Productivity & Project Management · ITM Platform + Claude
ITM Platform MCP with Claude: Plan, Track and Analyse Portfolio Work in Plain Language
The short answer
Claude works with ITM Platform through the Model Context Protocol, an open standard that acts as a secure adapter between the two. Once connected with an API key, Claude can read project, task, risk and portfolio information and carry out approved actions, so managers can ask questions and get answers from one connected source of truth.
What is ITM Platform?
ITM Platform is a project and portfolio management platform. It brings together tasks, services, financials, risks, resources and DataMart analytics in one place. Project managers, portfolio office teams, finance leads and executives use it to plan work, track progress and understand how a set of projects performs as a whole. Because the information sits in one connected system, teams can see the same numbers and status updates without chasing spreadsheets.
How Claude connects to ITM Platform through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude use other software securely. Think of it as a universal adapter: it sits between Claude and the tool, passing requests and answers back and forth with permissions the organisation controls. ITM Platform offers an MCP server, and it can also be reached through its direct API, so the connection follows the tool's own supported route.
Once connected, Claude can typically read project records, review task lists, look at risk registers and pull portfolio figures from DataMart analytics. A manager might ask for a summary of overdue tasks across three programmes, and Claude can gather that information and present it in clear language. Where the organisation allows it, Claude can also help draft updates or prepare changes for review.
Access is set up with least-privilege permissions, so Claude only sees the projects and data the connection is allowed to reach. Consequential actions, such as changing budgets or closing risks, can be designed to require a named person's approval before they take effect. Every interaction can be logged, so the organisation keeps a clear audit trail and stays in charge of what happens to its portfolio data.
What you can automate
Weekly portfolio status summaries
Portfolio office teams often spend hours compiling status reports from many projects. With Claude connected to ITM Platform, a team member can ask for a summary of progress, milestones and open issues across selected portfolios. Claude pulls the relevant records and produces a draft report in plain English, which the portfolio lead reviews before sharing with senior stakeholders. The result is typically a faster reporting cycle and fewer manual copy-and-paste steps.
Risk register reviews
Risk owners need to know which risks are growing and which need attention. Claude can review the risk register in ITM Platform and flag items with rising severity, missed review dates or no recorded mitigation. A project manager can ask, in everyday words, which risks in their programme need action this week. The list then goes to the relevant owners, who decide on the next steps.
Task follow-up for project teams
Delivery leads frequently chase colleagues about overdue or blocked tasks. Claude can review task records and identify items that have stalled, grouped by owner or workstream. It can then help draft friendly, specific follow-up messages for the team lead to send. This keeps work moving without adding to the daily admin load of already busy managers.
Resource and capacity questions
Resource managers need quick answers about who is available and where bottlenecks are forming. Claude can read resource and allocation data and answer questions such as which team members are over-committed next month. Leaders gain a clear view of capacity without building a new report each time, and decisions about reallocating people stay with the resource manager.
Financial and budget check-ins
Finance partners and project sponsors want to know whether spending matches plan. Claude can review financial records alongside project progress and point out areas where costs are running ahead of schedule. It can present the comparison in a short narrative for a steering committee. Budget changes remain subject to human approval under the organisation's own controls.
An end-to-end workflow: Monthly steering committee pack
TriggerThe portfolio office starts the monthly steering committee preparation on the first working day of each month.
Claude pulls task completion, milestone and risk data from ITM Platform for each programme in scope.
Claude reviews DataMart figures for budget variance and flags projects outside agreed tolerance.
Claude checks the team's planning documents in Microsoft 365 for decisions recorded in meeting notes.
Claude drafts a one-page summary per programme, with clearly marked items that need a human decision.
The portfolio lead reviews, edits and approves the draft before it is shared with the committee.
OutcomeTypically, the committee pack is ready in a fraction of the time it took before, with consistent figures drawn from one source and a clear record of who approved each message.
How we set it up
Free automation audit
We begin with a no-cost review of how your portfolio office, project teams and finance partners currently work. We identify the workflows in ITM Platform that would benefit most from Claude, such as reporting, risk reviews or task follow-up.
Secure connection with an API key
We connect Claude to ITM Platform using an API key, the sign-in method the tool supports. The key is issued and stored under your control, and we configure it so Claude only reaches the projects and data your team has approved.
Workflow design with approvals
We design the end-to-end workflow across ITM Platform and your other systems, including Microsoft 365, CRM, ERP or ticketing where relevant. Consequential actions are set up to need named approvers, and access is limited to what each role needs.
Testing against real cases
We test the workflow using past reports, risk registers and task lists from your own portfolio. We compare Claude's outputs with figures your team already trusts and refine the instructions until results are reliable.
Launch, monitoring and training
We launch with monitoring and audit logs turned on, then train your project managers, portfolio office and leaders in how to ask questions and review outputs. Support continues after launch so the workflow keeps improving.
Who benefits
- Portfolio office lead
- Produces consistent status packs from one connected source without manual compilation.
- Project manager
- Gets quick answers on tasks and risks and spends less time on administrative updates.
- Finance partner
- Reviews budget against progress in plain language and spots variances earlier.
- Executive sponsor
- Asks direct questions about portfolio health and receives clear, sourced answers.
Security and control
- Least-privilege API key access, limited to the projects and data each use case needs.
- Named human approval for any change to budgets, schedules or risk status.
- Audit logs of every Claude interaction with ITM Platform data, kept for your review.
- Regular checks of outputs against source records before reports are shared.
- A clear policy on which data Claude may process, agreed with your data owners before launch.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can connect ITM Platform to Claude with access controls aligned to their internal governance and sector rules. In India, the workflow is designed to meet the Digital Personal Data Protection Act, 2023, including consent and purpose limitation for any personal data held in project records. Organisations in the UAE and Saudi Arabia are configured to meet local data protection laws. We choose the hosting region for Claude, whether India, the United States, the United Kingdom or the European Union, to match your legal and contractual requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the ITM Platform MCP server do?
The ITM Platform MCP server acts as a secure link between Claude and your ITM Platform account. It lets Claude read project, task, risk, resource and portfolio information, and carry out actions your team has approved. The server follows the tool's supported connection route, and access is controlled by the permissions you set.
Is it secure to connect ITM Platform to Claude?
Security depends on how the connection is set up. We use an API key, scoped to least-privilege access, and we keep audit logs of activity. Consequential actions can require named human approval. We also agree data handling rules with your data owners before anything goes live, so you remain in control of what is shared.
What can Claude do with ITM Platform once connected?
Typically, Claude can answer questions about projects, review task lists, analyse risk registers and summarise portfolio figures from DataMart analytics. It can draft reports and follow-up messages. Where your policy allows, it can prepare updates for review. What it can change is decided during design and limited by your approval rules.
How long does setup take?
Timelines vary with the size of your portfolio and the number of connected systems. A focused, single-workflow setup is often completed within a few weeks, including audit, testing and training. Larger, multi-portfolio rollouts take longer. We confirm a realistic timeline during the free automation audit.
Which plan or permissions are needed?
In general, you need an ITM Platform account that supports API access, and an API key issued to a user with permissions suited to the workflow. Requirements depend on your subscription and internal policies, so we check your current setup during the audit and recommend the minimum permissions needed.