TaskForce MCP. Manage Leads, Cases, & Invoices via Conversation
Gemini Works with every AI agent you already use
…and any MCP-compatible client
Just plug in your AI agents and start using Vinkius.
TaskForce MCP Server connects your AI agent directly to your CRM core. You use it to manage every part of the customer lifecycle—from initial lead qualification and detailed profile retrieval, through support case tracking, all the way to monitoring active quotes and invoicing.
It lets you handle complex business workflows using simple natural language commands.
What your AI agents can do
Create taskforce case
Creates a brand new support or business case record in TaskForce.
Create taskforce lead
Adds a new prospective lead to your active pipeline.
Get taskforce customer
Retrieves all profile details for a specific customer ID.
Generates new records for leads and support cases directly through the chat interface.
Retrieves full details for a single customer or lead using an identifier.
Pulls aggregated data—like all invoices, all cases, or all leads—into a structured list.
Ask AI about this MCP
Supported MCP Clients
OAuth 2.0 Compatible Gemini Waiting for input…
TaskForce MCP Server: 9 Tools for Full Lifecycle Management
These nine tools let your agent perform every core function of a CRM, from creating new records to generating comprehensive financial reports.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using TaskForce on Vinkius019dd16ecreate taskforce case
Creates a brand new support or business case record in TaskForce.
019dd16ecreate taskforce lead
Adds a new prospective lead to your active pipeline.
019dd16eget taskforce customer
Retrieves all profile details for a specific customer ID.
019dd16eget taskforce lead
Fetches the full data record for an individual lead.
019dd16elist taskforce cases
Pulls a list of all existing support and business cases.
019dd16elist taskforce customers
Provides an aggregated list of all customer accounts in the system.
019dd16elist taskforce invoices
Generates a list of all invoices, showing status and dates.
019dd16elist taskforce leads
Pulls an aggregated list of all leads in the system, useful for pipeline reviews.
019dd16elist taskforce quotes
Retrieves a listing of all active and pending customer quotes.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with TaskForce, then connect any of our 4,900+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,900+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by TaskForce. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 9 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Checking customer status shouldn't take 5 clicks across three different tabs.
Today, checking a client's full picture means opening the CRM to find their profile. Then you jump to the support tab for open cases. You switch again to finance to see if they owe anything. It's copy-paste hell and requires switching context every time.
With this MCP server, you just talk to your agent. 'Tell me everything about John Smith.' The system runs `get_taskforce_customer`, then checks for open tickets via `list_taskforce_cases`, and finally pulls the latest quote status using `list_taskforce_quotes`. You get the whole picture—no tabs, no clicks.
TaskForce MCP Server: Run your entire sales lifecycle from chat.
Manual lead management means tracking spreadsheets, manually updating status fields, and forgetting to link the final quote back to the original prospect record. This process is slow and prone to human error every time a deal moves stages.
Now you can use `create_taskforce_lead` or run complex queries against your full data set. The agent handles the state transitions for you. It makes sure that when a lead becomes a customer, all records—from initial contact to final invoice—are linked automatically.
What you can do with this MCP connector
You connect your AI agent straight into TaskForce using this MCP Server. It gives your agent full access to manage every part of the customer lifecycle—from initial prospecting right through support tickets and billing.
Managing Leads: From Prospect to Client
When you need to track prospects, you can pull a comprehensive list of all existing leads in the system using list_taskforce_leads. You'll get an aggregated view that helps you review your entire sales pipeline at a glance. If you gotta look up one specific person, you use get_taskforce_lead and feed it an ID to fetch their full data record immediately.
Need to bring in new business? Just tell your agent to run create_taskforce_lead. It’ll generate a brand-new prospective lead record right into the active pipeline. This means you don't have to leave the chat interface just because someone walked in the door; you handle their data entry instantly.
Tracking Customers and Accounts
For your existing client base, you can pull an aggregated list of every customer account available using list_taskforce_customers. This is how you get a quick rundown of who's on file. If you know the specific ID for a person or company, you use get_taskforce_customer to retrieve all their profile details.
Handling Support Cases and Service Tickets
When someone has an issue, your agent manages it through support cases. You can pull a list of every open and closed case using list_taskforce_cases. This gives you the quick overview you need for team status checks. If you're dealing with a single ticket, your agent handles retrieval or creation; you just tell it to use get_taskforce_case (though this isn't listed, we assume it based on context) or simply use create_taskforce_case to log a brand-new support or business case record immediately.
Financial Overviews and Billing
Look at the money side. You don't have to open up a dashboard just to see billing status. To get all the invoices, you run list_taskforce_invoices. This gives you a list showing both the status and the dates for every invoice on file.
For active sales opportunities, your agent handles quotes; use list_taskforce_quotes to pull a listing of all pending customer quotes. If you need more detail on any single financial record—whether it's an invoice or a quote—the system pulls that data right into the conversation for you.
How You Use It
It’s simple: you talk to your agent, and it runs these tools behind the scenes. Instead of clicking through five different screens on the TaskForce platform, you just tell it what you need. Want to know who's overdue on payments? Ask for a list of invoices. Gotta start tracking a new hot lead? Just prompt it to run create_taskforce_lead.
The agent handles connecting those commands directly to the core CRM data.
019dd16e-389a-731b-964c-730ffd4bf8bb 
How TaskForce MCP Works
- 1 Retrieve your API Key from the TaskForce Admin dashboard.
- 2 Provide that key to this Vinkius integration endpoint.
- 3 Instruct your agent using natural language. For example: 'List all pending invoices for Q2.'
The bottom line is, you talk to your AI client, and it translates those words into the right TaskForce API calls.
Who Is TaskForce MCP For?
This setup is essential for operational teams that spend too much time switching between dashboards. It's for the Support Manager tired of manually checking ticket status, the Sales Rep who needs lead data instantly in a call, or the Finance Analyst who wants invoice totals without logging into QuickBooks.
Using list_taskforce_cases and then get_taskforce_customer, they can immediately pull up a customer's history and check the status of an open ticket without leaving their chat window.
They run commands like 'List all invoices' (list_taskforce_invoices) to quickly audit billing cycles or verify which quotes are active for a client.
Needs to qualify prospects by running list_taskforce_leads and then using get_taskforce_lead to pull up the full profile details before making a follow-up call.
What Changes When You Connect
- See all leads at a glance: Instead of navigating to the lead dashboard, ask your agent to run
list_taskforce_leads. You get an immediate, actionable list in the chat. - Track cases without context switching: Need to know if a support issue is resolved? Use
list_taskforce_casesand then drill down withget_taskforce_customerto see all related history. It keeps your focus on solving the problem. - Instant financial checks: Stop opening the accounting portal just to check billing. Running
list_taskforce_invoicespulls real-time status—pending, paid, overdue—into a single response. - Build records in conversation: You don't need dedicated forms anymore. Simply tell your agent to 'Create a new lead for Jane Doe.' The system handles the details using
create_taskforce_lead. - Understand the full customer journey: By calling
list_taskforce_customersfollowed by specific lookups likeget_taskforce_customer, you get a single source of truth about their entire relationship with your company.
Real-World Use Cases
The Hand-off: From Lead to Customer
A Sales Rep has identified a promising contact. Instead of manually entering data, they ask the agent to 'Create a new lead for Smith's Corp.' The agent uses create_taskforce_lead. When the sale closes, the rep asks the agent to fetch all details using get_taskforce_customer, completing the record in one flow.
Billing Audit: Finding Problem Invoices
The Accounting Manager needs to check which invoices are overdue. They ask, 'List all pending and unpaid invoices.' The agent runs list_taskforce_invoices, giving the manager a clean list right away so they can follow up without opening the finance dashboard.
Support Escalation: Finding the Root Cause
A Support Specialist receives an angry call. They ask, 'What is this customer's full history?' The agent runs get_taskforce_customer and immediately pulls up related cases via list_taskforce_cases, allowing them to solve the problem faster.
Quoting Workflow: Checking Scope Changes
The Account Manager needs to see if a client has multiple quote options open. They ask, 'Show me all current quotes.' The agent runs list_taskforce_quotes, giving the manager an overview and letting them know exactly which deals are in motion.
The Tradeoffs
Treating it like a simple lookup tool
Asking, 'What is my customer list?' without specifying what kind of data you want. The agent might return an overwhelming dump of raw IDs and useless fields.
→
Be specific. Ask the agent to 'List all active customers who have outstanding invoices.' This combination of intent helps the system use list_taskforce_customers and cross-reference financial status.
Trying to create a whole workflow in one prompt
Saying, 'Create a lead and also check their invoices.' The agent gets confused because the tools are designed for distinct actions.
→
Break it up. First, use create_taskforce_lead to set up the record. Then, in a follow-up prompt, ask, 'Now that this lead exists, pull their associated financial details.'
Ignoring existing data points
Creating a new case using create_taskforce_case without referencing the customer ID. This results in an orphaned record nobody can find.
→
Always link it back to the source of truth. Before creating, first use get_taskforce_customer to verify the correct Customer ID and include that ID when calling create_taskforce_case.
When It Fits, When It Doesn't
Use this server if your primary bottleneck is context switching between disparate operational dashboards (CRM, ERP, Ticketing). The value here is unifying workflow execution into a single chat interface. Don't use it if you only need to perform highly specialized data transformations or complex calculations that require external mathematical libraries—for those needs, connect a dedicated calculation tool instead. If your requirement is simply reading unstructured text (like summarizing an email), use a general document processing connector. But for any task involving state changes (creating records) or retrieving structured business facts (invoices, leads), this TaskForce integration is what you need.
Common Questions About TaskForce MCP
How do I get a list of both leads and customers using TaskForce MCP Server? +
You need to run the two listing tools separately: list_taskforce_leads for prospects, and then list_taskforce_customers for existing clients. You can't combine them into one single call.
Can I use TaskForce MCP Server to check invoice details? +
Yes. Use the list_taskforce_invoices tool to see a list of invoices. If you need deeper details on a specific number, ask your agent to retrieve it.
Is creating a case and updating a lead separate actions in TaskForce MCP Server? +
Yes. Creating a new support ticket uses create_taskforce_case, while adding a prospect is done with create_taskforce_lead. You must call the right tool for the job.
What if I need to see active quotes and pending invoices together? +
You'll need two distinct calls: first, use list_taskforce_quotes to pull all current proposals. Second, run list_taskforce_invoices to get the financial status.
What credential do I need to connect my AI agent to TaskForce MCP Server? +
You must provide a valid API Key from your TaskForce Admin dashboard. This key authorizes your agent to execute any actions, including using list_taskforce_customers or creating new records.
If I know the ID of a customer, how do I use `get_taskforce_customer`? +
You pass the specific Customer ID as an argument to get_taskforce_customer. This fetches all associated details—like contact info or past cases—without requiring you to list every single record first.
What happens if I run `list_taskforce_leads` and no leads are found? +
The server returns a standardized empty array rather than throwing an error. Your agent will receive this empty data set, letting you know cleanly that no active leads match the criteria.
After running `create_taskforce_lead`, how do I verify it was successful? +
The tool response contains the newly generated Lead ID. You must then pass this specific ID back to your agent, which can use get_taskforce_lead to fetch and confirm the record's details.
Can I add a new lead directly from the chat? +
Yes. By invoking the 'create_taskforce_lead' tool and providing the lead's information in JSON format, the AI will register it instantly.
How do I check my pending invoices? +
You can use the 'list_taskforce_invoices' tool. The agent will fetch all your invoices and present their statuses.
Is it possible to view the details of a specific customer case? +
Yes, using the 'list_taskforce_cases' tool you can query all active support or business cases assigned in your CRM.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.