AI Assistant: MCP Connector

Connect Taskyy to ChatGPT and MCP-compatible agents using secure scoped tools.

AI Assistant - MCP Connector

The Taskyy MCP Connector lets you connect Taskyy to ChatGPT and other MCP-compatible agents so your team can use AI to perform real CRM actions with contractor software guardrails.

What This Feature Does

  • Exposes Taskyy tools through MCP endpoints.
  • Lets users bring their own ChatGPT subscription and connect with an Agent API key.
  • Supports read and write operations with account-level policy controls.
  • Logs every MCP tool execution for audit and troubleshooting.

Why It Matters

  • Turns Taskyy into agent-ready contractor management software without forcing users onto one AI model.
  • Gives field teams faster workflows for invoices, tasks, schedules, and client follow-ups.
  • Keeps security and permissions tied to Taskyy account scopes.

Prerequisites

  • Taskyy addon: AI Assistant Bundle.
  • Developer mode enabled in Profile settings.
  • At least one Agent API key created in Developer page.
  • Required scopes depending on tool usage:
    • agent:receptionist
    • agent:project_manager
    • agent:invoice_manager

Setup Checklist

  1. Open AI Assistant -> MCP.
  2. Enable MCP gateway.
  3. Save write policy settings:
    • Allow write tools: optional (recommended off for first setup)
    • Require confirmation for writes: recommended on
  4. Open Developer page and create an Agent API key with required scopes.
  5. In ChatGPT or another MCP client, configure:
    • Manifest URL from MCP page
    • Auth: Bearer token = your Agent API key
  6. Call /tools and verify tool discovery.
  7. Run a read tool first, then test a write tool with confirm=true.

Connection Modes

Mode 2 (Shipped Now): Manual MCP

  • Uses Manifest URL + Bearer auth token (your Agent API key).
  • Works today and is the recommended launch mode.

Mode 1 (Coming Soon): ChatGPT OAuth Connect

  • One-click connect from Taskyy MCP page.
  • Will be enabled when partner OAuth credentials are configured.

OAuth Endpoints (Taskyy)

  • GET /api/ai-assistant/mcp/oauth/status
  • POST /api/ai-assistant/mcp/oauth/connect/start
  • POST /api/ai-assistant/mcp/oauth/revoke
  • GET /api/public/ai-assistant/mcp/chatgpt/callback

MCP Endpoints

  • GET /api/mcp/manifest
  • GET /api/mcp/tools
  • POST /api/mcp/execute
  • POST /api/mcp/tools/:toolName/execute

Authentication for MCP Calls

  • Preferred: Authorization: Bearer <your_agent_api_key>
  • Compatibility fallback (non-ChatGPT clients): X-Taskyy-Api-Key: <your_agent_api_key>

Current V1 Tool Set

  • client.search
  • lead.create
  • task.create
  • calendar.create_event
  • invoice.list
  • invoice.create_draft

Write Safety Model

  • MCP can be enabled or disabled per account.
  • Write tools can be globally disabled per account.
  • Write calls can require confirm=true.
  • Scope checks are enforced on every tool execution.
  • Rate limits apply to execution endpoints.

Activity Logs

The MCP page displays recent tool activity, including:

  • Tool name
  • Success/failure state
  • Status code
  • Duration
  • Timestamp

Use these logs to troubleshoot invalid arguments, missing scopes, and blocked write policies.

Common Issues

Missing scope error

Update the Agent API key scopes in Developer page and retry.

MCP disabled error

Enable MCP in AI Assistant -> MCP and save settings.

Write tools blocked

Turn on Allow write tools in MCP settings and keep confirm=true in write requests.

Confirmation required

Include confirm=true in the request args for write tools when confirmation is enabled.

ChatGPT OAuth not configured

ChatGPT OAuth is coming soon in this deployment. Use Manual MCP mode with Agent API key now.

Recommended Launch Policy

  • Start with read tools only.
  • Enable invoice draft creation first.
  • Roll out task and calendar writes after one week of clean logs.
  • Keep confirmation required for all writes in production.

Related Docs

  • AI Assistant Email Module: /docs/plugin-ai-assistant-email
  • AI Assistant SMS Module: /docs/plugin-ai-assistant-sms
  • AI Assistant Voice Module: /docs/plugin-ai-assistant-voice

Last updated: 2026-10-03