• CRITICAL
  • WARNING
  • HEALTHY
  • HUMAN

How to track project progress with your AI

Connect Paymo to your AI client once. From there, your agent can audit your project health by cross-referencing milestones and tasks.

Ask AI about this page

Short answer

How can I track project progress with my AI?

Your AI pulls your project details, milestones, and task lists to find discrepancies between what should be done and what is actually happening. You get a clear view of where your timeline is slipping. This breakdown shows you how the audit works.

Audit outcomes.

Where issues surface.

The AI categorizes findings based on how much attention they need.

CRITICAL

Missed milestones

The AI identifies milestones marked as complete that lack the necessary finished tasks. You'll see exactly where the project timeline is lying to you.

WARNING

Stalled tasks

The AI flags active tasks that have no recent movement despite being tied to upcoming milestones. This highlights where work is quietly slowing down.

HEALTHY

On track status

The AI confirms when task completion matches milestone progress. You get peace of mind for the parts of the project that are actually moving well.

HUMAN

Decision points

The AI flags complex discrepancies that require your judgment. It presents the data so you can decide whether to shift deadlines or reassign resources.

The workflow

What your AI does when the request arrives.

The AI performs a three-step audit to reconcile your project data.

  1. Gather project context

    The agent pulls the high-level project settings and current status to understand the scope.

    get_project_details

  2. Check milestone status

    The AI retrieves the list of milestones to see what the project is aiming for.

    list_milestones

  3. Verify task progress

    The agent pulls all active tasks to compare actual work against the milestone targets.

    list_tasks

  4. Identify health gaps

    The AI compares the data from the previous steps to find where tasks and milestones don't align.

    list_taskslist_milestones

Try it

Copy these to start.

Use these prompts to trigger the audit.

Starting points

These are opening lines. Swap out the project names for your actual Paymo project titles.

Paymo Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_sdm8taMf2dBZl2ZG85NcC7mfFS0VHNsVklfRhvzq/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 — Paymo capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "paymo-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_sdm8taMf2dBZl2ZG85NcC7mfFS0VHNsVklfRhvzq/mcp"
    }
  }
}
Copy into chat04

  • Audit the health of my 'Website Redesign' project and tell me if any milestones are at risk.

  • Compare the completed milestones in 'Q4 Marketing' against the current active tasks.

  • Check the 'Mobile App Launch' project. Are there any tasks that should have been finished for the current milestone?

  • Look at my 'Client Onboarding' project and list any milestones that are lagging behind their assigned tasks.

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

Start here

Connect Paymo once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted, and you can immediately start asking questions about your projects.

Connect Paymo to your AI

FAQ

How the audit behaves

  • 01

    Can the AI change my task status in Paymo?

    No. The AI can only read your project data to perform the audit. You have to manually update statuses in Paymo yourself.

  • 02

    Does the AI delete any of my project data?

    No. The AI has no capability to delete or modify any records in Paymo.

  • 03

    How does the AI know if a milestone is actually finished?

    The AI looks at the status of the milestone and the completion state of the tasks linked to it.

  • 04

    Can I ask about specific team members?

    Yes. The AI can see task assignments, so you can ask which person is responsible for a lagging task.

  • 05

    Will this work with any AI client?

    It works with any MCP-compatible client like Claude, Cursor, or Windsurf.

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

Connect Paymo to Claude, Cursor, ChatGPT & more