This video explains how to get started with MCP

Known supported LLM providers our customers have been happy with

1. Claude & Claude Code

2. ChatGPT

3. Gemini CLI

   1. If the mcp add command does not work it is worth trying with gemini mcp add --scope user

Unfortunately, no one has yet figured out how to use the MCP from Microsoft Copilot.

What’s the power of a great LLM & your ops data

This is just a naive example – not something we necessarily recommend, but kind of cool chain of three prompts with Claude.

Use casual language, the model will figure it out:

Ask it to recommend things:

Create one-off artifacts or reusable agentic workflows based on Operating data:

Of course, for some things like this you might go for tools like Claude for Excel of ChatGPT for Excel instead of the chat interface. Operating MCP works there just as well.

MCP Server Capabilities Summary (updated August 10th 2026)

When a tool is deprecated, Operating shows a notice with its replacement on your personal MCP Setup page in Settings (the same notice also appears on the admin MCP Server settings page).

The Operating MCP server exposes 59 tools across these categories, including List Invoices and Get Invoice for billing documents:

Tenant selection

list_tenants — pick which tenant to work with before calling any other tool

Reference data (read-only)

list_roles / list_seniorities — competence roles and experience tiers

list_skills / list_skill_levels / list_skill_sentiments — skill framework (proficiency + sentiment)

list_sites — office locations

list_groups — organizational units

list_companies — legal entities

list_statuses — project and allocation statuses

list_client_tags / list_project_tags — client and project tag categories

list_task_lists — task lists

list_rate_cards — rate cards

list_vendors — expense vendors

list_expense_categories — expense categories

People (read-only)

list_people — search/filter people by site, role, group, availability

get_person — full detail including position history, time off, working hours

Projects (read + write)

list_projects — filter by client, owner, status, site, tags

get_project — a single project with its details, plus the CRM deals linked to it (each with its stage, probability, value, and close date)

create_project — create a new project

update_project — modify project properties

Invoices (read-only)

list_invoices — filter by project, client, company, status, type, date, due date, or sent/ready-to-send state; results page by cursor and can sort by invoice date, status, or amount, ascending or descending

get_invoice — a single invoice with line items, per-project amounts, linked time entries, expenses, payment methods, and PDF link

Reports (read-only)

report_actual — actual work hours and earned revenue over a date range, grouped by project or person and bucketed by week, month, or total, with optional breakdowns, non-person revenue, and opt-in costs; results page with limit and meta.nextCursor

report_planned — planned work, tentative work, revenue, and utilization over a date range, grouped by project or person and bucketed by week, month, or total, with optional breakdowns and opt-in costs; results page with limit and meta.nextCursor

Positions (read + write)

list_positions — person-to-project assignments with filters

get_position — a single position with all its allocations

create_position — add a person to a project with role/site/notes

update_position — modify position properties

archive_position — archive a position

move_positions — move positions between projects

Allocations (read + write)

list_allocations — scheduled time blocks, filterable by person/project/date

create_allocation — schedule someone on a position with dates, percentage, probability

update_allocation — modify an existing allocation

delete_allocation — permanently remove an allocation

move_allocations — move allocations between positions

Time tracking

list_tasks — work categories (normal + time off)

list_time_entries — logged hours, filterable by project/person/date

track_time — log hours against a project

Budgets & phases (write)

create_budget / update_budget / delete_budget — manage project budgets

create_phase / update_phase / delete_phase — manage project phases

Expenses (read + write)

list_expenses — logged expenses

create_expense / update_expense / delete_expense — manage expenses

What you can do with it

An LLM connected to this MCP server can:

1. Check availability — Find who's free in the next 7/30 days, filtered by role, site, or group

2. Staff projects — Create positions and allocations to assign people to projects

3. Reorganize assignments — Move positions between projects or allocations between positions

4. Track time — Log hours for yourself or others against projects and tasks

5. Browse the org — Look up people's details, skills, project history, and working hours

6. Query project data — List and filter projects by client, owner, status, or tags

7. Manage financials — create and adjust project budgets, expenses, and phases

8. Create and update projects — spin up new projects and edit their properties