How to Use the TaskForce MCP in Claude

Q: How can I find out the total number of clients using TaskForce and Claude Desktop?

Just run listtaskforcecustomers. The agent will return a list, giving you all the customer records managed by the MCP Server. You count them up from that output.

Q: Which function should I use to check the status of an existing case with TaskForce and Claude Desktop?

You'll want to list cases using listtaskforcecases first. This shows you all open tickets, letting you see the current state or any assigned notes for that specific service record.

Q: If I need a quote, what function should TaskForce and Claude Desktop use?

The listtaskforcequotes tool handles this. Running it will give you access to all quotes generated in the system, letting you track which ones are pending or active.

Manage your sales pipeline and customer data using Claude Desktop's local MCP connection.

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Create new records for leads or cases.

Need to log something fast? Use `create_taskforce_lead` to instantly set up a fresh lead record. You can also open a service ticket by calling `create_taskforce_case`, which logs the issue right away. These calls handle all the initial data structure, so you just feed it what you know. It's perfect for when you grab a quick piece of intel and need to make sure it hits the system immediately.

Fetch specific customer or lead details.

Want to check on someone without digging through multiple tabs? Call `get_taskforce_customer` to pull up all client details. Similarly, `get_taskforce_lead` lets your agent grab the latest information on any potential account. This is way faster than manually searching the dashboard. You get structured data back—everything you need for follow-up emails or status checks.

List and report on pipeline assets.

Need a quick inventory of what's happening? Use `list_taskforce_cases` to see every open ticket, or run `list_taskforce_leads` for the entire pool. You can also pull lists of past invoices using `list_taskforce_invoices`. It gives you a clean JSON array of everything in scope—all cases, all leads, all money trail items. Great for weekly status reports.

Setup guide

Set up TaskForce MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The TaskForce MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the TaskForce MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under taskforce-mcp.

json

{
  "mcpServers": {
    "taskforce-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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.

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Common questions about TaskForce MCP in Claude Desktop

Just run `list_taskforce_customers`. The agent will return a list, giving you all the customer records managed by the MCP Server. You count them up from that output.

You'll want to list cases using `list_taskforce_cases` first. This shows you all open tickets, letting you see the current state or any assigned notes for that specific service record.

The `list_taskforce_quotes` tool handles this. Running it will give you access to all quotes generated in the system, letting you track which ones are pending or active.

You can pull together reports by running several list functions. For example, combining `list_taskforce_leads` with `list_taskforce_invoices` gives you a clear view of activity versus revenue.

This MCP Server touches customer details, which includes names, contact information, case records, and invoice payment history. Be careful with what you pass into the agent.

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