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
Get the Operating Routine for resource planning
A weekly routine for staffing and capacity, written by people who ran it in their own firms. It gives your resource planning meeting a fixed agenda and a short list of numbers to check. Get the guide.
Thank you!
Get the Staffing Routine by clicking below.
Download guide
Oops! Something went wrong while submitting the form.
