MCP for Agencies and Consultants: Managing Multiple Clients and Projects
Agencies and consulting firms need to manage multiple clients, track time accurately, and provide regular updates. This industry-specific guide shows workflows for client updates, task handoffs, time tracking, and recommended operating procedures using MCP.
Agency-Specific Challenges
Multi-Client Management
- Separate projects per client
- Client-specific workflows
- Confidentiality requirements
- Resource allocation
- Client reporting
Time Tracking
- Billable hours tracking
- Client-specific time allocation
- Accurate time logging
- Time reporting
- Billing integration
Client Update Workflows
Weekly Client Status Reports
✅ Automated Client Updates
Workflow:
- AI aggregates tasks completed for client this week
- AI summarizes time spent per project
- AI identifies blockers and risks
- AI formats as client-ready status report
- AI generates email-ready update
Example Prompt
"Generate a weekly status report for Client ABC. Include completed work, time spent, blockers, and next week's priorities. Format it for email to the client."
Result: Professional client update ready to send
Project Milestone Updates
Milestone Reporting
"Generate a milestone report for Client XYZ's website redesign project. Show progress toward Phase 2 completion, tasks completed, and timeline status."
Use Case: Regular milestone updates for project-based work
Task Handoffs
Team Member Handoffs
Handoff Workflow
- AI identifies tasks ready for handoff
- AI summarizes task context and requirements
- AI suggests appropriate assignee based on workload
- AI creates handoff summary with context
- AI updates task assignee and status
Example Prompt
"Find all tasks in Client ABC's project that are ready for handoff. Show me the tasks with context, then assign them to the appropriate team members based on their current workload."
Client Handoffs
Deliverable Handoff
"Create a handoff document for Client XYZ's completed website. Include all completed tasks, deliverables, documentation links, and next steps for the client."
Use Case: Project completion and client transition
Time Tracking
Client-Specific Time Tracking
Daily Time Logging
"Log 3 hours on Client ABC's dashboard redesign task. Add a summary: 'Completed responsive layout and started component library integration.'"
Time Reporting by Client
"Generate a time report for Client XYZ for this month. Show time spent per project, billable vs non-billable, and compare to budget."
Billable Hours Tracking
✅ Accurate Billing
- Automatic Tracking: Start/stop timers for billable work
- Client Tagging: All time automatically tagged to client
- Project Breakdown: Time tracked per project
- Billing Reports: Generate billing-ready time reports
- Budget Tracking: Compare actual time to budget
Recommended Operating Procedures
Daily Procedures
Start of Day
- Review tasks assigned to you across all clients
- Start time tracking on first task
- Set priorities for the day
"Show me all my tasks across all clients. Sort by priority and due date. Start tracking time on the highest priority task."
Weekly Procedures
Weekly Planning
- Review all active client projects
- Generate client status reports
- Plan next week's priorities
- Review time tracking accuracy
"For each active client, generate a status report showing completed work, time spent, and next week's plan."
Monthly Procedures
Monthly Reporting
- Generate time reports for all clients
- Review project budgets vs actuals
- Identify over/under-budget projects
- Prepare billing reports
"Generate monthly time reports for all clients. Show billable hours, compare to budgets, and flag any projects over budget."
Best Practices
Project Organization
- Create separate projects for each client
- Use boards for different client workstreams
- Tag tasks with client names
- Maintain clear project hierarchies
Time Tracking
- Start timers when beginning work
- Stop timers and add summaries
- Review time logs daily
- Tag time to correct client/project
Getting Started
Agency Setup Steps
- Create Corcava API key
- Create projects for each client
- Set up client-specific boards
- Configure time tracking workflows
- Train team on client update procedures
Related Resources
Corcava MCP Quickstart
Get started with MCP
Time Tracking
Time tracking workflows
Status Reports
Client reporting
Weekly Planning
Planning workflows
Streamline Agency Operations
Use MCP to manage multiple clients, track time accurately, and provide regular updates