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Synthelio MCP server
Connect Claude, or any MCP-compatible assistant, to Synthelio. Margin, bench, pipeline, timesheets and invoices, answered from live data in plain language. No exports, no API work.
Claude
Cursor
Any MCP client
Which projects are below 30% margin this month, and why?
Two of your 14 active projects are below 30% LE margin in July:
Fixed-price ERP rollout · 21.4%, 118 unplanned hours logged against a fixed budget.
Analytics platform · 27.9%, two contractors billing above the SoW rate card.
projects.margin
timesheets.summary
contracts.rates
Who's on the bench next month with Python skills?
4 people are under 30% booked in August with Python as a primary or secondary skill, the closest match is Marta W. (Senior, free from Aug 10).
resources.bench
skills.search
How it works
MCP (Model Context Protocol) is an open standard that lets AI assistants connect to tools securely. Synthelio ships its own MCP server, built and maintained by us.
Step 1
Add the Synthelio MCP server URL to your assistant and sign in with your Synthelio account. Minutes, not sprints, no coding, no middleware.
Step 2
Type what you'd ask a delivery lead: margins, bench, staffing, unbilled hours. Your assistant picks the right Synthelio tools on its own.
Step 3
Answers come from your live workspace, the same numbers as your dashboard, not last month's export. Every response cites the data it used.
Capabilities
Projects and margins, allocations and bench, pipeline, timesheet status, invoices. Search by client, project, person or skill, and get numbers with sources.
Log time, draft a resource request, or draft an invoice from approved hours, from the conversation. Drafts land in Synthelio for normal approval.
Opt-in per workspace
Weekly margin digests, staffing checks before a deal closes, month-end unbilled-hours sweeps, recurring questions your assistant answers the same way every time.
Security & control
The MCP server enforces the same role-based permissions as Synthelio itself, per user, per tool call.
MCP access · Your workspace
Delivery leads
Projects, margins, allocations, pipeline
Read
Finance
Invoices, contracts, rates + invoice drafting
Read + draft
Consultants
Own timesheets and allocations + time logging
Read + draft
Contractors
No MCP access
Off
Example prompts
"Which fixed-price projects are trending over budget, and how many unplanned hours were logged last week?"
"Our biggest open deal is at 80%. Do we have two senior data engineers free from September, or do we need contractors?"
"Who hasn't submitted timesheets this week, and which projects does that block from invoicing?"
"Who is under 50% booked next month, and which open resource demands match their skills?"
"List approved hours not yet invoiced, grouped by client, and draft the invoices for my review."
"Summarize revenue, gross margin and utilization for Q3 versus Q2, with the three biggest movers."
Answers to the questions firms ask most about how Synthelio fits their industry.
Leave the spreadsheets behind, from won deal to paid invoice, in one place.
