BIRDVIEW AI & MCP

A smarter project management tool powered by AI

Plan, staff, forecast, and ask questions with AI that works with the project, resource, and financial data already in Birdview, in the app or from ChatGPT and Claude.

✓ Built-in BI reporting ✓ SOC 2 Type II ✓ Most teams go live in 4–6 weeks

Birdview AI project management tools for project plans, forecasts, and resource recommendations

Built-in AI for every stage of the project

Plan, staff, forecast, and communicate with AI that works on the project and resource data already in your workspace.

Kick off projects with ready-to-go plans

Birdview’s AI project plan assistant helps you launch new projects faster by generating a complete work breakdown structure based on just the project name.

Instantly generate parent tasks and sub-tasks tailored to your project type
Get a plan aligned with your industry and project goals
Reduce manual setup and start managing right away

AI project plan assistant generating parent tasks and sub-tasks for a new project

Build the right team for every project

Birdview’s AI resource assistant matches the right people to the right work, whether you're starting a new project or filling a sudden gap.

Find the best-fit team members based on roles, skills, availability, and hourly rate
Replace placeholders with real team members
Start with soft allocations and confirm with hard when the project is approved

AI resource assistant recommending team members by role, skills, availability, and hourly rate

Forecast project completion

Birdview’s proprietary Machine Learning algorithm can forecast the most likely project completion date based on dozens of variables, including project members' past experience with similar projects.

See the most likely completion date based on your team's delivery history and current project conditions
Understand the confidence range around the forecast
Spot schedule risk earlier and take action before the planned deadline slips

AI Forecast Results showing a 75% confidence in forecasted project end date. Planned end date is March 2, 2022. The bell curve graph shows April as the most likely project completion period, with March and June being least likely

Ensure clear communication

Birdview’s AI message assistant helps you write faster, gives your messages the clarity and polish they need, and keeps communication on point.

Write faster with AI suggestions that adapt to your message’s context and tone
Summarize long threads and generate clear takeaways in seconds
Instantly correct grammar, spelling, and improve overall clarity
Adjust your writing style to fit the situation, formal, friendly, direct, or optimistic
Ask questions about your projects in plain language with the AI project chat assistant

AI message assistant suggesting, summarizing, and adjusting the tone of a project message

Manage your projects from ChatGPT or Claude

Birdview MCP connects your ChatGPT or Claude assistant directly to your Birdview workspace, so you can access your projects without leaving the conversation.

Get live project health checks and see progress, overdue work, and logged time
Update tasks in one message by shifting dates, reprioritizing, or adding a task across every project in a portfolio
Check real availability first and see who's actually free before you commit to a deadline
Stay in control since the assistant acts only with your Birdview permissions and previews larger changes before applying them

Birdview MCP connecting ChatGPT and Claude to project data for project updates and resource availability

Ready to see Birdview PSA in action?

Frequently Asked Questions

Answers to common questions about Birdview’s AI project management tools, including plan availability, setup, and data security.

Who can use Birdview’s AI project management tools?

Access to AI tools for project management depends on your Birdview plan:

AI message assistant and AI project plan assistant are available on Birdview PM Team, PM Enterprise, PSA Team, and PSA Enterprise plans.
AI project completion forecast is available on Birdview PM Enterprise and PSA Enterprise plans.
AI resource assistant is exclusive to the Birdview PSA Enterprise plan.
AI project chat assistant is available on Birdview PSA Team and PSA Enterprise plans.
Birdview MCP for ChatGPT and Claude is available on Birdview PSA Team and PSA Enterprise plans.

To see the full breakdown of features by plan, check out our pricing page. If you're on a free Birdview trial, you may already have access.

Do Birdview AI tools for project management work out of the box, or do I need to set them up?

Birdview AI works with the data already in your workspace. There's no complex setup required for Birdview's built-in AI features. To use Birdview MCP, connect it once in ChatGPT or Claude by following the setup guide.

Can I trust Birdview’s AI project management tools with sensitive project data?

Yes. Birdview is built with enterprise-grade security. Your data is handled with care and never used to train external AI systems. Birdview MCP acts only with the permissions of the connected Birdview user and previews larger changes before applying them.

Do Birdview AI features use AI credits?

Yes. Birdview Team and Enterprise plans include 1,000 AI credits per month, while Lite includes 400. AI usage varies by action: improving a message averages 0.2 credits, generating a project plan 0.5 credits, and a general AI Assistant question about 6 credits. Additional credits cost $5 per 1,000. Birdview MCP doesn't use Birdview AI credits.