MCP workflows: typical sequences with several tools

An overview of open work, time and appointments.

1. get_running_timer: is a timer still running?
2. list_tasks with status in_progress: which tasks are in progress?
3. list_calendar_events: which appointments are coming up?
4. list_unscheduled_tasks: what is not yet assigned to a week?

An idea becomes an assigned, scheduled task.

1. list_projects and list_members: find the IDs of project and person.
2. create_task with projectId, assigneeId, priority and dueDate.
3. list_sprints with status active or planning: pick a suitable sprint.
4. add_task_to_sprint with sprintId and taskId.

The suggestion is AI-generated – review it before you adopt it.

1. create_sprint with name, dates, goal and capacityHours.
2. suggest_sprint_plan with the sprintId: read the suggestion.
3. add_task_to_sprint for each adopted task.
4. update_sprint with status active to start.
5. get_sprint: check planned/actual hours and capacity utilization.

From time tracking to an invoice draft. Line items from time entries need approved, billable entries in the same project.

1. create_time_entry (without endTime a timer starts) and stop_timer.
2. list_time_entries with projectId: collect the IDs of the approved entries.
3. create_invoice with items that contain timeEntryId, plus service date and issuer details.
4. update_invoice with status sent: finalizes the invoice and assigns the number.
5. For a mistake in an issued invoice: create_invoice_correction.

Follow up on overdue items without sending anything yourself.

1. get_crm_dashboard and get_crm_weekly_briefing: read numbers and AI briefing.
2. list_crm_leads with category ueberfaellig: who is waiting for us?
3. get_crm_lead: check the lead's history and context.
4. create_crm_email_draft: save a draft with reasoning and send condition.
5. A human reviews and sends the draft in the CRM; you log mails that were already sent with create_crm_activity (email_outbound).

Early warning for tight budgets.

1. list_budget_overview: traffic-light status of all projects.
2. get_project_budget for a project that stands out.
3. get_budget_forecast: when will the budget run out?
4. list_retainers: retainer consumption in the current period.

From a meeting to tasks and documentation.

1. search_kb and get_kb_item: read existing knowledge.
2. create_meeting with notes, summary and actionItems.
3. create_task for each action item.
4. create_kb_item: document the outcome, optionally with folder.

The next common appointment without back-and-forth.

1. find_team_free_slots with durationMin, days and optionally teammateUserIds (from list_members).
2. create_calendar_event with one of the slots, optionally addMeet.