Connect Claude Code to TaskRay MCP

This guide connects Claude Code, the terminal tool, to your TaskRay data. Once connected, you can ask Claude Code to summarize projects, triage your week, log time, and spin up projects from templates, all scoped to your own Salesforce permissions.

Before you start You'll need three things: a TaskRay MCP beta enrollment for your org (your admin handles this, see the Administrator Installation & Setup guide), both permission sets assigned to you by your admin (TaskRay Agents App Access and TaskRay Agents - User), and Claude Code installed on your machine (see Anthropic's Claude Code setup guide).

Connect

  1. Open the TaskRay connection page and sign in with Salesforce. Use https://mcp.taskray.com/oauth/login for a production org, or https://mcp.taskray.com/oauth/login?sandbox=true for a sandbox or scratch org.
  2. After sign-in, the connected page shows a ready-to-run command. Copy it. It looks like this:

[Screenshot: connect-claudecode-01-command.png, the connected page showing the copy-ready command after Salesforce sign-in.]

claude mcp add --scope user --transport http taskray_mcp <your connection URL>

  1. Paste the command into your terminal and run it once. That registers TaskRay as an MCP server in Claude Code.
  2. Start or restart Claude Code and ask it something about your TaskRay work to confirm the connection.
Managing MCP servers in Claude Code For how claude mcp add works, its scopes, and how to list or remove a server, see Anthropic's Claude Code MCP documentation.
That's it! Claude Code is now connected to your TaskRay data. See the First Prompts to Try after Connecting TaskRay MCP for what to ask.

Frequently Asked Questions

Q. Sign-in opened the production login instead of my sandbox. What happened?
Use the ?sandbox=true connection link for sandbox and scratch orgs. The production link always sends sign-in to login.salesforce.com.

Q. Sign-in worked, but Claude Code's tool calls fail. Why?
You're missing the TaskRay Agents - User permission set, which grants the API Enabled entitlement every tool call needs. Ask your admin to assign it.

Q. I get "access denied" at sign-in. What's wrong?
You aren't pre-authorized on the app yet. Ask your admin to confirm your TaskRay Agents App Access permission set is assigned and selected on the External Client App.

Q. TaskRay connected, but it can't see records I expected.
Access mirrors your own Salesforce permissions. If you can't see a record or field in Salesforce, TaskRay MCP can't either. Ask your admin about your field-level security or sharing.

Still stuck? Contact TaskRay Support with the exact error text and which org (production or sandbox) you're connecting.

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