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Nifty MCP Server: Connect Your AI Assistants

Ask Claude, ChatGPT, CoPilot or Cursor to pull a project update, turn a conversation into tasks, draft a doc, or flag work that's slipping, all without leaving your assistant.

Written by Team

Nifty's MCP server connects your assistant to your Nifty workspace, so it can read and (when you allow it) update your projects, tasks, and docs on your behalf, while respecting every permission you already have.

In short: you talk to your assistant, and it does the clicking in Nifty for you.

What you can do

A few things teams use it for every day:

  • Get a status update in seconds. "Summarize where the Q3 launch stands and list what's blocked."

  • Turn a conversation into work. "Create tasks in the Marketing project for each action item above, assign owners, and set due dates."

  • Draft and save docs. "Write a project brief for the website redesign and save it as a Doc in that project."

  • Catch what's slipping. "Find tasks across my projects with no assignee or due date."

  • Add context where the team works. Post a message in a project discussion so updates live alongside the work, not in a chat window.

  • Track agent progress. Watch an agentic workflow move across your task board in real time.

Why it's built for AI

  • Fast and token-efficient. Nifty's MCP server is AI-native, so each request uses as few tokens as possible.

  • Broad and growing. Work across Portfolios, Projects, Lists, Tasks, Docs, Goals, Messages, Forms, and more, with new capabilities added regularly.

  • Easy to install. For most assistants it's click-to-connect. No config files or scripts to manage.

You stay in control

Your assistant only ever does what you permit, and never more than you could do yourself.

  • Off by default. MCP is opt-in. Nothing is shared until you create a token or authorize a connection.

  • It connects as you. Your assistant uses a scoped access token you generate. It never receives your password, and it can never go beyond your own role permissions or see anything you can't already see in Nifty.

  • You choose the scope. Pick Read-only (the default and recommended), Full access, or Custom for the exact actions the assistant may take.

  • Set an expiry and revoke anytime. Give tokens a lifetime of up to 365 days, and revoke any of them from Settings → MCP & AI assistants → API tokens. Access stops within about a minute.

  • Your data goes to the assistant you choose. In-scope data is shared with that AI provider under their terms and privacy policy, so connect assistants you trust.

Nifty's MCP Scope Includes:

  • Members

  • Portfolios

    • Projects

      • Lists

      • Statuses

      • Tasks

        • Tags

        • Dates

        • Dependencies

        • Custom Fields

  • Messages

  • Docs

  • Goals

  • Forms

Setting up your assistant

Setup varies slightly by assistant, but every install starts in the same place: open the Settings option in your profile dropdown, then go to the MCP & AI Assistants tab in the sidebar.

App Scopes

When integrating with the MCP, you'll be prompted to select a scope based on your needs. The below will help you understand the different scope types.

Read only

  1. Can only retrieve/view data (list, get, search)

  2. Cannot create, update, or delete anything

  3. Good for: dashboards, reporting, auditing, or giving your LLM visibility without risk of changes

Full Access

  1. Can read and write — create, update, delete, and retrieve anything the MCP server supports

  2. No restrictions on what actions can be taken

  3. Good for: power users who want their LLM to take full action on their behalf

Custom

  1. You select which specific permissions to grant

  2. Best when you know exactly what the token will be used for

  3. Good for: situations where you want your LLM to do some things but not others — e.g. create tasks but never delete projects

Claude Desktop via OAuth

Follow the below steps to add a custom connector for the Nifty MCP in Claude.

Start by opening your Claude desktop app and go to Settings within your Profile.

Next, navigate to Connectors in the settings sidebar and Add a new custom connector.

Copy the MCP Server and Client ID details from step one in Nifty as seen below.

Add these details into the Add custom connector pop up then Add the connector.

Following this step, you will be requested to log into Nifty and approve Claude's access. Restart the Claude desktop app and give the Claude a prompt such as "What's the latest task updated in Nifty".

Cursor / Custom

Cursor / Custom implementations will require you to add a small amount of code into the config file of your LLM, but first, you'll need to create a token.

Add Your Code to the Config

Copy the code snippet with the copy icon to the right of the text box.

Cursor Config

From inside of the Cursor desktop app, select Settings. In the Settings sidebar, select Tools & MCPs and Add Custom MCP.

A sidebar editor will open for you to paste the code snippet into the config file. Note that the {mcpServers:} code may already be there, meaning you can remove the duplicate of this code when pasting the code snippet from Nifty.

Save the added code and restart the Cursor desktop app.

Final Steps

Back in Nifty, select I pasted it.

Restart your LLM and send a prompt for the Nifty MCP, after which you can Test your connection to confirm that your token was properly added into the config.

The two most common errors faced in this step are either

  • Code added to the incorrect place of the config file

  • Failure to restart your AI client application following the code addition to the config file

In addition to this test, you can try prompting your LLM to interact with Nifty via the MCP, at which point your AI assistant will verify if it is able to reach the Nifty MCP server.

OpenAI Custom App via OAuth

For the MCP beta, you'll need to create an OAuth app in ChatGPT.

Creating a ChatGPT app in Nifty

Copy the URL in Step 1 of the ChatGPT connection steps, then go to the App Center in Nifty.

Navigate to the Integrate with API tab and Create app.

Name the app ChatGPT and add the Redirect URI copied from before. Select your scope and Create app.

Be sure to save your Client ID and Client Secret, as you will need them for the next step in creating the ChatGPT app.

Creating a Nifty App in ChatGPT Browser

Start by navigating to the Profile of ChatGPT in the browser app and go to Settings.

In the Apps section of Settings, go to Advanced settings.

Enable Developer mode, then select Create app.

In the New App screen, title the app Nifty and place the copied URI in the Connection field. Click the tickbox, and click on Advanced OAuth settings.

In advanced OAuth settings, input your Client ID and Client Secret below the Callback URL, then Create the app which will prompt you to sign into Nifty.

After the app is created, log into Nifty via the ChatGPT interface to complete the integration.

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