• PROJECTS
  • TASKS
  • ASSIGNMENTS
  • HUMAN

How to create and assign tasks with your AI

Connect LiquidPlanner Classic to your AI client once. After that, you can manage your entire project backlog through simple chat.

Ask AI about this page

Short answer

How can I use my AI to manage LiquidPlanner tasks?

You can draft new projects, create individual tasks, and assign them to team members by typing instructions. Your AI handles the data entry and priority settings in LiquidPlanner based on your conversation. You'll see your project structure update in real time.

The results.

Where your work lands.

The AI maps your chat instructions to specific actions in LiquidPlanner.

PROJECTS

New project builds

The AI sets up the high-level containers for your work. You get a clean organizational structure without clicking through menus.

TASKS

Instant task creation

Every task you describe gets turned into a real entry. The AI handles the details so you can focus on the work itself.

ASSIGNMENTS

Team member routing

The AI looks up your team to match names to tasks. It ensures the right person is responsible for the right job immediately.

HUMAN

Manual oversight

You remain the final decision maker. The AI handles the heavy lifting of data entry, but you decide if the priorities and assignments are correct.

The workflow

What your AI does when the request arrives.

Your agent translates your plain English into structured LiquidPlanner commands.

  1. Identify the scope

    The AI checks your existing team list to make sure the people you mention actually exist in the system.

    list_members

  2. Build the container

    If you are starting something new, the AI sets up the necessary project structure first.

    create_project

  3. Generate the work

    The AI creates the specific task you described, including any details about what needs to be done.

    create_task

  4. Finalize details

    The AI adjusts the task to match your specific priority levels or changes to the original description.

    update_task

Try it

Copy these to start.

Use these prompts to kick off your project management.

Starting points

These are basic starting lines. Swap out the names and project titles to match your actual LiquidPlanner setup.

LiquidPlanner Classic Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_nEK9eG5MA2J6Jy9n7kdUFQhkWyTY70fFa1aYtfMc/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — LiquidPlanner Classic capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "liquidplanner-classic-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_nEK9eG5MA2J6Jy9n7kdUFQhkWyTY70fFa1aYtfMc/mcp"
    }
  }
}
Copy into chat04

  • Create a new project called Website Redesign and add a task for 'Design Homepage' assigned to Sarah.

  • Add a high priority task to the Marketing project for 'Review Q3 Budget' and assign it to Mike.

  • Create a project named Client Onboarding and add three tasks for the initial setup phase.

  • Update the task 'Write Documentation' in the Engineering project to be high priority.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect LiquidPlanner Classic once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure, and you can start chatting with your data immediately.

Connect LiquidPlanner Classic to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete projects or tasks?

    No. The AI can only create and update information. It cannot delete anything from your LiquidPlanner account.

  • 02

    How does the AI know which team member to assign a task to?

    The AI uses the list of existing members to match the names you provide in your chat to the correct people in the system.

  • 03

    Can the AI change my project settings?

    No. The AI is limited to creating projects, creating tasks, updating task details, and listing members.

  • 04

    Does the AI automatically decide priorities?

    The AI only sets priorities that you explicitly mention in your instructions.

  • 05

    Can I use this with any AI client?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about LiquidPlanner Classic? See everything the LiquidPlanner Classic Connector can do

Connect LiquidPlanner Classic to Claude, Cursor, ChatGPT & more