how to connect overbooked mcp server to any ai client

The Overbooked MCP Server lets you connect your data directly to AI clients, enabling you to query projects, tasks, meetings, and resources through natural conversation. This comprehensive guide shows you how to set up the server with Cursor, Claude Desktop, ChatGPT, and other popular AI clients.

🚀 What You'll Get Access To

• Project Management: Get all projects, tasks, milestones, and completion status

• Team Collaboration: Access team member information and assignments

• Resource Management: Create, update, and organize your project resources

• Real-time Data: Always up-to-date information from your Overbooked workspace

🎯 Cursor (Recommended - Full Feature Support)

Cursor provides the best integration experience with full OAuth support and all tools available.

Setup Steps:

1. Open Cursor Settings

   • Method 1: Go to Settings → Integrations & Tools tab → Click "New MCP Server"

   • Method 2 (Quick): Press Cmd + P or in Windows Ctrl + P and type "mcp.json"

2. Add Server Configuration

   Add these lines to your MCP configuration:

   {
     "mcpServers": {
       "overbooked": {
         "url": "https://www.overbooked.app/api/mcp"
       }
     }
   }

3. Authenticate

   • Go back to Integrations & Tools tab

   • You'll see "Overbooked" in your tools list with "Needs login" status

   • Click the “Needs login” button

   • A browser window will be opened

   • If you don’t have an account on Overbooked yet you’ll see the signup page

   • We encourage you to do the registration process on our website first because you’ll need a team registered to your account for using the MCP server.

   • If you already have an account on Overbooked, you just need to hit allow.

   • You’ll be returned to your IDE (Cursor in this case)

   • And if you see a green circle next to Overbooked in the tools, voila! You did it.

4. Start Using

   Try asking: "What projects do I have?" or "Show me my team members"

🤖 Claude Desktop

Claude Desktop has native MCP support and works excellently with remote servers.

Setup Steps:

1. Download Claude Desktop

   Get it from https://claude.ai/download (macOS/Windows)

2. Access Configuration

   • Open Claude Desktop

   • Go to "Claude" menu → "Settings..."

   • Click "Developer" → "Edit Config"

3. Add Server Configuration

   The config file location:

   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

   • Windows: %APPDATA%\Claude\claude_desktop_config.json

   Add this configuration:

   {
     "mcpServers": {
       "overbooked": {
         "command": "npx",
         "args": [
           "-y", 
           "mcp-remote", 
           "https://www.overbooked.app/api/mcp"
         ]
       }
     }
   }

4. Restart and Connect

   • Restart Claude Desktop

   • Look for the hammer icon 🔨 in the chat input

   • Click to authenticate with Overbooked

💬 ChatGPT (Enterprise/Team Plans Only)

ChatGPT supports MCP through custom connectors for Deep Research, but with limitations.

⚠️ Important Limitations:

• Only available for ChatGPT Enterprise, Team, and Education plans

• Limited to "search" and "fetch" tools only

• Works only with Deep Research feature

• Plus users do not have access to custom MCP servers

Setup Steps (Enterprise/Team Only):

1. Access Connectors

   • Go to ChatGPT Settings

   • Navigate to "Connectors" section

   • Click "Add custom integration"

2. Add Overbooked Server

   Enter server URL: https://www.overbooked.app/api/mcp

3. Authenticate

   Complete the OAuth flow when prompted

4. Use with Deep Research

   Enable the connector in Deep Research and ask questions about your projects

Alternative for ChatGPT Plus Users:

Use the MCP SuperAssistant Chrome extension:

1. Install "MCP SuperAssistant" from Chrome Web Store

2. Run the proxy server: npx @srbhptl39/mcp-superassistant-proxy@latest

3. Configure with Overbooked MCP server URL

4. Use the sidebar integration in ChatGPT

🔧 Other Clients

Continue (VS Code Extension)

Add to your Continue configuration file:

{
  "mcpServers": [
    {
      "name": "overbooked",
      "url": "https://www.overbooked.app/api/mcp"
    }
  ]
}

Windsurf

Similar to Claude Desktop - add to MCP configuration:

{
  "mcpServers": {
    "overbooked": {
      "command": "npx",
      "args": [
        "-y", 
        "mcp-remote", 
        "https://www.overbooked.app/api/mcp"
      ]
    }
  }
}

🛠️ Available Tools & Capabilities

Once connected, you'll have access to these powerful tools:

📊 Project Management

• get_projects - List all your projects with status and completion

• get_project_tasks - Get tasks for specific projects

• get_project_milestones - View project milestones

• get_project_blocks - Access project resource blocks

👥 Team Collaboration

• get_team_members - List team members and their roles

• create_task - Create new tasks and assign them

• update_task - Modify existing tasks

• update_task_status - Change task completion status

📁 Resource Management

• get_folders - List all resource folders

• get_folder_with_resources - Browse folder contents

• create_resource - Add new documents or links

• update_resource - Modify existing resources

• publish_resource - Make resources public

• unpublish_resource - Make resources private

💡 Example Queries

Once set up, try these example questions:

Project Management:

• "What projects do I have and what's their completion status?"

• "Show me all tasks for the ACME project"

• "We’ll implement X feature for the ACME project, create all the necessary tasks and implement them one-by-one. Change their statuses as you go."

• "What milestones do we have for the ACME project?"

Team & Resources:

• "Who are my team members and what are their roles?"

• "Show me all resources in the marketing folder"

• "Create a blog post about MCP Servers in the posts folder"

• “Search the web, find related resource links and add them to the inspiration block“

• "I’ll pass this issue to John, can you create a task 'Fix login bug' with details and assign it to him"

🔐 Security & Authentication

The Overbooked MCP server uses OAuth 2.0 with Clerk for secure authentication&authorization:

• Secure Access: Only authenticated users can access their data

• Scoped Permissions: Access limited to your team's projects and resources

• Domain Validation: Ensures connections are made to the official Overbooked server

• Token Management: Automatic token refresh and secure storage

🚨 Troubleshooting

Common Issues:

401 Authentication Errors:

• Ensure you're using the exact URL: https://www.overbooked.app/api/mcp

• Clear browser cache and retry authentication

Connection Timeouts:

• Verify your internet connection

• Try restarting the AI client

• Check if Overbooked.app is accessible in your browser

Tools Not Showing:

• Restart the AI client after configuration

• Verify JSON syntax in configuration files

• Check client-specific documentation for MCP support

Tools Not Working as Expected:

• Visit your dashboard and check if you’ve completed onboarding process

🎉 Next Steps

Once you have the Overbooked MCP server connected:

1. Explore Your Data: Start with simple queries to understand your project landscape

2. Automate Tasks: Use AI to create and update tasks based on conversations

3. Generate Reports: Ask for project summaries and team progress updates

4. Manage Resources: Organize and create documentation through natural language

🌟 Pro Tip: Combine multiple queries to get comprehensive insights, like "Show me all high-priority tasks across projects and their assigned team members" or "Create a weekly status report for all active projects."

The Overbooked MCP server transforms how you interact with your data, making it as easy as having a conversation with your AI assistant. We’ll consistently update and enhance the Overbooked MCP server to help you and your business achieve greater efficiency and insights.

If you have any questions feel free to email us at support@overbooked.app.