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Kantata MCP Server Overview

By Grace Kamau | Updated
Ask ChatGPT Ask Claude

 
 

Overview

The Kantata MCP Server allows you to connect the AI tools you already use—such as Claude, ChatGPT—directly to Kantata. With 150+ tools that give external AI tools secure and authenticated access to Kantata data and actions, you can bring together all your tools and data in one place and reduce context switching.

You can do things like log time where the work happens, compare Kantata resource requests to external candidate pools, keep project plans up to date with your organization’s external code repositories, and more—all from your preferred AI tool.

Tip: Use the MCP server when you need to reference data from multiple applications, need to save outputs outside of Kantata, or want to work within your preferred AI tool. Use the Expertise Agent within Kantata when you only need to reference Kantata data or the scope of your workflow or process is fully within Kantata.

Available Tools

Tools define the actions that external AI tools can perform in Kantata via the Kantata MCP server.

Note: Deleting data via the MCP server is not supported.
  • get_access_group_memberships
  • get_access_groups
  • get_account_invitations
  • get_account_memberships
  • get_assignments
  • get_billable_utilizations
  • get_billing_milestones
  • get_cost_rates
  • get_custom_app_items (i.e. forms)
  • get_custom_field_choices
  • get_custom_field_sets
  • get_custom_field_values
  • get_custom_fields
  • get_expense_budgets
  • get_expense_categories
  • get_expense_report_submissions
  • get_expenses
  • get_holiday_calendar_associations
  • get_holiday_calendar_memberships
  • get_holiday_calendars
  • get_holidays
  • get_insights_access_group_memberships
  • get_insights_access_groups
  • get_invoices
  • get_organization_memberships
  • get_participations
  • get_posts
  • get_project_accounting_records
  • get_project_snapshots
  • get_project_template_additional_tabs
  • get_project_template_assignment_skills
  • get_project_template_assignments
  • get_project_template_expense_budgets
  • get_project_templates
  • get_rate_card_roles
  • get_rate_card_set_versions
  • get_rate_card_sets
  • get_rate_card_versions
  • get_rate_cards
  • get_resource_requests
  • get_roles
  • get_skill_categories
  • get_skill_memberships
  • get_skills
  • get_status_reports
  • get_stories (i.e. tasks)
  • get_story_allocation_days (i.e. scheduled hours)
  • get_story_dependencies
  • get_story_tasks (i.e. checklist items)
  • get_task_status_sets
  • get_time_entries
  • get_time_off_entries
  • get_timesheet_submissions
  • get_user_group_memberships
  • get_users
  • get_vendors
  • get_workspace_allocations
  • get_workspace_baselines (i.e. Gantt baselines; unrelated to project snapshots)
  • get_workspace_groups
  • get_workspace_resource_skills
  • get_workspace_resources
  • get_workspaces (i.e. projects)
  • get_workweek_memberships
  • get_workweeks
  • post_access_group_memberships
  • post_access_groups
  • post_account_invitations
  • post_assignments
  • post_billable_utilizations
  • post_billing_milestones
  • post_cost_rates
  • post_custom_field_sets
  • post_custom_field_values
  • post_custom_fields
  • post_expense_budgets
  • post_expense_categories
  • post_expense_report_submissions
  • post_expenses
  • post_holiday_calendar_associations
  • post_holiday_calendar_memberships
  • post_holiday_calendars
  • post_holidays
  • post_insights_access_group_memberships
  • post_insights_access_groups
  • post_invoices
  • post_organization_memberships
  • post_participations
  • post_posts
  • post_project_accounting_records
  • post_project_snapshots
  • post_project_template_additional_tabs
  • post_project_template_assignment_skills
  • post_project_template_assignments
  • post_project_template_expense_budgets
  • post_project_templates
  • post_rate_card_roles
  • post_rate_card_set_versions
  • post_rate_card_sets
  • post_rate_cards
  • post_resource_requests
  • post_roles
  • post_skill_memberships
  • post_skills
  • post_status_reports
  • post_stories (i.e. tasks)
  • post_story_allocation_days (i.e. scheduled hours)
  • post_story_dependencies
  • post_story_tasks (i.e. checklist items)
  • post_task_status_sets
  • post_time_entries
  • post_time_off_entries
  • post_timesheet_submissions
  • post_user_group_memberships
  • post_vendors
  • post_workspace_allocations
  • post_workspace_baselines (i.e. Gantt baselines; unrelated to project snapshots)
  • post_workspace_groups
  • post_workspace_resource_skills
  • post_workspace_resources
  • post_workspaces (i.e. projects)
  • post_workweek_memberships
  • post_workweeks
  • put_access_groups
  • put_account_invitations
  • put_account_memberships
  • put_assignments
  • put_billable_utilizations
  • put_billing_milestones
  • put_cost_rates
  • put_custom_field_sets
  • put_custom_field_values
  • put_custom_fields
  • put_expense_budgets
  • put_expense_categories
  • put_expenses
  • put_holiday_calendar_memberships
  • put_holiday_calendars
  • put_holidays
  • put_insights_access_group_memberships
  • put_insights_access_groups
  • put_invoices
  • put_organization_memberships
  • put_participations
  • put_posts
  • put_project_snapshots
  • put_project_template_assignment_skills
  • put_project_template_assignments
  • put_project_template_expense_budgets
  • put_project_templates
  • put_rate_card_roles
  • put_rate_card_set_versions
  • put_rate_card_sets
  • put_rate_card_versions
  • put_rate_cards
  • put_resource_requests
  • put_roles
  • put_skill_memberships
  • put_skills
  • put_status_reports
  • put_stories (i.e. tasks)
  • put_story_allocation_days (i.e. scheduled hours)
  • put_story_dependencies
  • put_story_tasks (i.e. checklist items)
  • put_task_status_sets
  • put_time_entries
  • put_time_off_entries
  • put_users
  • put_vendors
  • put_workspace_allocations
  • put_workspace_baselines (i.e. Gantt baselines; unrelated to project snapshots)
  • put_workspace_groups
  • put_workspace_resource_skills
  • put_workspace_resources
  • put_workspaces (i.e. projects)
  • put_workweek_memberships
  • put_workweeks
  • submit_expertise_agent_feedback

How to Connect AI Tools to the Kantata MCP Server

Step 1: Create an OAuth App (Account Administrator)

  1. In Kantata, go to Settings > API and create an application.
  2. For the Application Callback URI, enter a placeholder URL: https://localhost. This will be replaced later with the specific callback URL of your preferred AI tool.
  3. Save the application.
  4. Copy the Kantata OX Application ID and Secret Token and save them for later.

 

Step 2: Connect the AI Tool to the MCP Server

Claude

For enterprise accounts:

Note: You must be an administrator in Claude to set up a connection to the Kantata MCP server.
  1. In Claude, go to Organization Settings > Connectors.
  2. Select Add > Custom > Web.
  3. Enter the following information:
    • Name—Enter a name.
    • Remote MCP server URL—Enter https://app.mavenlink.com/mcp
  4. Expand Advanced settings and fill out the following fields.
    • OAuth Client ID—Paste the application ID you copied earlier.
    • OAuth Client Secret—Paste the secret token you copied earlier.
  5. Select Add.

 

For free accounts:

  1. In Kantata, edit your application and paste the following URL into Application Callback URI: https://claude.ai/api/mcp/auth_callback
  2. Select Save.
  3. In Claude, go to Settings > Connectors.
  4. Select Add > Add custom connector.
  5. Enter the following information:
    • Name—Enter a name.
    • Remote MCP server URL—Enter https://app.mavenlink.com/mcp
    • OAuth Client ID—Paste the application ID you copied earlier.
    • OAuth Client Secret—Paste the secret token you copied earlier.
  6. Select Add. The connector is added.

ChatGPT

For enterprise and business accounts:

Note: You must be an administrator in ChatGPT to set up a connection to the Kantata MCP server.
  1. Enable developer mode in ChatGPT workspace settings.
  2. Create a new app with the following information:
    • Server URL—Enter https://app.mavenlink.com/mcp
    • Authentication—Select OAuth.
  3. The new app appears as a draft in workspace settings. For non-admin users, the new app appears in Settings > Apps > Enabled Apps with a Dev label.
  4. Copy the Callback URL.
  5. In Kantata, edit your application and paste the callback URL into Application Callback URI.
  6. Select Save.
  7. In ChatGPT, publish the app.

 

For free accounts:

  1. In ChatGPT, go to Settings > Security and login.
  2. Enable Developer Mode.
  3. Go to Plugins.
  4. Select the New plugin button.
  5. Enter the following information.
    • Name—Enter a name.
    • Description—Enter a description.
    • Connection—Select Server URL.
    • Server URL—Enter https://app.mavenlink.com/mcp
    • Authentication—Select OAuth.
  6. Select Advanced OAuth Settings and copy the Callback URL.
  7. In Kantata, edit your application and paste the callback URL into Application Callback URI.
  8. Select Save.
  9. In ChatGPT, fill out the following fields.
    • OAuth Client ID—Paste the application ID you copied earlier.
    • OAuth Client secret—Paste the secret token you copied earlier.
    • Token endpoint auth method automatically updates to client_secret_post after you enter the client secret.
    • Uncheck OIDC enabled.
  10. Check I understand.
  11. Click Create.

 

Step 3: Authorize the App for Your Kantata Account

Claude

Note: For enterprise accounts, a Claude administrator must have set up a connector before you can authorize it for your account.
  1. In Claude, go to Customize > Connectors.
  2. Select the connector for the Kantata MCP server.
  3. Select Connect. The OAuth Authorization page in Kantata opens.
  4. Select Authorize. You are redirected back to Claude.

In the Connectors list, the Status column should show a checkmark icon for the Kantata MCP connector.

Select the Kantata MCP connector and you can see a list of available tools. You can configure the approval mode for each tool: Always Allow, Needs Approval, or Blocked.
 

ChatGPT

Note: For enterprise and business accounts, a ChatGPT administrator must have created an app before you can authorize it for your account.
  1. In ChatGPT, go to Plugins.
  2. Select the plugin for the Kantata MCP server.
  3. Select Sign in with [Plugin Name]. The OAuth Authorization page in Kantata opens.
  4. Select Authorize. You are redirected back to ChatGPT. 

The Kantata MCP server is now listed as a Connected plugin in Settings > Plugins. 

Select the Kantata MCP plugin and you can see a list of available tools in the Actions section.

 

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By Grace Kamau
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