How to Use the TaskForce MCP in VS Code Copilot

Q: How can I find all active customers using TaskForce and VS Code Copilot?

Use the listtaskforcecustomers tool. The agent will retrieve a list of every customer record, allowing you to review their status directly in your chat window.

Q: If I need an overview of my current sales pipeline with TaskForce and VS Code Copilot?

A good starting point is running listtaskforceleads. This gives you the entire pool of leads. You can then follow up by listing quotes using listtaskforcequotes.

Q: What tool should I use to check historical billing data with TaskForce and VS Code Copilot?

The listtaskforceinvoices function handles this. It lets you pull a full list of past invoices, which is crucial for auditing or reconciliation.

Let Copilot Chat automate sales processes using the TaskForce MCP Server configuration.

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Connect TaskForce MCP to VS Code Copilot

Create your Vinkius account to connect TaskForce to VS Code Copilot — we handle the hosting, security, and runtime updates so you don't have to. No server setup required.

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Setup TaskForce with VS Code Copilot

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Log new leads and open service cases.

Need to document a quick finding? Use `create_taskforce_lead` right in your chat prompt. Or, if someone runs into trouble, call `create_taskforce_case`. The Copilot agent handles the full API interaction. This saves you context switching time; you just tell it what to do and it executes the necessary write operation on TaskForce.

Fetch live details for customers or leads.

Instead of leaving VS Code, ask the agent to run `get_taskforce_customer`. It pulls the full client profile. You can also use `get_taskforce_lead` to get immediate context on a specific lead. This means your chat session is always working with live data from TaskForce, not stale information.

List and pull all sales records.

You can ask the agent to run `list_taskforce_cases` for an overview of every open ticket. Or, use `list_taskforce_invoices` if you need a financial snapshot. This capability lets your team easily access lists of everything—from quotes (`list_taskforce_quotes`) to leads (`list_taskforce_leads`).

Setup guide

Set up TaskForce MCP in VS Code Copilot

Prerequisites

VS Code 1.99 or later with GitHub Copilot extension
Active Vinkius subscription with a valid endpoint token

1

Open MCP configuration

Open the Command Palette (Cmd+Shift+P / Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create .vscode/mcp.json in your workspace.
2

Add the TaskForce MCP

Paste the JSON snippet shown on the right into your .vscode/mcp.json. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Switch to Agent mode

Open Copilot Chat (Cmd+Shift+I / Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes.
4

Verify the connection

In the Copilot Chat input, type # to list available tools. You should see the TaskForce tools listed. Try asking: "List my recent TaskForce transactions" and Copilot will invoke them automatically.

.vscode/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 VS Code Copilot

Use the `list_taskforce_customers` tool. The agent will retrieve a list of every customer record, allowing you to review their status directly in your chat window.

A good starting point is running `list_taskforce_leads`. This gives you the entire pool of leads. You can then follow up by listing quotes using `list_taskforce_quotes`.

The `list_taskforce_invoices` function handles this. It lets you pull a full list of past invoices, which is crucial for auditing or reconciliation.

The server manages multiple structured data types: leads, customers, cases, invoices, and quotes. Everything is organized around the core client record.

This MCP Server touches customer details, which includes names, contact information, case records, and invoice payment history. Keep this sensitive data usage in mind when writing prompts.

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