Taskr for ChatGPT

Use your Taskr jobs inside ChatGPT

ChatGPT can't see your business on its own. Connect Taskr and it can read your jobs, quotes, invoices and schedule, answer from them, and book or move work for you once you say yes.

Connect Taskr to ChatGPT

  1. In ChatGPT on the web, open Settings, then Apps (Apps & Connectors in some versions). Under Advanced settings, turn on Developer mode.

  2. Back in Apps, choose Create, name it Taskr and paste the connector URL. Leave authentication as OAuth.

    https://mcp.taskrs.com.au

  3. Choose Connect and sign in with your usual Taskr account. No API key is needed.

  4. In a new chat, turn Taskr on from the + menu and ask what's on this week.

Custom connectors depend on your ChatGPT plan and workspace settings. If you can't see Developer mode, check OpenAI's guide or ask your ChatGPT workspace admin.

ChatGPT's own guide: Connectors in ChatGPT

Things to ask once it's connected

  • “What's due this week, and is anything overdue?”
  • “Which quotes are still waiting on the customer?”
  • “Which invoices are unpaid past 30 days?”
  • “Book the annual service at the Collins St site for next Tuesday.”

What ChatGPT can do in Taskr

Look things up

  • What's due, overdue or not yet booked, and the full history of any job
  • Who's booked where, today or any day this week
  • A customer or site with its contacts, open work, quotes and invoices
  • Quotes waiting on the customer and invoices still unpaid
  • Approvals waiting on you and a summary of how the business is tracking

Make changes, with your OK

  • Create, assign, book, move and complete jobs
  • Add customers and draft quotes and invoices
  • Run one of your workspace's saved workflows
  • Send a quote, invoice or message, cancel or void something, or delete a record. These are marked as permanent, so the assistant checks with you every time.

Specialist tools when you ask

  • Estimating and takeoffs, purchase orders, timesheets, assets, faults, inspections and more. They stay out of the way until a question needs one, and the assistant finds the right one itself.

ChatGPT shows you each change and asks you to confirm it before it runs.

Your data and permissions

  • You sign in with your own Taskr login on Taskr's sign-in page. The assistant never sees your password, and there's no API key to copy.
  • It sees and does only what your role in the workspace allows. A technician's connection can't open what only an owner can.
  • It works in one workspace at a time. If you belong to more than one, ask it to switch workspace.
  • Every Taskr tool is labelled as a lookup or a change. Deleting records and anything that moves money also needs your approval in Taskr.
  • Taskr keeps a log of every request a connected assistant makes: which account, what it did, which records it touched and when. Workspace owners can check it in Taskr under Automations, then Agents.
  • Taskr only receives the requests the assistant sends. Your conversation and chat history stay with the assistant's provider.

Disconnecting: In ChatGPT, open Settings, then Apps, choose Taskr and disconnect it. ChatGPT stops using your Taskr account straight away. A workspace owner who removes you from the workspace also ends ChatGPT's access to it.

The details are in our privacy policy and terms.

Who can use it

  • A Taskr login in a workspace. Anyone on the team can connect their own account, with their own role's access.
  • If the workspace's subscription has lapsed or checkout isn't finished, the assistant can still look things up but can't make changes until billing is sorted.

Troubleshooting

It says I'm in the wrong workspace
Ask the assistant to list your workspaces and switch to the right one, or disconnect and connect again, then pick the workspace when you sign in.
It can't see something I can see in Taskr
The assistant only gets what your role allows, and some areas are turned off for a workspace. Ask it what it can do here: it checks your role and the workspace's modules and tells you.
Sign-in keeps failing or the connection drops
Disconnect Taskr in the assistant's settings, connect again and sign in the same way you sign in to Taskr, with the same email.
A change didn't happen
Permanent actions and anything that moves money wait for your OK, in the chat or in Taskr. Check Inbox, then Approvals in Taskr for anything still waiting.

Help

Email [email protected] or visit support. Use Claude as well, or another assistant? See all connectors.

No Taskr account yet? The public connector needs no sign-in: your assistant can work out what missed jobs and slow quotes cost you, and give you the link to start a trial.

https://mcp.taskrs.com.au/public

No Taskr account yet?

Start a trial, add a few jobs, then connect ChatGPT and ask it what's on this week.

Start free trial