# Productive MCP > Productive MCP Server connects your entire agency management platform to any AI agent. You can run complex workflows—fetch project budgets, analyze team time entries, review open deals, and check invoice payment statuses—all without leaving your chat window. ## Overview - **Category:** project-management - **Price:** Free - **Tags:** resource-management, time-tracking, budgeting, crm, invoicing ## Description Yo, check it. This server hooks up your entire agency management platform to whatever AI client you're running—Claude, Cursor, don't even worry about it. It brings all the juice from your system right into the chat window so you can run complex workflows without ever hitting refresh or switching tabs. You’ll manage everything right here. **Financial Deep Dive: Handling the Money Stuff** You need to know where the cash is going, stat. Use `list_budgets` to get a list of every active project budget; it'll show you exactly how much money was allocated versus what's actually been spent, letting you spot burn rates fast. If you wanna dig into one specific job's financials, use `get_project` and feed it the unique ID for detailed info. For receivables, run `list_invoices` to get a summary of all generated invoices; you can instantly tell if something’s paid up, pending, or way overdue. When you need an audit trail of what happened with the money side—like checking out past activity—you'll use `list_activities`. You also gotta track down every service you offer; `list_services` displays all the services defined in your organization that clients can actually be billed for. **Client Pipeline & Sales Tracking** Keep an eye on those deals, 'cause cash doesn't print itself. Running `list_deals` gives you a rundown of every open sales opportunity and what stage they’re sitting at in the pipeline. Want to know who these clients or partners are? Use `list_companies` for a full directory of every client and partner company that exists in the CRM. You can also check out all the people involved—employees, contacts, everyone—using `list_people`. To get a big-picture view of your work history, you'll use `list_projects`, which grabs a list of all active and archived projects. For scoping purposes or just seeing what was done before, that’s your go-to. **Team Operations: Time, Tasks, & Workflows** This is where the rubber meets the road. You can audit how much time people are logging by running `list_time_entries`, which lists all recorded time entries for billing or just tracking hours. If you want to see what everybody’s doing across the company—every single task assigned, no matter where it lives—you'll use `list_tasks`. To get a quick view of general work progress, run `list_boards` to list every available task board in your whole organization for fast navigation. When you need a master log of everything that’s been done and what needs doing across the company, check out `list_activities` again; it gives you the full system event timeline. **How It Works** You connect your **Productive** account to this server via Vinkius. Your agent then uses these tools to pull data into conversation flow using natural language queries. You don't need to jump between tabs or run reports; just ask, and the system spits out the actionable data you need. ## Tools ### list_projects Retrieves a list of all active and archived projects for scoping purposes. ### get_project Fetches all detailed information for one specific project using its unique ID. ### list_people Lists every employee and external contact associated with the agency. ### list_services Displays all services defined in your organization that can be billed to clients. ### list_deals Lists all sales opportunities, showing their current stage in the pipeline. ### list_tasks Retrieves a comprehensive list of every task assigned across the entire organization. ### list_time_entries Lists all time records logged by team members for billing or tracking purposes. ### list_invoices Shows a summary of generated invoices and their specific payment status (paid, pending, overdue). ### list_budgets Generates a list of all active project budgets, showing how much is allocated vs. spent. ### list_companies Provides a full directory of every client and partner company in the CRM. ### list_boards Lists every task board available in your organization for quick navigation. ### list_activities Provides a timeline of recent system events and audit logs across the agency. ## Prompt Examples **Prompt:** ``` Analyze our active budgets and find any approaching their limit. ``` **Response:** ``` I've reviewed the budgets. You have 3 budgets showing concern: 'Website Redesign' is at 88% burn rate, and 'Q3 Marketing' is currently over budget by 4 hours. Would you like me to pull the individual time entries for those projects? ``` **Prompt:** ``` Show me unpaid invoices from last month. ``` **Response:** ``` You have 4 unpaid invoices generated last month totaling $12,500. Two of them are assigned to Acme Corp. Shall I pull up the company contact information to assist with follow-ups? ``` **Prompt:** ``` What did the development team log time on today? ``` **Response:** ``` I checked today's time entries. The team logged a total of 26 billable hours. 14 hours went to the 'Mobile App MVP' tasks, and 12 hours were split among maintenance tickets. Overall, zero unassigned internal time was recorded. ``` ## Capabilities ### Audit project financials Get a list of all defined project budgets to check burn rates against allocated funds. ### Track team time and tasks List recorded time entries or audit task progress across different boards for the whole organization. ### Review sales pipeline status See all open deals, review their current stages, and check client details in the CRM. ### Check invoice payment history List all generated invoices to determine which ones are unpaid or overdue. ### Get project scope details Retrieve specific data points for a single, active project by its unique ID. ## Use Cases ### The Finance Audit An owner needs to know the current cash situation. They ask their agent: 'What's our unpaid revenue?' The agent runs `list_invoices` and reports back on all overdue amounts, immediately identifying who needs a follow-up call. ### The Scope Check A PM suspects a project is going over budget. They prompt the agent to compare the allocated funds from `list_budgets` against the hours logged via `list_time_entries`. The AI flags the specific project and shows the exact shortfall. ### The Client Deep Dive A sales rep needs context for a call. They ask: 'What's Acme Corp’s history?' The agent uses `list_companies` to pull up contact data, then runs `list_deals` to show the current opportunity stage. ### The Team Handover A PM needs to brief a replacement. They ask: 'What's happening with Project X?' The agent calls `get_project`, then runs `list_tasks` and `list_activities` to provide a full overview of recent work and upcoming milestones. ## Benefits - Stop juggling tabs. Instead of opening separate views for time logs, budgets, and tasks, the agent runs `list_time_entries` and `list_budgets` together to give you an immediate burn rate report. - Know your cash flow immediately. By calling `list_invoices`, you get a clear breakdown of which invoices are unpaid or past due—no more manually checking payment portals. - Stay on top of scope creep. You can correlate the project goals found by `get_project` directly against logged time entries from `list_time_entries` to see if work is drifting outside the original plan. - Accelerate sales prep. Pulling up a client's full record with `list_companies` and then cross-referencing their open deals (`list_deals`) gives your sales team all talking points before they even dial. - Keep track of capacity. Running `list_people` lets you see who's available, while checking `list_tasks` shows which teams are currently overloaded—all in one prompt. ## How It Works The bottom line is you treat your entire agency dashboard—projects, finances, time sheets—like a single chat conversation. 1. Subscribe to the Productive server and provide your API Token and Organization ID. 2. Ask your AI agent a question about your operations (e.g., 'Which projects are over budget?'). 3. The agent calls tools like `list_budgets` and `get_project`, consolidating the data into one conversational answer. ## Frequently Asked Questions **How do I start managing my agency via AI?** Subscribe, enter your API credentials (your Personal Access Token from **Settings → API integrations**, and your Organization ID found in your URL), and you're ready. No code, no SDK, no webhooks — just connect and start asking your agent for budget burn rates. **Can my AI agent flag budgets that are running low?** Yes. Ask your agent to query all active budgets and run an analysis on hours tracked versus hours allocated. The agent reads the budget payloads securely and identifies any project that sits beyond 80% profitability burn rate before you even open a spreadsheet. **What happens when I need to verify timesheets for billing?** Just tell your AI agent to fetch recent time entries. It compiles exactly who logged what task across which services, helping you spot unassigned hours or missing descriptions instantly, saving the operations team hours of manual monthly audits. **Is this capable of helping me track sales metrics?** Absolutely. Ask your agent to list active deals and client companies. In a single prompt, you can see your entire sales pipeline, match deals to recent activities, and prepare for management syncs — perfectly suited for agency owners tracking rapid growth. **When I call `list_activities`, what happens if my Productive API Token expires?** The agent will fail the request, returning an authentication error code. You'll need to refresh your token in the Vinkius setup panel and reconnect the server using a new key. **Does `list_companies` pull records for client or partner accounts that are archived?** It lists all companies, but whether you see inactive accounts depends on your Productive organization settings. Always ask your agent to filter the results by 'active' status first. **If I run multiple tools quickly (e.g., `list_deals` then `get_project`), will I hit a rate limit?** Vinkius handles connection throttling, but running complex chains too fast might fail. It's best to group related requests into single agent prompts for reliable results. **How do I calculate the total billable hours using `list_time_entries`?** You ask your AI client to process the list. The agent sums up entries based on criteria you provide—like a specific project ID or date range—giving you an aggregate total.