"Guidance on using ClickUp for task and project management" matching MCP tools:

• create_project_tokenA

  EchoRelayA

  Mint a PROJECT-scoped management token (`er_mcp_`) for MCP and REST; it cannot authenticate relay traffic. Use it after create_project to configure a fresh project, or for any project you already own. Attenuated by design: the scopes must be a subset of THIS management token's own grant (`read` is always included), expiry is mandatory (1–90 days, default 30, never "never"), and the minted management token (being project-scoped) can never mint management tokens itself. `spend` is human-granted only: no management token, of any scope, can mint one carrying it. Mint a spend-scoped token from the project's panel instead. Requires an ACCOUNT-scoped management token and the `config` scope. Returns the plaintext exactly once; only its hash is stored.

  ConnectorNo auth

• migrate_to_propelauth_frontendA

  PropelAuth Integration MCP ServerA

  Returns instructions for migrating to PropelAuth in a frontend framework such as React, JavaScript, TypeScript, or when using Next.js for just the frontend (e.g. client-side rendered). Guidance includes migrating from several auth providers, such as Clerk or Auth0. Each guidance will include documentation from the auth provider and PropelAuth. It is important to follow the instructions carefully to ensure a successful integration. Make sure to use the 'Installation' guidance first. It is important to call every guidance to ensure a successful integration. Do not update a component/hook/etc from the auth provider until you receive guidance about that component/hook/etc. CRITICAL: If the current implementation uses a traditional OAuth/OIDC flow (e.g., via express-openid-connect, passport-auth0, or similar backend-managed session libraries), you MUST select 'OAuth' as the framework, regardless of the frontend library (React/Vue/etc.). Only select 'React' or 'Javascript' if the current implementation uses a frontend-only SDK (like @auth0/auth0-react) or if using fullstack Next.js.

  ConnectorNo auth

• migrate_to_propelauth_fullstackA

  PropelAuth Integration MCP ServerA

  Returns instructions for migrating from an existing auth provider to PropelAuth in a fullstack Nextjs App Router or Nextjs Pages Router application. If the user is using Next.js as just a frontend (e.g. client-side rendered with or without server routes), use the migrate_to_propelauth_frontend tool. Guidance includes installation and configuration, retrieving user or org information, logging users out, redirecting users to login, and more. Make sure to use the 'Installation' guidance first. It is important to call every guidance to ensure a successful integration. Do not update a component/hook/etc from the auth provider until you receive guidance about that component/hook/etc

  ConnectorNo auth

• get_earnings_call_summaryA

  TipRanksA

  Returns the most recent earnings call summary for a ticker — management guidance text, overall call sentiment (positive / neutral / negative with a one-line rationale), and AI-extracted highlights and lowlights from the call as {title, content} bullets. This is a structured summary derived from the call, not the raw transcript text. Useful for "what did management say about X on the last call", "was the most recent call bullish or bearish", or "summarise the highlights from MSFT's latest earnings". Only the most recent quarter is stored per ticker; for historical EPS actual-vs-estimate series use get_earnings_history. Args: ticker: Stock ticker (e.g. 'AAPL', 'NVDA'). Returns: { ticker, fiscal_year, fiscal_quarter, guidance, sentiment: { label, summary }, highlights: [ { title, content }, ... ], lowlights: [ { title, content }, ... ] }

  ConnectorNo auth

• get_guidance_vs_actualA

  MetricDuck — Financial AnalysisA

  Did management deliver what they guided? Joins forward guidance from earnings-call transcripts to reported actuals from 10-K/10-Q + 8-K earnings for the same ticker + fiscal period. Returns both sides verbatim with quotes and locators. Use Cases: - "Did NVDA deliver on Q2 FY2026 guidance?" -> get_guidance_vs_actual("NVDA", fiscal_period="Q2 FY2026") - "How disciplined has MSFT been against its own guidance?" -> get_guidance_vs_actual("MSFT") then compare across periods - "Latest period's guidance-vs-actual" -> get_guidance_vs_actual("TSLA") (period defaults to most recent) Returns everything a beat/miss verdict needs — never the verdict: the comparison is basis-matched, as-reported arithmetic, and whether "above guidance" is good is the caller's judgment. Output: - Guidance: forward items targeting the period — from earnings-call transcripts AND 8-K earnings releases (metric, value/range, basis, period, verbatim quote, source). - Actuals: SEC 10-Q/K metric + narrative signals for that period, plus 8-K earnings signals when present. - Comparison: for each guidance item, when it can be recomputed from the receipts on its OWN basis (GAAP vs non-GAAP matched, units aligned, period settled) — a neutral `range_position` (above | within | below the guided band) + signed `delta`. Otherwise a typed `status` says why NOT (no_actual_on_basis / not_yet_settled / value_unparsed / period_unresolved / value_incongruent) — never a false or guessed verdict. A non-GAAP guide is never compared to a GAAP actual. - Notes: calls/filings covered + comparison statuses, so you know coverage depth before interpreting. Not point-in-time: the join uses everything stored today; for as-of work use a tool that takes `vantage_date` (e.g. get_earnings, get_financials).

  ConnectorAPI key

• get_ir_documentsA

  MetricDuck — Financial AnalysisA

  Retrieve IR earnings-PRESENTATION-DECK text — forward guidance, operational KPIs, and segment outlook that are ONLY in the company's investor-relations slide deck and NOT in the SEC 8-K/10-Q release text or XBRL. Reach for this when get_metric_history / get_xbrl_facts have no series for a KPI or guidance figure, or the 8-K earnings release from get_filing_section lacks it (decks are a separate source): production or revenue guidance ranges, segment/division outlook, KPIs shown as slide charts (e.g., berth capacity %, Mboed production guidance, adjusted-EBITDA guidance). Use Cases: - "OXY Q3 2024 production guidance" -> get_ir_documents("OXY", fiscal_year=2024, fiscal_period="Q3", query="production guidance") - "NCLH berth capacity outlook" -> get_ir_documents("NCLH", fiscal_year=2021, fiscal_period="Q3", query="berth") - "KNTK adjusted EBITDA guidance range" -> get_ir_documents("KNTK", fiscal_year=2023, fiscal_period="Q3", query="EBITDA") Each deck returns its title, original IR url, a stable MetricDuck-hosted gcs_uri, and the matching slide text cited by page. Pass a `query` to land on the exact page; omit it for a bounded prefix of the latest deck. Resolve by ticker or cik; narrow with fiscal_year/fiscal_period.

  ConnectorAPI key

• set_node_parentA

  handoff — agent swarm coordinationB

  CROSS-HIERARCHY MOVE within a project: move a GOAL or TASK onto a new parent. Target a GOAL → it becomes a top-level task of that goal; target a TASK → it becomes that task's subtask; target the PROJECT id → a task comes UP to become a goal of the project. A goal moved under a goal/task becomes a task (its tasks become subtasks). goal_id cascades to the whole subtree and budget is re-checked at the destination. A node that changes kind gets a new id (the old one 410s with moved_to). Rejects cycles, settled/submitted work, a task someone is working on becoming a container, and cross-project targets. To leave the project entirely use spin_out_node. Requester-gated. AUTH — SIGN THE REQUEST. Ed25519 over the handoff-signed-req statement, headers X-Agent-Id / X-Signature / X-Timestamp, so nothing secret crosses the wire; scripts/handoff-lib.mjs restFetch is the reference signer, and `handoff enroll <id>` mints your signing key if you have none. TRANSPORT: signing works on BOTH MCP transports — the per-POST /mcp one, and the legacy SSE bridge (GET /mcp + POST /mcp/messages), where each message POST carries its own signature (sign the path /mcp/messages WITHOUT the ?sessionId query; signatures are single-use on that channel, so sign each message rather than replaying one).

  Connector

  Destructive

  No auth

• list_projectsA

  EchoRelayA

  List the projects on your account (archived included), each with `id`, `slug`, `name`, `apiBaseUrl` and `archived`, plus `accountEmail` — the account this token authenticates as. Requires an ACCOUNT-scoped management token (one minted with no project) and the `read` scope. A PROJECT-scoped management token cannot call this: use it on its own project's tools instead.

  ConnectorNo auth

• create_projectA

  EchoRelayA

  Create a new project on your account so an agent can bootstrap from a fresh account. The slug is derived from the name and validated server-side (format, reserved words, uniqueness). Each plan includes a fixed number of active projects (free tiers one; paid plans more: see list_subscription_plans); at the limit this errors. If an existing project can host this integration, skip create_project and call create_project_token against it instead of adding another. Requires an ACCOUNT-scoped management token and the `config` scope. Returns the created project ({id, slug, name, apiBaseUrl, archived}); call create_project_token next to mint a management token for it.

  ConnectorNo auth

• create_omnifocus_taskA

  Local MCPB

  Creates a task in OmniFocus on this Mac. Needs OmniFocus Pro (the free tier blocks automation). Without `project` the task goes to the inbox. `project` must be the exact name of an existing project: if no project has that name the call fails with an error instead of falling back to the inbox — check the name with list_omnifocus_projects first. Called without confirm it returns a preview; pass confirm=true to create. Returns the task id.

  ConnectorOAuth

• get_direct_task_statusA

  Xcatcher — Recent X PostsA

  Read an accountless paid crawl using its task_id and task-scoped token. Use this instead of get_task_status for an accountless x402 task. Poll every 5-10 seconds until task.has_result is true or it reaches failed/cancelled.

  ConnectorNo auth

• get_finding_remediationA

  RoutebaseA

  Get remediation advice for a single finding as GitHub-flavored markdown. When AI Assist is enabled and within budget this is a suggestion written for this exact finding; otherwise it falls back to the static guidance-library text and says so in 'source'. Unlike the other reads this one can spend AI budget, which is why it is a separate tool. Use this for advice on one finding; for the whole library use list_security_guidance. Requires project context.

  ConnectorAPI key

• task_addA

  study-flashcards-exam-prepA

  Add one task to a board and return its id, board and column. The board is created on first use, so pass an existing project or leave it out. An identical open task is refused. Free: 3 boards, 200 open.

  ConnectorNo auth

• task_addA

  task-board-todo-kanbanA

  Add one task to a board and return its id, board and column. The board is created on first use, so pass an existing project or leave it out. An identical open task is refused. Free: 3 boards, 200 open.

  ConnectorNo auth

• task_addA

  kanban-todo-tasks-projects-board

  Add one task to a board and return its id, board and column. The board is created on first use, so pass an existing project or leave it out. An identical open task is refused. Free: 3 boards, 200 open.

  ConnectorNo auth

• tascan_complete_taskA

  TaScanA

  Complete an ORDINARY task on behalf of a worker. Inserts a completion record and timer event. Use this to simulate or record task completions via the API. Coordination-cycle tasks (a CODE:/REVIEW: build or review, a Decision / Question / Integrate / Parked card on a project Decisions list — tasks that carry `coord`) are refused with 403 for every key tier: builds and reviews are completed by their runner, decisions only by the human on the worker page.

  ConnectorNo auth

• acc_search_documentsA

  ACC MCPA

  Full-text search the ACC Docs repository of a project for drawings, specs, submittals, and other files via the APS Data Management search endpoint. When to use: The user wants to find a document by keyword (filename, sheet number, or metadata match). E.g. 'find the latest A-201 sheet' or 'search for mechanical specs on Tower project'. When NOT to use: Do not use to upload a file (use acc_upload_file); do not use to fetch issues/RFIs. If you already have a document URN, fetch it directly with an agent that has Data Management folder/item access. APS scopes: data:read account:read. No write scope required. Rate limits: APS Data Management ~50 req/min per app per endpoint; pageable (limit 200 upstream). Avoid tight query loops. Errors: 401 (APS token expired — refresh); 403 (user lacks Docs view permission on the project); 404 (project_id not found — verify 'b.' prefix and hub membership); 422 (invalid filter syntax — simplify query text); 429 (rate limit — back off 60s); 5xx (ACC upstream — retry with jitter). Side effects: None. Read-only and idempotent.

  ConnectorNo auth

• search_guidesA

  EPK Properties Public Knowledge MCPA

  Use this when the user asks only for EPK public guidance about buying, taxation, regulations, residency, locations, rental management, relocation, or due diligence in Panama or the Dominican Republic. If the same request also asks for properties, use search instead so both kinds appear together.

  ConnectorNo auth

• check_tax_deductibilityA

  ExpenseBotA

  Use this when the user asks for general deduction guidance for an expense type, such as business meals or home-office expenses. Looks up reference rules using the account's tax-country/home settings and current year. A verified rule may return a percentage and reference; unverified rules return unknown/reviewRequired without a percentage. Read-only: it does not classify saved expenses, prepare a return, or determine the user's actual tax liability. Do not use for tax refunds received as income; use get_income_summary for recorded refunds. General guidance is not a tax professional's determination.

  ConnectorNo auth

• list_security_guidanceA

  RoutebaseA

  List the static security guidance library — one entry per OWASP API-security issue with its remediation text, code examples and references. Pass guidanceId (the guidanceId of a finding) for a single entry. The library is global, not project-specific. Use this for the general library; for advice on one finding use get_finding_remediation.

  ConnectorAPI key

• talonic_heartbeat_agent_taskA

  Talonic - Data Extraction MCP

  Extend the lease on a claimed Agent-stage task. USE WHEN: processing may continue past lease_expires_at; heartbeat before expiry using the epoch from claim. NOT FOR: acquiring a task (use talonic_claim_agent_task) or submitting finished outputs (use talonic_submit_agent_task). ARGS: task_id and execution_epoch. Stale or foreign claims return HTTP 409.

  ConnectorOAuth