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
Works with every AI agent you already use
…and any MCP-compatible client
Waiting for input…
Gemini How It Works
Your AI agent reads Asana for each client project , total tasks, completed tasks, overdue tasks, and the workload each client represents as a percentage of total agency capacity.
Then it queries Harvest: actual billable hours logged per client, blended hourly rate, and total project cost. Finally, it queries HubSpot: what does each client pay (deal value, retainer amount, contract length) and what is their lifetime value? The agent calculates per-client profitability: 'Acme Corp , Revenue: $12,000/month.
Harvest hours: 128 hours/month at $95/hr blended cost = $12,160 in team cost. Profit margin: -1.3%. You are losing $160 per month on your biggest client.' Compare that with: 'StartupX , Revenue: $3,500/month.
Harvest hours: 18 hours/month at $95/hr = $1,710 cost. Profit margin: 51.1%. Your smallest client is your most profitable.' The dashboard ranks every client by effective hourly rate , revenue per hour worked , and the numbers are uncomfortable.
Connector Orchestration: 3 Connectors, one intelligent agent
Connect Asana, Harvest and HubSpot Connectors so your AI agent reads project scope and task volume from Asana, compares it against billable hours in Harvest, and cross-references with deal value and retainer amount in HubSpot , showing the actual profitability of every client account. Agencies where the largest client feels like the best client because they pay the biggest retainer , until someone calculates that the team spends 45% of total capacity on that account, making it less profitable per hour than the $3,000/month startup that barely needs any management , get a profitability dashboard that shows which clients make the agency money and which ones quietly drain it.
Asana
triggerReads project tasks, completion rates, workload per client and task complexity indicators
list_tasks list_projects get_task search_tasks Harvest
enrichmentPulls actual hours worked per client, billable rates, project costs and time entry breakdowns
list_time_entries list_projects list_clients list_invoices Hubspot
enrichmentReads deal values, retainer amounts, contract terms and client lifetime value data
list_deals get_deal_details list_companies get_company_info 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 Connector
Convert any internal API into a Connector. 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 each 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.
- Asana, Harvest & Hubspot ready in the catalog right now
- Add more from 5,800+ servers whenever you need
- Connections are secured and compliant by default
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers and recipes added weekly
Superpowers you didn't know your AI had
The Vinkius catalog gives your agent access to 5,800+ Connectors and the intelligence to combine them. Imagine never logging into another dashboard. Your AI handles the work across all tools, in one conversation. That's what this connectivity layer 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 all platforms.
Contextual Reasoning
Each 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 Connectors once, and your agent handles the rest. Each time, without intervention.
Made for
exactly this
Your AI agent taps into the entire Vinkius AI Connectors to handle these for you. You describe what you need. It does the rest.
Agency owners who want to know which clients are actually profitable when comparing revenue against team cost
Operations directors tracking effective hourly rate per client to identify accounts that need scope renegotiation
Account managers using profitability data to prepare for retainer renewal conversations with supporting evidence
Finance teams building quarterly client profitability reports that combine project data, time tracking and CRM deal values
Frequently Asked Questions About This Connector Orchestration
Which Connectors do I need for this workflow?
Three: Asana, Harvest and HubSpot. 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.
We use ClickUp instead of Asana. Is there a similar recipe?
Yes. Check the marketplace for ClickUp-based agency recipes , the profitability logic applies with the ClickUp MCP.
Is my financial data secure?
Connectors authenticate through API keys. Asana, Harvest and HubSpot data stays in your accounts. Vinkius does not store your billing or project data.
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Connectors used in this workflow
Asana
Asana MCP connects your project management data to your AI agent. It lets you query projects, manage tasks, and inspect board sections directly from any AI client like Claude or Cursor. Instead of jumping between tabs, you can ask your agent to find specific tickets, check who is assigned to what, or update task statuses in real-time. It's the fastest way to keep your team's project tracking and sprint planning synchronized with your actual work.
Harvest
Harvest MCP lets you manage your time tracking, client data, and invoicing through your AI agent. You can create clients, generate invoice drafts, and monitor project time entries without leaving your chat interface. It turns your agent into a dedicated billing coordinator.
HubSpot
HubSpot MCP connects your CRM to your AI agent, letting you manage contacts, companies, and deals without leaving your chat window. It handles everything from listing users and pipelines to searching for specific leads and linking records together. It's built for teams who want to stop tab-switching and start getting work done through simple commands.