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This page shows MSP staff how to ask Project AI about a project, apply the changes it proposes, connect external AI tools through MCP, and bring project content into QBR reports and meeting agendas.

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Before you start

  • Project AI appears on a project when AI is enabled for your portal and you have project read access. Company users see it only when client AI is enabled.
  • Only MSP staff with a project write permission can apply changes. Everyone else gets a read-only assistant that answers questions.
  • Reports and meetings need a selected company.

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Ask Project AI about a project

1

Open the project

Open Projects and select the project.
2

Open Project AI

Click Open Project AI, the button at the right edge of the project page. The panel opens on the right and shows the project name and the tab you are on.
3

Ask a question or pick a quick prompt

Type in the box that reads Ask about this project or propose a change…, or click a prompt under Start with. Read-only users see Summarize health and Review tickets. Users who can write also see Draft update, Draft actions, Draft deliverables, Draft milestone, Draft decision, Generate details, and Organize tickets.
4

Read the answer

The assistant uses details from every project tab, tickets, time entries, and notes that your account can see.

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Draft and apply a weekly update

1

Ask for the draft

In Project AI, click Draft update, or type a request such as “Draft a weekly update for the week of Monday using the latest tickets, time entries, and notes.”
2

Open the proposal

The panel switches to Review changes and shows a Proposed change card with the week, summary, completed work, next steps, risks, and whether it is client visible. If you went back to the chat, click Review changes to return.
3

Check the details

Confirm Client Visible is what you want. Weekly update proposals can come back client visible.
4

Apply or discard

Click Apply to save the update, or Discard to drop it. The card then reads Applied or Discarded. To get a different version, ask Project AI to adjust it.
5

Confirm the saved update

Open the Updates tab and check the new entry.
Saved weekly summary showing completed work, next steps, and risks from the native project.

A reviewed AI draft saved to the walkthrough project.

You can ask for milestones, deliverables, decisions, action items, project details, and ticket status, owner, or priority changes the same way. Each one arrives as its own Proposed change card. Nothing changes until you click Apply.

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Connect an external AI tool through MCP

1

Open MCP Server settings

Open Settings > MCP Server and follow the MCP Server guide to connect your AI client.
2

Ask for project work

In your AI client, ask for a project task, such as “Find the Acme network refresh project and propose a weekly update.”
3

Review the proposal before confirming

Project write tools stage a proposal first. Read the target and the changes, then confirm in your AI client.
4

Check the result in MSPortal

Open the project and look in the matching tab, such as Updates.
The connected user’s permissions, the OAuth scopes you grant, and company access decide which tools and records the client can use. Document uploads are internal by default and stay staff-only until you share them on purpose. Files up to 3 MB can be sent in one call; larger files up to 10 MiB use a signed upload link: prepare the upload, send the file, then finalize it, confirming each step. Uploading with an existing document’s ID and current version adds a new version, keeps the document ID and its deliverable links, and withdraws earlier client shares. Version history is visible to MSP staff only. Project AI can also list folder documents and their versions, and propose restores and sharing changes as review cards. MCP does not create native projects, design templates, add and delete native phases and tickets, or delete documents. Use the app for those. See the MCP tool reference for the full catalog.

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Add project blocks to a QBR report

1

Select the company

Pick the company in the company selector at the top of the app.
2

Open the report builder

Open Reports, click New Report, and choose Builder. To change an existing report, open it instead.
3

Add a project block

Add the block that answers the client’s question.
4

Set the block options

Pick the project where the block has a project selector, set the date range, and turn on Include Closed Projects where it is offered.
5

Save the report

Save the report, then check the output before you share it. See Reporting for sharing and delivery.

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Add a project to a meeting agenda

1

Open the meeting

Open the company meeting. If you are creating a new meeting, make sure the company shows in Select company before you save the draft.
2

Add an agenda item

Click Add Item and choose Project.
3

Pick the project

Search for the project, select it, and click Add Selected. The project appears in the agenda.
4

Preview the project slide

Click Present and move through the slides to check what participants will see. The project view shows health, dates, milestones, outcome, and client actions that are waiting.
A meeting note does not change a project ticket or complete a client action. Record decisions and follow-up work on the project itself. See Meeting Pages and Meeting Summaries.

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Troubleshooting

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Frequently asked questions

No. Every change appears as a Proposed change card. Nothing is saved until you click Apply.
No. Company users get a read-only assistant, and only when client AI is enabled.
No. Client Visible controls what the client sees in the portal. It does not send a message.
No. Create native projects in the app. See Native Projects.

Native Projects

Follow the full creation-to-closeout workflow.

Project workspace

Use the project’s delivery and collaboration tabs.