Use Operating in Microsoft Copilot

Connect Operating to Microsoft Copilot through the Model Context Protocol (MCP) and run your operations securely with AI — staffing, time, capacity, and margins on demand, right inside Copilot. OAuth sign-in means Copilot only accesses what each user is permitted to see.

Add the Operating MCP server as a custom connector in Copilot, sign in with your Operating account, and start prompting.

Book a demo
Book a 30 minute intro
Try for free

Join the group of happy customers using 

Microsoft Copilot

 and Operating together

No items found.
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
Book a setup call
Start a free trial

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.
Oops! Something went wrong while submitting the form.