Task Genius
MCP Integration

MCP Integration Overview

Complete guide to Model Context Protocol integration in Task Genius

MCP Integration

Available since 9.6.0

Model Context Protocol (MCP) integration transforms Task Genius into an AI-powered task management powerhouse. This comprehensive guide will walk you through everything you need to know about setting up, configuring, and using MCP with your favorite AI tools.

What is MCP?

Model Context Protocol (MCP) is an open standard developed by Anthropic that enables secure, standardized communication between AI assistants and external tools. In Task Genius, MCP allows AI assistants to:

  • 📊 Query and analyze your task data with sophisticated filters
  • Create and update tasks with full metadata support
  • 🔄 Batch process multiple tasks efficiently
  • 📈 Generate insights from your task patterns
  • 🤖 Automate workflows based on your preferences

Why Use MCP with Task Genius?

Enhanced Productivity

Instead of manually managing tasks, you can now:

  • Ask AI to organize your day based on priorities
  • Generate task lists from meeting notes
  • Automatically categorize and tag tasks
  • Create recurring task templates

Intelligent Task Management

AI can help you:

  • Identify overdue tasks and suggest rescheduling
  • Find patterns in your productivity
  • Recommend task prioritization
  • Generate progress reports

🔗 Seamless Integration

MCP works with:

  • Claude Desktop - Anthropic's desktop AI assistant
  • Cursor - AI-powered code editor
  • Claude Code - Command-line AI assistant
  • VS Code - With MCP extensions
  • Windsurf - AI development environment
  • Zed - Modern code editor
  • Custom Applications - Via HTTP API

Architecture Overview

graph TD
    A[AI Assistant] -->|MCP Protocol| B[Task Genius MCP Server]
    B --> C[Authentication Layer]
    C --> D[Task Operations API]
    D --> E[Dataflow Orchestrator]
    E --> F[Your Tasks in Obsidian]
    
    style A fill:#e1f5fe
    style B fill:#fff3e0
    style C fill:#ffebee
    style D fill:#f3e5f5
    style E fill:#e8f5e9
    style F fill:#fce4ec

Key Components

  1. MCP Server: Built into Task Genius, runs locally on port 7777
  2. Authentication: Token-based security with app ID verification
  3. Task API: Comprehensive CRUD operations for task management
  4. Dataflow Integration: Direct connection to Task Genius's task system
  5. Real-time Sync: Changes reflect immediately in Obsidian

Security Model

Task Genius implements multiple security layers:

Authentication

  • Bearer Token: Unique, auto-generated authentication token
  • App ID: Vault-specific identifier for additional security
  • Combined Auth: Support for both separate and combined authentication headers

Access Control

  • Local-only by default: Server binds to 127.0.0.1
  • Optional network access: Can be configured for remote access
  • CORS support: Configurable for web-based clients

Security Best Practices

  1. Never share your authentication token
  2. Use local-only mode unless absolutely necessary
  3. Regularly regenerate tokens if exposed
  4. Monitor server logs for unauthorized access attempts

Available Operations

Task Genius MCP provides 25+ tools organized into categories:

Query Operations

  • query_tasks - Advanced search with filters
  • query_project_tasks - Get tasks by project
  • query_context_tasks - Get tasks by context
  • query_by_priority - Filter by priority level
  • query_by_due_date - Find tasks in date ranges
  • search_tasks - Full-text search

Create Operations

  • create_task - Create single task
  • create_task_in_daily_note - Add to today's note
  • batch_create_tasks - Create multiple tasks
  • batch_create_subtasks - Add subtasks

Update Operations

  • update_task - Modify task properties
  • update_task_status - Change completion
  • batch_update_task_status - Bulk status changes
  • postpone_tasks - Reschedule tasks

Management Operations

  • list_all_metadata - Get tags, projects, contexts
  • list_tasks_for_period - Get tasks by time period
  • delete_task - Remove tasks

Quick Start

Step 1: Enable MCP

Or manually:

  1. Open Obsidian Settings
  2. Navigate to Task Genius → MCP Integration
  3. Toggle "Enable MCP Server" ON

Step 2: Note Your Credentials

After enabling, you'll see:

  • Server URL: http://127.0.0.1:7777/mcp
  • Auth Token: Auto-generated secure token
  • App ID: Your vault's unique identifier

Step 3: Configure Your AI Client

Choose your AI tool and follow the specific configuration guide:

Step 4: Test Connection

What's Next?

System Requirements

  • Obsidian: Version 0.15.2 or higher
  • Task Genius: Version 9.0.0 or higher
  • Platform: Desktop only (Windows, macOS, Linux)
  • Network: Local network access (configurable)
  • Port: 7777 (configurable)

Getting Help

If you encounter issues:

  1. Check the Troubleshooting Guide
  2. Review server logs in Obsidian console (Ctrl+Shift+I)
  3. Test connection using the built-in tester
  4. Join our Discord community
  5. Report bugs on GitHub

Pro Tip: Start with local-only mode and basic queries before exploring advanced features. This helps you understand the system while maintaining security.