Helm MCP Server

MCP (Model Context Protocol) server for Helm - manage your agency's projects, tasks, clients, and more directly from Claude or any MCP-compatible AI assistant.

What is Helm?

Helm is an AI work platform where agents execute professional services — managed by agencies or self-directed by businesses. It consolidates client management, project tracking, time billing, invoicing, and AI agents into one unified workspace.

Key features:

• Project & Task Management - Organize work with kanban boards, priorities, and assignments
• Client Management - Track accounts, contacts, and deals in your sales pipeline
• Time Tracking & Billing - Log time and generate invoices and estimates
• Documents - Create and organize rich-text documents with folders and multi-page support
• Calendar - Manage events and meetings with video conferencing support
• AI Agents - Autonomous AI staff with scheduled tasks and tool access

Why use the Helm MCP Server?

With the Helm MCP server, you can manage your Helm workspace without leaving your coding environment:

• Create tasks as you work - found a bug? Create a task instantly
• Track time on projects without switching contexts
• Check project status and task assignments
• Manage clients - create accounts, contacts, and deals
• Generate invoices and estimates for client work
• Schedule calendar events and meetings
• Configure AI agent schedules for recurring automated tasks

All from within Claude Code, Claude Desktop, or any MCP-compatible tool.

Installation

npm install -g @helm-ai/mcp-server

Or use with npx (recommended):

npx @helm-ai/mcp-server

Quick Start

1. Get your Helm API Key

1. Log in to your Helm workspace
2. Go to Settings → API Keys
3. Click Create API Key
4. Give it a name (e.g., "Claude MCP")
5. Copy the API key (starts with helm_sk_...)

Important: Save this key securely - you won't be able to see it again!

2. Configure the MCP Server

Add the Helm MCP server to your Claude configuration:

For Claude Code (~/.claude.json or project .mcp.json):

{
  "mcpServers": {
    "helm": {
      "command": "npx",
      "args": ["-y", "@helm-ai/mcp-server@latest"],
      "env": {
        "HELM_API_KEY": "helm_sk_your_api_key_here"
      }
    }
  }
}

For Claude Desktop (claude_desktop_config.json):

{
  "mcpServers": {
    "helm": {
      "command": "npx",
      "args": ["-y", "@helm-ai/mcp-server@latest"],
      "env": {
        "HELM_API_KEY": "helm_sk_your_api_key_here"
      }
    }
  }
}

3. Optional: Set a Default Project

If most of your tasks go to one project, set a default:

{
  "env": {
    "HELM_API_KEY": "helm_sk_your_api_key_here",
    "HELM_DEFAULT_PROJECT_ID": "your-project-uuid"
  }
}

Available Tools

Projects

| Tool | Description | |------|-------------| | helm__get_projects | List all projects in your workspace | | helm__create_project | Create a new project (optionally linked to an account/client) |

Tasks

| Tool | Description | |------|-------------| | helm__add_task | Create a new task (with title, description, priority, status, assignees) | | helm__get_tasks | List tasks with optional filters (status, priority, project) | | helm__get_task | Get a specific task by ID | | helm__update_task | Update task title, status, priority, assignees, or due date | | helm__add_task_comment | Add a comment to a task |

Documents

| Tool | Description | |------|-------------| | helm__create_document | Create a new document (supports markdown or JSON content) | | helm__get_documents | List documents with optional filters | | helm__get_document | Get a specific document by ID | | helm__update_document | Update document title, content, status, or visibility | | helm__get_document_pages | List all pages in a multi-page document | | helm__get_document_page | Get a specific page with full content | | helm__list_document_folders | List document folders (optionally filter by parent) | | helm__create_document_folder | Create a new document folder | | helm__move_document_to_folder | Move a document into a folder or to root | | helm__bulk_create_document_folders | Create multiple folders in one call (up to 50) | | helm__bulk_move_documents_to_folder | Move multiple documents into folders in one call (up to 100) |

Time Tracking

| Tool | Description | |------|-------------| | helm__create_time_entry | Log time to a project or task | | helm__get_time_entries | List time entries with optional filters |

Estimates

| Tool | Description | |------|-------------| | helm__create_estimate | Create an estimate with line items | | helm__get_estimates | List estimates with optional filters |

Accounts (Clients)

| Tool | Description | |------|-------------| | helm__get_accounts | List client accounts | | helm__get_account | Get a specific account | | helm__add_account | Create a new client account | | helm__update_account | Update account details |

Contacts

| Tool | Description | |------|-------------| | helm__get_contacts | List contacts/people | | helm__get_contact | Get a specific contact | | helm__add_contact | Create a new contact | | helm__update_contact | Update contact details |

Deals (Sales Pipeline)

| Tool | Description | |------|-------------| | helm__get_deals | List deals with optional filters | | helm__get_deal | Get a specific deal | | helm__add_deal | Create a new deal | | helm__update_deal | Update deal stage, value, or other details | | helm__delete_deal | Delete a deal |

Calendar Events

| Tool | Description | |------|-------------| | helm__get_calendar_events | List calendar events (defaults to upcoming 7 days) | | helm__get_calendar_event | Get a specific calendar event | | helm__create_calendar_event | Create a new event with optional conferencing | | helm__update_calendar_event | Update event details | | helm__delete_calendar_event | Delete a calendar event |

Invoices

| Tool | Description | |------|-------------| | helm__get_invoices | List invoices with optional filters | | helm__get_invoice | Get a specific invoice with line items | | helm__create_invoice | Create a new invoice with line items | | helm__update_invoice | Update invoice details or status |

Agent Schedules

| Tool | Description | |------|-------------| | helm__get_agent_schedules | List recurring schedules for AI agents | | helm__create_agent_schedule | Create a recurring schedule (daily/weekly/monthly) | | helm__update_agent_schedule | Update schedule settings or enable/disable | | helm__delete_agent_schedule | Delete an agent schedule |

Example Usage

Create a task while coding

"Add a Helm task: Fix the authentication bug in the login flow - high priority"

Log time after completing work

"Log 2 hours to the Website Redesign project for frontend development"

Check your tasks

"Show me all my in-progress tasks in Helm"

Create a client estimate

"Create an estimate for Acme Corp: 10 hours of development at $150/hour"

Manage your sales pipeline

"Create a deal for the new website project with Acme Corp, valued at $15,000"

Links

• Helm Website: https://gethelm.ai
• Documentation: https://gethelm.ai/docs/

License

MIT - see LICENSE for details.

Built with love by the Helm team.