• LOW MARGIN
  • BUDGET
  • REVENUE
  • HUMAN

How to audit project profitability with your AI

Connect Mosaic to your agent to turn resource data into margin reports. Once connected, you can ask your AI to hunt for unprofitable projects across your portfolio.

Ask AI about this page

Short answer

How can I check my project margins using AI?

Your AI pulls bill rates and cost rates for every active project to calculate the spread. You get a clear list of which engagements are making money and which are losing it.

Where your margin data lands.

The outcomes of your audit.

The AI processes your resource data into these specific results.

LOW MARGIN

Identify margin leaks

The AI flags projects where the cost rate is too close to the bill rate. You get a list of specific IDs to investigate.

BUDGET

Check budget health

Your agent compares current spending against set limits. It identifies projects that are burning through funds too fast.

REVENUE

Verify billable rates

The AI audits the bill rates assigned to specific roles. It ensures your pricing matches your target margins.

HUMAN

Review and adjust

The AI provides the data, but you decide whether to renegotiate a contract or swap out expensive resources.

The workflow

What your AI does when the audit starts.

The AI handles the heavy lifting of pulling data from different tables to find the gaps.

  1. Gather project lists

    The agent pulls a complete list of all active engagements to establish the scope of the audit.

    list_projects

  2. Pull financial data

    It fetches the specific budget constraints for every project found in the first step.

    list_budgets

  3. Fetch bill rates

    The AI pulls the rates you charge clients for specific roles.

    list_bill_rates

  4. Fetch cost rates

    The agent pulls internal cost rates to compare them against what you are actually billing.

    list_cost_rates

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are starting points. Swap out the project names or margin percentages to match your actual business rules.

Mosaic Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_xgNhyEpLHOXxN54POhQo4BVj1lGQEh0gLdl1Ru1Y/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 — Mosaic capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "mosaic-resource-planning-workforce-management-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_xgNhyEpLHOXxN54POhQo4BVj1lGQEh0gLdl1Ru1Y/mcp"
    }
  }
}
Copy into chat04

  • List all active projects and show me which ones have a margin below 20%.

  • Compare the bill rates and cost rates for the Acme Corp project.

  • Find any projects where the current budget is nearly exhausted.

  • Which projects have the highest cost rates relative to their bill rates?

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

Start here

Connect Mosaic once, then ask.

Just link your Mosaic account to Vinkius. Your credentials stay encrypted and you can start asking questions immediately.

Connect Mosaic to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my bill rates?

    No. The AI can only read the rates to perform the audit. You must manually update rates in Mosaic.

  • 02

    Does the AI delete any project data?

    No. This MCP only has read access to your project, budget, and rate data.

  • 03

    How does it know which projects are profitable?

    It compares the bill rates against the cost rates for the resources assigned to those projects.

  • 04

    Can I audit a single project instead of everything?

    Yes. You can ask the AI to look at one specific project by name.

  • 05

    Will it notify my team if a margin is low?

    No. The AI only reports the findings to you in your chat interface.

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

Connect Mosaic to Claude, Cursor, ChatGPT & more