• STATUS
  • METADATA
  • BOTTLENECKS
  • HUMAN

How to audit project status with your AI

Connect Sally to your agent once. From then on, you can ask for real-time updates on any project or task without clicking through boards.

Ask AI about this page

Short answer

How can I audit my project status using AI?

Your agent uses Sally to pull live Kanban views and specific project metadata. You get a clear picture of task progress and bottlenecks immediately. This breakdown shows you how to get those insights.

Project visibility.

Where your data lands.

The AI turns raw board data into actionable status reports.

STATUS

Live task tracking

The agent looks at your current board to tell you which tasks are stuck or moving. You see the real state of your work without manual checking.

METADATA

Project health checks

Your agent pulls specific project details to identify missing info or overdue items. It finds the gaps in your project setup.

BOTTLENECKS

Identifying blockers

By scanning task lists, the agent spots where work is piling up. You get a heads-up on where to step in.

HUMAN

Decision support

The AI provides the data, but you decide how to reassign work or change deadlines. It handles the digging so you can do the managing.

The workflow

What your AI does when the request arrives.

The agent moves from broad board views to specific task details to answer your questions.

  1. Access the board

    The agent first identifies the correct Kanban board to start the audit.

    get_board

  2. Pull project details

    It gathers specific metadata to understand the context of the project being audited.

    get_project

  3. Scan individual tasks

    The agent looks through the task list to find specific statuses or owners.

    list_tasks

  4. Report findings

    The agent summarizes the task states and project metadata into a plain text update for you.

    list_tasks

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

Swap the bracketed text for your actual board or project names.

Sally Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_PDuptBCujMjOAUglJrRiTIVCFqhtxbzx12pa6e2d/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 — Sally capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "sally-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PDuptBCujMjOAUglJrRiTIVCFqhtxbzx12pa6e2d/mcp"
    }
  }
}
Copy into chat04

  • Show me the current status of the [Project Name] board.

  • Which tasks in [Project Name] are currently overdue?

  • Give me a summary of all tasks in the [Project Name] project.

  • Are there any blockers visible on the [Project Name] Kanban board?

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

Start here

Connect Sally once, then ask.

One link connects the MCP to your client. Your login stays encrypted on our side, and you can find the full capability list on the Connector page.

Connect Sally to your AI

FAQ

How the audit works

  • 01

    Can the AI move tasks on my board?

    No. The agent can only read board views and project metadata. You must move tasks manually in your project tool.

  • 02

    Can I ask about multiple projects at once?

    Yes, as long as you specify which projects you want the agent to look at.

  • 03

    Does the AI delete any of my data?

    No. The agent has read-only access to your boards and tasks.

  • 04

    Can the AI create new tasks for me?

    No. This specific connection is for auditing and retrieving existing project information.

  • 05

    How does the AI know which board to look at?

    You tell the agent the name of the project or board in your prompt.

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

Connect Sally to Claude, Cursor, ChatGPT & more