Helm MCP Server

MCP (Model Context Protocol) server for Helm — run your business operations (projects, customers, billing, automations, and AI agents) directly from Claude or any MCP-compatible AI assistant.

What is Helm?

Helm is the AI Operations Platform for founder-led business — AI agents take on the operational work so your team is free for the work that matters. Customers, projects, time and billing, documents, automations, and AI staff live in one place that runs itself.

Key features:

• Projects & Tasks - Organize work with kanban boards, priorities, and assignments
• CRM - Track accounts, contacts, and deals through your pipeline
• Time, Billing & Catalog - Log time, manage a product catalog, 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
• Forms & Sequences - Capture leads and nurture them with automated email sequences
• Automations - Event-driven workflows that handle the busywork
• AI Agents - Autonomous AI staff with schedules, email, and tool access

Why use the Helm MCP Server?

With the Helm MCP server, you can run your Helm workspace without leaving your AI assistant:

• Create tasks as you work - found a bug? Create a task instantly
• Track time on projects without switching contexts
• Manage your pipeline - accounts, contacts, deals, and products
• Generate invoices and estimates from your catalog
• Capture and nurture leads with forms and email sequences
• Build automations that handle recurring work
• Direct your AI agents - schedules, email, and more

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) |

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 | | helm__upload_attachment | Upload a file (base64) to attach to a task or comment |

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

| Tool | Description | |------|-------------| | helm__get_accounts | List accounts (companies you do business with) | | helm__get_account | Get a specific account | | helm__add_account | Create a new 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 | | helm__delete_contact | Delete a contact permanently |

Activity

| Tool | Description | |------|-------------| | helm__log_activity | Log an action/event or a data-point metric on a record's timeline |

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 |

Products & Catalog

| Tool | Description | |------|-------------| | helm__list_products | List catalog products (what you sell) | | helm__get_product | Get a product by id or name | | helm__create_product | Add a product to the catalog | | helm__update_product | Edit a product (only the fields you pass) | | helm__archive_product | Archive (or unarchive) a product | | helm__attach_product_to_deal | Attach a product to a deal to suggest its value | | helm__add_line_item_from_product | Add a product as a line item on an invoice/estimate | | helm__list_product_prices | List a product's price tiers | | helm__create_product_price | Add a price tier to a product | | helm__update_product_price | Edit a price tier | | helm__delete_product_price | Delete a price tier | | helm__list_account_products | Customer-360: products an account uses, bought, or has in pipeline | | helm__attach_product_to_account | Record an account as a customer for a product (no invoice) | | helm__update_account_product | Update a product↔account link (end it, change tier, rate, qty) | | helm__detach_product_from_account | Remove a product↔account attribution |

Forms

| Tool | Description | |------|-------------| | helm__list_forms | List lead-capture / intake forms with status and counts | | helm__get_form | Get a form's full structure (and embed snippet if live) | | helm__create_form | Create a form (draft) | | helm__add_form_step | Add a step (page) to make a form multi-step | | helm__add_form_field | Add a field to a form (text, select, choice cards, etc.) | | helm__set_form_status | Publish, unpublish, or archive a form | | helm__get_form_submissions | Read recent submissions (leads) | | helm__get_form_stats | Submission counts (total / 7d / 30d) |

Email Sequences

| Tool | Description | |------|-------------| | helm__list_email_sequences | List email sequences | | helm__get_sequence | Get a sequence with its steps and enrollment stats | | helm__create_email_sequence | Create a sequence (draft) | | helm__create_sequence_email | Add an email (with a delay) to a sequence | | helm__enroll_in_sequence | Enroll a contact into a sequence | | helm__list_sequence_enrollments | List enrolled contacts and their progress |

Agent Email

| Tool | Description | |------|-------------| | helm__agent_send_email | Send an outbound email as one of your AI agents |

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 |

Workflows

Build and operate automation workflows. Call helm__get_workflow_schema first when authoring — it returns the full grammar (valid triggers, every step type and its required config, entities and their writable columns, condition operators, and the template path rules) so create/update succeed on the first try.

| Tool | Description | |------|-------------| | helm__get_workflow_schema | Get the authoring grammar (triggers, step types, entities, operators, rules). Read this before building. | | helm__get_workflows | List workflows (filter by status) | | helm__get_workflow | Get a workflow's full trigger + steps config | | helm__get_workflow_executions | List recent execution runs and any errors | | helm__create_workflow | Create a workflow (trigger + steps). Validated; saved as draft unless status: live. | | helm__update_workflow | Update a workflow; only the fields you pass change. The merged result is validated. | | helm__delete_workflow | Permanently delete a workflow | | helm__set_workflow_status | Enable (live), pause (draft), or archive a workflow | | helm__execute_workflow | Manually run a workflow now, bypassing trigger conditions |

Validation is severity-tiered: hard errors (unknown step type/entity/operator, etc.) always block; "incomplete" issues (missing required config) block only when going live; warnings (e.g. a step template missing the {{trigger.}} prefix) are advisory. Workflows created via the API auto-lay-out in the visual builder.

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 an 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"

Build an automation workflow

"When a new customer account is created, email them a welcome message. Build it as a Helm workflow and turn it on."

Links

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

License

MIT - see LICENSE for details.

Built with love by the Helm team.