EaserixDocs
Developers

MCP server

Connect Claude and other AI clients to your Easerix workspace at mcp.easerix.com.

View as Markdown
What the MCP server does

Easerix runs a hosted MCP server at mcp.easerix.com. Add it to Claude or any MCP-compliant AI client, approve it once in your browser, and the AI can act on your workspace — create issues and short links, pull analytics, check documents, log CRM activity — limited to the tools your workspace has enabled.

MCP (Model Context Protocol) is an open standard that lets AI assistants call tools on external services — the Easerix MCP server is how an AI client gets hands on your workspace.

Add it to Claude

claude.ai / Claude Desktop — Settings → Connectors → Add custom connector, with the URL:

https://mcp.easerix.com/mcp

Claude Code — one command:

claude mcp add --transport http easerix https://mcp.easerix.com/mcp

Any other MCP client that supports streamable HTTP and OAuth works the same way — point it at https://mcp.easerix.com/mcp.

Signing in happens automatically

The server is an OAuth 2.1 resource server, and compliant clients handle the whole flow on their own: on first use the client discovers auth.easerix.com, registers itself, and opens your browser to approve the connection. You pick one workspace to grant — everything the AI does is scoped to it. To switch workspaces, disconnect and connect again. Revoke a connection anytime under account.easerix.com → Connected apps.

Available tools

Tools are gated by workspace access: a tool group only appears if that Easerix tool is enabled for the granted workspace. whoami is always available and tells the AI who it's acting as, in which workspace, with which tools.

Tasks

Tools that change something for good, or start work in the background, need confirm: true in the call. Without it they refuse and change nothing.

Issues

ToolWhat it does
tasks_list_teamsList the teams in the workspace (id, key, name)
tasks_list_issuesList issues, 50 at a time, filtered by team, assignee, state, project, cycle, label, parent or creator
tasks_count_issuesCount issues grouped by status, priority, assignee, project or cycle, without listing them
tasks_get_issueOne issue in full: title, description, state, assignee, priority, estimate, due date, project, cycle, labels
tasks_get_issue_activityAn issue's history: who changed what, and when
tasks_create_issueCreate an issue, with its status, priority, assignee, project, cycle, estimate, due date, labels or parent in one call
tasks_update_issueChange an issue's title, description, status, assignee, priority, estimate, due date, project, cycle or parent
tasks_delete_issueDelete an issue and all its sub-issues (they go to Recently Deleted). Needs confirm: true.
tasks_restore_issueBring back a deleted issue while it is still in Recently Deleted
ToolWhat it does
tasks_list_commentsAn issue's comments, oldest first, with each author
tasks_add_commentComment on an issue
tasks_update_commentEdit a comment
tasks_delete_commentDelete a comment for good. Needs confirm: true.
tasks_list_followersWho follows an issue
tasks_follow_issueFollow an issue
tasks_unfollow_issueStop following an issue
tasks_list_relationsWhat blocks an issue, what it blocks, and related or duplicate issues
tasks_create_relationLink two issues: blocks, blocked by, related or duplicate
tasks_delete_relationRemove a link between two issues. Needs confirm: true.
tasks_list_attachmentsThe files attached to an issue
tasks_delete_attachmentDelete a file attached to an issue. Needs confirm: true.

Labels, projects, cycles and statuses

ToolWhat it does
tasks_list_labelsA team's labels, with how many issues carry each
tasks_create_labelCreate a label
tasks_update_labelRename a label or change its color
tasks_delete_labelDelete a label and take it off every issue. Needs confirm: true.
tasks_add_labelPut a label on an issue
tasks_remove_labelTake a label off an issue
tasks_list_projectsList projects: name, status, target date
tasks_get_projectOne project's detail
tasks_create_projectCreate a project
tasks_update_projectChange a project's name, description, status, lead or target date
tasks_delete_projectDelete a project and its issues (they go to Recently Deleted). Needs confirm: true.
tasks_restore_projectBring back a deleted project
tasks_list_cyclesA team's cycles: number, name, dates
tasks_update_cycleRename a cycle
tasks_list_statesA team's statuses and their lanes
tasks_create_stateAdd a status to a team's board
tasks_update_stateRename a status, or change its lane, color or description
tasks_delete_stateDelete a status. Needs confirm: true.

Teams, people and imports

ToolWhat it does
tasks_list_membersThe workspace's members, to name an assignee
tasks_get_team_settingsA team's settings: default status, priority and assignee, estimate scale, cycles, how long deleted issues are kept
tasks_update_team_settingsChange those settings. Turning cycles or rollover on needs confirm: true.
tasks_list_importsImports uploaded in Tasks > Settings > Import, newest first
tasks_get_importOne import's progress, the rows it could not import, and the people it is waiting for
tasks_preview_importWhat an import would do, without doing it
tasks_start_importStart an import into the team it was uploaded for. Needs confirm: true.
tasks_cancel_importStop an import that has not finished. Needs confirm: true.
tasks_undo_importUndo a finished import, within 7 days. Needs confirm: true.
ToolWhat it does
links_create_short_linkCreate a tracked esrx.ly short link
links_listList short links with click counts
links_update_linkChange destination, title, tags, pause, or archive
links_delete_linkDelete a link and its click history. Needs confirm: true.
links_link_statsPer-link analytics: clicks, countries, devices, referrers, conversions
links_batchPause, activate, archive, or delete up to 100 links at once. Deleting needs confirm: true.
links_get_qrA link's QR code (PNG), in its saved style
links_set_qr_styleSave a link's QR code style: pattern, corners and colors
links_set_rulesSet a link's routing rules (for example by country or device)
links_delete_ruleDelete one routing rule from a link
links_track_conversionRecord a conversion for a click
links_list_bio_pagesList link-in-bio pages
links_update_bio_pageEdit a bio page's content or publish state
links_analytics_summaryAccount-wide link analytics
links_list_campaignsList reusable UTM campaigns
links_create_webhookRegister an endpoint for link and click events
links_set_qr_logoPut a custom logo on a link's QR code

Sign

ToolWhat it does
sign_list_documentsList documents with signature status

CronCrunch

ToolWhat it does
croncrunch_time_summaryTracked-time summary by project and by day

CRM

ToolWhat it does
crm_pipeline_summaryPipeline stages with deal counts and value
crm_create_contactCreate a contact
crm_create_companyCreate a company
crm_create_dealOpen a deal in the default pipeline
crm_move_dealMove a deal to another stage
crm_log_activityLog a note, call, email, or meeting

Notes

ToolWhat it does
notes_searchFull-text search your pages (titles + content)
notes_read_pageRead a page's content as plain text
notes_create_pageCreate a page from Markdown
notes_append_to_pageAppend Markdown to an existing page
notes_list_commentsComments across the pages you can read (open ones by default)
notes_add_commentComment on a page, or reply to a comment
notes_resolve_commentResolve a comment, or reopen it

Forms

ToolWhat it does
forms_list_formsList your forms
forms_form_summaryA form's settings, latest submissions, and 14-day series
forms_field_breakdownSubmission counts by the value of a field, such as how people heard about you

The list grows as tools gain MCP surface — reconnect (or restart your client) to pick up new ones.

Frequently asked questions

Can the AI reach workspaces I didn't grant?

No. The connection is scoped to the single workspace you approved. Data in other workspaces is invisible to it.

Does the AI get more access than I have?

No — it acts as you, with your role, and only in tools enabled for the workspace.

My client asks for a client ID or secret — what do I enter?

Nothing. The server supports dynamic client registration, so compliant clients register themselves. There is no shared client secret.

Last updated on

On this page