• AVAILABILITY
  • RISK
  • RESOURCES
  • HUMAN

How to check team capacity with your AI agent

Connect Forecast to your agent to get a real-time view of who is busy and who can take on more work.

Ask AI about this page

Short answer

How can I see if my team is overbooked?

Your agent pulls a list of all team members and their active tasks to calculate current bandwidth. You'll get a clear picture of who has room for new projects and who is at their limit.

Capacity outcomes

Where your data lands

The agent turns raw task data into actionable staffing insights.

AVAILABILITY

Find open bandwidth

The agent identifies people with low task counts. You'll know exactly who can pick up a new assignment right now.

RISK

Spot overbooked members

The agent flags individuals with heavy workloads. This helps you prevent burnout before it starts.

RESOURCES

Map team skills

By looking at current assignments, the agent shows you how your talent is distributed across different workstreams.

HUMAN

Final workload decisions

The agent provides the data, but you decide how to reassign tasks or adjust deadlines based on the findings.

The workflow

What your AI does when the request arrives.

The agent acts as a data aggregator, pulling from your project management tools to build a capacity model.

  1. Identify the team

    The agent pulls a complete list of everyone currently assigned to your projects.

    list_people

  2. Gather task loads

    The agent looks up every active assignment to see how much work is currently on everyone's plate.

    list_tasks

  3. Calculate bandwidth

    The agent compares the number of tasks against the team roster to find gaps or bottlenecks.

    list_taskslist_people

  4. Report findings

    The agent presents a summary of who is free and who is hitting their limit.

    list_tasks

Try it

Copy these to start.

Use these prompts to trigger the capacity check immediately.

Starting points

These are basic prompts. Swap out the specific team or project names to match your actual setup.

Forecast Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_82oNSoECkBZOBPKzvdMD1om05U5zpW5OtFuVgZEj/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 — Forecast capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "forecast-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_82oNSoECkBZOBPKzvdMD1om05U5zpW5OtFuVgZEj/mcp"
    }
  }
}
Copy into chat04

  • Who on the Engineering team has the lowest workload right now?

  • Check the capacity for the Marketing project and tell me if anyone is overbooked.

  • List all tasks for Sarah to see if she can take on a new client.

  • Show me a summary of everyone's current workload in the Design department.

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

Start here

Connect Forecast once, then ask.

Just link your Forecast account. Your credentials stay encrypted, and you can start asking questions in your preferred AI client immediately.

Connect Forecast to your AI

FAQ

How this task behaves

  • 01

    Can the AI reassign tasks to someone else?

    No. The agent can only read task and person data. You have to manually move tasks in Forecast yourself.

  • 02

    Does the AI see my private notes on tasks?

    The agent can see task details provided by the list_tasks tool, but it cannot access internal system logs or private user settings.

  • 03

    Can I ask about specific project deadlines?

    Yes, as long as those deadlines are part of the task data the agent retrieves.

  • 04

    Will the AI delete any of my team members?

    No. This MCP is read-only for these specific actions. It cannot delete people or tasks.

  • 05

    How does it know if someone is 'busy'?

    It determines busyness by looking at the number of active tasks assigned to a person via the list_tasks tool.

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

Connect Forecast to Claude, Cursor, ChatGPT & more