Forecast MCP connector
The Forecast connector brings Forecast clients, company contacts, departments, exchange rates, labels and custom fields to Claude, ChatGPT, Cursor, Microsoft Copilot and the Elaichi Agent, so each person can read and update them inside their own Forecast access.
- Connects with an API key
- Free 14-day trial
- No credit card
Create a client called Northwind and add its two contacts
Working in Forecast with Elaichi
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List all Forecast clients
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Get single Forecast client by ID
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List all Forecast company
How to connect Forecast to Claude, ChatGPT, Cursor or Microsoft Copilot
Step by step, for each AI app
Forecast MCP connector for Claude
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1
Open Customize, then Connectors.
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2
Press Add.
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3
Name it, paste the MCP server URL, then Continue.
https://api.elaichi.ai/mcp -
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 Claude Code
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1
In a terminal, run
claude mcp addwith the endpoint.https://api.elaichi.ai/mcp -
2
Start Claude Code and run
/mcp. -
3
Pick elaichi, then sign in and approve in the browser.
Terminal
$ claude mcp add --transport http elaichi --scope user https://api.elaichi.ai/mcp
Use --scope project instead to share it with the repository through .mcp.json.
Forecast MCP connector for ChatGPT
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1
Open Plugins, then press the + button.
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2
Name it and paste the endpoint into Server URL.
https://api.elaichi.ai/mcp -
3
Leave Authentication on OAuth, then tick the risk acknowledgement.
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4
Press Create, then sign in and approve.
Works on the web. The plugin directory lives at chatgpt.com/plugins.
Forecast MCP connector for Cursor
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1
Open
~/.cursor/mcp.json. -
2
Add the endpoint under
mcpServers.https://api.elaichi.ai/mcp -
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.
Forecast MCP connector for Microsoft Copilot
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1
In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.
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2
Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.
https://api.elaichi.ai/mcp -
3
Create a new connection, sign in and approve, then press Add to agent.
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4
Under Channels, open Teams and Microsoft Copilot and make the agent available in Microsoft Copilot.
- Server URL
- https://api.elaichi.ai/mcp
- Authentication
- OAuth 2.0
- Type
- Dynamic discovery
Microsoft Copilot was called Microsoft 365 Copilot. Keep the tool on end-user credentials, so each person signs in as themselves.
Connect Forecast to any MCP client
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1
Add the endpoint as a remote MCP server.
https://api.elaichi.ai/mcp -
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.
What teams do with Forecast through Elaichi
Ask in plain English. Each person’s AI can do only what they’re allowed to, and every action it takes in Forecast is logged.
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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.
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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.
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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.
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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.
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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.
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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?”
What connecting Forecast gets you
6 screens from Elaichi, each doing one job for your Forecast account.
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, Cursor or Microsoft Copilot
The agent
Ask about Forecast clients in plain language.
Type a question and get answers from live Forecast clients, contacts and departments.
Copy the endpoint
AI apps
One Forecast endpoint for every AI client.
Claude, ChatGPT, Cursor and Microsoft Copilot connect over OAuth, with no SDK and no shared API key.
Tool catalog
324 Forecast tools, no code to write.
Clients, contacts, departments, exchange rates, labels and custom fields, covered from day one.
Toolboxes
Each team gets its own Forecast toolbox.
Finance works with exchange rates while account managers handle clients and contacts.
Shared connections
Share one Forecast connection without sharing keys.
One person connects the API key, teammates work through it and never see it.
Audit log
Every Forecast change has a name attached.
See when a client was created, who did it, and which record changed.
From answering questions to doing the work
A trigger starts the work, inside the same permissions and the same audit log as everything else. Workflows, collections and live dashboards come with the Black plan.
Forecast digest
Run 418 · started 2 minutes ago · on behalf of Emily Carter
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✓
Schedule
Every weekday at 8:00 AM
0.2s -
✓
Fetch clients
Forecast
1.4s -
✓
Group by owner
Transform
0.1s -
✓
Draft the digest
Agent step
Ran with 4 tools, returned a structured summary
6.2s -
Approve the digest
Needs approval
Assigned to Jake Morgan
Approve Deny -
Post the digest
Forecast
Queued
Workflows
A schedule starts Forecast work end to end.
New clients are fetched, grouped, drafted into a digest, approved, then posted to Forecast.
Forecast health
Refreshed 4 minutes ago · every 15 minutes · from the clients collection
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%
Collections and dashboards
Forecast health numbers, computed without a model.
Four metrics, 14 days of clients created and a team breakdown, refreshed on schedule.
For IT and engineering
Elaichi vs Zapier MCP vs Composio for Forecast
All three can connect Forecast to an AI assistant, and all three have admin controls. They differ in where access lives and how you pay.
| What to check | Elaichi | Zapier MCP | Composio |
|---|---|---|---|
| Where the AI connects |
One address for the whole organization.
https://api.elaichi.ai/mcp
|
A server per member, created at sign-in. | An MCP endpoint per team, or an SDK. |
| Control over Forecast tools | Allow or restrict single Forecast tools, per role or user. | App and action restrictions on the account. | Role permissions, down to the action. |
| Record of calls | One audit entry per Forecast call. | A History tab of tool calls. | A log of every tool call. |
| Single sign-on | SAML or OIDC, plus SCIM, on Gold. | SAML on Enterprise. | SAML and OIDC on Enterprise. |
| Price | Free for one person; $15 per user per month on Gold. | 2 tasks per successful call. | Billed per tool call. |
Sources: Zapier MCP docs, security, usage; Composio docs, gateway, enterprise, pricing. Checked September 2026.
Longer take: Zapier MCP alternative and when you don't need an MCP gateway.
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.
No tools match your search.
Showing 267 of 324 Forecast tools here. Connect Forecast and call search_tools or tools/list over the MCP endpoint for the complete set.
Questions, answered
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, Microsoft Copilot, 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 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 restricting deletes, or allow contact updates while restricting anything to do with exchange rates. A restricted action still appears in Elaichi's tool search, flagged as restricted, but Claude, ChatGPT, Cursor or Microsoft Copilot cannot run it, whatever the prompt says.
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, Microsoft Copilot 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, Microsoft Copilot, and the Elaichi Agent. The tools on offer and the access behind them are identical whichever client asks. Only the setup screen differs.
Is Elaichi an alternative to Zapier MCP for Forecast?
Yes. Both let Claude, ChatGPT or Cursor use Forecast. Zapier MCP fits a team that already automates in Zapier, since each person signs in and acts as themselves in that account. Elaichi fits when IT wants one address for the whole company, per-tool rules by role, and a record of every Forecast call.
How is Elaichi different from Composio for Forecast?
Composio gives AI agents tools and sign-in handling across 1,000+ apps, for developers building agents or people using an assistant, billed per tool call. Elaichi gives a company's own people governed access to Forecast: one address, restrictions per role or user, and $15 per user per month. Both have role permissions and a log of every call.
Put Forecast in front of your team
14 days of Black, no credit card. Connect it once and pick what each team can call.
When the trial ends, nothing is deleted. You move to the free Personal plan, and connections, roles and the audit log stay where they are.
Add one link to your AI app
The same link for everyone on your team.
https://api.elaichi.ai/mcp
ChatGPT
Claude
Cursor
Microsoft Copilot