# TaskForce MCP > 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. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** lead-management, case-tracking, invoicing, customer-support, workflow-automation, crm ## Description 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. ## Tools ### 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. ### get_taskforce_lead Fetches the full data record for an individual lead. ### list_taskforce_cases Pulls a list of all existing support and business cases. ### list_taskforce_customers Provides an aggregated list of all customer accounts in the system. ### list_taskforce_invoices Generates a list of all invoices, showing status and dates. ### list_taskforce_leads Pulls an aggregated list of all leads in the system, useful for pipeline reviews. ### list_taskforce_quotes Retrieves a listing of all active and pending customer quotes. ## Prompt Examples **Prompt:** ``` List all active leads in my TaskForce account. ``` **Response:** ``` Here is the information you requested based on the execution of the tools. ``` **Prompt:** ``` Create a new lead for John Doe (john@example.com). ``` **Response:** ``` Here is the information you requested based on the execution of the tools. ``` **Prompt:** ``` Fetch the latest invoices and quotes. ``` **Response:** ``` Here is the information you requested based on the execution of the tools. ``` ## Capabilities ### Create Records Generates new records for leads and support cases directly through the chat interface. ### Get Specific Profiles Retrieves full details for a single customer or lead using an identifier. ### List Collections Pulls aggregated data—like all invoices, all cases, or all leads—into a structured list. ## 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. ## Benefits - **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_cases` and then drill down with `get_taskforce_customer` to 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_invoices` pulls 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_customers` followed by specific lookups like `get_taskforce_customer`, you get a single source of truth about their entire relationship with your company. ## How It Works The bottom line is, you talk to your AI client, and it translates those words into the right TaskForce API calls. 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.' ## Frequently Asked Questions **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.