MCP Server

Overview

The SmartTask MCP Server lets you connect any MCP-compatible AI assistant including Claude, ChatGPT, Cursor, Windsurf, and Microsoft Copilot, etc directly to your SmartTask workspace. Once connected, you can search tasks, create and update work, pull reports, and manage projects entirely through natural language, without switching between tools.

How It Works

The AI connects to the SmartTask MCP Server via a secure URL. SmartTask reads or updates your data and returns the result to the AI

Authentication uses OAuth 2.0, so access is always scoped to your account and can be revoked at any time without affecting other users.

Before You Begin

You need:

• A SmartTask account with Admin or Owner permissions (to create OAuth2 clients).
• Access to the AI tool you want to connect.

Step 1: Create an OAuth2 Client in SmartTask

Every AI tool needs its own OAuth2 client so SmartTask can identify which app is requesting access and let you revoke it independently.

1. In SmartTask, go to Settings → Developer → OAuth2 Clients.
2. Click New Client and give it a descriptive name (e.g. Claude, Cursor).
3. Set the Redirect URI to the callback URL provided by your AI tool (see Step 2 below for tool-specific values).
4. Click Save.
5. Copy the generated Client ID and Client Secret — you will need them in Step 2.

ℹ️ You can update the Redirect URI later if needed. The Client Secret is shown only once, so store it somewhere safe before navigating away.

Step 2: Connect Your AI Tool

Point your AI tool at the MCP Server URL below, then complete the OAuth2 flow using the credentials from Step 1. Follow the guide for your specific tool.

MCP Server URL: https://mcp.smarttask.io/mcp

Claude (claude.ai)

Redirect URI to use in Step 1: https://claude.ai/api/mcp/auth_callback

1. In Claude, open Customize → Connectors and click New connector.
2. Name the connector SmartTask and enter the Remote MCP URL: https://mcp.smarttask.io/mcp
3. Enter your Client ID and Client Secret from SmartTask.
4. Click Authorize. A SmartTask login screen appears — sign in and grant access.
5. SmartTask tools are now available in every Claude conversation.

✅ For a detailed walkthrough, see the dedicated Claude setup guide inside SmartTask (Apps & Integrations → Claude).

ChatGPT

ChatGPT has a dedicated setup guide inside SmartTask with the latest step-by-step instructions, as OpenAI's connector UI is updated frequently.

Go to Apps & Integrations → ChatGPT in SmartTask to view it.

Cursor

Redirect URI: Cursor displays this during the OAuth2 flow when you add the server.

1. Open Cursor Settings and go to the MCP tab.
2. Click Add new global MCP server.
3. In the MCP configuration file that opens, add a new server entry named SmartTask with the URL https://mcp.smarttask.io/mcp
4. Save the file. Cursor will start the OAuth2 flow automatically.
5. Enter your Client ID and Client Secret and authorise the connection.

Windsurf

Redirect URI: Provided by Windsurf during the OAuth2 flow.

1. Open Windsurf Settings and navigate to MCP Servers.
2. Click Add Server.
3. Set the Server URL to https://mcp.smarttask.io/mcp
4. Choose OAuth2 as the authentication method.
5. Enter your Client ID and Client Secret and complete the authorisation.

Microsoft Copilot

Desktop / Web (copilot.microsoft.com)

1. Open Microsoft Copilot and go to Settings → Plugins.
2. Click Add a plugin and select MCP Server.
3. Enter https://mcp.smarttask.io/mcp and complete the OAuth2 flow using your Client ID and Client Secret.

VS Code (GitHub Copilot)

1. Press Ctrl+Shift+P (Windows / Linux) or Cmd+Shift+P (macOS) and run MCP: Add Server.
2. Select HTTP (SSE) and enter the MCP URL: https://mcp.smarttask.io/mcp
3. VS Code will prompt you to authenticate via OAuth2 using your SmartTask Client ID and Client Secret.

Any other MCP-compatible tool

SmartTask supports any tool that implements the Model Context Protocol. Use these connection details:

• Transport: Streamable HTTP (SSE fallback supported)
• MCP URL: https://mcp.smarttask.io/mcp
• Auth method: OAuth 2.0 Authorization Code flow
• OAuth discovery endpoint: https://mcp.smarttask.io/mcp/.well-known/oauth-authorization-server

Create an OAuth2 client in Settings → Developer → OAuth2 Clients and supply the Client ID and Client Secret to your tool.

What You Can Do

Once connected, your AI can perform the following actions in SmartTask on your behalf.

🔍 Read & Search

• Task search — Find tasks by name across your organisation.
• Task retrieval — Fetch a specific task by ID with all its details.
• Filtered task list — Get tasks filtered by project, assignee, due date, status, and more.
• Project search — Find projects by name.
• Group search — Find teams or groups by name.
• User search — Look up team members by name.
• Activity log — Retrieve the full history of comments, status changes, and updates for any task.
• Report summary — Get a count and summary of tasks, optionally grouped by user or project.
• Organisation list — List all organisations you belong to and switch the active one.

✏️ Create & Update

• Create task — Create a new task with title, assignee, due date, project, and more.
• Update assignee — Reassign a task to a different team member.
• Update due date — Change a task's start date and due date.
• Update status — Mark a task complete or incomplete.
• Add to projects — Associate a task with one or more additional projects.
• Add comment — Post a comment on any task.

Example Prompts

Summaries & reports

• "Give me a summary of work that happened last month, grouped by project."
• "How many tasks did each team member complete this week?"
• "Show me all overdue tasks assigned to me."

Finding tasks

• "Find the ACMT task in the Paid Companies project."
• "Search for tasks related to the onboarding flow."
• "List all incomplete tasks due this week."

Activity & history

• "What has happened in the Website Redesign task so far?"
• "Show me all comments on the Q3 Planning task."

Creating & updating tasks

• "Create a task called 'Review proposal' assigned to Alex, due next Friday."
• "Mark the ACMT task as complete."
• "Change the due date of the Design Review task to 15 June."
• "Reassign the API Integration task to Sarah."
• "Add a comment to the Bug Fix task: 'Reproduced on Chrome 124 — investigating.'"

Revoking Access

To disconnect an AI tool from SmartTask at any time:

1. Go to Settings → Developer → OAuth2 Clients.
2. Find the client for the tool you want to disconnect.
3. Click Delete (or revoke the active token if your AI tool provides that option).

The AI tool will immediately lose access to your SmartTask data.

Permissions

Only users with Admin or Owner permissions can create, edit, or delete OAuth2 clients. Contact your SmartTask workspace admin if the OAuth2 Clients option is not visible in Settings.