Clokio MCP Server

Changes per release: CHANGELOG.md. After an update, start a new session and check clokio_whoami's mcp_version.

A Model Context Protocol server for the Clokio Public API. Connect Claude - or any MCP client - to your Clokio workspace to read and manage tasks, projects, clients, employees and attendance in natural language.

Every request is authenticated with your own Clokio API key (clk_...), sent in the X-API-Key header. The key carries its own scopes, so this server never re-implements authorization: it is a thin, stateless client, and a 403 / 422 from the API is surfaced verbatim.

Auth header: the Clokio Public API accepts the key only in X-API-Key. An Authorization: Bearer <key> header is not recognised and returns 401. If you call the API directly (not through this server), use X-API-Key.

Install

You need a Clokio API key. Create and scope keys in the admin dashboard at Settings → API Keys (/admin/api-keys/). Each person uses their own key, so permissions and the audit trail stay per-user.

Claude Code

claude mcp add clokio \
  --env CLOKIO_API_KEY=clk_your_key_here \
  -- npx -y clokio-mcp@latest

Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "clokio": {
      "command": "npx",
      "args": ["-y", "clokio-mcp@latest"],
      "env": { "CLOKIO_API_KEY": "clk_your_key_here" }
    }
  }
}

Acting as yourself: an employee key

An admin clk_ key reaches the whole organisation. If you are not an admin, or you want every write bound by your own roles and project permissions, use a personal employee key instead - any employee can issue one at Profile → API keys:

claude mcp add clokio \
  --env CLOKIO_EMPLOYEE_KEY=your_personal_key \
  -- npx -y clokio-mcp@latest

Set exactly one of CLOKIO_API_KEY / CLOKIO_EMPLOYEE_KEY. In employee mode the server talks to /api/employee with X-Employee-Key, announces who it is acting as at startup (acting as Anil Pujara (00081)), and fails there if the key is revoked or expired. It registers only what that surface allows: your assigned-task queue, reading and creating tasks where you may, updating, commenting, attachments, logging time, and the whole Docs module. Nothing takes an employee_code to credit a writer: the key is the identity, and a 403 from Clokio means you may not do that in that project. CLOKIO_TOOLSETS may name tasks and/or docs (clokio_whoami and clokio_list_projects are always on); CLOKIO_DEFAULT_ACTOR is refused. Employee mode needs a Clokio server with GET /api/employee/me (app.clokio.io has it since 2026-10-26). If the startup check cannot reach Clokio, the server says so and does not blame the key.

Cursor / Cline / Zed / any MCP client

Use the same command - npx -y clokio-mcp@latest with CLOKIO_API_KEY in the env. MCP is an open standard.

Optional: set CLOKIO_BASE_URL to point at a different Clokio installation (defaults to https://app.clokio.io).

Optional: set CLOKIO_DEFAULT_ACTOR to an employee_code (e.g. 00055) to attribute tasks, comments and updates that name no author. You usually do not need it - an unnamed write is already credited to the person who issued the API key. Use it only for a shared or service key whose issuer is not the person acting. An explicit code on a tool call always takes precedence.

Optional: set CLOKIO_TOOLSETS to register only the tool groups you need, e.g. CLOKIO_TOOLSETS=tasks. This cuts the per-session tool-list cost - a task-focused session drops from 131 tools to 42. Optional groups are tasks, employees, attendance (which includes leave, time entries and logging time), docs and tickets; combine them with commas. If your key cannot open documents (no acts-as employee and no explicit docs scopes), leaving docs out saves 33 tools it cannot use. The projects group (project/client lookups, task statuses and labels, and whoami) is always on, because the task tools resolve names through it.

Tools

131 tools across seven areas. Read-only tools carry the MCP readOnlyHint; writes are marked mutating (deletes are destructive).

| Area | Tools | |------|-------| | Tasks | list (with compact / fields / sort / updated_since / updated_before / recurring, no due date, no assignee, a custom field value, title-only search), a project's task summary (counts by status / priority / label / assignee, overdue and stale lists, per option of a release dropdown: clokio_get_project_task_summary), a project's activity log (clokio_list_project_activity), get (with comments_limit; names the ticket a task was opened from), create, update (incl. recurring series: set a rule, pause/resume, stop; labels: replace, add, remove; parent task; assignees in the same call), delete, bulk update (status, priority, due date, estimate, add / remove labels), set assignees (a shared board's client people as {employee_code, organization_id}), list a board's people, list/add/edit comments, list attachments (with is_latest + latest_only), upload, download one (save to disk, or read PDF text / ZIP entries / images / text inline), download all to a folder, read images pasted into descriptions and comments, activity (with organisations, paged), list/add/remove dependencies, set custom field (an option by value or label), set custom fields on many tasks (clokio_bulk_set_task_custom_field, partial success); clokio_update_task takes custom_fields too | | Projects & clients | list projects, project statuses (and create / edit / delete them; a status in use moves its tasks to move_to), project custom fields (and create / edit / delete them, e.g. a release dropdown; a delete removes the stored values too), project contacts, get client, add client contact | | Reference | task statuses, task labels, locations, list webhooks (read-only), whoami | | Employees | list (name search), lookup by PIN, task-stats, inbox (mentions, new assignments, others' status changes; with the tickets toolset, also the acting employee's open tickets), create, set status | | Attendance | daily, range, per-employee, monthly summary, clock in/out, break start/end, time entries (local times in the person's zone; edit / delete your own), leaves (with days, half days counted 0.5), days of leave taken per type and year (clokio_get_leave_days_taken; the old name clokio_get_leave_balances still works; Clokio tracks no quota or remaining balance; leave and time-entry lists take employee_code and at most 92 days per call), log time on a task, start / stop / read the timer (see Logging time) | | Documents (see Documents for who a key acts as) | list, tree, search, get (Markdown / HTML / JSON), create, replace content, update meta, move, archive, restore, delete, templates + create from template, members (by employee_code) and teams (list/add/update/remove, shareable teams), public share link, comments (list/add/resolve/reopen), versions (list/get/restore), attachments (list/upload/download) | | Tickets (see Tickets) | list (filters incl. several labels, created dates, needs reply, sort + cursor), open a new ticket by email or WhatsApp template (sent, or as a draft a person sends; Idempotency-Key per call, destructive), a WhatsApp number's approved templates with the slots to fill, get (with its newest messages; internal notes labelled, everything the customer wrote wrapped as untrusted), more messages, reply to the customer (fresh Idempotency-Key per call, destructive), files on an outgoing email (file_paths or attachment_ids on a new email and a reply), internal note (with mentions), update state / assignee (resolve without the satisfaction survey), a contact's client with its projects, open tasks and recently done tasks ("what is the status of my task?"), add / remove one label, contacts list / get / create / update, inboxes, ticket labels (list / create), saved replies, download a file a customer sent, save / delete your own reply draft, list the tasks opened from a ticket, open a task from a ticket (with its files; Idempotency-Key per call), reports (overview, agents, satisfaction + its ratings, workload) |

Conventions

• People are identified by employee_code (e.g. 00080), not internal ids. Use clokio_list_employees (with search) to resolve a name to a code, or clokio_lookup_employee_by_pin for a kiosk PIN.
• Shared boards. On a project shared with a client organisation, its people appear on your tasks with external: true and organization {id, name}. List them with clokio_list_project_people and assign them as {employee_code, organization_id}: an employee code is unique only within one organisation, so a bare code always means yours.
• Attribution is automatic. An unnamed write is credited to the key's issuer (see clokio_whoami), so you rarely set an author. Pass created_by_employee_code / author_employee_code only to credit someone else, or set CLOKIO_DEFAULT_ACTOR for a shared key.
• Write Markdown. Descriptions and comment bodies accept Markdown (paragraphs, lists, **bold**, `code`, links, headings, fenced code); the server converts it to the HTML Clokio stores. Text that already starts with an HTML tag is passed through untouched.
• Status slugs come from clokio_list_task_statuses / clokio_get_project_statuses.
• Recurring tasks are templates. Pass recurrence on create/update ({frequency, every?, days_of_week?, day_of_month?, anchor?}) and the task becomes the series template; moving it to a done status starts the schedule. A fresh copy (same content, assignees, labels, estimate) is created early on each matching day, due that day, independent of earlier copies. Pause/resume with recurrence_active, stop with recurrence: null; recurrence.armed on a task says whether the series is live, a copy names its template as recurrence.spawned_from, and series_of on the list tool returns every occurrence of one series.
• An API key sees public custom fields only. A dropdown or multi-select value may be the option's value or its label as shown on screen.

Logging time

clokio_log_time, clokio_start_timer, clokio_stop_timer and clokio_get_active_timer (0.21.0) call /api/v1/time-entries and /api/v1/timer/*. The time is always the key's acting person's (its "acts as" employee, else the person who issued it); no tool takes an employee and the server refuses one.

• Scopes: time_entries:write for the three writes, time_entries:read for the running timer. time_entries:write is part of Full access; a key with chosen permissions must tick it.
• clokio_log_time takes task_id and EITHER date + start + end, date + start + duration_minutes, or duration_minutes alone (the entry then ends now). Times are local to that person. At most 12 hours per entry; nothing may start or end more than 10 minutes in the future; an overlap with another time entry of the same person (their running timer and an overnight entry from the day before included) is refused.
• clokio_update_time_entry and clokio_delete_time_entry (0.22.0) change or remove one of the acting person's own entries (ids from clokio_list_time_entries, which prints local times in the person's current zone since 0.23.0, or UTC on an older server); edits take local times in that same zone and get the same checks; a running entry must be stopped before its times change or it is deleted.
• clokio_start_timer is refused while a timer runs; force: true stops it and starts the new one. clokio_stop_timer is refused when nothing runs.
• The task must be visible to that person, on an active project of your organisation; a board another organisation shared with you is refused.

Documents

The Docs tools call /api/v1/docs... with the same CLOKIO_API_KEY as everything else, but documents are permissioned per person, so every docs call acts as one employee - the key's effective actor:

• The key's "acts as" employee, when it has one (set in Settings > API keys). Only an admin may make a key act as someone else.
• Otherwise, the person who created the key - when the key has Full access or lists docs:read / docs:write. Keys converted from the old wildcard * with no acts-as employee do not hold them, so such an integration key never opens its creator's private documents.

So, to use the Docs tools, either set an acts-as employee on the key, or add docs:read and docs:write to its scope list (it then acts as you, its creator). Otherwise every docs tool answers 403, the same for every document id.

Scopes: docs:read for the read tools (every GET) and docs:write for everything else. Full access includes both; a key with chosen permissions must include them (otherwise 403 naming required_scope).

The key then sees exactly what its acting employee sees and can do on the web, never more, and writes (comments, versions, activity) are attributed to that employee:

• A document the employee cannot see answers 404, the same as one that does not exist (the API never confirms an id to someone not allowed to know it).
• A visible document they may not change answers 403.
• Two separate gates, both named in each tool's description:
  • the employee's role must hold the section permission: docs.view for reads, docs.create for creating, editing, moving, archiving, comments, version restores and uploads, docs.manage for delete, members, teams and share links (and for standalone documents). A 403 Forbidden: Insufficient permissions means this gate refused;
  • the document role, view < comment < edit < admin. A 403 with any other message means that role is too low.

| Tool | Endpoint | |------|----------| | clokio_list_docs | GET /docs | | clokio_get_doc_tree | GET /docs?tree=1 | | clokio_search_docs | GET /docs/search | | clokio_get_doc | GET /docs/{id} | | clokio_create_doc | POST /docs | | clokio_update_doc_content | PUT /docs/{id}/content | | clokio_update_doc_meta | PATCH /docs/{id} | | clokio_move_doc | POST /docs/{id}/move | | clokio_archive_doc / clokio_restore_doc | POST /docs/{id}/archive / restore | | clokio_delete_doc | DELETE /docs/{id} | | clokio_list_doc_templates / clokio_create_doc_from_template | GET /docs/templates / POST /docs/from-template | | clokio_list_doc_members | GET /docs/{id}/members (members, teams, inherited, share link) | | clokio_list_doc_shareable_teams | GET /docs/{id}/shareable-teams | | clokio_add_doc_member / clokio_update_doc_member / clokio_remove_doc_member | POST / PATCH / DELETE /docs/{id}/members (by employee_code), or PATCH / DELETE .../members/{employeeId} | | clokio_add_doc_team / clokio_update_doc_team / clokio_remove_doc_team | POST /docs/{id}/teams, PATCH / DELETE .../teams/{teamId} | | clokio_create_doc_share_link / clokio_revoke_doc_share_link | POST / DELETE /docs/{id}/share-link | | clokio_list_doc_comments / clokio_add_doc_comment | GET / POST /docs/{id}/comments | | clokio_resolve_doc_comment / clokio_reopen_doc_comment | POST .../comments/{commentId}/resolve / reopen | | clokio_list_doc_versions / clokio_get_doc_version / clokio_restore_doc_version | GET .../versions, GET .../versions/{versionId}, POST .../versions/{versionId}/restore | | clokio_list_doc_attachments / clokio_upload_doc_attachment / clokio_download_doc_attachment | GET / POST /docs/{id}/attachments, GET .../attachments/download?path= |

Working with documents:

• Every docs tool answers {data} or {data, meta}, like the task tools: the record or rows in data; paging, counts, your role and permissions in meta. clokio_get_doc puts the record and its body together in data.
• Listing covers every scope by default. project_id narrows it: a project id, "none" for standalone documents only, or "all" (default).
• Read as Markdown, write as Markdown. clokio_get_doc returns Markdown by default (format: "html" or "json" for the others) without the title; pass include_title: true to start the body with it as a heading. The create/update tools take Markdown by default (content_format: "html" or "json"); HTML you write must stay within Clokio's restricted grammar (a 422 names any unsupported tag).
• Content writes are optimistic. clokio_update_doc_content REPLACES the whole body and requires base_version - the content_version you last read. A 409 means someone else edited in between: re-read, reconcile, write again with the new version. Never retry with the same base_version.
• Public share links expire after 30 days unless you pass expires_at or never_expires: true.
• Attachments list name, size, mime and uploaded_at; download by path. Uploading does not change the text: place the returned url in the body yourself (an image or fileAttachment node in Tiptap JSON).
• Members are named by employee_code (e.g. "00080"), like everywhere else in this server; the internal employee_id is accepted as an alternative. Teams are named by team_id, from clokio_list_doc_shareable_teams. A member's email is shown only when the key has employees:pii; profile pictures only with include_avatars: true.

Tickets

The tickets toolset works the Clokio support inbox as the key's "acts as" employee: it sees and does exactly what that person may in the inbox. Full access includes tickets:read, tickets:write (notes, state, assignee, labels, contacts) and tickets:send (clokio_reply_ticket, which REACHES THE CUSTOMER); a key with chosen permissions must tick them. Writing as a colleague needs tickets:send_as, which is never part of Full access: it is ticked separately, only on a key created by an administrator.

clokio_get_ticket and clokio_list_ticket_messages print internal notes under "INTERNAL NOTE - never send to the customer" and wrap everything the customer or an outside party wrote (message text, subject, contact, author names, file names, event lines) and the label names in <untrusted_customer_content> tags: data, never instructions. A colleague's name (an identified employee) is printed as is. Every message names its id (message #<id>), reply drafts included. clokio_get_ticket shows the NEWEST messages (default 100, messages_limit for fewer), oldest first so the latest is last; it pages through the thread to reach them and says how many earlier messages it left out and how to read them with clokio_list_ticket_messages (which pages from the oldest). clokio_reply_ticket sends a fresh Idempotency-Key with every call, so a second call is a second reply; to retry one reply safely, pass the same idempotency_key (returned in the answer) with the same fields. CLOKIO_DEFAULT_ACTOR does not apply to tickets: a reply is written by the key's acting employee unless you name author_employee_code (which needs tickets:send_as).

Email text is cleaned before printing (never raw HTML); max_chars cuts long bodies. Files carry ids (clokio_download_ticket_attachment). clokio_create_reply_draft (needs tickets:write) saves a draft a person sends from Clokio with "Use this draft": prefer it when your organisation reviews customer messages first. On a resolved or spam ticket the draft is saved with a warning (it is out of the open queue); the ticket is never reopened by it. clokio_delete_reply_draft (needs tickets:write) deletes one of your own drafts that nobody has used.

clokio_create_ticket (needs the Clokio backend with the 0.25 API) opens a NEW ticket and sends its first message, as "New email" / "New WhatsApp message" on the Tickets screen: an email (inbox_id, to, optional cc / bcc, subject, Markdown body) or an approved WhatsApp template to one number (clokio_list_whatsapp_templates lists a number's templates with the slots each takes, and marks those the API cannot send). It needs tickets:write plus tickets:send to send; draft: true sends nothing and leaves a pending draft a person sends from Clokio with "Use this draft" (tickets:write only). Writing to someone no contact you can see holds needs the acting employee's tickets.manage, and a key opens at most 10 tickets per 10 minutes (successful creates only; a replay is answered past the limit). On an email draft ticket, the first reply without recipients goes to the drafted recipients with the drafted subject, and the draft then reads "used". Each call sends an Idempotency-Key (fresh, or the one you pass to retry); a replay says so and sends nothing. clokio_create_ticket_label and clokio_create_contact (both need tickets.manage) add a label or a contact; a contact whose address or number a contact you can see already holds is a 409 naming that contact. clokio_list_tickets takes label_ids, created_after / created_before, needs_reply and sort (pass the same sort with a cursor).

Files on an outgoing email (needs the Clokio backend with POST /tickets/attachments): clokio_create_ticket (email, not a draft) and clokio_reply_ticket (a ticket of a connected Gmail / Microsoft 365 mailbox) take file_paths (files on this machine; the tool uploads them) and / or attachment_ids (from clokio_upload_ticket_attachment). Up to 5 files, each at most 10 MB and together within 10 MB: pdf, images, doc / docx, xls / xlsx, txt, csv, zip. They go out as real attachments. An uploaded id belongs to the acting employee, is used once and expires after 24 hours. A retry with the same idempotency_key in the same session reuses the files already uploaded, so the retry replays instead of sending twice. clokio_update_ticket takes send_survey: false with state: "resolved" to close a ticket without the satisfaction survey.

A replayed idempotent write (a reply, a task from a ticket, a new ticket) says it was replayed and that nothing new was made. The ticket API names a missing project ("That project is not available.") and a missing draft ("This draft no longer exists."); those come back as they are, and only a plain "Not found." adds that an older server is one possible cause.

clokio_create_task_from_ticket opens a task linked to the ticket, as the ticket screen's "Task" button does, and copies the ticket files you name into it (a file tasks refuse is listed in skipped_files). It needs BOTH tickets:write and tasks:write, and the acting employee's own right to create tasks in that project. Each call sends an Idempotency-Key (a fresh one, returned in the answer, or the one you pass to retry). clokio_list_ticket_tasks (needs tickets:read and tasks:read) lists the tasks opened from a ticket, and clokio_get_task names the ticket a task came from (linked_ticket).

A customer's work (needs the Clokio backend with task #6204): clokio_get_contact names the client (company) a contact is linked to, and clokio_get_contact_client (needs tickets:read AND tasks:read, and the acting employee's tickets.view_all) answers "what is the status of my task?": the client, its active projects with their open task counts, its open tasks nearest due first (status, due date, OVERDUE, assignees, link; at most 8, or up to 100 with all: true) and the last 5 tasks done in 60 days. Only what the acting employee may see is listed.

Reports (needs the Clokio backend with the ticket reports API): clokio_ticket_report_overview, _agents, _satisfaction, _satisfaction_ratings and _workload answer the four Tickets > Reports tabs with the web's numbers. They take from / to (YYYY-MM-DD, the organisation's time zone, default the last 30 days, at most 366), inbox_id, label (an id or none) and, except the overview, team_id; the ratings list also takes page and low. The acting employee needs tickets.reports (403 otherwise), restricted channels they are not granted are not counted, AI answer quality is not part of the API, and agent availability appears only when they may open the Daily Attendance board. At most 30 report calls a minute per key. Rating comments, ticket titles and contact names are wrapped as untrusted content.

Security

• The server contains no secrets. Your API key lives only in your local environment (CLOKIO_API_KEY), never in this code or repository.
• The key is sent only to /api/v1: a path argument cannot steer a request outside it, and the key is never forwarded on a redirect (attachment downloads that redirect to signed storage are followed with no credential attached).
• The server adds no permissions. What a key can do is decided by the Clokio API from that key's scopes - this server only forwards the request. Scope each key to what its holder needs.
• All authorization, tenancy (organization_id scoping) and rate limiting are enforced server-side by the Clokio API, exactly as for any other API consumer.

Local development

git clone https://github.com/AmitMatat/clokio-mcp.git
cd clokio-mcp
npm install     # includes devDependencies (typescript)
npm run build   # rebuilds dist/

The prebuilt dist/ is committed so npx can run the server with no build step (this also keeps it working when NODE_ENV=production, where npm skips devDependencies). Rebuild and commit dist/ alongside any source change.

The tool surface tracks the Clokio Public API v1; its OpenAPI spec is served (unauthenticated) at /api/v1/openapi.json and is the source of truth for request shapes.

License

MIT © Matat Technologies LTD