Getting Started

Your AI Agents Will Be Coordinating in 3 Minutes

No complex setup. No configuration files. Just 3 simple steps.

Time estimate: 3-5 minutesPrerequisites:

ULPI account (sign up free)
At least one project created
AI assistant with MCP support (Claude Desktop, Cursor, Windsurf, etc.)

Step 1: Enable Tasks Product

Navigate to Project Settings

Dashboard → Select your project → Settings → Products

Pro tip: Enable Tasks for your most active project first

Activate Tasks

Click Enable next to “Tasks”Choose your plan:

Starter (Free): 100 tasks, 3 agents, text search
Pro ($29/mo): 1,000 tasks, 10 agents, semantic search, dependencies
Enterprise (Custom): Unlimited everything

Instant activation: Tasks product is ready to use immediately

⏱️ Time: 30 seconds

Step 2: Configure Your AI Assistant

Claude Desktop
Cursor
Windsurf
Other AI Tools (40+)

Add ULPI Tasks MCP server:

Open Claude Desktop settings
Navigate to Developer → MCP Servers
Click Add Server
Use these settings:

{
  "ulpi-tasks": {
    "command": "npx",
    "args": [
      "@ulpi/mcp-client",
      "tasks"
    ],
    "env": {
      "ULPI_API_KEY": "your-api-key-here",
      "ULPI_PROJECT_ID": "your-project-id"
    }
  }
}

Get your API key:
- Dashboard → Settings → API Keys → Create Key
Get your Project ID:
- Dashboard → Select project → URL shows /projects/123 (123 is your project ID)
Restart Claude Desktop

Verify: Start a new chat. Claude should say “Connected to ULPI Tasks” or show tasks tools available.

⏱️ Time: 2 minutes

Step 3: Register Your First Agent & Create a Task

Automatic (Recommended)
Manual (Advanced)

Just ask your AI assistant to create a task:

You: "Create a task to refactor the authentication controller"

What happens automatically:

Agent registers itself (if first time):

Agent: claude-desktop-main
Status: Active
Capabilities: ["code-generation", "refactoring"]

Task is created:

Task Key: BACKEND-001
Title: Refactor authentication controller
Status: todo
Assigned to: claude-desktop-main
Created: 2025-01-12 14:23:00

Zero configuration: The agent auto-registers on first task creation. You don’t need to do anything!

⏱️ Time: 30 seconds

✅ You’re Done! What’s Next?

Create Your First Task

Ask your AI: “Create a task to refactor the auth system”See it in action:

Auto-generated task key (PROJECT-001)
Assigned to your agent
Ready to track status

View Tasks in Dashboard

Dashboard → Your Project → TasksSee all tasks, filter by status, search by keyword

Update Task Status

Ask your AI: “Mark BACKEND-001 as in progress”Track progress through the workflow

Search Tasks

Ask your AI: “What tasks are assigned to me?”Or: “Show me all high priority bugs”

Common Workflows

🎯 Solo Developer with 1 AI Assistant

Use case: You + Claude Desktop working on a personal projectWorkflow:

Create tasks as you think of them:

"Create a task to add dark mode support"
"Create a bug task for mobile layout issues"
"Create a task to improve API response times"

Let your AI track progress:

You: "What should we work on next?"
Claude: "You have 3 todo tasks. Highest priority:
         FRONTEND-012 (dark mode support)"

You: "Let's start on FRONTEND-012"
Claude: *marks task as in_progress*

Mark completed when done:

You: "Dark mode is done, mark it complete"
Claude: *marks FRONTEND-012 as completed*

Result: Always know what needs to be done. Never lose track of work.

👥 Team with Multiple AI Assistants

Use case: Team of 3 developers, each using their own AI assistantWorkflow:

Each AI registers separately:

Developer 1 + Claude Desktop → Agent: claude-main
Developer 2 + Cursor → Agent: cursor-main
Developer 3 + Windsurf → Agent: windsurf-main

Assign tasks to specific agents:

Claude: "Create a task to refactor auth, assign to cursor-main"

# Cursor gets notified (Pro+ only)
Cursor: "You have a new task: BACKEND-042 (refactor auth)"

Track who’s working on what:

You: "What is cursor-main working on?"
Claude: "cursor-main has 2 tasks in progress:
         - BACKEND-042: Refactor auth
         - BACKEND-045: Add rate limiting"

Use dependencies to prevent conflicts:

Claude: "Create a task to deploy auth changes,
         depends on BACKEND-042"

# Can't complete deployment until BACKEND-042 is done

Pro feature: Task dependencies and notifications require Pro or Enterprise plan.

🔄 Complex Feature with Dependencies

Use case: Building OAuth2 support (requires multiple tasks in sequence)Workflow:

Create parent task (epic):

"Create an epic task for OAuth2 implementation"
→ BACKEND-050 (epic)

Create sub-tasks with dependencies:

"Create a task to add OAuth2 database schema"
→ BACKEND-051

"Create a task to implement OAuth2 endpoints,
 blocked by BACKEND-051"
→ BACKEND-052 (depends on BACKEND-051)

"Create a task to add OAuth2 frontend UI,
 blocked by BACKEND-052"
→ BACKEND-053 (depends on BACKEND-052)

"Create a task to test OAuth2 flow,
 blocked by BACKEND-053"
→ BACKEND-054 (depends on BACKEND-053)

Work through tasks in order:

# Complete BACKEND-051 first
You: "Mark BACKEND-051 as completed"

# Now BACKEND-052 can start
You: "Start BACKEND-052"
Claude: *marks as in_progress*

Track overall progress:

You: "What's the status of OAuth2 implementation?"
Claude: "Epic BACKEND-050 progress:
         - BACKEND-051: ✅ Completed
         - BACKEND-052: 🔄 In Progress
         - BACKEND-053: ⏳ Blocked
         - BACKEND-054: ⏳ Blocked"

Result: Complex features stay organized. Dependencies prevent premature work.

🔍 Find Work Using Semantic Search

Use case: Quickly find relevant tasks without remembering exact titlesExamples:

You: "What authentication bugs are blocking deployment?"
Claude: "Found 2 tasks:
         - BACKEND-038: OAuth token refresh fails
         - BACKEND-041: Session cookies not secure"

You: "What high priority work is due this week?"
Claude: "3 tasks due by Friday:
         - FRONTEND-067: Finish mobile redesign (Critical)
         - BACKEND-072: Fix database migration (High)
         - BACKEND-080: Add error logging (Medium)"

You: "Show me all tasks related to performance"
Claude: "Found 5 tasks:
         - BACKEND-023: Optimize database queries
         - FRONTEND-034: Reduce bundle size
         - BACKEND-056: Add caching layer
         - ..."

Pro feature: Semantic search requires Pro or Enterprise plan. Starter plan has keyword search only.

Troubleshooting

❌ Agent Registration Failed

Error: “Failed to register agent: quota exceeded”Cause: You’ve reached your agent limit for your plan:

Starter: 3 agents
Pro: 10 agents
Enterprise: Unlimited

Fix:

Check how many agents you have:
```
"List all registered agents"
```
Option 1: Delete inactive agents
Option 2: Upgrade to Pro or Enterprise

Error: “Agent name already exists”Cause: An agent with that name is already registeredFix:

Use a different name: claude-desktop-2

Or check if the agent exists:

"Get agent information for claude-desktop"

❌ Task Creation Failed

Error: “Failed to create task: quota exceeded”Cause: You’ve reached your task limit:

Starter: 100 tasks per project
Pro: 1,000 tasks per project
Enterprise: Unlimited

Fix:

Check your quota:
```
"Show task statistics"
```
Option 1: Delete completed tasks (frees up quota)
Option 2: Upgrade to Pro or Enterprise

Error: “Creator agent not found”Cause: Agent hasn’t been registered yetFix: Let the agent auto-register by creating a task normally:

"Create a task to add feature X"

(Agent registers automatically on first task creation)

❌ Can't Update Task Status

Error: “Invalid status transition from ‘todo’ to ‘completed’”Cause: Status workflow prevents skipping statesValid workflow:

todo → in_progress → completed

Invalid:

todo → completed (must go through in_progress)

Fix: Follow the correct sequence:

"Mark BACKEND-001 as in progress"
# ... do the work ...
"Mark BACKEND-001 as completed"

Error: “Cannot complete task. Blocked by: BACKEND-038”Cause: Task has dependencies that aren’t completed yetFix: Complete the blocking task first:

1. "Mark BACKEND-038 as completed"
2. Now you can: "Mark BACKEND-042 as completed"

🔍 Search Returns No Results

Problem: Semantic search returns 0 results for obvious queriesPossible causes:1. Semantic search not enabled (Starter plan)

Starter plan has keyword search only
Upgrade to Pro for semantic search

2. Tasks recently created (indexing delay)

Wait 10-30 seconds for indexing
Try again

3. Query too vague

Use more specific terms
Include task type, status, or priority

Better queries:

❌ "bugs"
✅ "authentication bugs blocking deployment"

❌ "features"
✅ "high priority features due this week"

🔌 MCP Connection Issues

Problem: AI assistant doesn’t recognize ULPI Tasks commandsDiagnosis:

Check MCP server status in your AI assistant
Verify API key is correct
Verify project ID is correct

Fix for Claude Desktop:

// Check ~/Library/Application Support/Claude/claude_desktop_config.json
{
  "mcpServers": {
    "ulpi-tasks": {
      "command": "npx",
      "args": ["@ulpi/mcp-client", "tasks"],
      "env": {
        "ULPI_API_KEY": "sk_...",  // Must start with sk_
        "ULPI_PROJECT_ID": "123"   // Numeric project ID
      }
    }
  }
}

Verify connection:

Restart your AI assistant
Start new chat
Check for “Connected to ULPI Tasks” message

Still stuck? Email support@ulpi.io with:

Your AI assistant name
Error message (if any)
MCP configuration (remove API key before sending)

📊 Statistics Not Updating

Problem: Task statistics show old dataPossible causes:1. Caching (normal)

Statistics are cached for 5 minutes
Wait 5 minutes for fresh data

2. Task status not saved

Check task details: "Get task BACKEND-001"
Verify status is what you expect

Force refresh:

"Show me updated task statistics"
# Or wait 5 minutes for cache to expire

Quick Reference

Essential Commands
Status Workflow
Task Properties
Subscription Limits

# Create task
"Create a task to [description]"
"Create a bug task for [issue]"
"Create a feature task to [description]"

# Update status
"Mark [TASK-KEY] as in progress"
"Mark [TASK-KEY] as completed"
"Mark [TASK-KEY] as blocked"

# Search
"What tasks are assigned to me?"
"Show all high priority tasks"
"What bugs are blocking deployment?"

# Get details
"Get task [TASK-KEY]"
"What's the status of [TASK-KEY]?"

# Statistics
"Show task statistics"
"How many tasks do I have?"

What’s Next?

Learn Task Orchestration

Explore workflows, dependencies, and coordination patterns

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Getting Started

Your AI Agents Will Be Coordinating in 3 Minutes

Step 1: Enable Tasks Product

Step 2: Configure Your AI Assistant

Step 3: Register Your First Agent & Create a Task

✅ You’re Done! What’s Next?

Create Your First Task

View Tasks in Dashboard

Update Task Status

Search Tasks

Common Workflows

Troubleshooting

Quick Reference

What’s Next?

Need Help?

Documentation

Support

Community

Getting Started

Documentation

Skills

Coordination

Memory

Hooks

Tasks

Help & Security

​Your AI Agents Will Be Coordinating in 3 Minutes

​Step 1: Enable Tasks Product

​Step 2: Configure Your AI Assistant

​Step 3: Register Your First Agent & Create a Task

​✅ You’re Done! What’s Next?

Create Your First Task

View Tasks in Dashboard

Update Task Status

Search Tasks

​Common Workflows

​Troubleshooting

​Quick Reference

​What’s Next?

​Need Help?

Documentation

Support

Community

Your AI Agents Will Be Coordinating in 3 Minutes

Step 1: Enable Tasks Product

Step 2: Configure Your AI Assistant

Step 3: Register Your First Agent & Create a Task

✅ You’re Done! What’s Next?

Common Workflows

Troubleshooting

Quick Reference

What’s Next?

Need Help?