The Operating MCP Server

The Operating MCP (Model Context Protocol) server lets AI agents work directly with your Operating data. Ask questions in plain language — flag overallocated consultants, match people to projects by skills and availability, surface project margins, or build custom dashboards and apps on top of Operating with tools like Claude, ChatGPT, or Cursor.

Authentication is OAuth-based, so agents only ever access what the signed-in user is permitted to see. Connect any MCP-compatible client to https://mcp.operating.app/mcp and sign in with your Operating account.

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Join the group of happy customers using 

MCP Server

 and Operating together

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Operating horizon screenshot
Operating Timeline screenshot

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
Planned vs. actual hours comparison
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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.

Thank you! Find the Staffing Routine guide here.
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