Anything you do in Operating, an AI agent can do too

Operating exposes its whole operating model through an MCP server — so the AI assistant your firm already uses can read it, reason over it, and act on it. Every action in the UI becomes something you can automate, on a data structure clean enough for agents to trust.

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A data structure agents can rely on

Agents fail on messy data, not hard questions. Operating already holds the firm as one connected model: people, skills, projects, allocations, time, budgets, revenue and more. An agent reasons over a clean, current structure instead of guessing across exports and screenshots.

One connected model: people, projects, time, and money
Structure generic tools lack — rate cards, seniority, rev-rec
Clean and current enough for agents to act on, not just read

Off-the-shelf integrations with

+ integrations to other CRMs possible via our REST API

Connect the AI assistant you already use

The MCP server connects Operating to Claude, ChatGPT, or any MCP-capable assistant. Anything you can do in the interface: staff a project, check a margin, log time, update a skill, an agent can do through the same model. No new tool to learn; automation lives where your team already asks questions.

Works with Claude, ChatGPT, and any MCP-capable assistant
Anything in the UI is available as an agentic workflow
Read and act on real data — not a snapshot or a chatbot bolt-on

Automate the manual work — a few examples

Point an agent at the busywork and let the clean model do the rest:

Paste a statement of work or proposal to Claude → a staffing plan built in Operating
A time-tracking agent that watches calendars and fills the gaps in people's timesheets
Skills kept current automatically, mapped from each person's real project history