Review project estimates with MCP
Bring project identity and saved financial estimates together in an external AI client. Matching records by project ID avoids relying on names that may be duplicated or changed.
Show saved project estimates by cost category, linked to project names and numbers. Keep missing estimates distinct from zero, and state which projects the result covers.
Opens an editable draft in Millbase. New here? Create your workspace first; your prompt will be waiting.
When to use it
Prepare an estimate review using your authorized Millbase MCP connection.
What you need
Access to projects with operations:read and project-estimates with financials:read.
What you’ll get
- Project names and numbers with available cost-category estimates.
- Missing values and coverage limitations called out explicitly.
How to use this prompt
- Select Try this prompt to open it in your Millbase composer. Sign up or sign in if needed.
- Saved estimates are planned costs. Do not label them as actual spending or revenue.
- Send the prompt and review the returned records, date range, and any missing information.
Use it with Millbase MCP
Connect Millbase MCP to ChatGPT, Claude, or a compatible client, then paste this version. The MCP connection reads authorized records; it does not change workspace data.
Use Millbase MCP. Discover fields with list_resources, then query_data for projects and project-estimates if authorized. Follow pagination and join by project id. Show labor, materials, delivery, installation, and other saved estimates by project. Keep null values distinct from zero and report unavailable scopes. These are estimates, not actual costs.