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Know what AI costs. See what you get back.

Understand spending, share budgets and connect AI use to the work it supports.

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Start with the work All use cases

Understand AI spending and value

See where the budget goes and what the business gets back.

Share one AI budget across your tools

Fund people, teams and projects across connected services.

Give your team more capacity

Reduce the preparation, checking and follow-up around recurring work.

Connect AI use to delivered work

Follow AI activity into projects, code and business results.
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Initiatives

An initiative groups projects. Their effort, forecast, AI spend and variance roll up to it. Objectives and key results sit above initiatives; CapEx claims can be anchored on one. See Projects for how they fit together.

There’s no REST endpoint for initiatives. Use the MCP server tools below, and webhooks to follow changes.

Access

Tools act as the signed-in person, with their Flowstate permissions:

ActionPermission
Create, update, delete initiativesCreate / Update / Delete Initiatives (roadmap_initiatives_create, _update, _delete)
Money in any resultView Financial Summary (financials_view_summary) or View Detailed Financials (financials_view_detailed). Without either, amounts are left out; FTE and counts still return.

Writes change live data, not a scenario.

Read

ToolArgumentsReturns
search_initiativesquery, status, financeMode, lensId, limit (default 10)Matching initiatives: id, name, finance mode, portfolio lens, status, project count, budgeted cost
get_initiative_detailsinitiativeId (required), startDate, endDateFinance fields, child projects, whether it’s capitalisable, and roll-ups for the window: effort actuals, forecast, variance, planned commitment
list_portfoliostartDate, endDate, limit (default 25)The objective → initiative → project tree with a variance figure per initiative
list_objectivesstatus, limit (default 25)Objectives with key-result progress and linked initiative counts
list_capex_claimsstatus, jurisdictionCode, initiativeId, limit (default 20)CapEx claims with initiative, project count and status

Windows default to the last three months. Dates are ISO 8601.

Write

ToolRequiredOptionalDoes
add_initiativenamedescription, financeMode, objectiveId, lensIdCreates an initiative
update_initiativeinitiativeIdfinanceMode, lensId, objectiveId, completionCostCentreId, budgetedCost, budgetCurrency, marginPct, committedFte, aiBudgetAmount, aiBudgetCurrencyChanges only the fields sent
delete_initiativeinitiativeIdDeletes an initiative
adopt_project_to_initiativeinitiativeId, projectIdMakes the initiative the project’s parent
detach_project_from_initiativeinitiativeId, projectIdRemoves the project from the initiative and restores its own cost centre
create_capex_claimperiodStart, periodEnd, claimPeriodKey, and initiativeId or projectIdsjurisdictionCode (defaults to the organisation’s)With initiativeId, claims the initiative’s projects; with projectIds, claims those projects
add_objective, update_objective, delete_objectiveManage objectives
add_key_result, update_key_result, delete_key_resultManage key results

See the tool catalogue for every argument.

Rules

  • financeMode is INTERNAL_COST (default) or CLIENT_BILLING. It controls billing only: CLIENT_BILLING uses budgetedCost, budgetCurrency and marginPct.
  • Whether an initiative can be capitalised or claimed follows its projects’ cost centres, never its finance mode.
  • A project has at most one initiative. An initiative has no cost centre of its own.
  • A project can be in one claim per claimPeriodKey, e.g. FY2026.

Error codes

Write tools return these codes in the tool error:

CodeToolMeaning
PROJECT_ALREADY_ADOPTEDadopt_project_to_initiativeThe project already belongs to another initiative. Detach it first.
PROJECT_NOT_ADOPTED_HEREdetach_project_from_initiativeThe project isn’t in this initiative.
CROSS_ORG_ADOPTIONadopt_project_to_initiativeThe project and initiative are in different organisations.
PROJECT_ALREADY_CLAIMEDcreate_capex_claimA project is already in a claim for the same claimPeriodKey that hasn’t been rejected.

Webhooks

Changes to initiatives send initiative events. See Webhooks.