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Timix.AI Timix.AI

Tutorial

The MCP server & AI assistant

Two in-app AI tools plus an MCP server: enable them, connect your own AI assistant with an API key, and control exactly what sensitive data it can see.

Intermediate 7 min Requires Professional

Timix.AI ships with two built-in AI tools you can turn on in seconds, plus an MCP server that lets your own AI assistant query your data without opening the app.

Enable the in-app AI

Go to Organization → Settings and scroll to AI Features. Two toggles control the experience:

Organization Settings — AI Features (Insights Panel + Chatbot)

  • AI Insights Panel (Business) — a contextual panel that surfaces AI-generated analysis, tips, and alerts for the page you’re on (budget and margin health, project status).
  • AI Chatbot (Starter) — a Chat button with an “Ask me anything…” box; anyone can ask, in plain language, about hours logged, project status, or team utilization and get a direct answer.

Connect your own AI via the MCP server

Beyond the in-app assistant, Timix.AI exposes an MCP server so your own AI assistant — Claude, Cursor, or a custom agent — can reach your data headlessly. Point your MCP client at:

https://api.timix.ai/api/integration/v1/mcp

and authenticate it with a Timix.AI API key (the bbl_… key you create on the API Keys page — see Working with the API). Your assistant can then answer questions grounded in your real time-tracking and project data, no manual exports.

Control what the AI can see

Access over MCP is governed per key. When you create the key, the “Allow sensitive financial & contact data over MCP” option is off by default — so a connected AI sees revenue, hours, and budgets, but cost rates, profit margins, and contact details (email, phone, VAT) are redacted automatically.

Creating an API key — the per-key MCP redaction control

Turn the option on only for a key whose AI you trust with that sensitive data — so you decide exactly how much each connected tool can see.

What to try first

Enable the AI Insights Panel on a project or budget page to see health and margin alerts in context, open the Chat button and ask something like “which projects are over budget this month,” then — when you’re ready to bring your own AI — create an API key and connect it to the MCP endpoint.

FAQ

Frequently asked

What plan do the AI features need?

The AI Chatbot is available on Starter and above; the AI Insights Panel requires Business. The MCP server uses an API key, which is a Professional+ feature.

How does my own AI assistant connect to Timix.AI?

Point your MCP client at https://api.timix.ai/api/integration/v1/mcp and authenticate with a Timix.AI API key (the bbl_… key from the API Keys page). Any MCP-capable assistant — Claude, Cursor, or a custom agent — can then query your time-tracking and project data without a browser.

Can a connected AI see sensitive financial data?

By default, no. Each API key has an 'Allow sensitive financial & contact data over MCP' toggle that is OFF by default — so cost rates, profit margins, and contact details (email, phone, VAT) are redacted, while revenue, hours, and budgets stay visible. Turn it on per key only when you want that AI to see the sensitive data too.

Ready when you are

Put it into practice

Track billable hours, budgets, utilization and margin in one tool — free for 90 days, no credit card.