 Marketing campaign are still incomplete?

  • Give me a status update on the Mobile App launch project.

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

Start here

Connect Cashboard once, then ask.

One click connects your agent to your data. Your login stays encrypted and secure on our end.

Connect Cashboard to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my task status?

    No. The agent can only read and list your projects and tasks. You must update statuses manually in your project tool.

  • 02

    Can the AI create new projects?

    No. This MCP is limited to retrieving existing data through the provided tools.

  • 03

    Does the AI see all my projects?

    The agent can see any project that is returned by the list_active_projects tool.

  • 04

    Can I ask about specific task deadlines?

    The agent can see the tasks provided by the list_project_tasks tool, so it can report on any details included in that data.

  • 05

    Will the AI delete any of my data?

    No. The agent has no capability to delete, edit, or modify your project information.

  • More questions about Cashboard? The Connector page answers them. See everything the Cashboard Connector can do

Connect Cashboard to Claude, Cursor, ChatGPT & more