Celoxis

Celoxis MCP Connector for Claude

F

Empower your AI agents to manage complex portfolios, track project milestones, and analyze resource timesheets on Celoxis.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Celoxis enterprise platform to any AI agent and take full control of your Project Portfolio Management (PPM) workflow through natural conversation.

What you can do

  • Project & Portfolio Mapping — List strategic portfolios and extract granular project structures including absolute timelines, completion statuses, and mapped budget blocks.
  • WBS & Tasks — Retrieve explicit Work Breakdown Structure nodes, identifying active assignments, task health, and explicit phase deliverables.
  • Resource Allocation — Evaluate working resources, parse user mappings, and expose global scheduling types and distinct system roles across your organization.
  • Timesheets & Accounting — Accurately pull time entries logged by members to measure billable matrices and ledger associations tied directly to tasks natively.
  • Issue & Risk Governance — Poll blocking issues preventing workflows and assess graded severity impacts modeled inside the Celoxis organizational risk matrix.
  • Approvals Pipeline — Interrogate pending validations routing over timesheets, assessing gating rules and internal clearance statuses immediately.

How it works

  1. Subscribe to this server
  2. Provide your Celoxis instance Base URL alongside your API Token
  3. Start fetching intricate project lifecycles and team burn-rates securely without touching Gantt charts

Who is this for?

  • Project Managers (PMO) — Command your custom agent to generate a rapid textual brief regarding delayed milestones affecting priority client accounts.
  • Financial Controllers — Assess timesheet gaps and non-billable raw expenses mapping accurately directly to current CRM portfolios.
  • Executive Operations — Ask the model to pull broad Strategic global Portfolios ensuring the pipeline moves correctly around distinct delivery phases.
ppmresource-managementtimesheetsproject-portfoliobudget-trackingwork-breakdown-structure

12 tools expose this connector's capabilities to your AI agent.

list_projects

List all top-level project portfolio items in Celoxis. Returns physical IDs, names, status, and timeline data

get_project

Get an explicit Celoxis project and its complete intrinsic properties structure by ID

list_tasks

List comprehensive Work Breakdown Structure (WBS) tasks representing concrete deliverables within active projects

list_resources

List all explicit Celoxis working resources parsing the core user mappings handling allocations

list_time_entries

List actual time entries logged explicitly against Celoxis tasks or projects for accounting

list_issues

List custom app items representing blocked issues explicit to complex workflows mapping problems

list_risks

List explicit organizational risks bounded natively via the Celoxis custom application matrix

list_expenses

List raw billable/non-billable expenses physically mapped onto task items inside the ecosystem

list_clients

List explicit top-level CRM organizational clients linked internally to distinct portfolios

list_portfolios

List strategic global tracking Portfolios mapping top-level aggregates over child projects natively

list_milestones

List raw milestones natively mapping absolute phase delivery tracking inside the WBS

list_approvals

List explicit tracking objects identifying pending/cleared approvals over timesheets and expenses constraints

See how to talk to your AI agent using Celoxis.

List all active projects in our company portfolio and check their timeline status.

The query executed successfully traversing the portfolios. Your domain houses 6 main active structures. The 'Mobile App Revamp' project is unfortunately marked 'At Risk' structurally due to past-due milestones, whereas 'Data Pipeline Q4' is progressing 'On Track'. I can pull the delayed task elements if you request.

Check the detailed logged time entries for the Marketing project and verify pending approvals.

Scanning timesheet nodes… The 'Marketing V2' project has 180 entries logged cumulatively this quarter. I cross-referenced the approval endpoints and isolated 4 distinct entries from John Doe lingering implicitly without organizational clearance. Would you like the ledger of those distinct rows?

Extract the explicit risk logs and blocked issues reported across our client portfolio.

I've pulled the risks matrices mapping your global network structures. There are 2 high-severity systemic risks graded heavily impacting the standard client CRM deliveries, notably a 'Supply Bottleneck' bound to the primary client entity mapping. Should I extract the isolated blocking tasks mapped there as well?

Yes. The agent uses the explicit milestones and risks endpoints to provide real-time updates on deliverable health, letting you manage complex Portfolio lifecycles entirely through natural language commands without sifting through gantt charts.

Related Connectors