Run delivery through your AI assistant

Operating's MCP server puts your whole firm — people, skills, projects, budgets, time — in reach of Claude or ChatGPT. Hand it a scope of work and it can estimate, staff and track the engagement through the same actions you'd take yourself.

Estimate a scope of work against your rate cards
Staff it with people who are free when you need them
Track time and pull project health just by asking

The Operating MCP server acts. Not just retrieves data.

Operating's MCP server connects Claude or ChatGPT to the same actions you'd take in the app — estimating, staffing, tracking, reporting. Use natural language to build the right team, and adjust the budget so you'll hit the target margin.

From SoW to estimate

Paste a proposal, an Excel plan or a statement of work and the assistant builds the project in Operating without a single drag and drop

Margin in the chat

Ask it to hit a target margin and it reworks the rate, seniority mix or hours through the MCP while you watch price and profit move.

The right people, placed

Ask for people with the right skills who are free when you need them, then place them on the project — positions created from the conversation.

Track time straight from the plan

With people allocated, the assistant pulls each week's allocations and turns them into timesheets to confirm — so tracking starts from what was planned, not a blank grid.

Ask for a person's allocations for the week

Turn planned work into timesheets to confirm

Log time through the assistant, not a separate app

Keep actuals tied to the plan they came from

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Pull a project health report any time

Ask for a project's budget, burn and margin mid-engagement and get it back straight away — no waiting for month-end or a dashboard to refresh.

Budget, burn and margin on demand

Ad-hoc and mid-engagement, not just at close

The same numbers finance would see

Drill into any project that looks off

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Pull the report you need in your leadership team meeting just right now.

Ask where you're short on people, which projects are trending over budget, or where the bench is sitting idle. The assistant reasons over the same current data the firm runs on.

Spot hiring gaps before they bite

Find projects trending over budget

See idle capacity across the bench

Ask for an analysis of the business

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Firms on Operating are feeling the difference

Anna Lehto

"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."

"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."

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Anna Lehto

CEO

70/30 Digital

James Shaw

"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."

"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."

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James Shaw

COO

Inventive.io

Timo Hyväoja

"We plan our tentative projects, forecast our revenue, and analyze any deviations in actual hours spent with Operating. There's no going back to the old ways."

"We plan our tentative projects, forecast our revenue, and analyze any deviations in actual hours spent with Operating. There's no going back to the old ways."

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Timo Hyväoja

CEO & Founder

Meltlake

Ville Loppinen

"We're about 150 people, in different locations and countries. We can keep things efficient and people-focused with a common view of our sales pipeline, allocations, and our team's skills and interests."

"We're about 150 people, in different locations and countries. We can keep things efficient and people-focused with a common view of our sales pipeline, allocations, and our team's skills and interests."

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Ville Loppinen

General Manager

Columbia Road

Alisha David

"I used to spend 3 hours per week updating data from CRM to resource allocation sheets. It only takes me 15-20 minutes with Operating."

"I used to spend 3 hours per week updating data from CRM to resource allocation sheets. It only takes me 15-20 minutes with Operating."

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Alisha David

COO

Supreme Optimization

John Kavaleff

"Fewer Excel sheets, a reliable future outlook—what's not to like! Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

"Fewer Excel sheets, a reliable future outlook—what's not to like! Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

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John Kavaleff

COO

IONA

Shawn St Mart

"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."

"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."

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Shawn St Mart

Delivery Lead

Furo

Petya Raykovska

"We switched to Operating to spend less time juggling tools and more time on client work. The reports, plus HubSpot and HiBob integrations, make that easy."

"We switched to Operating to spend less time juggling tools and more time on client work. The reports, plus HubSpot and HiBob integrations, make that easy."

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Petya Raykovska

Director of Ops.

Human Made

Brittany Meeks

"Operating is great—it's a new approach compared to our homegrown spreadsheet setup, but we're quickly getting smarter and gaining clarity, especially for staffing new projects."

"Operating is great—it's a new approach compared to our homegrown spreadsheet setup, but we're quickly getting smarter and gaining clarity, especially for staffing new projects."

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Brittany Meeks

Associate Managing Director

Winterberry Group

Jacqueline Enoch

"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."

"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."

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Jacqueline Enoch

CFO

Founder + Lightning

John Kavaleff

"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."

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John Kavaleff

COO

IONA

James Shaw

"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"

"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"

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James Shaw

COO

Inventive.io

Perttu Paarma

"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."

"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."

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Perttu Paarma

VP of Professional Services

Sievo

Ville Loppinen

"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."

"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."

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Ville Loppinen

General Manager

Columbia Road

Adam Grønbeck Andersen

"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."

"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."

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Adam Grønbeck Andersen

Partner

Intellishore

Alisha David

"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."

"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."

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Alisha David

COO

Supreme Optimization

Timo Hyväoja

"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."

"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."

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Timo Hyväoja

CEO & Founder

Meltlake

John Kavaleff

"It's great to have one place to plan all the projects and teams."

"It's great to have one place to plan all the projects and teams."

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John Kavaleff

COO

Iona

Learn how customers
run on Operating

Running a transparent, efficient consulting operation with a human touch

Running a transparent, efficient consulting operation with a human touch

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