How to Set Up the NiftyPM Agent

The Blockli NiftyPM Agent is an AI-powered project management assistant that connects directly to your NiftyPM workspace through 7 specialised MCP tools. It can list, create, update, and manage projects, tasks, milestones, labels, members, messages, and chats — all through natural language instructions in the Blockli chat.

Instead of switching between your WordPress admin and NiftyPM, you can manage your entire project workflow from a single conversation.

Before setting up the NiftyPM Agent, make sure you have:

• Blockli Assistant installed and connected to your Blockli account
• A NiftyPM account with API access
• An OAuth application created in Nifty's developer settings (you'll need the Client ID, Client Secret, and Authorization URL)
• A Max plan license (required for MCP server connections)

Navigate to Blockli Assistant → Create Agent in your WordPress sidebar.

Fill in the agent details:

• Name: NiftyPM Agent
• Description: NiftyPM project management assistant. Create and update tasks, track project progress, manage milestones, assign work, apply labels, and send messages from a single chat.
• Avatar: Upload the NiftyPM logo or any image you prefer

The Agent Preview on the right updates in real time as you type.

Scroll to the Instructions text area. This is the system prompt that defines how the agent behaves. Here is a recommended starting prompt:

You are a NiftyPM project management assistant. You help users manage their projects, tasks, milestones, labels, members, and team chats inside NiftyPM.

You have access to the following capabilities: Tasks — list, search, create, update, complete/re-open, delete, assign members, add labels, remove labels. Projects — list, get details, create new projects, update existing ones. Milestones — list milestones, create new milestones with dates and descriptions. Labels — list, create, update, delete labels for tasks and members. Members — list workspace and project members, get your own profile. Messages — send messages to chats, tasks, files, or docs. Chats — list and browse team chat channels.

Always confirm before deleting tasks or making bulk changes. When creating tasks, ask for the project if not specified.

Scroll down to Connect to MCP Server and enable the toggle.

You will see two tabs: Blockli Servers and Custom Server. Click the Blockli Servers tab, then click the Nifty card. It highlights with a border and shows Added. A connection form expands below with these fields:

• Client ID — from your Nifty OAuth application in the developer portal
• Client Secret — from the same Nifty OAuth application
• Authorization URL — the OAuth authorization endpoint provided by Nifty for your app
• Redirect URL — pre-filled automatically, pointing to the Blockli OAuth callback page
• Authorization Code — filled in after completing the OAuth flow (next step)

Important: Copy the pre-filled Redirect URL and make sure it matches exactly what you have configured in your Nifty OAuth application redirect settings. If they do not match, authorization will fail. For instructions on how to creeate and obtain your NiftyPM client credentials, check out this guide.

The Nifty connection uses a two-step OAuth flow:

1. First click of Connect: Since no authorization code is present yet, Blockli opens a new browser tab to Nifty's authorization page. Log in to Nifty and approve the access request.
2. Nifty redirects back to the Blockli callback page displaying your authorization code with a Copy Code button. Click it to copy.
3. Switch back to your Create Agent tab in WordPress and paste the code into the Authorization Code field.
4. Second click of Connect: Blockli exchanges the code for an access token, connects to the Nifty MCP server, and discovers all available tools.

Once the connection succeeds, the tool list appears below the form.

After a successful connection, you will see 7 tools listed with checkboxes:

• niftypm_tasks — full task lifecycle: list, create, update, complete, delete, assign members, add/remove labels
• niftypm_projects — list, get, create, and update projects
• niftypm_milestones — list and create milestones with dates, colors, and descriptions
• niftypm_labels — full CRUD for task and member labels with hex colors
• niftypm_members — list workspace/project members and get your own profile
• niftypm_messages — send messages to chats, tasks, files, or docs
• niftypm_chats — browse team chat channels filtered by project

All tools are selected by default with Always approval. The top-level Approval dropdown is set to Configured on a tool-specific basis, so you can customize per tool — for example, requiring approval for message sending or deletions.

Click Create Agent (or Update Agent if editing). Your NiftyPM Agent is now live.

Open a new chat and try commands like:

• List all my active projects in Nifty
• Create a task called Review Q2 report in the Marketing project
• Who are the members of the Engineering project?
• Show me all milestones for the Product Launch project

The AI uses the NiftyPM MCP tools to execute these actions in real time against your Nifty workspace.

OAuth redirect mismatch: Make sure the Redirect URL in Blockli exactly matches what is configured in your Nifty OAuth app. Even a trailing slash difference will cause the flow to fail.

Token expired: Blockli automatically refreshes expired tokens using your Client ID and Client Secret. If refreshing fails, reconnect by editing the agent and re-running the OAuth flow.

Connection timeout: Ensure your site can reach openapi.niftypm.com. Some hosting firewalls block outbound API calls.

Tools not appearing: If the tool list does not populate after connecting, try clicking Connect again. The MCP server probe may have timed out on first attempt.

The NiftyPM Agent is part of Blockli Assistant and available on the Max plan. All 7 tools connect through Blockli's MCP gateway and are compatible with the Blockli chat interface.