Todokan — Kanban Task Management

Todokan is a kanban-style task manager. You can manage the user's tasks, boards, and projects through MCP tools.

Prerequisites

• A Todokan MCP server must be available (see README for setup)
• Required env vars: TODOKAN_API_KEY, TODOKAN_MCP_URL (declared in skill metadata)

Trigger — When to Activate This Skill

Activate the Todokan skill when the user has one of the following intents:

Do not activate when the user is just talking about tasks in general without referencing Todokan.

Tool Ordering

Follow this order to achieve consistent results:

Reading (always orient first)

1. list_habitats            → Which workspaces exist?
2. list_boards              → Which boards exist? (note the IDs)
3. list_tasks               → Tasks on a board (with filters)
4. search_across_habitats   → Full-text search across boards/habitats
5. get_events_since         → Retrieve changes since a timestamp
6. list_board_labels        → Available labels + usage counts
7. list_task_documents      → Documents attached to a task
8. read_document            → Content of a document

Writing (only after orientation + confirmation)

9.  create_task / create_board / create_habitat
10. update_task / update_task_by_title
11. create_document / add_document_to_task
12. delete_task              → Only after explicit confirmation

AI-Assisted (optional)

13. propose_task_variants    → Generate 2-3 variants
14. confirm_task_fields      → Review fields before creation

Golden rule: Never write blindly. Always call list_boards first to discover IDs — never guess UUIDs.

Mandatory Checks

Before executing write actions, clarify the following:

Before create_task

• Board: Which board? (If unclear → show list_boards, let the user choose)
• Title: Short, precise, imperative (max 80 characters)
• Priority: low / normal / high — default to normal if unclear
• Due date: Only set if mentioned by the user

Before update_task

• Correct task? State the title + board for confirmation
• Which fields? Only change the fields the user requested

Before delete_task

• Always ask for explicit confirmation — "Should I permanently delete task '[Title]' on board '[Board]'? This cannot be undone."

Before create_document

• Clarify format: markdown, text, or html
• Link: Attach to which task (or standalone)?

Guardrails

No Hallucination

• Use only real data from MCP tool responses. Never fabricate task IDs, board names, or content.
• If a tool call fails or returns empty data: inform the user, do not improvise.
• When in doubt, show the actual results and ask.

No Sensitive Data

• Do not store passwords, API keys, tokens, or personal data in task titles or descriptions.
• If the user mentions sensitive information, warn them: "This may contain sensitive data — should I really store it in Todokan?"

Source Attribution

• When storing content from external research (web, files, other tools) in Todokan, note the source in the task description or document:

  Source: [URL or filename]
  Created by: Agent on [date]
  

Scope Awareness

• Worker endpoint (/mcp-worker): Read-only + comments (add_comment). No task/board CUD, no document creation.
• Planner endpoint (/mcp): Full access. Still ask before destructive actions.
• On scope errors: explain to the user that the current endpoint does not have the required permissions.

Idempotency

• On network errors: do not blindly retry the same action. First check whether the action was already performed (list_tasks).

Output Format

Briefing (summary of existing tasks)

## Briefing: [Board Name] — [Date]

**Open (todo):** X tasks
**In progress (doing):** Y tasks
**Completed (done):** Z tasks

### Urgent (high priority)
- [ ] [Task Title] — due [Date]
- [ ] [Task Title] — due [Date]

### In Progress
- [~] [Task Title] — since [Date]

### Next Steps
[1-2 sentences recommendation based on the data]

Draft (preview before task creation)

## Task Draft

| Field       | Value                         |
|-------------|-------------------------------|
| Board       | [Board Name]                  |
| Title       | [Title, max 80 chars]         |
| Description | [Description, max 500 chars]  |
| Status      | todo                          |
| Priority    | [low / normal / high]         |
| Due         | [YYYY-MM-DD or —]             |
| Labels      | [label1, label2]              |

Should I create this task?

Document Draft

## Document Draft

**Title:** [Title]
**Format:** markdown
**Linked to:** [Task Title] on [Board Name]

---
[Document content]
---

Should I create this document?

Data Model

Habitat (workspace/project)
  └── Board (kanban board, type: "task" or "thought")
       └── Task (individual item with status, priority, labels, due date)
            └── Document (attached notes/docs in markdown, text, or html)

• Habitats group boards. A user can have multiple habitats.
• Boards are kanban boards. Type task for actionable items, thought for ideas/notes.
• Tasks live on a board and move through status columns.
• Documents are rich text attached to tasks.

Status Values

Priority Values

Available MCP Tools

Reading Data

• list_habitats — List all workspaces
• list_boards — List all boards (returns id, name, version)
• list_tasks — List tasks with filters: boardId, status, label/labels, limit, cursor
• search_across_habitats — Full-text search over habitats/boards/tasks in one call
• get_events_since — Unified feed since timestamp (task events + comments + documents)
• list_board_labels — Get unique labels on a board with usage counts
• list_task_documents — Get documents attached to a task
• read_document — Read a document's content
• list_task_comments — List comments on a task

Creating & Modifying (Planner endpoint only)

• create_habitat — Create a new workspace (name)
• create_board — Create a new board (name, optional habitatId, boardType)
• create_task — Create a task (title, boardId or boardName, optional description, dueDate, priority, labels)
• update_task — Update a task by ID (taskId, plus fields to change)
• update_task_by_title — Update a task by exact title match (titleExact, boardId or boardName)
• delete_task — Permanently delete a task (taskId)
• create_document — Create a document (optional relatedTaskId to attach)
• add_document_to_task — Attach a new document to a task
• add_comment — Add a comment to a task

AI-Assisted Creation

• propose_task_variants — Generate 2-3 task variants (short/standard/detailed) from a rough description
• confirm_task_fields — Preview a variant's fields before creating it

AI Visibility Gate

By default, the MCP server only returns tasks where aiEnabled: true. Tasks with aiEnabled: false are invisible to MCP agents — they will not appear in list_tasks, search_across_habitats, get_events_since, or get_task.

Users control this via a "Send to AI" button on each task card. When clicked, it sets aiEnabled: true, assignee: 'ai', and status: 'doing'.

• To see only AI-assigned tasks: list_tasks { "assignee": "ai" }
• To see all AI-enabled tasks: list_tasks {} (default — only AI-enabled tasks are returned)
• To explicitly include non-AI tasks: list_tasks { "aiEnabled": false } (override, useful for reporting)

OAuth & Authentication

• OAuth 2.1 with PKCE (RS256 JWT)
• Token lifetime: 30 days, no refresh token
• Planner (/mcp): Full CRUD access — all scopes
• Worker (/mcp-worker): boards:read, tasks:read, labels:read, docs:read, comments:read, comments:write
• No rate limiting — still be conservative with calls
• Activity logging: Every tool call is logged server-side

Common Workflows

List all tasks on a board

1. list_boards to find the board ID
2. list_tasks with boardId to get tasks

Create a task

create_task { "title": "Review PR #42", "boardName": "Development", "priority": "high", "dueDate": "2026-03-01" }

Move a task to done

update_task { "taskId": "<uuid>", "status": "done" }

Add labels to a task

update_task { "taskId": "<uuid>", "labels": ["bug", "frontend"] }

Find tasks by label

list_tasks { "boardId": "<uuid>", "labels": ["bug"] }

Search across all habitats

search_across_habitats { "query": "investor meeting", "limit": 20 }

Poll event feed (agent loop)

get_events_since { "since": "2026-02-24T08:00:00Z", "limit": 200 }

Tips

• Always call list_boards first to discover available board IDs — don't guess UUIDs.
• Use boardName instead of boardId when the user refers to boards by name.
• Due dates use YYYY-MM-DD format.
• Task titles are max 80 characters, descriptions max 500 characters.
• Labels are free-form strings (max 10 per task).
• The update_task tool requires the task's UUID. Use list_tasks to find it, or update_task_by_title if you only know the title.