# Nifty MCP > Nifty MCP Server connects your AI agent directly to a unified project management workspace. This server lets you manage tasks, track milestones, view portfolios, and orchestrate entire workflows using natural conversation. Instead of jumping between Jira, Trello, and Slack, your agent handles the data retrieval and modification across your whole organization's projects. ## Overview - **Category:** industry-titans - **Price:** Free - **Tags:** task-tracking, roadmap-planning, workflow-automation, milestone-management, team-collaboration, project-metadata ## Description Nifty MCP Server connects your AI agent directly to a unified project management workspace. It lets your agent read and write core project metadata—tasks, milestones, portfolios—all through natural conversation. Your agent acts like an embedded Project Coordinator that handles the complexity of Nifty’s structure so you don't have to switch between tabs or copy-paste IDs. You tell your agent what you need, and it pulls or pushes the data across your entire organization’s projects. **Getting a full view of your work:** You can ask your agent to pull a list of every active project board managed under your Nifty account. For any specific environment, it fetches detailed metadata, giving you access to the board's structure and member lists. To see the big picture across multiple groups, it retrieves a complete list of all top-level portfolios, providing status data for entire collections of interconnected projects. If you need to track sequential steps, your agent can display every standard task within an active workflow pipeline. **Finding specific items:** Instead of navigating manually, you just ask the agent to search across all tasks. It uses general search terms and filters to pinpoint the right item no matter which project it lives in. If you know a task ID, your agent fetches all metadata—everything from who owns it to its current status—for that single task. You can also pull detailed information for any given board, giving you full visibility into its setup. **Changing things and creating plans:** You instruct the agent to create new tasks; it adds a specific assignment directly onto an existing Nifty board. If you need to modify an item that's already there, your agent updates key details for any task, like changing the assignee or rewriting the description. It also lets you establish major project milestones or phases on a designated board through the `create_project_milestone` tool. You can tell it when a task is finished, and it changes the status to 'Done' immediately. **Monitoring and Health Checks:** Your agent constantly monitors your account health; you use the `get_api_status` tool to check the current connection status and operational readiness of your Nifty account. If you need a full breakdown of what’s happening, it lists all major phases or milestones set for an entire project board. This server lets your AI agent manage everything from listing organization portfolios to marking a single task as complete. You just talk to your agent, and it handles the data retrieval and modification across every part of your workflow. ## Tools ### mark_task_as_complete Changes the status of a task to 'Done' or completed. ### create_project_milestone Establishes a major project milestone or phase on a board. ### create_new_task Adds a new, specific task to an existing Nifty board. ### get_api_status Checks the current connection status and operational health of your Nifty account. ### get_project_details Retrieves detailed information, including board structure and members, for a specific project. ### get_task_info Fetches all metadata and current details for a single, specified task ID. ### list_project_milestones Displays all major phases or milestones set for a specific project board. ### list_organization_portfolios Retrieves a list of all top-level portfolios containing multiple projects. ### list_active_projects Lists every project board currently managed under your Nifty account. ### list_workflow_tasks Lists standard, sequential tasks within an active workflow pipeline. ### search_all_tasks Finds tasks across all projects using general search terms and filters. ### update_task_metadata Modifies key details (like assignee or description) for an existing task. ## Prompt Examples **Prompt:** ``` List all active projects in Nifty. ``` **Response:** ``` I've retrieved your projects. You have 3 active environments: 'Website Redesign', 'Mobile App Launch', and 'Marketing Q4'. Which one would you like to see the task list for? ``` **Prompt:** ``` Create a new task 'Finalize SEO Audit' in the 'Website Redesign' project. ``` **Response:** ``` Task created! I've added 'Finalize SEO Audit' to the 'Website Redesign' project. Would you like me to assign it to someone? ``` **Prompt:** ``` Show me the milestones for the 'Mobile App Launch' project. ``` **Response:** ``` I've retrieved the milestones. You have 2 key phases: 'Design Freeze' (Due: Oct 30) and 'Beta Release' (Due: Nov 15). Shall I check the tasks for either of these? ``` ## Capabilities ### List and retrieve project boards The agent pulls a list of all active projects and can fetch detailed metadata for specific environments. ### Create tasks and milestones You instruct the agent to generate new tasks or set up key project milestones within a designated board. ### Update task status and details The agent modifies existing tasks, changing their metadata or marking them as finished. ### Search across all tasks You ask the agent to find specific tasks across multiple projects using keywords or filters. ### View organization portfolios The agent lists and provides metadata for entire groups of interconnected projects. ## Use Cases ### The End-of-Sprint Checkpoint A Project Manager needs to know if three different teams hit their phase gates. Instead of logging into three separate dashboards, they ask the agent: 'What are the milestones for all Q4 initiatives?' The agent uses `list_organization_portfolios` and then `list_project_milestones`, giving an instant status report that drives the sprint review. ### Handling Scope Creep A Product Lead hears a new feature request mid-sprint. They tell their agent: 'Create a task for implementing X in the Mobile App Launch project.' The agent runs `create_new_task`, ensuring the ticket is logged and assigned immediately, preventing work from falling into the void. ### The Status Update Nightmare An Operations Team Member needs to audit 50 tasks across 3 boards. Instead of running a complex search query manually, they tell their agent: 'Find all open tasks tagged 'Legal Review' across the organization.' The agent executes `search_all_tasks` and compiles the list instantly. ### Finalizing a Feature The team finishes development on the Website Redesign board. A developer simply tells the agent: 'Mark task SEO Audit as complete.' The agent executes `mark_task_as_complete`, moving the ticket to the done column and freeing up the resource. ## Benefits - You track project status without context switching. Instead of manually opening 5 tabs to check on 'Website Redesign' progress, just ask your agent using `list_project_milestones` for an instant overview. - Task creation is immediate. Don't stop work to update a ticket; simply tell the agent to add it with `create_new_task`. It handles the board assignment and logging instantly. - Portfolios are visible at a glance. Instead of drilling down into every department, use `list_organization_portfolios` to get high-level status metadata for the whole company. - You maintain perfect historical fidelity. When a task changes, you don't just update it; you modify its details using `update_task_metadata`, preserving the audit trail automatically. - Project discovery is fast. If you forget which project holds that key feature, running `list_active_projects` gives you the full list to check against. ## How It Works The bottom line is: you talk to your agent like a project coordinator talking to their team, not an API endpoint calling functions. 1. Subscribe to the Nifty server and provide your Nifty Access Token in the client settings. 2. Reference a specific need (e.g., 'List all active projects' or 'Create task X'). 3. The agent translates that request into tool calls, executes them against your Nifty account, and returns the structured data directly to you. ## Frequently Asked Questions **How do I check if my Nifty connection is working with get_api_status?** Run `get_api_status` first. This tool immediately confirms your access token works and that the server can communicate with your account, preventing failed workflow attempts later. **Can I find a task if I don't know the project name? Use search_all_tasks.** Yes. `search_all_tasks` lets you use keywords to hunt for tasks across multiple projects, which is useful when you only remember part of the description or assignee. **What’s the difference between list_active_projects and get_project_details?** Use `list_active_projects` to see all available project boards. Only after identifying a specific board do you run `get_project_details` for the deep dive into that single board's structure. **How does update_task_metadata work? Do I need an ID?** Yes, you must provide the task ID. This tool modifies specific fields like assignee or due date, so providing a unique identifier ensures you hit the right ticket. **When should I use `list_project_milestones` versus calling `create_project_milestone`?** You use `list_project_milestones` to read the current phases for a project. Calling `create_project_milestone` adds an entirely new, structured phase to the existing timeline. It’s how you programmatically build out your project roadmap. **To use `mark_task_as_complete`, do I need more than just the Task ID?** Yes, you must provide context beyond the Task ID for it to work reliably. The agent needs to know which specific project or milestone this task belongs to so it can update the records accurately. **If I need an overview of all department boards, should I use `list_organization_portfolios`?** That's the right tool. Using `list_organization_portfolios` scopes your view up from individual projects to entire organizational units. It helps you manage high-level departmental status without navigating multiple project dashboards. **What specific data points does `get_task_info` return that a general list doesn't?** `list_workflow_tasks` gives you summaries—quick views of tasks. However, `get_task_info` fetches the full metadata payload for a single task. This includes detailed notes, assigned owners, and historical status changes. **Can my AI automatically find the details for a specific task by its ID?** Yes! Use the `get_task` tool with the Task ID. Your agent will respond with complete metadata for the record, including assignee details, current status, and due dates in seconds. **How do I find my Nifty Access Token?** Log in to your Nifty account (Business Plan or above required), navigate to **App Center** > **Integrate with API**, and you will find your unique secret token there. **Can I use the AI to mark a milestone as complete?** The current MCP implementation allows you to monitor milestones and manage tasks. To update a milestone status, we recommend using the Nifty dashboard while we expand tool capabilities.