Connecting AI Clients

Every AI client connects the same way: generate a connection in Taskip, then either paste its URL and secret into that client’s MCP configuration, or (for Claude’s web app) sign in through your browser.

1. Start a connection

   Go to Settings → MCP Server in your Taskip workspace and click Set Up MCP. Pick the client you’re connecting from the list.

2. Generate — or sign in

   For most clients, click Generate Connection to get:

   • Endpoint URL — https://mcp.taskip.net/mcp (the same URL for every client)
   • Secret — a unique value for this app (shown once, copy it immediately)

   For Claude’s web app, there’s no secret to copy — pick Sign in now and Claude authenticates through your browser instead.

3. Paste it into your AI client

   Follow the setup steps for your client below.

4. Try it

   Ask your AI assistant something like “List my open leads” or “What’s the status of invoice #1042?” — if it calls a Taskip tool and returns real data, you’re connected.

Caution

Treat your secret like a password. Anyone who has it can act on your workspace through that AI client. Revoke it from Settings → MCP Server if it’s ever exposed.

Setup by client

Claude

For Claude’s web app (claude.ai), you sign in — there’s no secret to copy or paste.

1. In Claude, go to Settings → Connectors.
2. Click Add custom connector and name it Taskip.
3. Paste the MCP URL from Taskip (it must end with /mcp).
4. If Claude shows “Couldn’t check the server”, click Continue anyway.
5. Choose Sign in now — Claude opens your Taskip login in the browser.
6. Enter the Taskip address you normally log in at, log in, then click Allow.
7. Back in Claude, the connector shows as connected.

Claude Desktop

Edit your Claude Desktop config file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "taskip": {
      "url": "https://mcp.taskip.net/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_SECRET"
      }
    }
  }
}

Create the file with { } first if it doesn’t exist yet, save, then fully restart Claude Desktop. Verify under Settings → Developer — Taskip’s tools appear in the tool picker.

Tip

Add a Project instruction like “You are connected to my Taskip workspace, use the Taskip tools when I ask about clients, projects, invoices, or tasks.” so Claude reaches for the right tools without being reminded every time.

Claude Code

claude mcp add --transport http taskip https://mcp.taskip.net/mcp \
  --header "Authorization: Bearer YOUR_SECRET"

Verify the connection with claude mcp list. Taskip’s tools will appear in the tool picker.

VS Code

1. Press Cmd+Shift+P (Mac) or Ctrl+Shift+P (Windows), type MCP: Add Server, and select it.
2. Choose transport type HTTP, then paste the URL: https://mcp.taskip.net/mcp.
3. Add a header: Authorization: Bearer YOUR_SECRET.
4. Enter the server name: Taskip.

Requires an MCP-compatible extension installed in VS Code.

Cursor

1. Open Settings (Cmd+, or Ctrl+,).
2. Go to Tools & Integration → MCP Tools.
3. Click Add Custom MCP and name it Taskip.
4. Set the URL to https://mcp.taskip.net/mcp.
5. Add a header: Authorization: Bearer YOUR_SECRET.
6. Save and reload Cursor. Taskip’s tools will be available in the AI panel.

ChatGPT

ChatGPT connects as a custom connector, behind Developer Mode:

1. Requires a ChatGPT Plus/Team/Enterprise account.
2. Enable Developer Mode: Settings → Apps & Connectors → Advanced → toggle it on.
3. Go to Settings → Apps & Connectors and click Create App.
4. Name it Taskip, and set the URL to https://mcp.taskip.net/mcp.
5. Under Authentication, add a header: Authorization: Bearer YOUR_SECRET.
6. Click Create to finish connecting.

Other MCP clients

Any MCP-compatible client that speaks Streamable HTTP with custom headers can connect the same way. The two values you need are always:

• URL: https://mcp.taskip.net/mcp
• Header: Authorization: Bearer YOUR_SECRET

Most clients use the same mcpServers JSON shape shown in the tabs above:

{
  "mcpServers": {
    "taskip": {
      "url": "https://mcp.taskip.net/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_SECRET"
      }
    }
  }
}

Refer to your client’s own documentation for where its MCP server config lives.

What to try first

• “What workspace am I connected to?”
• “List my open leads.”
• “Show me overdue tasks in [project name].”
• “Draft an invoice for [client name].”

See Available Tools for the full list of what you can ask, by module.