Use Operating in Claude
Bring Operating into Claude Desktop or Claude Code through the Model Context Protocol (MCP). Ask Claude to flag overallocated consultants, match people to projects by skill and availability, review timesheets, or surface project margins — in plain language. Anything you can do in Operating, Claude can do too, scoped to your permissions. Add the Operating connector in Claude's settings, sign in with your Operating account, and start asking.
Go deeper
Access our Operating Routine for Resource Planning
Agencies and consultancies of all sizes – from a boutique to an international powerhouse – should operate efficiently. We wrote a Resource Planning Routine and a solid agenda for your weekly meeting. Get the guide.
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Get the Staffing Routine by clicking below.
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