Connect Claude Code, Claude Desktop, Cursor, ChatGPT, or any other MCP-compatible AI to your Taskip workspace through a secure MCP server with controlled access to business data.
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MCP (AI Assistants)
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What is MCP?
Without MCP
Copy-paste client data into your AI assistant by hand
With MCP
Your AI assistant reads and updates Taskip directly
No apps connected yet
Model Context Protocol (MCP) is an open standard for connecting AI assistants to real applications. Taskip runs a native MCP server that works alongside Taspi, giving any MCP-compatible AI tool you already use, not just the one built into Taskip, full read and write access to your workspace with no custom integration code, unlike client-portal tools that have no first-party MCP server at all.
What is Taskip MCP Server?
Taskip has a native Model Context Protocol (MCP) server, so AI assistants like Claude Code, Claude Desktop, Cursor, and ChatGPT connect directly to your workspace through a standardized, secure connection. Your AI tools can look up clients, create tasks, draft invoices, and manage projects in Taskip on your behalf.
Read the Model Context Protocol specification| Without Taskip | With Taskip MCP Server | |
|---|---|---|
| AI access | Copy-pasting data between Taskip and your AI assistant | AI assistants read your workspace directly |
| Actions | Manually creating tasks and invoices after an AI conversation | AI assistants create and update records for you |
| Integration effort | Custom integration code to build and maintain | Open MCP standard, no code required |
Connect any MCP-compatible AI assistant and it can query your workspace in plain language: contacts, leads, sales pipeline deals, projects and tasks, invoices and quotations, support tickets, inbox and WhatsApp threads, even time tracking and the billable ledger, no copy-pasting data back and forth.
“Taskip has transformed how we manage projects. Its intuitive tools streamline workflows, save hours weekly, and make client handovers seamless.”
Nurul Amin, Founder, Bitcommerz
Worked for 5s
Received app response
Here are your latest leads:
| # | Client | |
|---|---|---|
| 1 | Sarah Connor | sarah@brightwave.co |
| 2 | Marcus Bennett | marcus@rivera.co |
| 3 | Daniel Cole | daniel@apexstudio.io |
| 4 | Priya Kapoor | priya@codermoon.dev |
Your workspace has 34 leads in total.
ChatGPT can make mistakes. Check important info.
Beyond reading data, MCP-connected assistants can create and update records directly: drafting an invoice, creating a task, moving a deal to the next pipeline stage, or logging billable time. Each action lands in your workspace exactly as if you'd done it yourself.
Loaded tools, used Taskip integration
The invoice is drafted and ready for review:
It's saved in Taskip, review it and send whenever you're ready.
Progress
Context
Connectors
MCP is an open protocol, not a Taskip-specific hack, so the exact same connection works with any assistant that supports the standard. Each AI client gets its own unique connection token, scoped to your workspace, that you can revoke independently at any time.
Loaded tools, used Taskip integration
Yes, the Taskip connection is working and you're authenticated:
The current token is valid, no refresh needed.
Progress
Context
Connectors
If your team already works inside Claude, ChatGPT, Cursor, or another AI assistant, MCP means Taskip becomes part of that workflow instead of a separate app to switch to. Set the connection up once and it's available across your whole team.
Works with the AI tools your team already uses
Ready to bring MCP Server into your workflow?
No credit card required · Free migration help
190+
tools AI assistants can call across your workspace
1
connection, works with any MCP-compatible AI
0
manual data exports needed
Secure
permissioned access to your workspace
Read verified Taskip reviews on G2
“The interface is clean and intuitive, task management feels smooth and straightforward, and the collaboration features work flawlessly. Everything feels well thought out, dependable, and genuinely reliable.”
Aminul I.
CEO · Small Business
“Unlike many apps that "ship and forget," this team possesses a relentless improvement mindset. It is easily one of the most reactive teams I've encountered. Responses are fast, and they turn user suggestions into reality.”
Karlo R.
WordPress Developer & Marketing Consultant
“The team is very personable and genuinely want you to have the best experience with the system. I look forward to streamlining all my client data, contracts, invoicing and reminders for business.”
Ramie C.
Owner, Kinetic Timing
Yes. Taskip’s MCP server is live today. Generate a connection from Settings → Integrations → AI (MCP) in your workspace and connect any MCP-compatible AI assistant.
Taskip runs an MCP (Model Context Protocol) server, so AI assistants like Claude connect directly to your workspace, looking up clients, creating tasks, drafting invoices, and managing projects on your behalf.
MCP is an open standard for connecting AI assistants to real applications through a secure, standardized connection, instead of a custom integration per tool.
Claude Code, Claude Desktop, Cursor, and ChatGPT (via a lightweight bridge) all connect today, along with any other MCP-compatible AI assistant. See the setup guide at docs.taskip.net for step-by-step instructions per client.
Yes. Each AI client gets its own unique connection token, scoped to your workspace, you can revoke any connection at any time from Settings, and it immediately disconnects that client.
No custom integration code is required. Generate a connection in Settings, paste the config into your AI client, and follow the standard MCP setup for that tool.
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