Productive.io

Productive.io MCP Connector for Claude

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Run your agency with project management, resource planning, budgeting, and profitability tracking designed for professional services.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your Productive.io account to any AI agent and take full control of your agency orchestration and project profitability through natural conversation. Productive is the premier platform for professional services automation, and this integration allows you to retrieve project metadata, monitor task statuses, and analyze financial budgets directly from your chat interface.

What you can do

  • Project & Workflow Orchestration — List all managed projects and retrieve detailed metadata programmatically to ensure your team's delivery is always synchronized.
  • Task & Resource Lifecycle Management — Access and monitor project tasks and retrieve detailed status metadata including assignees and deadlines directly from the AI interface.
  • Financial & Budget Intelligence — Access project budgets and monitor sales deals via natural language to maintain a clear overview of organizational profitability.
  • CRM & Client Control — List companies and search through your client database to stay informed about partner relationships using simple AI commands.
  • Operational Monitoring — Track time logs, retrieve financial invoices, and manage organization metadata to ensure your agency is always optimized.

How it works

  1. Subscribe to this server
  2. Enter your Productive.io API Token and Organization ID from your settings
  3. Start managing your agency operations from Claude, Cursor, or any MCP-compatible client

No more jumping between project boards and financial reports. Your AI acts as a dedicated agency operations manager or project lead.

Who is this for?

  • Agency Owners & Executives — quickly retrieve profitability summaries and monitor project health without switching apps.
  • Project Managers — automate the retrieval of task statuses and track team capacity via natural conversation.
  • Operations Teams — streamline the retrieval of time logs and monitor financial billing directly within the chat.
agency-managementtime-trackingresource-planningbudgetingprofitability-analysis

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

create_task

Add new task

get_api_status

Check connection

get_org_settings

Get organization info

get_project_details

Get project info

list_project_budgets

List active budgets

list_client_companies

List organizations

list_sales_deals

List open deals

list_agency_invoices

List financial invoices

list_agency_people

List team members

list_agency_projects

List all projects

list_project_tasks

List tasks

list_time_entries

List work logs

See how to talk to your AI agent using Productive.io.

List all active projects in Productive.io.

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?

Show me the profitability analysis for all active projects with budget vs actual comparison.

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.

Log 6 hours of design work on the Brand Strategy project for today.

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.

The Organization ID is found in your browser URL after logging in (e.g., `app.productive.io/12345/`). You must provide this ID during the initial setup of the MCP server.

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