MCP Server

Overview

The SmartTask MCP Server allows AI assistants and MCP-compatible clients to securely interact with SmartTask workspaces using natural language.

The current MCP server capabilities focus on:

• Organization management

• Task management

• Project search

• User and group lookup

• Task collaboration

• Reporting and summaries

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Organization Management

Users can manage and switch between organizations connected to their SmartTask account.

Available Capabilities

Get Active Organization

Retrieve the currently active organization for the MCP session.

List Organizations

View all organizations the user belongs to.

Switch Active Organization

Change the active organization context for future actions.

Example Prompts

• “What organization am I currently using?”

• “Show all my organizations”

• “Switch to Acme Inc workspace”

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Task Management

The MCP server provides comprehensive task management capabilities.

Create Tasks

Users can create new tasks using natural language.

Supported Inputs

• Task name

• Description

• Assignee

• Project

• Start date

• Due date

• Date range

Example Prompts

• “Create a task called Homepage Redesign due next Friday”

• “Create a bug fix task and assign it to Rahul”

• “Create onboarding task for next week”

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Retrieve Tasks

Users can fetch tasks using filters and search queries.

Supported Filters

• Assignee

• Creator

• Group

• Project

• Status

• Overdue tasks

• Start date

• Due date

• Completion date

• Creation date

• Modification date

Example Prompts

• “Show my overdue tasks”

• “List completed tasks from this month”

• “Get tasks due next week”

• “Show pending tasks in Mobile App project”

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Search Tasks

Users can search tasks by task name.

Example Prompts

• “Find task related to API integration”

• “Search for onboarding tasks”

• “Find homepage redesign task”

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Get Task Details

Retrieve full information for a specific task.

Example Prompts

• “Open the Website QA task”

• “Show details of the deployment task”

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Update Task Status

Mark tasks as complete or incomplete.

Example Prompts

• “Mark homepage redesign as completed”

• “Reopen the API testing task”

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Update Task Assignee

Assign or reassign tasks to users.

Example Prompts

• “Assign the bug fix task to Neha”

• “Move onboarding task to Rahul”

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Update Due Dates

Modify task due dates.

Example Prompts

• “Move the deadline to next Monday”

• “Extend the due date by 3 days”

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Add Tasks to Projects

Attach existing tasks to one or more projects.

Example Prompts

• “Add onboarding task to HR project”

• “Attach deployment task to Release Management”

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Project Search

Users can search for projects within the active organization.

Example Prompts

• “Find projects related to mobile app”

• “Search for website redesign project”

• “Show projects containing CRM”

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User Search

Users can search organization members by name or email.

Example Prompts

• “Find Rahul Shah”

• “Search user by email”

• “Who is working in design team?”

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Group Search

Users can search for groups or teams within the organization.

Example Prompts

• “Find Engineering group”

• “Search Marketing team”

• “Show QA groups”

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Comments & Collaboration

The MCP server supports task and contact collaboration features.

Add Comments

Users can add comments to tasks or contacts.

Example Prompts

• “Add a comment saying QA completed”

• “Comment that deployment is blocked”

• “Notify team about API changes”

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Retrieve Activity History

Users can retrieve recent activities for tasks or contacts.

Example Prompts

• “Show recent updates on deployment task”

• “Get activity history for onboarding task”

• “Who updated this task recently?”

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Reporting & Summaries

The MCP server can generate summaries and reports for tasks.

Supported Reporting Features

• Task summaries

• Project-based grouping

• User-based grouping

• Overdue task reporting

• Status summaries

• Date-range summaries

Example Prompts

• “Summarize all pending tasks”

• “Show overdue tasks grouped by user”

• “Get project-wise task summary”

• “Summarize completed work from this month”

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Supported Workflow Examples

Daily Task Review

Users can ask:

“Show my overdue and pending tasks”

The MCP server can:

• Retrieve incomplete tasks

• Filter overdue work

• Group tasks by project or priority

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Team Coordination

Users can ask:

“Assign onboarding tasks to HR team members”

The MCP server can:

• Search users/groups

• Update assignees

• Add collaboration comments

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Project Tracking

Users can ask:

“Summarize tasks in Website Redesign project”

The MCP server can:

• Fetch project tasks

• Group by status or assignee

• Generate progress summaries

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Security & Access Control

The SmartTask MCP server respects SmartTask workspace permissions.

Users can only:

• Access organizations they belong to

• View authorized tasks/projects

• Modify records they have permission to edit

All actions operate within the active organization context.

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Supported MCP Operations

Organization Operations

• organization_get_active

• organization_get_list

• organization_set_active

Task Operations

• task_create

• task_get_list

• task_get_one

• task_search

• task_update_status

• task_update_assignee

• task_update_date_info

• task_add_to_projects

Collaboration Operations

• record_add_comment

• record_get_activities

Search Operations

• project_search

• user_search

• group_search

Reporting Operations

• report_summary

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Conclusion

The SmartTask MCP Server enables users to manage tasks, collaborate with teams, search workspace data, and generate summaries through natural language interactions inside MCP-compatible AI assistants.