Automate Daily Task Check with Kintone MCP and Claude

This article introduces how to use the Kintone MCP Server and Claude Desktop to automatically retrieve and summarize daily tasks from Kintone.

Overview

This article shows how to retrieve and summarize daily tasks from Kintone using the Kintone MCP Server and Claude Desktop.

What is MCP

MCP (Model Context Protocol) is an open standard developed by Anthropic that allows AI assistants to connect directly to external tools and data sources. By installing the Kintone MCP Server, Claude Desktop can read, search, and update Kintone records through natural language without any API scripting or third-party integration tools.

General Flow

The general flow is as follows:

  1. Install the Kintone MCP Server as a Desktop Extension in Claude Desktop.
  2. Configure the connection with Kintone credentials.
  3. Open Claude Desktop each morning and ask for today's tasks.
  4. Claude retrieves and summarizes due tasks directly from Kintone.

Required Environments

In addition to a Kintone environment, the following are required:

  1. Claude Desktop installed on macOS or Windows. Download from the following link:
    • claude.ai/download (External link)
    • Note: This tutorial requires the native desktop application, not the Claude web app or PWA.
  2. Claude paid plan. For plan details, refer to the following link:
  3. Kintone MCP Server. Available at the following link:
  4. Kintone subdomain URL, username, and password

Initial Setup

This section describes installing the Kintone MCP Server and preparing a Kintone App.

Install the Kintone MCP Server

The Kintone MCP Server is distributed as a .mcpb file, which is a desktop extension that installs directly into Claude Desktop.

  1. Go to the Kintone MCP Server GitHub README and follow the installation instructions:
  2. After completing the installation and entering the required information, restart Claude Desktop.

Verify the Connection

After restarting Claude Desktop, confirm that the Kintone MCP Server is connected.

  1. Click the + button at the bottom of the chat input box.
  2. Select Connectors.
  3. Confirm that Kintone MCP Server appears with a blue status indicator.

Create a Sample App

If a task management app does not already exist in Kintone, create one with the following fields:

Field Type Field Name Field Code Notes
Text Task Name task_name Required
Date Due Date due_date Used to filter today's tasks
Drop-down Status status Add 3 options: "Not Started", "In Progress", "Done", and set "Not Started" as the default value
Drop-down Priority priority Add 3 options: "High", "Medium", "Low", and set "Medium" as the default value
User selection Assignee assignee Optional

Add Sample Records

Add a few records with today's date in the Due Date field. These will be used to test the integration.

Retrieve Today's Tasks

With the Kintone MCP Server connected and sample records in place, daily tasks can now be retrieved from Claude Desktop.

Open a new chat in Claude Desktop and enter the following prompt:

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Using Kintone's Task App, show me all tasks where the due date is today. Organize them by priority.

Claude will query the Kintone App and return a formatted list of today's tasks grouped by priority.

As part of this process, Claude may request permission to access the Kintone App. Accept the permission to continue.

Create a Full Morning Briefing

To go beyond a simple list, use the following prompt for a more complete briefing:

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Using Kintone's Task App, give me a morning briefing. Include:
1. All tasks due today
2. Any tasks that are overdue with a status other than Done
3. A one-sentence recommendation for what to tackle first

Claude will combine the retrieved records with its reasoning to provide an actionable summary with prioritized recommendations.