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TaskRay MCP

Automate delivery work with TaskRay Agent Packs, LLMs, or your own agents.

Overview

TaskRay MCP Connector gives AI agents secure access to create, update, and manage work in LLMs like Claude, ChatGPT, Gemini, or Chat surfaces like Slack and Teams. Manage work where you want to improve customer delivery outcomes.

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See How TaskRay MCP Works

  • ✓ A TRUSTED EXECUTION LAYER FOR EVERY AGENT TaskRay MCP gives agents structured project context and lets them create projects, update tasks, manage milestones, and move work forward.

  • ✓ AN OPINIONATED PROJECT MODEL TaskRay uses your data model, templates, workflows, and business rules to guide how agents plan, execute, and optimize delivery.

  • ✓ ONE SYSTEM OF RECORD FOR HUMANS AND AGENTS Humans and agents work from the same Salesforce and TaskRay records, with no shadow systems, duplicate data, or sync delays.

  • ✓ NATIVE SALESFORCE GOVERNANCE Flows, Apex, validation rules, permissions, sharing rules, and audit trails continue to apply when agents act.

  • ✓ USE OUR AGENTS, BRING YOUR OWN, OR BUILD WITH US Use TaskRay Agent Packs, connect your own MCP-compatible agents, or build custom agents with TaskRay. Work headlessly across AI assistants, Slack, Teams, email, and other agent surfaces.

  • ✓ DELIVER FASTER AND RECOGNIZE REVENUE SOONER Agents reduce manual work, surface risk earlier, and help teams complete projects and go-lives more consistently.

1. Connect AI to Customer Delivery: TaskRay MCP connects the AI assistants and agents your teams already use to the projects, tasks, milestones, dependencies, resources, and workflows managed in TaskRay. Connect Claude, ChatGPT, Copilot, Agentforce, and other supported AI environments to real project context in Salesforce. 2. Put AI Agents to Work: Give agents the context they need to take action. Create projects, update tasks, manage milestones, surface risks, and move work forward directly in TaskRay. Automate repetitive work, help PMs manage more projects, accelerate delivery, and create more consistent customer outcomes. 3: Built on Salesforce: TaskRay MCP works with the Salesforce environment you already use. Your existing Flows, Apex triggers, validation rules, permissions, and business logic continue to apply when an agent takes action. There is no separate project system to manage, no sync lag, and no second source of truth. 4. Build Your AI Strategy Your Way: Use TaskRay MCP to connect your preferred AI environment and build your own agentic workflows. Or expand to TaskRay AI+ for TaskRay-built agents designed to automate common project delivery workflows.

Categories

Business Needs
Productivity
Project Management
Agent Productivity
Industries
Financial Services
Healthcare & Life Sciences
High Tech
Personas
Administrator
Business User
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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