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.
MCP Server Orchestration: 3 MCP Servers, one intelligent agent
Connect Asana, Harvest and HubSpot MCP servers 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 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.
- Asana, Harvest & Hubspot 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 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 MCP Server Orchestration
Which MCP servers 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?
MCP servers 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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MCP servers used in this workflow
Asana
Asana MCP Server gives your AI agent full control over your project workflow. You can list workspaces, query projects, fetch specific tasks and sections, and update task details—all from a natural conversation. It lets you manage project status, track assignments, and inspect board data without ever opening the Asana app.
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.
HubSpot
HubSpot MCP Server connects your AI client to your entire CRM. Manage contacts, deals, and company data conversationally. You can list contacts, find deal pipelines, create new records, and link objects without opening the HubSpot dashboard. It turns complex CRM operations into simple chat commands.