Step 1: Add the connector
In Claude, open Settings, then Connectors, and add a custom connector pointing at https://mcp.cretask.com/mcp. Claude hands you off to Cretask's authorization screen, where you sign in with the same account you use in the app. Nothing is copied between accounts: the connector reads your live workspace.
Step 2: Choose what it can reach
Cretask's authorization screen lists exactly what is being asked for: reading tasks and projects, creating and updating them, and adding notes. Read-only is a real choice if you only want Claude to summarise your week. The grant can be narrowed or revoked at any time from Settings, Security, and the connector stops working the moment you do.
Step 3: Work in plain language
Ask for what you would ask a person. Move everything overdue on the launch project to next Monday. What is assigned to me this week that nobody has touched. Draft a plan for the migration and add the first four tasks. Claude resolves names, dates and projects against your live workspace rather than guessing at them, and tells you what it changed.
Step 4: Keep an audit trail
Every write is stamped with the actor, so a task Claude created is visibly a task Claude created, on the board and in the task's own history. Batched changes undo as one unit for thirty days, which is what makes it safe to hand over bulk work. Watch the first few runs, then let it run.