MCP For Claude Marketplace
TaskForce

TaskForce MCP Connector for Claude

A+

Manage leads, customers, cases, and invoices programmatically using AI.

9 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your AI agent to TaskForce to natively manage your CRM workflow, customer interactions, and invoicing through natural language commands.

What you can do

  • Lead & Customer Management — Query lists of active leads, fetch detailed customer profiles, and instantly create new lead records on the fly.
  • Case Tracking — Read and track support or business cases, and generate new cases directly from your chat interface.
  • Financial Overview — Pull real-time lists of pending invoices and active quotes to monitor business performance without opening a dashboard.

How it works

  1. Retrieve your API Key from the TaskForce Admin dashboard.
  2. Provide the key to this integration.
  3. Instruct your agent to pull your recent leads or check the status of an invoice.

Who is this for?

  • Sales & Support Teams — Update leads and track customer cases seamlessly.
  • Accountants — Monitor invoices and quotes dynamically.
  • Developers — Connect your TaskForce database with external custom tools.
lead-managementcase-trackinginvoicingcustomer-supportworkflow-automationcrm

9 tools expose this connector's capabilities to your AI agent.

list_taskforce_cases

List all cases

create_taskforce_case

Create a new case

get_taskforce_customer

Get customer details

get_taskforce_lead

Get lead details

list_taskforce_customers

List all customers

list_taskforce_invoices

List all invoices

list_taskforce_quotes

List all quotes

create_taskforce_lead

Create a new lead

list_taskforce_leads

List all leads

See how to talk to your AI agent using TaskForce.

List all active leads in my TaskForce account.

Here is the information you requested based on the execution of the tools.

Create a new lead for John Doe (john@example.com).

Here is the information you requested based on the execution of the tools.

Fetch the latest invoices and quotes.

Here is the information you requested based on the execution of the tools.

Yes. By invoking the 'create_taskforce_lead' tool and providing the lead's information in JSON format, the AI will register it instantly.

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