> For the complete documentation index, see [llms.txt](https://guide.smarttask.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.smarttask.io/advanced/mcp-server.md).

# 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

***

## 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”

***

## 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”

***

### 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”

***

### 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”

***

### Get Task Details

Retrieve full information for a specific task.

#### Example Prompts

* “Open the Website QA task”
* “Show details of the deployment task”

***

### Update Task Status

Mark tasks as complete or incomplete.

#### Example Prompts

* “Mark homepage redesign as completed”
* “Reopen the API testing task”

***

### Update Task Assignee

Assign or reassign tasks to users.

#### Example Prompts

* “Assign the bug fix task to Neha”
* “Move onboarding task to Rahul”

***

### Update Due Dates

Modify task due dates.

#### Example Prompts

* “Move the deadline to next Monday”
* “Extend the due date by 3 days”

***

### 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”

***

## 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”

***

## 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?”

***

## Group Search

Users can search for groups or teams within the organization.

### Example Prompts

* “Find Engineering group”
* “Search Marketing team”
* “Show QA groups”

***

## 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”

***

### 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?”

***

## 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”

***

## 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

***

### Team Coordination

Users can ask:

> “Assign onboarding tasks to HR team members”

The MCP server can:

* Search users/groups
* Update assignees
* Add collaboration comments

***

### 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

***

## 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.

***

## 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

***

## 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.
