AI that works over your real workspace data
The assistant answers questions about live projects, tasks, and time — and can act on them. It can only do what you can do, and you decide up front whether it can write at all.
- Scoped to your own permissions
- Read-only unless you grant more
- Connect Claude, ChatGPT, or Cursor
Which projects are slipping, and why?
{ "status": "in_progress" }
7 projects
{ "project_id": 42 }
score 58 · band at_risk · 5 factors
{ "project_id": 42 }
3 blocked · 2 stale · 1 stuck in review
{ "project_id": 42 }
NWD-012 waiting on NWD-009 since Aug 8
Northwind Digital is the one to watch — confidence 58 and falling. The critical path is NWD-009: it is 35% done and NWD-012 has been sitting in review behind it for four days. Two more items are overdue and one high-priority item has no owner.
{ "id": 912, "assigned_to_id": 7 }
Refused — this connection is read-only
Automation you can put in front of a security review
The governance is in the product, not in a policy document about the product.
- 01
Ask about the work
Query real projects, tasks, and tracked time in plain language, and get a morning brief or a drafted standup.
- 02
Inherit your permissions
The assistant can only reach what your account can reach — it is not a back door around access control.
- 03
Decide read or write up front
Write access executes immediately over MCP, with no confirmation prompt — so grant read-only unless an assistant genuinely needs to change work.
- 04
Connect your own host
Point Claude, ChatGPT, Cursor, or another MCP host at the workspace and work from the tool you already use.
Assistant, reporter, and an MCP server
Three separate surfaces, each one modular and each one logged.
AI Assistant
Ask about your work, draft standups, and get a morning brief over live data.
AI Client Reporter
Weekly client status drafted from what actually happened, for you to review before it sends.
MCP server
Claude, ChatGPT, Cursor and other hosts connect directly to the workspace.
Voice input
Dictate tasks, notes, comments, and instructions to the agent — read it back before saving.
Credit tracking
AI usage draws on workspace credits, visible before and after a run.
Revocable access
Review connected AI hosts and revoke any of them from settings.
How the governance actually works
Every one of these is a product behaviour you can demonstrate, not a promise in a contract.
- Permission inheritanceAI Assistant
- The assistant operates strictly inside the permissions of the person asking. It cannot read a project you cannot read.
- Confirmation stepAI Assistant
- In the app, an action that changes data shows you what will happen before it runs. Over a connected MCP host there is no such step — a write tool executes when called.
- Pending AI actionsAI Assistant
- Action types can be held for a human to approve before they execute.
- Supported hostsMCP Server
- Claude, ChatGPT, Cursor and other MCP-compatible hosts, with per-platform setup walkthroughs.
- Connection limitsMCP Server
- Each connection has defined access and limits, and can be reviewed or revoked at any time.
- Report reviewAI Client Reporter
- Drafts are reviewed before they reach a client — the reporter proposes, a person sends.
- Call and action logsActivity log
- MCP calls and AI actions are recorded against the workspace with full context.
Common questions
Can the assistant see things a user should not?
No. It operates inside the permissions of the person asking. If you cannot open a project, neither can the assistant on your behalf.
Will it change data without being asked?
In the app, no — an action that changes data shows you what will happen before it runs. Over a connected MCP host it can: a write tool executes the moment it is called, with no confirmation prompt. That is why connections default to read-only, and why you should only grant write access to a host that genuinely needs it.
Which AI hosts can connect over MCP?
Claude, ChatGPT, Cursor and other MCP-compatible hosts. Each has its own setup walkthrough, and every connection can be reviewed or revoked from settings.
How is AI usage billed?
Usage draws on workspace AI credits. Consumption is visible in the workspace, so spend is something you can watch rather than discover.
“Governed agents meant we could finally say yes to automation without losing the audit trail our compliance team needs.”
- 0
- bespoke integrations to connect Claude
- 100%
- of AI actions logged
- Your own
- permissions, inherited exactly
Stop finding out about risk
in the retro
Score every project, catch scope creep while it is still cheap, and give clients a seat at the table — without another status meeting.
- 90 days
- Free, full platform
- No card
- Nothing to enter up front
- 20 min
- Guided walkthrough on request