Once connected, an AI assistant can read from and act on Precursive on your behalf through a fixed set of tools. This article describes what those tools let the assistant do, grouped by the kind of work you do, and what the assistant will not do.

Find and Understand Your Work

Object	Action	Sample prompt
Projects	Search for Projects by name, account, status or dates, and see the full detail of one: its Phases, who is on each Phase, Milestones and Budgets.	Which Projects are in delivery for this account, and who is on them?
Resources	Find people by name, Role, Team, Region or skill, and see their rates, promotions and skills where you have access.	Who in the Consultant role has availability in October?
Tasks	List Tasks for a Project, Phase or person, with Contributors, checklists, dependencies and sub-tasks.	Show me my open tasks. What is blocking the data migration task?
Bookings and utilization	See who is booked where, and get utilization and availability by week for a person, a Team or a date range.	What is my Team's utilization for the next eight weeks?
Timesheets	Read a Timesheet and its entries.	What did I log last week?

Plan and Staff Projects

Action	Explanation
Add people to Phases	Assign Resources as Participants, or leave a Resource Request placeholder for a Role you have not filled yet.
Create and change Bookings	On Booking-based Phases, create Bookings for existing Participants and change their dates, hours or days. Precursive sizes and validates each Booking exactly as it would in the Resource Plan, and recalculates availability.
Move work between people	Reassign Bookings from one Resource to another, and delete Bookings that are no longer needed, where Precursive allows it.
Find the best fit	On Task-based Phases, ask for the best-matched Resources for the open Tasks, using the same scoring as Magic Assign, then commit the assignments.

Manage Tasks

Action	Explanation
Import Task Templates	Import them into a Phase. Large imports run in the background, and the assistant can tell you when they have completed.
Assign Contributors	Add Contributors to Tasks with planned hours. If someone is already on the Task, their hours are added rather than duplicated.
Change the Task owner	Reassign a Task in one instruction. The previous owner is stepped down automatically.
Create and update records	Work with records that do not have a dedicated tool, such as Insights or Project Budgets, subject to the same required fields and picklist values as the Precursive screens.

Log, Submit and Approve Time

Action	Explanation
Log time	Record it against a Phase, Task or Task Category. If you have no Timesheet for that week yet, one is created for you.
Submit your Timesheet	Send it for approval when it is in Planned status.
Approve or reject Timesheets	Process the Timesheets that await your approval as their approver, one at a time or in a batch.

Keep Figures Up to Date

Action	Explanation
Refresh Project Budgets	Update the rollups so they reflect the latest Bookings and time.
Recalculate utilization	Update the figures for a date range after a round of planning changes.
Check on background jobs	Imports, recalculations and large budget refreshes return a job reference; the assistant can report progress and tell you when the figures are ready to read.

What the Assistant Will Not Do

Action	Explanation
Cover every part of Precursive	The tools focus on Projects, Resources, Bookings, Tasks and Timesheets. Areas such as Expenses, holiday and leave requests, and billing and invoicing are not available through an assistant yet - handle those in Precursive as usual.
Go beyond your permissions	Every action runs under your own account. A change you could not make in Precursive fails with a message and nothing is changed.
Invent values	If you ask for a status or category that does not exist, the assistant tells you the allowed values or asks you to choose, rather than saving free text.
Delete freely	There is no general delete. Only Bookings can be deleted, only where Precursive allows it, and Bookings driven by Tasks cannot be deleted through an assistant.
Approve someone else's queue	If you are not the approver of a Timesheet, you get a warning and the Timesheet stays as it was.
Skip the approval flow	A Rejected or Approved Timesheet cannot be moved directly back to Submitted. Recall it in Precursive first, then ask the assistant to submit it.
Write calculated fields	Precursive-owned rollups, such as Phase budget hours or Task planned hours, and org-currency twin fields are read-only to the assistant because Precursive recalculates them.
Recall a Timesheet	There is no recall tool yet, so recall in Precursive before resubmitting.

How Your Data Stays Safe

• Every request runs under your own Salesforce login. Sharing rules, object permissions and field-level security are enforced on every call. There is no shared service account and no elevated access.
• Writes are either all-or-nothing, or return one result per record, so the assistant can report exactly what succeeded and what did not.
• After creating a record, the assistant is asked to read it back and confirm what was saved, so an absence of errors is not treated as success.
• Amounts are shown in the Project's currency with the org currency alongside, so totals are not added across mixed currencies.

Related Resources

• Get Started With Precursive MCP
• Set Up the Precursive MCP Server