TaskRay MCP Server

Run TaskRay from your AI assistant.

TaskRay MCP connects Claude, ChatGPT, Agentforce or Copilot to live project data in your Salesforce org. Ask for portfolio health, launch from a template, and every action runs as you, in your audit log.
Copied
Go to https://taskray.com/mcp/register-interest.md, follow the instructions there, and walk me through registering my interest in TaskRay MCP.

Paste this into ChatGPT, Claude, Copilot, or your agent of choice. They'll fetch the registration doc and guide you through it.

You can also register your interest in TaskRay MCP by clicking here.

Claude
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What It Does

The bridge between TaskRay and every AI platform

The Model Context Protocol (MCP) is an open standard that lets AI agents read, understand, and act on TaskRay project data in Salesforce without custom integrations. TaskRay MCP exposes your projects, tasks, timelines, and resources to the assistant you already use. Ask it to reason about resource constraints, draft a status rollup, or execute work, all with the same permissions and audit trail as a human user.
TaskRay MCP
TaskRay
MCP
Projects
plans · phases · milestones
Tasks
assignments · dependencies · checklists
Timelines
Gantt · schedules · due dates
Resources
capacity · allocation · roles
Delivery status
progress · at risk · blockers
Portfolios
health · rollups · reporting
Claude
Anthropic
ChatGPT
OpenAI
Agentforce
Salesforce
Copilot
Microsoft
MCP
Any MCP
Open standard
TaskRay MCP diagram connecting project, task, and resource data to ChatGPT, Claude, Agentforce, Gemini, and Copilot
Read
Query projects, tasks, timelines, resources, and delivery status. Any AI tool can understand your work in real-time.
Reason
Let AI agents make sense of complex interdependencies, risks, and opportunities in your delivery pipeline.
Act
Agents update status, reassign resources and escalate risks, with writes going to review before they land. Every action is logged with the same audit trail as a human user's.
Work in TaskRay From Microsoft Teams and Slack
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slack logoMicrosoft Teams logo

Ask Agents questions in Chat.
Get real answers from TaskRay.

Ask
Tag
Read
Analyze
Reply
Email
Microsoft Teams
ACME Onboarding — Delivery Team
MW
Marcus Webb 10:42 AM
Where are we on the ACME onboarding project? Exec review is Thursday.
PS
Priya Sharma 10:43 AM
@TaskRay give us a project summary — progress and any risks.
TaskRay Agent is reading the project plan
TR
TaskRay Agent AGENT
ACME Onboarding — status
68% complete — Discovery and Build closed on plan.
Risk: Data Security Questionnaire at 0% blocks UAT. 4 days of critical-path exposure.
Thursday call: go-live holds if the questionnaire lands by Tuesday.
MW
Marcus Webb 10:45 AM
Perfect. @TaskRay email that to the full project team as a pre-read for Thursday.
TR
TaskRay Agent AGENT
Sent via Outlook DELIVERED
ToACME Onboarding — Project Team (9)
SubjPre-read: ACME Onboarding status ahead of Thursday
Type a message
TaskRay / ACME — Onboarding
GANTT
Overall
68%
Critical path
−4 days
Open risks
2
Work hierarchy
ACME Onboarding
Discovery & Design
Requirements Gathering
Build & Configuration
Data Security Questionnaire
UAT & Validation
Go-Live
MAY
JUN
JUL
AUG
68%
100%
100%
82%
0%
RISK
0%
0%
TR
How It Works

The TaskRay MCP stack

Layer 1
TaskRay Core
Projects, tasks, resources, timelines, and collaboration. The system of record.
Layer 2
MCP Protocol
Standard interface. Read, reason, act. Full audit trail.
Layer 3
Any AI Platform
Agentforce, Claude, ChatGPT, Copilot, or your own agents.
Layer 4
Your Team's Work
Portfolio briefings, template kickoffs, capacity checks, and status rollups, run from chat.
CONNECT YOUR AI

Join TaskRay's MCP

Connect your AI assistant to real TaskRay project and delivery data.
  • Run TaskRay headless from Claude, ChatGPT, Copilot, Slack or Teams        
  • Try it free. Keep the momentum.
Deploy immediately

Pre-built TaskRay agents

Agent
For Delivery Leaders, PMOs
Project Analyst
Real-time insights. Risk detection. Delivery forecasting. Escalations.
Agent
For Project Managers
Task Planner
Generates tasks from customer requirements. Schedules dependencies. Sequences work to run in parallel where capacity allows.
Agent
For Resource Managers
Resource Advisor
Identifies capacity gaps. Suggests reallocation. Prevents bottlenecks.
Why use TaskRay MCP

AI Access With the Same Controls as Your Salesforce Org

Standardized Protocol
No custom integrations. One MCP, any AI platform.
Full Governance
Every AI action is logged. Same permissions as human users.
Real-time Data
Live project status, resource availability, delivery metrics.
Extensible
Build your own agents. Deploy to any LLM or AI platform.
Secure by Design
Per-user authentication, rate limiting, and a full audit trail on every action.
Instant Start
Start From a Template. Start from a role-based agent pack for delivery leaders, project managers or resource managers, and configure it rather than build it.
Get Started

Everything You Need

API Documentation
Full API reference, code samples, best practices.
API Access
Get your keys and start building in the sandbox.
Getting Started Guide
Step-by-step walkthrough of your first MCP integration.

Put Your AI Assistant to Work on Delivery

Connect Claude, ChatGPT, Agentforce or Copilot to the projects you already run in Salesforce. Join the TaskRay MCP beta.

Frequently Asked Questions

TaskRay MCP is a secure connectivity layer that allows compatible AI assistants and agents to access and interact with TaskRay project information.

Through TaskRay MCP, users can ask questions about projects, retrieve delivery insights, and initiate approved project actions from AI experiences such as ChatGPT, Claude, or other MCP-compatible tools.

MCP stands for Model Context Protocol. It is an open standard that helps AI applications connect with external tools and business systems.

TaskRay MCP makes TaskRay project context and approved project actions available to compatible agents without requiring every integration to be built independently.

Depending on the organization’s configuration and permissions, an agent may be able to:

  • Review project status
  • Automate project kickoffs
  • Retrieve tasks and milestones
  • Identify overdue or blocked work
  • Summarize project health
  • Find risks requiring attention
  • Assign project work to resources
  • Create or update approved project records
  • Prepare leadership briefings
  • Coordinate work from external AI interfaces

The specific actions available depend on the user’s access, the connected agent, and the organization’s governance policies.

TaskRay MCP is designed to work within the organization’s Salesforce security model. Agent access can reflect the permissions, sharing rules, and business controls assigned to the authenticated user.

This allows organizations to extend project access into AI experiences without creating a separate, uncontrolled source of project data.

Yes. Organizations can connect compatible agents and AI applications to TaskRay MCP.

Customers can use their preferred AI tools, deploy TaskRay Agent Packs, or work with TaskRay Services to design and configure custom agents around their delivery processes.

A Salesforce MCP server is an endpoint that lets AI clients work with Salesforce data under the org's existing permissions. TaskRay MCP is one, scoped to project delivery.

Instead of exposing raw Salesforce objects, it returns projects, tasks, milestones, and dependencies in TaskRay terms, and TaskRay's business logic is enforced on every write.

Claude connects to TaskRay through TaskRay MCP, currently in beta. Join the beta using the form on this page, and TaskRay will send you the Claude connection steps. TaskRay also publishes setup guides for Claude Code and for claude.ai on the web.

Yes. An MCP server for a project management tool lets an AI assistant query projects, tasks, timelines, and resources, and take approved actions on them.

TaskRay MCP does this for Salesforce-native project delivery, so the assistant works with the same records and permissions as your team.

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