Connect Productive.io to Claude

Connect your Productive.io data to Claude with the Windsor.ai connector, and ask about your budgets, projects and time entries in plain language.

Ask which budgets are close to their planned hours, how much of the logged time is billable, or which tasks have stalled, built on your own Productive.io records.

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Windsor.ai is your proven Productive.io to Claude connector

Get your Productive.io data into Claude

Productive.io is connected once in Windsor.ai, and these are the use cases the fields support:

Track budget burn

Budget Utilization next to Budgeted Hours and Actual Hours shows which budgets are close to or over their planned time.

Check billable time

Billable Hours against Actual Hours per budget shows how much of the logged time can be invoiced.

Find stalled tasks

Open tasks with an old Task Last Activity At show work that nobody has touched for a while.

Review invoicing

Invoice Amount by month of Invoiced On shows how much was invoiced to clients each month.

Using Windsor.ai to connect data from Productive.io to Claude

Supported fields: 15 metrics63 dimensions

Without Windsor.ai, Claude answers about Productive.io data come from a file you exported and pasted in. Through the Windsor.ai connector, Claude reads the live records with their real field names, so the answers match what is in Productive.io today.

Connect in minutes, then ask about your budgets, projects, tasks, time entries and invoices.

Productive.io billable hours report in Claude

With Windsor.ai, you can ask Claude to:

Which budgets have a Budget Utilization above 90%? Show Budget Name, Budgeted Hours and Actual Hours.
Compare Billable Hours with Actual Hours for each Budget Name and list the budgets with the lowest billable share.
List open tasks whose Task Last Activity At is more than 14 days ago, with Task Title and Task Project ID.
Sum Time Entry Hours and Time Entry Billable Minutes by week for the last 8 weeks.
Sum Invoice Amount by month of Invoiced On for this year.

Join 40,000+ businesses that trust Windsor.ai to streamline Productive.io to Claude integration

How to connect Productive.io to Claude with Windsor.ai

Explore a step-by-step guide to integrate your Productive.io data into Claude with the Windsor.ai connector.

Connect Productive.io in the Windsor.ai dashboard

Choose Productive.io as your data source and enter your Organization ID and an API token. You create the token in Productive.io under Account Settings, then API integration, and the Organization ID is shown in the same settings area.

Install the Windsor.ai connector

In Claude, open Customize, then Connectors, search for Windsor and click Add. Sign in to your Windsor.ai account when prompted, and the connector appears in your Connectors list. You can also open the Windsor.ai listing in the Claude directory and click Connect.

Query your Productive.io data in Claude

Start a new chat and ask Claude about your Productive.io data.

FAQs

What is Windsor.ai's Productive.io to Claude connector?

Productive.io is an agency management and professional services automation platform. Agencies and consultancies use it to run projects, budgets, time tracking, resources and invoicing in one place. Through the Windsor.ai connector, Claude reads your budgets, projects, tasks, time entries and invoices, so you can ask about them in plain language instead of exporting a file first. Time comes in both minutes and hours, for example Time Entry Minutes and Time Entry Hours, and records link to each other by ID, such as Time Entry Person ID or Task Project ID.

What Productive.io data can Claude use?

Windsor.ai gives access to 78 Productive.io fields. These are the groups; the Productive.io field reference lists all of them:

Budgets: Budget Name, Budgeted Hours, Actual Hours, Billable Hours, Budget Utilization, Budgeted Revenue.
Projects: Project Name, Project Number, Project Manager ID, Project Last Activity At, Project Archived At.
Tasks: Task Title, Task Closed, Task Closed At, Task Last Activity At, Task Worked Hours, Task Assignee ID.
Time entries: Time Entry Date, Time Entry Hours, Time Entry Billable Minutes, Time Entry Billable, Time Entry Note, Time Entry Person ID.
Invoices: Invoice Number, Invoice Status, Invoiced On, Invoice Amount, Invoice Company ID.
Companies, people and services: Company Name, Company Domain, Person First Name, Person Last Name, Person Email, Service Name.

What can I ask Claude about my Productive.io data?

These prompts name the fields to use, so the answer comes back on your own records:

Which budgets have a Budget Utilization above 90%? Show Budget Name, Budgeted Hours and Actual Hours.

Compare Billable Hours with Actual Hours for each Budget Name and list the budgets with the lowest billable share.

List open tasks whose Task Last Activity At is more than 14 days ago, with Task Title and Task Project ID.

Sum Time Entry Hours and Time Entry Billable Minutes by week for the last 8 weeks.

Can Claude change my Productive.io data?

No. The Productive.io connector is read-only. Claude can read your Productive.io records through Windsor.ai and cannot create, edit or delete anything in Productive.io.

Does the Productive.io connector include personal details?

Yes. People records carry first and last names and email addresses, for example Person Email, and time entries carry the free-text Time Entry Note. Pick only the fields you need when you set up a report or ask a question.

Can I combine Productive.io data with other sources in Claude?

Yes. Windsor.ai supports 350+ data sources, so you can connect Productive.io alongside tools such as Google Ads, GA4 or Shopify and ask about them together. For example, put HubSpot Deal Amount for won deals by Deal Close Date next to the Budgeted Revenue of your Productive.io budgets for the same clients.

Do I need to code to connect Productive.io to Claude?

No. Connect Productive.io in Windsor.ai, add Windsor to Claude, and sign in. After that you ask in plain language.

How much does it cost to integrate Productive.io with Claude using Windsor.ai?

The free forever plan covers 1 data source, so connecting Productive.io on its own costs nothing and needs no credit card. Combining Productive.io with other sources needs a paid plan: $19/month for 3 sources or $99/month for 7. Claude is billed separately by Anthropic. See the pricing page.

Do you have helpful links to get started with Productive.io and Claude?

Yes. These are the resources to start with for the Productive.io to Claude integration:

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