Connect Claude or ChatGPT

Step-by-step instructions: Let Claude, ChatGPT, or another MCP Client work in TaskTrain as you
Updated 2 days ago

Claude, ChatGPT and other MCP clients can work in TaskTrain for you. They find Procedures, start Assignments, and work your tasks. A Client acts as you, with your access, and only in the Organizations you choose. Each of those Organizations needs a Paid Plan.

Before you start

Connect Claude

  1. In Claude, open Settings > Connectors, and press Add custom connector.
  2. Enter the name TaskTrain and the URL https://terminal.tasktrain.app/mcp.
  3. Press Add, then Connect. Claude opens TaskTrain in your browser.
  4. Sign in to TaskTrain if it asks, and authorize Claude, as described below.

In Claude Code, run claude mcp add --transport http tasktrain https://terminal.tasktrain.app/mcp. Then run /mcp and choose Authenticate.

Connect ChatGPT

  1. In ChatGPT's settings, add a custom connector.
  2. Enter the URL https://terminal.tasktrain.app/mcp, and choose OAuth for authentication.
  3. Connect. ChatGPT opens TaskTrain in your browser. Sign in if it asks, and authorize ChatGPT.

Authorize a Client

TaskTrain's Authorize screen shows:

  • the Client's name, and the website it proved it belongs to;
  • what it asks to do, in plain words;
  • your Organizations on a Paid Plan.
  1. Tick each Organization the Client may act in. It cannot act in any other. If only one is offered, it is ticked already. If none is on a Paid Plan, the screen says so instead.
  2. Press Authorize. To refuse, press Deny.
    The Authorize screen for Claude Code, listing what it asks to do and the Organizations to tick

What a Client can do

  • Find Procedures, and read them, also as SOPs.
  • Start Assignments, with their Fields and their Roles.
  • See your Assignments and your tasks, with what each task waits on.
  • Capture Field values, except File Fields; comment; and start, hold, complete, skip, or submit your tasks.

When a task can't move until a Required Field has a value, a Client that supports forms asks you for the value, then tries again.

A Client cannot approve, return, or reject a task. Sign in to TaskTrain to do that. See Approve, Return, or Reject a Task.

What a Client does is recorded as yours, with the Client's name. The Activity tab and comments read, for example, "Riley Brooks via Claude Code".

An Activity tab whose row reads Riley Brooks via Claude Code

See or revoke a Client

  1. Press your name at the top of the Navigation pane, and choose Authorized Clients.
    Authorized Clients in the user menu
  2. Find the Client, and press Revoke. Confirm with Revoke. The Client stops at once. To use it again, connect it again.
    The Authorized Clients dialog listing Claude Code, what it may do, and its Organization

TaskTrain also stops your Clients for you:

  • When you reset a forgotten password from the e-mailed link, every Client is revoked. Changing your password in My Profile doesn't revoke them.
  • When you leave an Organization, or it is deleted, your Clients cannot act in it anymore. A Client left with no Organization shows "No Organization".
  • When an Organization's payment fails, Clients cannot act in it until it is paid. You do not need to connect them again.

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Step-by-Step

  1. Integrate with Zapier
  2. Update an Organization's Billing Information
  3. Approve, Return, or Reject a Task
  4. Comment on an Assignment or Task
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