• MARGINS
  • DRIFT
  • BILLING
  • HUMAN

How to track project profitability with your AI

Connect Scoro to your AI client once. From there, your agent handles the math by pulling data from your project records.

Ask AI about this page

Short answer

How can I track project margins using AI?

Your agent pulls time entries, expenses, and invoices from Scoro to calculate the difference between costs and revenue. You get a direct look at your actual profit per project. This breakdown shows you exactly where your money is going.

Where your data lands.

Profitability outcomes.

The AI turns Scoro records into these specific insights.

MARGINS

Real-time profit views

The AI compares billable amounts against costs to show your current margin. You see the net result of every hour and expense logged.

DRIFT

Identify budget leaks

Your agent flags projects where logged time is eating into your expected profit. It spots the gap between estimates and reality.

BILLING

Invoice readiness checks

The AI checks if all logged work and expenses have been captured on an invoice. It ensures you aren't leaving money on the table.

HUMAN

Strategic decisions

The AI provides the numbers, but you decide how to adjust pricing or resource allocation. You use the data to steer the business.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your Scoro records and your financial analysis.

  1. Gather costs

    The agent pulls every logged time entry and expense related to a specific project.

    list_time_entrieslist_expenses

  2. Check revenue

    It looks up the invoices sent to the client to see what has actually been billed.

    list_invoices

  3. Calculate margins

    The AI subtracts the total costs from the total invoiced amounts to find the profit.

    list_time_entrieslist_expenseslist_invoices

  4. Report findings

    Your agent presents the margin percentage and identifies any projects that are underperforming.

    list_invoices

Try it

Copy these to start.

Paste these prompts into your chat to begin.

Starting points

Swap out the project names or client names for the ones you actually use in Scoro.

Scoro Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_slazybjJSiB0xrLTt2hfgX4YI5nlzAjqvznXnxXF/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 — Scoro capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "scoro-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_slazybjJSiB0xrLTt2hfgX4YI5nlzAjqvznXnxXF/mcp"
    }
  }
}
Copy into chat04

  • Compare the total expenses and time logged for the 'Acme Corp' project against its invoices.

  • Which projects in Scoro currently have the lowest profit margins?

  • List all unbilled expenses for the 'Website Redesign' project.

  • Calculate the margin for 'Global Logistics' by comparing logged time to the latest invoice.

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

Start here

Connect Scoro once, then ask.

You only need to link your Scoro account once. Your credentials stay encrypted, and you can immediately start asking your AI about your project data.

Connect Scoro to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create new invoices in Scoro?

    No. The AI can only read existing time, expenses, and invoices to perform calculations.

  • 02

    Will the AI change my project budget settings?

    No. The AI has read-only access to your data and cannot modify your Scoro settings or records.

  • 03

    Does the AI see all my client data?

    The AI only sees the data it needs to answer your specific request based on the tools provided.

  • 04

    Can I use this to find unbilled time?

    Yes. By comparing time entries against invoices, the AI can identify work that hasn't been billed yet.

  • 05

    How accurate are the margin calculations?

    The accuracy depends entirely on the data in Scoro. The AI performs the math based on the exact numbers it retrieves.

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

Connect Scoro to Claude, Cursor, ChatGPT & more