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.