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Forecast MCP connector

The Forecast connector brings Forecast clients, company contacts, departments, exchange rates, labels and custom fields to Claude, ChatGPT, Cursor and the Elaichi Agent, so each person can read and update them inside their own Forecast access.

  • How it connects. Connects with an API key. The credential goes into a vault nobody reads back.

  • One address. https://api.elaichi.ai/mcp, the same for every user.

  • Their own access. An agent never gets more than the person it acts for.

How to connect

How to connect Forecast to Claude, ChatGPT or Cursor

Two steps, about a minute.

1

In Elaichi

Connect Forecast once

  1. Open Connections, choose Add connection, and pick Forecast.

  2. Optionally set Share with to give a team access, then press Connect.

  3. Paste a Forecast API key. One person generates a token in Forecast and pastes it once. Everyone else works through Share with, and never sees it.

The credential is vaulted. Nobody reads it back, not even the AI.

Add connection

Choose a connector.

forecast
Forecast
1Password
360learning
7shifts
Acquire
Ada
2

In your AI client

Point it at one endpoint

Everyone in the organization uses the same address, and each person only ever reaches what their own account allows.

Forecast MCP connector for Claude

  1. 1

    Open Customize, then Connectors.

  2. 2

    Press Add.

  3. 3

    Name it, paste the MCP server URL, then Continue.

    https://api.elaichi.ai/mcp
  4. 4

    Sign in and approve.

On Team and Enterprise, an Owner adds it once. Everyone else turns it on for themselves.

Forecast MCP connector for ChatGPT

  1. 1

    Open Plugins, then press the + button.

  2. 2

    Name it and paste the endpoint into Server URL.

    https://api.elaichi.ai/mcp
  3. 3

    Leave Authentication on OAuth, then tick the risk acknowledgement.

  4. 4

    Press Create, then sign in and approve.

Works on the web today. The plugin directory lives at chatgpt.com/plugins.

Forecast MCP connector for Cursor

  1. 1

    Open ~/.cursor/mcp.json.

  2. 2

    Add the endpoint under mcpServers.

    https://api.elaichi.ai/mcp
  3. 3

    Reload Cursor, then sign in and approve.

~/.cursor/mcp.json

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

Set up per machine, so repeat it on each computer you work from.

Connect Forecast to any MCP client

  1. 1

    Add the endpoint as a remote MCP server.

    https://api.elaichi.ai/mcp
  2. 2

    Sign in and approve.

{
  "mcpServers": {
    "elaichi": {
      "url": "https://api.elaichi.ai/mcp"
    }
  }
}

The Elaichi Agent already has these tools, with nothing to set up.

Use cases

What teams do with Forecast through Elaichi

Every one of these runs inside the access the person already has, and lands in the same audit log.

  • Account Management

    Set up a new client before kickoff

    Create the client in Forecast, add its company contacts and apply the right labels in one ask, so the record is ready before the first project is planned.

  • Finance

    Keep exchange rates current every month

    Update the exchange rates Forecast uses for multi-currency projects when the month closes, and check which rates exist without opening the settings pages.

  • Operations

    Clean up company contacts in bulk

    Fix titles, emails and ownership across dozens of Forecast company contacts at once, and remove the ones that have gone stale.

  • Project Management

    Fill in custom fields on phases and tasks

    Set the custom field values on phases, tasks and time registrations after a planning session, so reports filter correctly later.

  • Delivery

    Answer client questions from live records

    Ask which Forecast clients belong to a department, pull up a single client by name, and get the answer from what is in Forecast right now.

  • Leadership

    Review departments and permission profiles

    See how departments and permission profiles are laid out in Forecast before a reorganization, without asking an administrator to export anything.

Try asking

  • “Create a client called Northwind and add its two contacts”
  • “Update the EUR to USD exchange rate to 1.08”
  • “Which Forecast clients belong to the Copenhagen department?”

See all 324 Forecast tools below

AI tools

Forecast tools for your AI agents

324 tools are ready to call through Elaichi's MCP endpoint the moment you connect Forecast, governed by the same roles, restrictions, and audit log as everything else in Elaichi.

Showing 267 of 324 Forecast tools here. Connect Forecast and call search_tools or tools/list over the MCP endpoint for the complete set.

See it in Elaichi

What connecting Forecast gets you

6 screens from the product, each doing one job for your Forecast account.

The agent

Ask about Forecast clients in plain language.

Type a question and get answers from live Forecast clients, contacts and departments.

  • clients
  • contacts
  • departments
  • exchange rates

Ask Elaichi to work across your apps.

Create a client called Northwind and add its two contacts

Update the EUR to USD exchange rate to 1.08

Which Forecast clients belong to the Copenhagen department?

Also runs in Claude, ChatGPT or Cursor

MCP clients

One Forecast endpoint for every AI client.

Claude, ChatGPT and Cursor connect over OAuth, with no SDK and no shared API key.

ElaichiMCP clients
Claude ChatGPT Cursor

Copy the endpoint

https://api.elaichi.ai/mcp
Client Connected by Status Last used
Claude
E

Emma Laurent

• Connected 4 minutes ago
Cursor
S

Sofia Ricci

• Connected 2 hours ago
ChatGPT
C

Clara Nowak

• Connected Yesterday

Tool catalog

324 Forecast tools, no code to write.

Clients, contacts, departments, exchange rates, labels and custom fields, covered from day one.

  • List all Forecast clients
  • Get single Forecast client by ID
  • Create a Forecast client
  • Update a Forecast client by ID
ElaichiTools
Tool Action Description
List all Forecast clients List List all clients in forecast. Returns each client with id, name, street, city, country, notes, created_at, and updated_at.
Get single Forecast client by ID Get Get a single client in forecast by id. Returns the client with id, name, street, city, country, notes, created_at, and updated_at. Required: id.
Create a Forecast client Create Create a new client in forecast. Returns the created client with id, name, street, city, country, notes, created_at, and updated_at. Required: name.
Update a Forecast client by ID Update Update an existing client in forecast by id. Returns the updated client with id, name, street, city, country, notes, created_at, and updated_at. Required: id.
Delete a Forecast client by ID Delete Delete a client in forecast by id. Returns an empty 204 response on success. Required: id.

Toolboxes

Each team gets its own Forecast toolbox.

Finance works with exchange rates while account managers handle clients and contacts.

  • Account Management
  • Finance
  • Project Management
  • Operations
ElaichiToolboxes
Name Source template Tools Created

Account Management toolbox

Forecast · clients and contacts

Forecast starter 18 Mar 4, 2026

Finance toolbox

Forecast · exchange rates and company settings

9 Mar 2, 2026

Project Management toolbox

Forecast · phases, tasks and custom fields

24 Feb 27, 2026

Operations toolbox

Forecast · departments and labels

Forecast starter 6 Feb 19, 2026

Delivery toolbox

Forecast · time registrations and tasks

31 Jan 30, 2026

Admin toolbox

Forecast · permission profiles and company

12 Jan 22, 2026

Shared connections

Share one Forecast connection without sharing keys.

One person connects the API key, teammates work through it and never see it.

  • Agency EMEA
  • Finance
  • Delivery
  • Account Management
ElaichiConnections
Connection Scope Status Access
FO

Forecast (Agency EMEA)

Connected by Emma Laurent

Personal • Active 1 team · 6 members
FO

Forecast (Finance)

Connected by James Whitfield

Organization • Active 3 teams · 24 members
FO

Forecast (Delivery)

Connected by Sofia Ricci

Organization • Active 2 teams · 11 members
FO

Forecast (Account Management)

Connected by Daniel Ortega

Personal • Needs re-auth 1 team · 3 members
FO

Forecast (Operations)

Connected by Clara Nowak

Personal • Active Not shared
FO

Forecast (Studio North)

Connected by Michael Brennan

Personal • Active 2 teams · 9 members

Audit log

Every Forecast change has a name attached.

See when a client was created, who did it, and which record changed.

  • When
  • Who
  • What happened
  • Type
ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emma Laurent

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

James Whitfield

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

S

Sofia Ricci

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

D

Daniel Ortega

[email protected]

Forecast Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

C

Clara Nowak

[email protected]

Forecast Clients Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

M

Michael Brennan

[email protected]

Forecast Clients List Toolbox

Launching soon

From answering questions to doing the work

A person no longer has to ask. A trigger starts the work, inside the same permissions and the same audit log as everything else. Automations and live dashboards are launching soon, on the Black plan.

Automations

A schedule starts Forecast work end to end.

New clients are fetched, grouped, drafted into a digest, approved, then posted to Forecast.

Forecast digest

Run 418 · started 2 minutes ago · on behalf of Emma Laurent

  1. Schedule

    Every weekday at 08:00

    0.2s
  2. Fetch clients

    Forecast

    1.4s
  3. Group by owner

    Transform

    0.1s
  4. Draft the digest

    Agent step

    Ran with 4 tools, returned a structured summary

    6.2s
  5. Approve the digest

    Needs approval

    Assigned to Michael Brennan

    Approve
  6. Post the digest

    Forecast

    Queued

Collections and dashboards

Forecast health numbers, computed without a model.

Four metrics, 14 days of clients created and a team breakdown, refreshed on schedule.

Forecast health

Refreshed 4 minutes ago · every 15 minutes · from the clients collection

Live

Clients

1,284 ↓ 12%

Contacts

96 ↓ 8%

Needs attention

3 ↑ 2

Updated this week

412 ↑ 9%

Clients created

Last 14 days

By team

Share of activity

Agency EMEA 34%

Finance 27%

Delivery 21%

Account Management 18%

FAQ

Frequently asked questions

How do I connect Forecast to Claude?

Connect Forecast in Elaichi first: paste a Forecast API key when asked, and Elaichi does the rest. There is no OAuth application to register and no client ID or secret to generate. Then open Claude, go to Customize, then Connectors, then Add, and paste https://api.elaichi.ai/mcp as the endpoint. Sign in with your Elaichi account and Forecast is available in your next chat.

Does Forecast work with ChatGPT and Cursor as well as Claude?

Yes. Once Forecast is connected in Elaichi, the same endpoint, https://api.elaichi.ai/mcp, works in Claude, ChatGPT, Cursor, any other MCP client and the Elaichi Agent. You connect Forecast once and every client picks it up.

What can an AI agent actually do with my Forecast data?

An agent can list your Forecast clients, open a single client, create or update one, and add, update or remove company contacts in bulk. It can also update exchange rates, set custom fields on phases, tasks and time registrations, and look up departments, labels and permission profiles. Short concrete asks such as "create a client called Northwind" work better than long paragraphs.

Does connecting Forecast give the AI access to everything in my Forecast account?

No. Every call to Forecast runs as the person who signed in, so the agent can only see and change what that person's Forecast permission profile already allows. Elaichi can narrow that further with roles and restrictions, but it can never widen it beyond what Forecast itself grants.

Can my team share one Forecast connection?

Yes. One person connects Forecast with an API key and shares the connection with a team in Elaichi, and nobody else ever handles the key. Each teammate still signs in to Elaichi as themselves, so the audit log names the person behind every Forecast change.

Can I stop an agent from deleting or changing things in Forecast?

Yes. Restrictions in Elaichi apply per action, so you can allow reading Forecast clients while blocking deletes, or allow contact updates while blocking anything to do with exchange rates. A restricted action is never advertised to Claude, ChatGPT or Cursor at all, so no prompt can reach it.

What happens to a Forecast connection when someone leaves?

Offboarding the person in Elaichi ends their access to Forecast through every client at once. A shared Forecast connection keeps working for everyone else on the team. If you want Forecast gone entirely, disconnecting it once in Elaichi removes it from Claude, ChatGPT, Cursor and every other client.

Does the Forecast MCP connector work with Gemini, Codex, Claude Code or other MCP clients?

Yes. Forecast is reached over the same MCP endpoint every client uses, so anything that speaks MCP can call it — Gemini, Codex, Claude Code, Windsurf, Cline, Zed and OpenCode among them — alongside Claude, ChatGPT, Cursor, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.

Put Forecast in front of your team

14 days on Gold, no credit card. Connect it once and pick what each team can call.

Works with
Claude ChatGPT Cursor and any other MCP client, or the Elaichi Agent.
When the trial ends
Nothing is deleted. Connections, roles and the audit log stay where they are, so subscribing picks up exactly where you left off.