# Productive.io MCP > Productive.io connects your agency operations to natural language conversations. Get instant visibility into project budgets, team capacity, time logs, and client relationships without switching tabs. It handles everything from listing active projects to analyzing profitability in one chat window. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** agency-management, time-tracking, resource-planning, budgeting, profitability-analysis ## Description Managing a professional services firm means juggling dozens of data points: task statuses, budget burn rates, and who is available next week. This MCP gives your AI agent direct access to Productive.io's core system. You can ask simple questions—like 'Which projects are over budget?' or 'How many hours did Jane log last month?'—and get immediate answers. The integration lets you list all active projects, check specific project details, and track budgets against actual spending. When the data comes back, your AI agent doesn't just spit out a spreadsheet; it summarizes the risks and highlights what needs attention. Because Vinkius hosts this MCP, you connect once to access this powerful resource for managing everything from client records to financial invoices. ## Tools ### create_task Adds a brand new task directly into an existing project. ### get_api_status Checks the overall connection status between your AI agent and Productive.io. ### get_org_settings Retrieves basic organizational information for context. ### get_project_details Fetches specific, deep details about a single project environment. ### list_project_budgets Lists all currently active financial budgets tied to your projects for review. ### list_client_companies Retrieves a list of all organizations you work with or manage records for. ### list_sales_deals Generates a report on all open sales deals and their current status. ### list_agency_invoices Lists out financial invoices that have been generated for your agency clients. ### list_agency_people Pulls a directory list of all team members and their roles within the organization. ### list_agency_projects Provides an overview listing every project currently managed by your agency. ### list_project_tasks Retrieves a comprehensive list of all tasks associated with any given project. ### list_time_entries Pulls detailed records of logged work time and hours spent on various projects. ## Prompt Examples **Prompt:** ``` List all active projects in Productive.io. ``` **Response:** ``` I've retrieved your projects. You have 4 active environments including 'Website Redesign' and 'Mobile App Launch'. Which one would you like to see the task list for? ``` **Prompt:** ``` Show me the profitability analysis for all active projects with budget vs actual comparison. ``` **Response:** ``` 14 active projects analyzed. Total budget: $892,000. Actual spend: $634,200 (71.1% burned). 3 projects are over budget: "Website Redesign" at 112% ($56K/$50K), "Mobile App v2" at 108% ($86.4K/$80K), "Data Migration" at 104% ($52K/$50K). Most profitable: "Brand Strategy" at 62% margin ($38K cost on $100K contract). Team utilization across projects: 84%. Forecast: 2 projects will likely exceed budget by month-end based on current burn rate. ``` **Prompt:** ``` Log 6 hours of design work on the Brand Strategy project for today. ``` **Response:** ``` Time entry logged successfully. Project: Brand Strategy. Service: Design. Duration: 6 hours. Date: May 13, 2025. Billable: Yes (rate: $150/hr). Revenue generated: $900. This brings your weekly total to 28 hours across 4 projects. The Brand Strategy project has 34 of 120 budgeted hours remaining (28.3%). You are on track to complete within budget at the current pace. ``` ## Capabilities ### Track Project Health Get a list of all managed projects and retrieve detailed metadata instantly, ensuring your team's delivery is always synchronized. ### Manage Team Capacity Access project tasks and monitor resource status, including who is assigned to what and when the deadlines are. ### Analyze Financial Performance Check active budgets or list open sales deals using natural conversation to maintain a clear view of organizational profitability. ### Audit Work Logs Pull detailed time entries and financial invoices, allowing you to quickly audit team work and billing cycles. ### View Client Relationships List client companies or search your database to keep track of partner relationships using simple commands. ## Use Cases ### Closing the Quarter Budget Review A Project Manager needs to know if they're going over budget before sending a client invoice. They ask their agent, 'Show me the active budgets and flag anything below 80%.' The MCP responds with a list of project budgets and alerts them immediately to potential spending issues. ### Onboarding a New Team Member An Operations Coordinator needs to understand who is available. They use the agent to list agency people, then ask for task status metadata for next week's projects. This allows them to quickly allocate resources without calling anyone. ### Client Relationship Checkup An Agency Owner wants a quick overview of partnerships. They ask the agent to list client companies and then check recent sales deals for that group, ensuring all accounts are being managed correctly. ### Time Tracking Reconciliation A Project Manager needs to reconcile hours billed vs. hours worked. They tell their agent to list time entries for a specific project and then use the function to list agency invoices, confirming everything matches up. ## Benefits - Stop jumping between tools. Instead of opening separate dashboards for time, budget, and tasks, ask your agent to list work logs or check project budgets directly in the chat. - Gain instant financial oversight. You can request a list of open sales deals or view agency invoices so you always know where cash flow stands without digging through accounting software. - Maintain team accountability effortlessly. Use the MCP to list team members and get real-time task status reports, making sure nothing slips through the cracks on any project. - Keep your operations synchronized. Instead of manually updating projects in three different places, you can use the agent to fetch detailed metadata for a project or retrieve all managed projects instantly. - Never miss an opportunity. By listing client companies and open sales deals, you keep your business development pipeline visible inside your chat interface. ## How It Works The bottom line is you manage complex agency operations by talking to your data, not clicking through dashboards. 1. Subscribe to this MCP and provide your Productive.io API Token and Organization ID in the Vinkius dashboard. 2. Connect your preferred AI client (like Cursor or Claude) through Vinkius. 3. Ask your agent a question, like 'What are our open deals?' and get an immediate data-driven answer. ## Frequently Asked Questions **Can Productive.io MCP help me find out how much money we spent?** Yes. Use this MCP to list time entries and then check project budgets or retrieve financial invoices to see exactly what was logged versus what was paid. **How does the Productive.io MCP handle task tracking?** You can use the MCP's tools to list agency projects, get detailed project info, and list all associated tasks, giving you a full view of workload status. **Does this MCP track clients and deals?** Yes. You can use it to list client companies or check the open sales deals list, keeping your entire relationship pipeline visible to your agent. **What if I need to add a task? Can Productive.io MCP do that?** Absolutely. The MCP includes a tool to create tasks, letting you assign new work directly through your chat interface without opening the project board. **Is this good for resource planning and team management?** It is. You can list agency people and check the task status metadata, which helps you determine who has capacity to take on new work next week.