npm package: @helm-ai/mcp-server
Description: MCP server for Helm - manage tasks and projects from any codebase
Author: Helm
Latest version: 0.1.8

# Helm MCP Server

[![npm version](https://img.shields.io/npm/v/@helm-ai/mcp-server.svg)](https://www.npmjs.com/package/@helm-ai/mcp-server)
[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](https://opensource.org/licenses/MIT)

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

## What is Helm?

[Helm](https://gethelm.ai) 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

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

Or use with `npx` (recommended):

```bash
npx @helm-ai/mcp-server
```

## Quick Start

### 1. Get your Helm API Key

1. Log in to your [Helm workspace](https://gethelm.ai)
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`):

```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`):

```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:

```json
{
  "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 |

### 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](https://gethelm.ai)
- **Documentation**: [https://gethelm.ai/docs/](https://gethelm.ai/docs/)

## License

MIT - see [LICENSE](LICENSE) for details.

---

Built with love by the [Helm](https://gethelm.ai) team.