How-to

How an Operations Lead at a Digital Agency Wired Claude Into His Daily Planner

"The best part is you can use it back and forth — it's not just you taking data from Claude and putting it into xTiles. You can use xTiles as a context source." — Simon, Head of Operations at a digital agency

The ops lead who's back to hands-on development

Simon works for a digital agency, heads up operations, and — after a stretch doing other things — is going back into development, "purely doing everything with AI," mostly Claude. He'd already tried the obvious tools before landing on xTiles: Notion felt too complicated, and Markdown in Obsidian was fine at first but "gets too messy" over time.

His plan wasn't narrow. He wanted xTiles for agency and client work, for personal projects like fitness tracking, and for side projects — and he was already thinking about embedding Jira tickets directly into it, on the theory that it should be possible with a simple embed.

But the one thing he came into the call specifically wanting to understand was narrower: how to wire Claude into xTiles through MCP, and use it as his daily planner.

Wiring Claude into xTiles

The setup itself is a short, one-time process:

1

Open Integrations in your xTiles profile

This is where the connection to Claude (or ChatGPT) lives.

2

Create an API token

One token, generated once, is what authorizes the connection. Access is private by default — it isn't automatically shared across a whole team, though an admin can grant teammates access separately.

3

Paste it into Claude's developer settings

Add the token where Claude expects an MCP server config. The exact screen depends on your OS, but the content you're pasting is minimal — essentially just your account and the token, nothing more to configure.

That's the whole thing. As Simon put it once he'd seen it: "super easy to set up."

Not just an output destination

Most people set up an integration like this expecting one direction: ask Claude to do something, and it writes the result into xTiles. That's real and useful — but it's only half of what Simon was after.

The part he specifically wanted was the other direction: xTiles as context Claude reads from, not just a destination it writes to. A project he'd built — in his case, one tracking a Jira integration — could sit there as background Claude already knows about, instead of having to be re-explained at the start of every conversation.

Where this stands today

Right now, MCP write access is focused on tasks and planner content — Claude can create and update those directly. Full in-place editing of arbitrary project content is on the roadmap, which is worth knowing going in: the context-reading side already works well; the write side is still growing.

What a connected daily planner looks like

The planner is the part Simon was pointed toward first, and for good reason: every task from every project shows up there automatically, dated and ready — including tasks a teammate assigned to you, which surface the same way as ones you created yourself. Google Calendar events sit alongside them, and everything is draggable across days without touching the source project.

On top of that structure, the daily page can be populated automatically by Claude on a recurring prompt: a pass through the inbox, a check of xTiles tasks, a look at Slack for threads worth attention, and a summary of the inbox from roughly the last 24 hours — with the original emails archived once they're summarized. Run daily, weekly, or monthly, it turns "open five apps to find out what's going on" into one page that's already built by the time you sit down.

For agency and client work specifically

As an ops lead, the collaboration layer mattered as much as the AI layer. Tasks live in a shared collection across a team's Spaces — reassign a task to a teammate and it moves into their planner the same way it appeared in yours. Opening a task gives room to embed Google Docs, Drive files, or comments directly, which covers a good chunk of what a small agency needs without leaving the page.

Simon's Jira-embed idea fits naturally here: for a team already tracking engineering tickets in Jira, embedding those tickets into the same project that holds client context and planning is a reasonable next step once the basics are in place — client work, side projects, and personal tracking, all inside the same structure rather than three different tools.

A few ways AI speeds up the setup itself

A handful of smaller features came up that are worth knowing about on day one, since they cut down the blank-page problem that made Notion feel like too much work in the first place:

  • AI-drafted templates. If nothing in the template gallery fits, ask the built-in AI assistant for a starting layout in plain language — a quick plan, a tracker, whatever the shape is — and regenerate it if the first pass misses.
  • Create a project from a link. Paste a URL and xTiles builds a condensed, one-screen summary project from it — useful for turning a long article into something scannable instead of scrolling through the original.
  • Web Clipper for anything you're browsing. The extension captures a page as you go — save it to a project, turn it into a task, or generate a quick summary — without breaking from what you're reading.
  • Library for everything you've saved. Every link captured across your planner lands in one dedicated view, separate from the task-based planner view, so saved articles and references don't have to be hunted down project by project.

Frequently asked questions

How do I connect Claude to xTiles via MCP?
Open Integrations in your xTiles profile, generate an API token, and paste it into Claude's developer settings where it expects an MCP server configuration. The exact screen varies slightly by OS, but the setup itself is a one-time, few-minute process.
Can Claude both read from and write to my xTiles workspace?
Yes, in different ways. Claude can read your xTiles projects as context for its own reasoning, and it can write directly into tasks and your planner. Editing arbitrary existing project content in place is more limited today and is an active area of development.
Can I use xTiles for agency and client project management?
Yes. Tasks live in a shared collection across a team's Spaces, can be reassigned between teammates, and support embedded Google Docs, Drive files, and comments — enough structure for client and side-project work without leaving the page.
Can I embed Jira tickets in xTiles?
You can embed Jira tickets using xTiles' embed functionality, the same way you'd embed a Google Doc or a link preview — useful for keeping engineering tickets visible alongside the rest of a project's planning and client context.
What's the difference between the xTiles Library and the Planner?
The Planner surfaces tasks — from every project, dated and organized by day, week, or month. The Library is separate: it collects every link or resource you've saved across your planner into one dashboard, regardless of which project it came from.
Can I turn a saved article link into a project automatically?
Yes. Paste a URL into xTiles and it generates a condensed, one-screen project summarizing the content — key points and structure pulled out, instead of a long page you have to scroll through.