• MARGIN
  • BUDGET
  • RESOURCES
  • HUMAN

How to audit project profitability with your AI

Connect Mosaic to your AI client to turn raw resource data into margin analysis. Your agent handles the math so you can focus on the fixes.

Ask AI about this page

Short answer

How do I audit project profitability with my AI?

Your AI pulls bill rates, cost rates, and budget data to calculate real-time margins for every project. You get a clear view of where you're making money and where costs are eating your profit.

Where every issue lands.

Profitability outcomes

The AI categorizes your project data into actionable insights.

MARGIN

Identify profit leaks

The AI compares bill rates against cost rates to show exactly where margins are shrinking. You see the specific projects at risk.

BUDGET

Track budget burn

By checking budget estimates against actual costs, your agent flags projects that are trending toward overruns. You get early warnings before the budget hits zero.

RESOURCES

Analyze rate gaps

The agent identifies discrepancies between what you charge and what you pay. This helps you spot underpriced talent or inefficient resource allocation.

HUMAN

Decide on adjustments

The AI presents the math, but you decide whether to renegotiate rates or reassign staff. You take the final action based on the data provided.

The workflow

What your AI does when the data arrives.

Your agent acts as a financial analyst by pulling data from Mosaic and running the comparisons for you.

  1. Gather financial data

    The agent pulls your current project budgets to establish a baseline for comparison.

    list_budgets

  2. Pull rate information

    It retrieves the specific bill rates and cost rates for your team members and projects.

    list_bill_rateslist_cost_rates

  3. Calculate margins

    The AI subtracts cost rates from bill rates to find the spread for each project.

    list_bill_rateslist_cost_rates

  4. Flag discrepancies

    The agent compares these calculated margins against your original budget estimates to find outliers.

    list_budgets

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 specific team members to get exact results.

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

  • Compare the bill rates and cost rates for the Apollo Project to show me the current margin.

  • Which projects in the Q3 budget have a margin lower than 20%?

  • List all projects where the cost rates are higher than the estimated budget.

  • Check the profitability for the Smith account by comparing bill rates against cost rates.

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

Start here

Connect Mosaic once, then ask.

Just link your Mosaic account through 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 in Mosaic?

    No. The AI can only read your rates and budgets to perform calculations. You must make any changes manually in Mosaic.

  • 02

    Does the AI delete any project data?

    No. The AI has read-only access to your budgets, bill rates, and cost rates.

  • 03

    Can it tell me why a project is over budget?

    The AI can identify that a project is over budget by comparing costs to estimates, but it cannot know the external reasons, like scope creep, unless you provide that context.

  • 04

    How does it know which bill rates to use?

    It uses the list_bill_rates tool to pull the current rates directly from your Mosaic setup.

  • 05

    Can I audit my entire company at once?

    Yes, as long as your Mosaic data is organized into budgets that the AI can access via the list_budgets tool.

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

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