Run delivery through agentic workflows
Operating's MCP server puts your whole firm — people, skills, projects, budgets, time — in reach of Claude, ChatGPT or an agent you build yourself. Hand it a scope of work and it can estimate, staff and track the engagement through the same actions a person would take.
Staff it with people who are free when you need them
Track time and pull project health just by asking
Trusted by ambitious
high-growth technical teams
The Operating MCP server acts on your data, not only reads it.
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 staffed, the assistant pulls each person's planned hours for the week and turns them into timesheets to confirm — so tracking starts from what was planned, not a blank grid.
Ask for a person's planned hours 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
Pull the report your leadership meeting needs, while the meeting is on.
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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What firms that run on Operating say
"Operating played a key role in improving our profitability and utilization. By optimizing processes and tracking, we achieved 40% growth."
Anna Lehto
"Last year, pre-Operating, we absorbed $250,000 in unbilled work due to inefficiencies. This year, it's down to $25,000."
James Shaw
"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."
Timo Hyväoja
"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."
Ville Loppinen
"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."
Alisha David
"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."
John Kavaleff
"We used to jump between HubSpot and Harvest all the time, but with Operating, it's all just there, working together."
Shawn St Mart
"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."
Petya Raykovska
"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."
Brittany Meeks
"We replaced our complex finance projection spreadsheet, and now our HiBob leaves are visible in Operating, keeping our calculations up-to-date."
Jacqueline Enoch
"Centralizing our capacity planning and skill matrix Excels into Operating has made running the business easier."
John Kavaleff
"Operating is the glue between Harvest time tracking, HubSpot, and our reporting. Both the native integrations, and the APIs are great!"
James Shaw
"We connected Operating to NetSuite ERP via APIs and integrated HiBob using the ready-made integration, replacing our homegrown, disconnected systems."
Perttu Paarma
"Operating replaced a ton of spreadsheets that used to link our CRM and time tracking systems."
Ville Loppinen
"Operating replaced a bunch of custom built reports and eliminated the hassle of connecting pipeline, allocations and time tracking."
Adam Grønbeck Andersen
"Operating integrates with HubSpot and Harvest, automatically importing data to plan optimal project teams and workloads."
Alisha David
"We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI."
Timo Hyväoja
"It's great to have one place to plan all the projects and teams."
John Kavaleff
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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