• CLIENT
  • PROJECT
  • CONTEXT
  • HUMAN

How to map client projects with your AI client

Connect your data once. After that, your agent handles the work of matching clients to their active projects.

Ask AI about this page

Short answer

How can I map client projects to my AI?

Your agent uses client and project lists to build a direct link between accounts and their active work. This lets you pull up project details for any specific client without searching manually. You get a clear view of current workstreams.

Where your data lands.

The outcomes of mapping.

The AI organizes your project information into these specific results.

CLIENT

Client mapping

The AI identifies your clients. You can then ask about specific account details or history.

PROJECT

Project tracking

Your agent pulls the current project list. This makes it easy to see what is actually running.

CONTEXT

Meeting prep

By linking clients to projects, your AI builds a context map. You'll have project details ready before a call.

HUMAN

Manual review

The AI flags projects that lack a clear client owner. You decide how to fix those gaps.

The workflow

What your AI does when the data arrives.

The AI moves through your project hierarchy to build a usable map.

  1. Identify clients

    The agent scans your account list to establish the primary entities.

    list_clients

  2. Locate workstreams

    It finds the specific projects tied to those identified clients.

    list_projects

  3. Build the map

    The AI connects the client IDs to the project IDs in its memory.

    list_clientslist_projects

  4. Answer queries

    You ask questions about a client, and the AI uses the mapped data to respond.

    list_clients

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are opening lines. Swap out the names for your actual client or project names.

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

  • List all my active clients so I can see who is on the roster.

  • Which projects are currently running for Acme Corp?

  • Give me a summary of all workstreams tied to the Global Logistics account.

  • I have a meeting with Zenith Inc. What projects are they working on?

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

Start here

Connect Forecast once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect Forecast to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my project names or client details?

    No. The AI can only read the data provided by the tools. It cannot edit, delete, or create new projects.

  • 02

    Does the AI see every single project in my account?

    The AI only sees what the list tools provide. If a project isn't returned by the list functions, the AI won't know it exists.

  • 03

    How does the AI know which project belongs to which client?

    It uses the relationship between the client list and the project list to build that connection in its context.

  • 04

    Can I ask about a client that isn't in my list?

    No. The AI only has access to the data it can retrieve through the specific tools provided.

  • 05

    Will this update my project status automatically?

    No. This connector is for reading and mapping data. It does not have the capability to update project statuses.

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

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