Generate Agency Reports Automatically Using MCP.
Your project manager spends every Friday afternoon building 12 client reports from scratch , copying task statuses from ClickUp and time entries from Harvest into spreadsheets instead of billing those 6 hours
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
How It Works
Your AI agent reads project data from ClickUp , task statuses, completion percentages, overdue items, and upcoming milestones for each client workspace.
Then it pulls time tracking data from Harvest , billable hours logged this week, total hours against budget, who worked on what, and how much budget remains.
The agent builds a Google Sheet report per client: 'Acme Corp , Week of June 2: 14 of 18 tasks completed (78%).
3 overdue (logo revision, landing page copy, social templates). 42 billable hours logged against 60-hour monthly retainer (70% consumed, 2 weeks remaining).
Budget health: on track. Risk: logo revision blocked , waiting for client feedback since May 28.' That is a report that took zero PM hours to create.
Multiply that by 12 clients and the PM gets Friday afternoon back , 6 hours of billable capacity recovered every single week.
MCP Server Orchestration: 3 MCP Servers, one intelligent agent
Connect ClickUp, Harvest and Google Sheets MCP servers so your AI agent pulls project task status from ClickUp, time tracking data from Harvest, and builds polished client reports in Google Sheets , automatically, for every client, every week. Agency project managers who spend 2 hours per client per week manually assembling status reports , copying task completion rates, billable hours, and budget burn from different tools into spreadsheets , while those 6+ hours per week are unbillable overhead that eats directly into agency margins. The math is simple: at $95/hour blended rate, manual reporting costs the agency $29,640 per year in unbillable PM time. Per PM.
Clickup
triggerReads task status, completion rates, milestones, sprint progress and assignee workload across client workspaces
list_list_tasks get_task_details list_space_folders list_space_lists Harvest
enrichmentPulls billable hours, budget burn rate, time entries by team member and invoice status per client
list_time_entries list_projects list_clients list_invoices Google Sheets
actionBuilds branded client-ready reports with task progress, budget tracking and weekly summaries
create_spreadsheet append_sheet_values update_sheet_values get_spreadsheet Run This Automation Today
Connect Claude, ChatGPT, Cursor, or any AI agent to the Vinkius catalog and run this automation in minutes.
Build Your Own MCP
Turn any internal API into an MCP server. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Connect & Automate
The 3 servers this recipe uses are ready in the catalog. Connect them once, paste a prompt, and your AI runs the full workflow.
- Clickup, Harvest & Google Sheets ready in the catalog right now
- Add more from 4,700+ servers whenever you need
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added every week
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 4,700+ MCP servers and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across every tool, in one conversation. That's what this infrastructure was built for.
Cross-Platform Intelligence
Your agent doesn't just connect to tools. It understands the relationships between them. Data flows where it needs to go, automatically, with full context preserved across every platform.
Contextual Reasoning
Every decision your agent makes considers the full picture. It reads CRM data, checks calendars, reviews conversation history, and acts on everything at once. Not step by step. All at once.
Productivity at Scale
What used to take 45 minutes across five different dashboards now takes one sentence. Your agent runs the entire workflow end to end while you focus on decisions that actually matter.
Zero-Config Reliability
No API keys to paste. No webhooks to configure. No YAML to debug. Connect your MCP servers once, and your agent handles the rest. Every time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius MCP catalog to handle these for you. You describe what you need. It does the rest.
Agency project managers who build weekly client reports manually from ClickUp tasks and Harvest time entries
Agency owners tracking utilization rates who need to recover unbillable PM hours spent on internal reporting
Account managers who need consistent weekly client-facing progress reports without manual data assembly
Operations directors auditing budget burn rates across multiple client retainers to prevent scope creep
Frequently Asked Questions About This MCP Server Orchestration
Which MCP servers do I need for this workflow?
Three: ClickUp, Harvest and Google Sheets. Connect all three to your AI client before running any prompt from this page.
Does this work with Claude Desktop, Cursor or Windsurf?
Yes. Any AI client supporting the Model Context Protocol works , Claude Desktop, Cursor, Windsurf, Cline and others. Connect the MCPs and paste a prompt.
We use Asana instead of ClickUp. Is there a recipe?
Yes. Check the Vinkius marketplace for Asana recipes , the same reporting logic applies with the Asana MCP.
Is my client data secure?
MCP servers authenticate through API keys. ClickUp, Harvest and Google Sheets data stays in your accounts. Vinkius does not store your client or billing data.
MCP Servers for Multi-Client Sprint Management
Your dev team tracks their work in Linear but the PM reports to clients in ClickUp , which means every sprint update is manually transcribed between two tools, and by the time the client sees it in ClickUp the data is already outdated
MCP Servers for Small Business Operations
Tasks organized, design templates found, team updates posted , run your small business from one conversation
MCP Workflow for Figma to Dev Handoffs
The designer finished the mockup two weeks ago and the developer just discovered it has 47 components but zero specs , now the sprint is blocked by a 'quick question' Slack thread with 130 messages
Identify Unprofitable Agency Clients Using MCP
Your biggest client generates 28% of revenue but consumes 45% of your team's time , and you will not know they are your least profitable account until you compare project hours against deal value, which nobody does because the data is in 3 different tools
MCP Recipe to Find Agency Revenue Leaks
Your agency logged 847 billable hours last month but only invoiced 712 , that is 135 hours at $110/hour vanishing into thin air because time entries and subscription billing never talk to each other
MCP Servers for Agency Team Utilization
Your designer says she is overloaded but Harvest shows 28 billable hours last week , the truth is she spent 14 hours on internal tasks that Todoist tracks but nobody counts when measuring capacity
MCP servers used in this workflow
ClickUp
ClickUp. Manage your entire project lifecycle directly from your AI agent. Use this server to list workspaces, check task statuses, create to-dos, and map out complex project hierarchies without opening the ClickUp dashboard. It gives your agent full visibility into your team's structure, from top-level workspaces down to individual subtasks.
Harvest
Harvest MCP Server automates time tracking, client management, and invoicing. Use your AI agent to list clients, create new ones, track time entries, and generate invoice drafts—all from natural conversation. Manage your entire billing cycle without leaving your chat interface.
Google Sheets
Google Sheets MCP Server lets your AI client read, write, and manage data directly in Google Sheets. Use conversational commands to pull data from specific ranges, append new rows, or structure entire spreadsheets. It acts as an analyst, letting you manipulate complex data without opening the GUI or writing formulas.