Project Management

Productive MCP Server

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Productive is a project management platform that helps teams track time, plan tasks, and manage projects effectively. Use it to streamline workflows, allocate resources, and monitor project progress.

Managed
96 tools
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AI Skill
SKILL.md

Domain knowledge for Productive — workflow patterns, data models, and gotchas for your AI agent.

Productive

Agency operations platform. Most "missing field" or 403 errors trace back to a missing parent in the resource chain or to the calling person not being on the project team.

Resource chains (traverse top-down)

  • Project (in a Workflow) → Board → Task List → Task → Subtask / Comment / Attachment / Time Entry
  • Company → Deal (in a Pipeline + Status) → Project (when won) → Invoice (Line Items priced via Services + Rate Cards)
  • Person → Project Assignment → Booking → Time Entry

Use include= (comma-separated) on reads to sideload related entities in one round trip instead of issuing follow-up fetches.

Creating a project

Requires a workflow id, a project_manager id (the calling person works), and either a company id (billable) or project_type_id=2 (internal). List workflows, people, and companies first to pick valid ids.

Creating a task

Tasks live inside task_list → board → project. A fresh project starts with no boards, so the end-to-end scaffold is project → board → task_list → task with both project_id and task_list_id. workflow_status_id must come from the project's workflow.

Cascading deletes

Boards and task lists have no direct delete route. Remove them by deleting the parent project, which cascades the whole subtree. To make a board "go away" without losing the project, archive via update instead.

Direct delete is supported on tasks, projects, sections, comments, attachments, services, expenses, pages, bookings, contact entries, deals, and time entries.

Permissions are person-scoped

Every mutation runs as the Productive person bound to the workspace credential. A 403 on update or delete almost always means that person is not the assignee, project manager, or admin on the parent project — fix by adding them to the project team, not by retrying. Sample-data projects ([SAMPLE] templates a fresh organization ships with) restrict updates to the original creator; for end-to-end automation create a fresh project owned by the calling person.

Bookings vs time entries

  • Booking — planned future allocation. Reserves capacity, drives utilization charts. Booking groups roll multi-week assignments into one row; resource requests are unfilled booking demand.
  • Time entry — actual hours logged. Belongs to a person + date + (task or service); the service link is what makes it billable. Timers convert to time entries on stop. Time entry versions are the audit trail. Approval policies lock entries once a period closes.

CRM and billing chain

Deals own line items priced via services + rate cards. Won deals convert to projects; invoice attributions link an invoice line back to its originating deal/project line. Recurring invoices generate on a schedule and payment reminder sequences send the dunning emails.

Custom fields

Workspace-defined per resource type. To write: list custom fields filtered by resource_type, then for dropdowns also list options, then send custom_fields: {<field_id>: <value-or-option-id>} on the resource.

Reporting

Booking reports and timesheet reports pre-aggregate server-side. Prefer them over rolling up time entries client-side for utilization or planned-vs-actual questions.

Tools in this Server (96)

Productive Delete Attachment

Delete an attachment by id (removes both the metadata record and the underlying file).

Productive Delete Booking

Delete a booking by id.

Productive Delete Comment

Delete a comment by id. Productive enforces author / admin permissions server-side.

Productive Delete Contact Entry

Delete a contact entry by id.

Productive Delete Deal

Delete a deal by id. Productive soft-deletes deals — recoverable from deleted_items.

Productive Delete Expense

Delete an expense by id.

Productive Delete Holiday Calendar

Delete a holiday calendar by id. Returns empty body on success. Removing a calendar can affect capacity calculations for any team referencing it.

Productive Delete Page

Delete a Doc page by id. Children must be moved or deleted first.

Productive Delete Project

Delete (archive) a project by id. Productive soft-deletes projects — the data is recoverable from the deleted_items collection by an admin.

Productive Delete Section

Delete a section by id. Services in the section are unassigned from it but not deleted.

Productive Delete Service

Delete a billing service by id. Services with logged time may be archived rather than removed.

Productive Delete Task

Delete a task by id. Productive soft-deletes tasks — they can be recovered from deleted_items by an admin within the retention window.

Productive Delete Time Entry

Delete a time entry by id. Approved entries may require admin permissions to remove.

Productive Read Approval Policies

Read approval policies — rules controlling who must approve time entries and expenses before they are billable. Omit id to list, pass id to fetch one.

Productive Read Attachments

Read attachment metadata records. Omit id to list (each row carries the filename, size, content_type, and the parent entity it belongs to — task_id, c...

Productive Read Availabilities

Read availability rows — derived per-person per-day free time, after schedules + bookings + time off. Omit id to list, pass id to fetch one.

Productive Read Bills

Read vendor bills (accounts-payable side). Each bill carries vendor company_id, amount, due_on, paid status. Omit id to list, pass id to fetch one.

Productive Read Boards

Read boards (kanban folders) within projects. A board groups task_lists; each project can have several boards (e.g. 'Sprint 1', 'Backlog'). Omit id to...

Productive Read Booking Groups

Read booking group labels — used to bucket related bookings (e.g. a sprint) for reporting. Omit id to list, pass id to fetch one.

Productive Read Bookings

Read resource bookings — planned hours of a person against a service across a date range. Omit id to list (sort='-started_on' for newest first; use se...

Productive Read Capacities

Read capacity rows — derived booked-vs-available hours per person per day. Used by Productive's resourcing dashboard. Omit id to list, pass id to fetc...

Productive Read Comments

Read comments across the organization. Omit id to list (use server-side filters via filter[task_id], filter[deal_id], filter[invoice_id], etc. to narr...

Productive Read Companies

Read companies (clients and vendors) in your Productive organization. Omit id to list (each row carries name, vat, billing_name, default_currency, and...

Productive Read Contact Entries

Read contact entries — the polymorphic contact rows attached to companies, people, invoices, purchase orders, and subsidiaries. Each row carries email...

Productive Read Custom Fields

Read custom field definitions configured in the organization. Omit id to list (each row carries the parent record_type — task, project, company, deal,...

Productive Read Deals

Read sales deals (and production budgets when budget=true). Omit id to list (each deal carries deal_value, currency, probability, company_id, and deal...

Productive Read Deal Statuses

Read the named stages of a sales pipeline (e.g. 'Qualified Lead', 'Proposal Sent', 'Won Deals', 'Lost Deals'). Required to discover the deal_status_id...

Productive Read Document Styles

Read document styles — branded PDF templates for invoices and proposals. Omit id to list, pass id to fetch one.

Productive Read Document Taxes

Read per-document tax breakdown rows (subtotal × rate per invoice/PO). Omit id to list, pass id to fetch one.

Productive Read Document Types

Read document types — invoice numbering schemes (prefix, next number, language). Multiple types let you run separate numbering for proformas, invoices...

Productive Read Entitlements

Read time-off entitlements (PTO allowances) per person and event type. Used to compute remaining vacation / sick balances. Omit id to list, pass id to...

Productive Read Events

Read event categories — non-billable booking buckets (e.g. Internal R&D, Holidays, Training). Bookings against an event do not roll up into project bu...

Productive Read Exchange Rates

Read FX rates configured in the organization. Productive uses these to convert deal/invoice values into the org's reporting currency. Read-only — Prod...

Productive Read Expense Categories

Read expense category definitions for classifying expenses. Omit id to list, pass id to fetch one.

Productive Read Expenses

Read expenses (vendor invoices, receipts, reimbursable costs) tied to deals/projects. Omit id to list (each row carries date, amount, currency, vendor...

Productive Read Holiday Calendars

Read holiday calendars (one per region/team) used to compute billable capacity and time-off balances. Omit id to list, pass id to fetch one.

Productive Read Holidays

Read individual holidays (date entries) attached to holiday calendars. Omit id to list (use sort='date' for chronological order), pass id to fetch one...

Productive Read Invoice Attributions

Read invoice attribution rows — the breakdown of which services / time entries / expenses an invoice line item was drawn from. Used by Productive's re...

Productive Read Invoices

Read invoices issued to clients. Omit id to list (each row carries number, company_id, deal_id, currency, amount, paid_on, due_on, and status — draft,...

Productive Read Line Items

Read line items belonging to invoices, purchase orders, and bills. Use server-side filters (filter[invoice_id], filter[purchase_order_id], filter[bill...

Productive Read Lost Reasons

Read the configured lost reasons (e.g. 'Price', 'Timing', 'Lost to competitor') used when marking a deal lost. Omit id to list, pass id to fetch one.

Productive Read Memberships

Read people-to-organization memberships — the canonical join row between a Person and the workspace. Each membership carries the person's role, hourly...

Productive Read Organization Memberships

Read invited / pending organization-level memberships (seats) for your organization. These are admin-level invitations, distinct from project membersh...

Productive Read Organizations

Read Productive organizations the calling token can see. The token is normally scoped to a single organization (the one whose ID is sent in the X-Orga...

Productive Read Pages

Read Doc pages — collaborative wiki / handbook pages stored inside Productive. Omit id to list (each page carries title, body — rich text JSON, parent...

Productive Read Payment Reminders

Read payment reminder records — individual dunning emails that have been sent or scheduled against unpaid invoices. Omit id to list (each row carries ...

Productive Read Payment Reminder Sequences

Read payment reminder sequence templates — ordered cadences of dunning emails (e.g. day -7, day 0, day +7, day +14) automatically applied to overdue i...

Productive Read Payments

Read payments recorded against invoices. Each payment carries amount, currency, paid_on date, and the invoice_id it settles. Omit id to list, pass id ...

Productive Read People

Read the people (staff) in your Productive organization. Omit id to list (returns first/last name, email, role, and avatar) or pass id to fetch one wi...

Productive Read Pipelines

Read sales pipelines configured in the organization. Each pipeline groups an ordered set of stages (e.g. Discovery, Proposal, Negotiation, Won, Lost)....

Productive Read Prices

Read rate-card prices configured for clients, services, and people. Used to compute service.price defaults. Omit id to list, pass id to fetch one.

Productive Read Project Assignments

Read per-person project assignments (which people have access to which projects, plus their per-project role). One row per (person, project) pair. Omi...

Productive Read Projects

Read projects (workspaces) in your Productive organization. Omit id to list (returns project name, status, project_type — 1 = client/billable, 2 = int...

Productive Read Purchase Orders

Read purchase orders issued to vendors / subcontractors. Omit id to list, pass id to fetch one.

Productive Read Rate Cards

Read rate card definitions — named bundles of per-service / per-role hourly prices applied to deals. Each card carries a name, currency, and the price...

Productive Read Recurring Costs

Read recurring cost templates — vendor expenses that auto-generate on a schedule (e.g. SaaS subscriptions). Omit id to list (each row carries cadence,...

Productive Read Recurring Invoice Runs

Read individual runs of recurring invoice templates. Each run row links a recurring_invoice_id to the invoice_id it generated and the date it was issu...

Productive Read Recurring Invoices

Read recurring invoice templates — invoices that auto-generate on a schedule. Omit id to list (each row carries cadence, next_run_on, and the deal/com...

Productive Read Reports Booking Reports

Read Productive's pre-aggregated booking report rows — scheduled hours grouped by person, project, or service across a date range. Walk the collection...

Productive Read Reports Timesheet Reports

Read Productive's pre-aggregated timesheet report rows — tracked vs billable hours grouped by person, project, or service across a date range.

Productive Read Resource Requests

Read resource requests — pending asks from PMs to resourcing for a person of a given skill set across a date range, before they're converted to bookin...

Productive Read Salaries

Read salary records for staff. Each salary captures the cost rate used for profitability reporting; one person can have multiple salaries over time. S...

Productive Read Schedules

Read people's working schedules — weekly working hours and time-off allowances. Omit id to list, pass id to fetch one.

Productive Read Sections

Read sections — typically used inside deals to group services into headers like 'Discovery' / 'Implementation' / 'Maintenance'. Omit id to list, pass ...

Productive Read Services

Read billing services — chargeable line items within a deal/budget that time entries are tracked against. Omit id to list (each row carries name, deal...

Productive Read Service Types

Read service type templates — reusable definitions of unit, default price, taxability, and tracking style. Used when creating new services. Omit id to...

Productive Read Subsidiaries

Read subsidiaries (legal entities) configured in the organization. Subsidiaries appear on invoices as the issuing party. Omit id to list, pass id to f...

Productive Read Tags

Read the universe of tags used across the organization. Tags are surfaced as plain strings on tasks, deals, companies, and invoices via tag_list. Omit...

Productive Read Task Dependencies

Read task predecessor/successor links. Each row connects a predecessor task to a successor task — used for Gantt and scheduling views. Omit id to list...

Productive Read Task Lists

Read task lists (milestones) within projects. Task lists group tasks and live inside boards; each task in a project belongs to exactly one task list. ...

Productive Read Tasks

Read tasks across the organization. Omit id to list (sort='-created_at' for newest first, sort='due_date' to triage by deadline; include='project,assi...

Productive Read Tax Rates

Read tax rates available for invoices and line items. Rates have a percentage and an inclusion flag (whether the tax is included in the displayed amou...

Productive Read Time Entries

Read tracked time entries. Omit id to list (use sort='-date' for newest first; each entry carries date, time in minutes, task_id, person_id, service_i...

Productive Read Time Off

Read time off requests / approvals — vacation, sick days, etc. Omit id to list (each row carries person_id, started_on, ended_on, and an approval stat...

Productive Read Time Off Periods

Read per-day breakdown rows of multi-day time off requests. Omit id to list, pass id to fetch one.

Productive Read Timers

Read active and recently-stopped timers across the org. A timer is the live counterpart of a time entry — when stopped it creates the time_entry recor...

Productive Read Users

Read user accounts (login identities) associated with the organization. Distinct from people — a user is the auth identity, a person is the staff reco...

Productive Read Workflows

Read task workflows — each workflow defines an ordered set of workflow_statuses (To Do → In Progress → Done patterns). Projects reference a workflow_i...

Productive Read Workflow Statuses

Read the ordered statuses (kanban columns) inside a workflow — e.g. 'To Do', 'In Progress', 'Done'. Required to discover the workflow_status_id you mu...

Productive Upsert Attachment

Register an attachment in Productive. Pass the filename, size, content_type, and exactly one parent id (task_id, comment_id, expense_id, etc.). The re...

Productive Upsert Board

Create or update a board (task-list folder) inside a project. Omit id to create (name + project_id required); pass id to update (rename or reorder). P...

Productive Upsert Booking

Create or update a resource booking. Omit id to create (person_id, started_on, ended_on required, plus either service_id (billable) or event_id (non-b...

Productive Upsert Comment

Create or update a comment in Productive. Omit id to create (body required, plus exactly one parent id — task_id, deal_id, invoice_id, project_id, etc...

Productive Upsert Company

Create or update a company in Productive. Omit id to create (name required; vat and billing_name are useful for invoicing-bound clients). Pass id to u...

Productive Upsert Contact Entry

Create or update a contact entry. Omit id to create (name + kind required; kind is one of email|phone|url|address; pass exactly one parent id — compan...

Productive Upsert Deal

Create or update a sales deal in Productive. Omit id to create (name + company_id required — every deal belongs to a client; for retainers pass deal_t...

Productive Upsert Expense

Create or update an expense in Productive. Omit id to create (date + amount required); pass id to update (any subset of fields). Amount is integer cen...

Productive Upsert Holiday Calendar

Create or update a Productive holiday calendar. Omit id to create (name required); pass id to update (any subset of fields). Calendars group public ho...

Productive Upsert Invoice

Create or update an invoice in Productive. Omit id to create (company_id required; deal_id ties to a project for budget burndown). Pass id to update (...

Productive Upsert Page

Create or update a Doc page in Productive. Omit id to create (title required; set parent_id to nest under another page, project_id to scope to a proje...

Productive Upsert Project

Create or update a project in Productive. Omit id to create (name required; for client work pass company_id with project_type_id default 1, for intern...

Productive Upsert Section

Create or update a section under a deal. Omit id to create (name + deal_id required) — sections group services into headers in the deal builder UI. Pa...

Productive Upsert Service

Create or update a billing service inside a deal/budget. Omit id to create (name + deal_id required); pass id to update (any subset of fields). Prices...

Productive Upsert Task

Create or update a task in Productive. Omit id to create (title required; project_id + task_list_id + assignee_id are the typical minimum); pass id to...

Productive Upsert Task List

Create or update a task list (milestone) inside a project. Omit id to create (name + project_id required) — tasks reference task_list_id, so create th...

Productive Upsert Time Entry

Create or update a time entry. Omit id to create (date, time in minutes, person_id, and service_id required; task_id is optional but conventional; not...

Frequently Asked Questions

What is the Productive MCP server?

Productive is a project management platform that helps teams track time, plan tasks, and manage projects effectively. Use it to streamline workflows, allocate resources, and monitor project progress. It provides 96 tools that AI agents can use through the Model Context Protocol (MCP).

How do I connect Productive to my AI agent?

Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/productive. Authentication is handled automatically.

How many tools does Productive provide?

Productive provides 96 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.

What authentication does Productive require?

Productive uses API Key. Productive requires credentials. Connect via MCPBundles and authentication is handled automatically.

Setup Instructions

Connect Productive to any MCP client in minutes

https://mcp.mcpbundles.com/bundle/productive

One-click install:

The link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.

Or add manually

  1. Open claude.ai → Settings → Connectors.
  2. Click the + button and choose Add custom connector.
  3. Set Name to Productive and paste the MCP URL into Remote MCP server URL.
  4. Click Add. Productive will appear under Not connected — select it and click Connect to complete OAuth.
Name: Productive
Remote MCP server URL: https://mcp.mcpbundles.com/bundle/productive
Authentication: OAuth

Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).

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Productive MCP Server & Skill — 96 Tools