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.
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Allocate & Forecast
Allocate resources to meet the budget from CRM, and forecast tentative capacity
- A project and people timeline for different points-of-view
- Allocate work with hourly rates and project budgets
- Visualize your deal stages on the project timeline
- Forecast tentative capacity and use HubSpot deal probabilities to account for uncertainty
HubSpot marketplace
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