FAgency ERP connector

Forecast in Claude, ChatGPT and any MCP client. For your whole team.

Projects, tasks, time registrations, utilization, allocations and project financials. One token in Loopthink, one login per person, roles per tool and an audit entry for every call.

Free for 2 connectors, no card · Pro €19 · EU-hosted · 20 read tools, 4 write tools off by default

Your AI clientForecast

“Which running projects are currently yellow or red, and what was the last status description?”

Used get_project_statuses from Forecast

Two projects are yellow, one is red:

ProjectStatusLast descriptionUpdated
P-214 Müller RelaunchREDClient feedback delayed by two weeks19 Oct 2026
P-227 Nordwind PortalYELLOWBackend estimate exceeded by 15 %16 Oct 2026
P-231 Alpen Logistik AppYELLOWKey developer on sick leave20 Oct 2026
  • read-only
  • logged
An example answer in an AI client: the question “Which running projects are currently yellow or red, and what was the last status description?” is answered from Forecast through the tool get_project_statuses, and the call was read-only, logged.
In the product

One token in, the tools come out.

The Forecast connection form in Loopthink: the token
1. Connect. Paste the token, nothing else. The token stays in Loopthink; nobody on your team sees it.
The Tools tab of the Forecast server in Loopthink: each tool with its own switch
2. Choose the tools. Reads are on from the start; tools that change data stay off until you switch them on. Masking rules per tool keep personal fields out of the answer.

Forecast is the agency's operating system: projects with their stage and traffic-light status, budgets and financials, phases, sprints and tasks on a board, allocations of people, time registrations and the utilisation of every person. The questions are simple, "which projects are red and why", "how much of the budget on P-214 is already burned", "who has capacity next month", but today they take the right page, the right date range and a report that someone exports every Monday.

With the Forecast connector, Project Managers, Finance and Management ask in Claude or ChatGPT and get the answer from the live account. Loopthink holds one Forecast API key, every person signs in with their own identity, and every call is logged under their name. The key never reaches the AI client.

Twenty read tools cover projects with their status history and financials, phases, workflow columns and sprints, tasks and comments, persons and their utilisation, allocations, time registrations per account, project and person, and clients. The four write tools, creating and updating a task, commenting on a task and booking time, stay off until you switch them on for a role.

What your team asks
  • Management

    “Which running projects are currently yellow or red, and what was the last status description?”

    Answered by get_project_statuses

  • Finance

    “Actual cost, forecast to complete and margin for project P-214 Müller Relaunch.”

    Answered by get_project_financials

  • Project Manager

    “Which tasks in P-214 are still in TODO or IN PROGRESS, and which are blocked?”

    Answered by list_project_tasks

  • Project Manager

    “What was Lena Hartmann's utilisation in October?”

    Answered by get_person_utilization

  • Finance

    “How many billable minutes were registered on P-214 since 1 October, and how many are still unapproved?”

    Answered by list_project_time_registrations

  • Project Manager

    “Create the task "Collect feedback from client workshop" in P-214 with a 4 hour estimate.”

    Answered by create_task

Tools

What the Forecast connector can do.

ToolWhat it doesAccessDefault
list_projectsLists all projects with name, company_project_id (the P-number shown in the UI), stage (PLANNING, RUNNING, HALTED, DONE), status (GREEN, YELLOW, RED), budget, budget_type, clien…ReadOn
get_projectReturns one project with stage, status, budget, client, dates, rate card and settings.ReadOn
get_project_statusesReturns the full status history of a project (GREEN/YELLOW/RED, status_description, created_at, created_by). Use for "how has project X been doing".ReadOn
get_project_financialsReturns the financial figures of a project: baseline, planned, actual, forecast to complete and total at completion (billable time and expenses, cost, profit, margin), time in m…ReadOn
list_project_phasesLists the phases (formerly milestones) of a project with name, start_date and end_date.ReadOn
list_project_workflow_columnsLists the workflow columns (board columns) of a project with name, category (TODO, INPROGRESS, DONE) and sort_order. Use to map workflow_column IDs on tasks to a status.ReadOn
list_project_sprintsLists the sprints of a project.ReadOn
list_tasksLists all tasks of the account, paginated: title, project_id, workflow_column, phase (milestone), estimate, remaining, assigned_persons, start_date, end_date, high_priority, blo…ReadOn
list_tasks_updated_afterLists the tasks updated after a point in time, paginated. Use for "what changed since".ReadOn
list_project_tasksLists all tasks of one project (not paginated). Combine with list_project_workflow_columns to tell open from done tasks.ReadOn
get_taskReturns one task with description, estimate, remaining, assignees, workflow column, phase, sprint, dates and flags.ReadOn
list_task_commentsLists the comments on a task (comment as HTML, person_id, created_at).ReadOn
list_personsLists all persons (users) of the account with first_name, last_name, email, job_title, active, default_role, department_id and weekly working minutes per day. Use to resolve per…ReadOn
get_person_utilizationReturns the utilization of one person for a date range (inclusive). Use for capacity and workload questions.ReadOn
list_allocationsLists all allocations (planned person time on projects or non-project time) with person, project, start_date, end_date, minutes per weekday and is_soft. Not paginated.ReadOn
list_time_registrationsLists all time registrations of the account, paginated: person, project, task, phase, time_registered and billable_minutes_registered (minutes), date, notes, approval_status. Th…ReadOn
list_time_registrations_sinceLists the time registrations dated after a given day, paginated. Use for "hours booked this month".ReadOn
list_project_time_registrationsLists the time registrations of one project (not paginated). Narrow with date_after or updated_after.ReadOn
list_person_time_registrationsLists the time registrations of one person (not paginated). Narrow with date_after or updated_after.ReadOn
list_clientsLists all clients with name, address, country, vat_number and notes.ReadOn
create_taskWRITE: Creates a task in a project and returns it. Without workflow_column it lands in the first column.WriteOff
update_taskWRITE: Updates fields of a task (move to another workflow column, change dates, estimate, assignees). Only send fields to change.WriteOff
create_task_commentWRITE: Adds a comment to a task. person_id is the author shown in Forecast.WriteOff
create_time_registrationWRITE: Books time for a person on a task, a project or non-project time. Exactly one of task, project or non_project_time must be given.WriteOff

Write tools are off for every role until you switch them on, one tool for one role. The names are what the model sees; it also gets the full parameter description of each tool.

Setup

Getting the Forecast token.

Five minutes, once. Nobody on your team ever sees it.

  1. 1

    Log in to Forecast as an administrator.

  2. 2

    Click Admin in the top bar and choose API Keys.

  3. 3

    Click Generate New API Key and give it a name such as Loopthink.

  4. 4

    Copy the key and paste it into Loopthink.

  5. 5

    In Loopthink, add Forecast from the catalog and paste the token. Your team sees the tools a minute later.

Forecast API keys have no scopes and grant full access to the whole Forecast account, independent of a user. Create one key just for Loopthink so it can be disabled on its own, and keep write tools off unless needed. Comments and time registrations need a person_id; use a dedicated person if writes should be traceable.

Masking

What we suggest masking in Forecast.

Forecast holds personal and commercial data side by side: the names, email addresses and job titles of persons, cost figures, notes and comments, and the address and VAT number of clients. The suggested fields mask all of that, so a Project Manager role can see that P-214 has 38 open tasks and 60 per cent of its budget used without seeing cost rates, and a Finance role can read margins per project without the client's VAT number or the comments on a task.

  • first_name
  • last_name
  • email
  • job_title
  • cost
  • notes
  • comment
  • street
  • zip
  • city
  • vat_number
Questions

Forecast and Loopthink

The API key has no scopes. How do we limit what it can do?
You cannot on the Forecast side: an API key grants full access to the whole account, independent of a user. Generate one key just for Loopthink under Admin > API Keys so it can be disabled on its own. The limit sits in Loopthink: read tools only by default, tools per role, masking, and the four write tools off until you enable them for a role.
Who appears as the author when the connector writes a comment or books time?
Comments and time registrations need a person_id, and that person is shown as the author in Forecast. If writes should be traceable in Forecast itself, create a dedicated person for the assistant; the Loopthink audit log records in any case which real person asked.
How does the model tell an open task from a done one?
Tasks carry a workflow column, not a status. The tool list_project_workflow_columns returns the columns of a project with their category TODO, INPROGRESS or DONE, and the model maps each task's column to that category. Account-wide task and time lists are paginated with a total, project and person lists come back in one response.
Does every team member need their own Forecast account?
No. Loopthink holds one key or token for Forecast. Your people sign in to Loopthink with their own identity, and every call to Forecast is logged under their name. Seats in Forecast stay where they are today.
Where does the Forecast key live?
In Loopthink, encrypted, in the EU. It never reaches the AI client and never reaches the people using the connector. Rotate it in Forecast whenever you like and paste the new one once.
Can somebody write to Forecast from the chat?
Not unless you switch it on. Write actions are a separate row in the permission matrix and are off for every role by default. If a role needs one write tool, you grant that one tool to that one role.
What does the model see?
The result of the tool call, after masking. Fields you mark as personal, such as emails, names or card details, are masked before the answer travels to the AI client. The model gets the numbers, not the people.
What does it cost?
Free for one person and two connectors, no card. Pro is €19 a month for up to five people and every connector on the site, with roles, field masking and a 30-day audit. Team is €49 for ten people and adds your own REST APIs and SQL databases, your own domain and your own identity provider. No call needed.

Stuck, or a tool you need is missing? A person who knows this connector answers within one working day.

Works in Claude, ChatGPT, Langdock and any other MCP client.

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