• PROJECTS
  • TASKS
  • BILLING
  • HUMAN

How to manage agency tasks and time with your AI

Connect LiftedWork to your AI client once. From there, you handle your entire agency workload through chat.

Ask AI about this page

Short answer

How can I manage my agency tasks and time using AI?

You use your AI to build projects and tasks directly in your chat window. It also pulls your recorded time entries so you can review your hours. This setup gives you a clear view of your agency's output.

Where your work lands.

The outcomes of your requests.

Your AI moves your chat commands into these specific areas.

PROJECTS

New project setups

The AI uses create_project to spin up new client folders. You get a clean workspace ready for work immediately.

TASKS

Task management

Your agent handles create_task and list_tasks to keep your to-do list current. You'll see exactly what needs to be done next.

BILLING

Time entry reviews

The AI uses list_time_entries to show you how much time was spent on specific jobs. This makes reviewing hours for invoicing easy.

HUMAN

Manual oversight

You still decide which tasks are high priority. The AI handles the data entry, but you keep the final control.

The workflow

What your AI does when you ask it to organize.

The AI acts as your project manager by executing these specific commands.

  1. Initialize projects

    When you mention a new client, the AI sets up the workspace.

    create_project

  2. Assign work

    The AI builds out the specific action items needed for a project.

    create_task

  3. Audit progress

    You can ask for a status update on everything currently on your plate.

    list_tasks

  4. Verify hours

    The AI pulls the specific time logs recorded for your various projects.

    list_time_entries

Try it

Copy these to start.

Use these prompts to kick off your workflow.

Starting points

These are just ways to start. Swap out names like 'Acme Corp' or 'Logo Design' with your actual client and project names.

LiftedWork Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_6tyg9YYZFjKqyjmQ0oP4fUyw7kO1qyr7SQ1QkBUI/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 — LiftedWork capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "liftedwork-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_6tyg9YYZFjKqyjmQ0oP4fUyw7kO1qyr7SQ1QkBUI/mcp"
    }
  }
}
Copy into chat04

  • Create a new project for the Acme Corp rebranding campaign.

  • Add a task to the Website Redesign project to draft the homepage copy.

  • Show me all the active tasks in my current project list.

  • List all the time entries for the Smith Consulting account from this week.

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

Start here

Connect LiftedWork once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start managing your agency through any MCP-compatible client immediately.

Connect LiftedWork to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my existing projects?

    No. The AI can only create new projects or list existing ones.

  • 02

    Does the AI manage my team's calendar?

    No. This Connector is focused on project creation, task management, and time entry retrieval.

  • 03

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 04

    Will the AI automatically bill my clients?

    No. The AI can list your time entries to help you prepare, but it cannot trigger payments or send invoices.

  • 05

    Can the AI change the name of a task?

    No. The current tools only allow for creating tasks and listing them.

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

Connect LiftedWork to Claude, Cursor, ChatGPT & more