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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, 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
Claude Elaichi connected

Create a client called Northwind and add its two contacts

Working in Forecast with Elaichi

  • List all Forecast clients
  • Get single Forecast client by ID
  • List all Forecast company
Ask anything…
Governance / Audit log Last 24 hours
Forecast List all Forecast company Emily Carter · Claude · 9:41 AM Done
Forecast Get single Forecast client by ID Emily Carter · Claude · 9:41 AM Done
Forecast List all Forecast clients Emily Carter · Claude · 9:41 AM Done
Forecast Create a Forecast client Megan Brooks · ChatGPT · 9:38 AM Done
Forecast Update a Forecast client by ID Ryan Hayes · Cursor · 9:35 AM Done

How to connect Forecast to Claude, ChatGPT, Cursor or Microsoft Copilot

Step by step, for each AI app

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 Claude Code

  1. 1

    In a terminal, run claude mcp add with the endpoint.

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

    Start Claude Code and run /mcp.

  3. 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

  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. 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.

Forecast MCP connector for Microsoft Copilot

  1. 1

    In Copilot Studio, open your agent, then Tools, Add a tool, New tool and Model Context Protocol.

  2. 2

    Paste the endpoint into Server URL, choose OAuth 2.0, then Dynamic discovery, and press Create.

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

    Create a new connection, sign in and approve, then press Add to agent.

  4. 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

  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.

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.

  • 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 →

What connecting Forecast gets you

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

Elaichi Agent

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.

ElaichiAI apps
Claude ChatGPT Cursor Microsoft Copilot

Copy the endpoint

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

Emily Carter

• Connected 4 minutes ago
Cursor
M

Megan Brooks

• Connected 2 hours ago
ChatGPT
R

Ryan Hayes

• Connected Yesterday

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.

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.

Tool catalog

324 Forecast tools, no code to write.

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

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

Toolboxes

Each team gets its own Forecast toolbox.

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

ElaichiConnections
Connection Scope Status Access
FO

Forecast (Agency EMEA)

Connected by Emily Carter

Personal • Active 1 team · 6 members
FO

Forecast (Finance)

Connected by Jake Morgan

Organization • Active 3 teams · 24 members
FO

Forecast (Delivery)

Connected by Megan Brooks

Organization • Active 2 teams · 11 members
FO

Forecast (Account Management)

Connected by Tyler Reed

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

Forecast (Operations)

Connected by Ryan Hayes

Personal • Active Not shared
FO

Forecast (Studio North)

Connected by Ashley Parker

Personal • Active 2 teams · 9 members

Shared connections

Share one Forecast connection without sharing keys.

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

ElaichiAudit log
When Who What happened Type

2 minutes ago

Mar 6, 2026, 3:10 PM

E

Emily Carter

[email protected]

Restriction Created Access

8 minutes ago

Mar 6, 2026, 3:04 PM

J

Jake Morgan

[email protected]

Restriction Updated Access

14 minutes ago

Mar 6, 2026, 2:58 PM

M

Megan Brooks

[email protected]

Role Assigned Access

20 minutes ago

Mar 6, 2026, 2:52 PM

T

Tyler Reed

[email protected]

Forecast Users Updated MCP

26 minutes ago

Mar 6, 2026, 2:46 PM

R

Ryan Hayes

[email protected]

Forecast Clients Created MCP

32 minutes ago

Mar 6, 2026, 2:40 PM

A

Ashley Parker

[email protected]

Forecast Clients List Toolbox

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

  1. ✓

    Schedule

    Every weekday at 8:00 AM

    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 Jake Morgan

    Approve
  6. 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

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%

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.

Elaichi compared with Zapier MCP and Composio for Forecast, by what to check
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.

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 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 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