• DISTRIBUTION
  • GAP ANALYSIS
  • WORKSPACE MAP
  • HUMAN REVIEW

How to audit product portfolios with your AI

Connect Craft.io to your AI client to get a clear view of your resource distribution. Once connected, your agent handles the data gathering so you can focus on the strategy.

Ask AI about this page

Short answer

How can I audit my product portfolios using AI?

Your AI pulls your portfolio and workspace lists to compare how items and resources are distributed. You'll get a clear breakdown of your current allocation and where you need to move things around.

Audit outcomes

Where your data lands

The AI organizes your Craft.io data into these specific views.

DISTRIBUTION

Resource spread

The AI looks at your portfolios to see where items are clustered. You get a clear picture of which areas are over or under-resourced.

GAP ANALYSIS

Missing items

By comparing workspaces against your main portfolios, the AI finds items that aren't where they should be. It highlights these discrepancies immediately.

WORKSPACE MAP

Structure overview

The AI maps out your workspace hierarchy. This helps you see if your organizational structure actually supports your product goals.

HUMAN REVIEW

Strategic decisions

The AI presents the raw distribution data and identifies the imbalances. You then decide which resources to reallocate or which portfolios to merge.

The workflow

What your AI does when the request arrives.

The AI moves through your Craft.io structure to build a complete map of your work.

  1. Identify portfolios

    The AI starts by pulling a full list of every portfolio you manage to establish a baseline.

    list_portfolios

  2. Inspect specific data

    It dives into individual portfolios to see exactly what items and resources are inside them.

    get_portfolio

  3. Map workspaces

    The AI scans your workspaces to see how they relate to your broader portfolio structure.

    list_workspaces

  4. Analyze distribution

    The AI compares the data from all sources to find imbalances or empty spots in your product lineup.

    list_portfoliosget_portfolio

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are basic ways to start. Swap out the specific portfolio names for your own.

Craft.io Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_wDeV1tSm4yg2JpPX2xgIm8oU4HYeHTJ0y89GwRAW/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 — Craft.io capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "craftio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wDeV1tSm4yg2JpPX2xgIm8oU4HYeHTJ0y89GwRAW/mcp"
    }
  }
}
Copy into chat04

  • List all my portfolios and tell me which one has the most items.

  • Compare the items in my 'Mobile App' portfolio against my 'Web Platform' portfolio.

  • Show me a list of all my workspaces and how they are distributed across my portfolios.

  • Check the 'Q4 Roadmap' portfolio and tell me if any resources are missing compared to my other portfolios.

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

Start here

Connect Craft.io once, then ask.

Just click the link to connect. Your login stays encrypted and secure, and you can immediately start asking questions about your data.

Connect Craft.io to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my portfolio structure?

    No. The AI can only read your data to perform the audit. You have to make all changes manually in Craft.io.

  • 02

    Will the AI delete any items during the audit?

    No. This MCP is read-only for these specific audit tasks. It cannot delete or modify your items.

  • 03

    How does the AI know which portfolios to look at?

    It uses the list_portfolios tool to see everything available, then it can target specific ones you mention by name.

  • 04

    Can I audit items inside a workspace?

    Yes, by using the list_workspaces tool to see how items are organized within your different work areas.

  • 05

    Does the AI see all my data at once?

    No. It only accesses the specific portfolios or workspaces you ask it to inspect using the available tools.

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

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