Update tasks as you work and store in memory

Instructions

Pre-requisites

You must have NPX installed on your computer. If you already have it installed, skip the below section and go to MCP Setup.

NPX installation instructions

1. Install Node.js (which includes npm and npx): Go to the Node.js download page: https://nodejs.org/

2. Verify that Node.js, npm, and npx are installed. Open your terminal and run:

   node -v
   npm -v
   npx -v

3. If they’re installed, you should see version numbers appear.

MCP Setup

You’ll be using the Zapier MCP and memory MCP for this flow. 

1. Open Saga and navigate to Settings. If you can’t find Settings, click on the Saga icon in your dock first.

   

   

2. Scroll to MCP Setup. Click Set up MCPs.

3. Copy the following configuration into the MCP Configuration textbox.

   {
       "mcpServers": {
           "memory": {
         "command": "npx",
         "args": [
           "-y",
           "@modelcontextprotocol/server-memory"
         ]
       },
           "zapier": {
               "url": "YOUR_ZAPIER_MCP_URL"
           }
       }
   }

4. Replace the placeholder text under the Zapier config with your Zapier MCP URL. If you haven’t set up Zapier MCP yet, follow the below instructions:

   1. Create a Zapier account here by clicking Get started. 

   2. It should then take you to https://mcp.zapier.com/mcp/servers 

   3. Click + New MCP Server

      

      

   4. Select Other from the MCP Client list. You can leave the default name, or name it whatever makes sense to you! Click Create MCP Server.

      

      

   5. Click Connect at the top.

   6. Click Copy URL. Make sure “Streamable HTTP” is selected

      

      

   7. Go back to Saga and paste the url into the config.

5. See below for an example of a filled out configuration.

   {
       "mcpServers": {
           "memory": {
         "command": "npx",
         "args": [
           "-y",
           "@modelcontextprotocol/server-memory"
         ]
       },
   
           "zapier": {
               "url": "https://mcp.zapier.com/api/mcp/s/randomstringoflettersandnumbers/mcp"
           }
       }
   }
   

6. Click Save. 

7. Make sure the zapier and memory servers say Loaded under MCP Servers Status.

8. Let’s make sure you have the right tools added in Zapier.

   1. Make sure to add your project management app in your Zapier MCP by clicking Configure at the top and then Add tool.

      

      

   2. We’ll use Asana as the example here. Search for Asana. Then, add the Find Task in Project, Find Section in Project, and Update Task tools. You will need to connect your Asana account first. Once you’re connected, you should configure each tool to the right workspace and project to help Saga locate the task faster. Click Save.

   3. Go back to Saga MCP Setup, and click Save again to ensure the new tools are included.

9. Now you’re ready to execute MCP actions! Click Let’s go! Or navigate to the Assistant to start. 

10. You can chain actions together in one request to locate the task, locate the section to move the task to, and then move the task to that section.

    1. Example: “Find the Asana task that starts with ‘Allow users to’ and find the ‘In Progress’ section in the Saga project. Then, move the task to that section.” 

11. You can also have the task details stored in Memory. This will then allow you to reference that task more easily the next time you need to update it.

    1. Example: “Store the task ID for the task in your memory and note that I’m currently working on it.”

12. Then, when the task is completed, you can mark it as completed or move it to another section.

    1. Example: “Find the section ‘Completed’ in the Saga project. Then, move the task I’m currently working on to that section.”

13. You can also try out other requests and share your favorites in our Discord.

Troubleshooting Common Issues

Note that MCP is a relatively new concept and the quality of response largely depends on the quality of the MCP servers themselves.

1. Not able to update the task

   1. Check the actions in Zapier MCP. Make sure you have all of the relevant actions added. For Asana, you need Find Task, Find Section, and Update Task. 

2. Not storing in memory

   1. Try telling the Assistant to store it in the knowledge graph.