Asana coordinates work across cross-functional teams in marketing, ops, design, and beyond. Connecting Asana to clariBI lets you ask portfolio-level questions about throughput, blockers, and team load without leaving the analysis tool.
Why connect Asana
Asana dashboards show one team or project well. Comparing across many requires manual aggregation.
With Asana connected, you can ask "Which teams have the highest overdue task count?", "Show me tasks blocked by another team", or "Summarize this week's completed work across the org" and the AI engine pulls live data.
How the connection works
clariBI talks to Asana through its hosted MCP server at https://mcp.asana.com/v2/mcp. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Asana
U->>C: Click Authorize with Asana
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
The AI engine selects from these read-only Asana tools during analyses. None of them modify data in Asana.
| Tool | Returns | Example question |
|---|---|---|
search_objects | Cross-entity search across tasks, projects, teams, etc. | Find anything mentioning Q4 launch. |
get_task | A single task with subtasks and stories. | Show me task T-001. |
get_tasks | Bulk task fetch by ID. | Pull these 20 task IDs at once. |
get_my_tasks | Tasks assigned to the connected user. | What is on my Asana plate this week? |
search_tasks | Tasks across projects matching filters. | Tasks due this week assigned to me. |
get_project | A single project with sections. | Status of the launch project? |
get_projects | Projects in the workspace. | List all active projects. |
get_portfolio | A portfolio (a collection of projects). | Roll up the Q1 portfolio. |
get_portfolios | All portfolios accessible to the user. | List portfolios. |
get_items_for_portfolio | Projects inside a portfolio with status. | Projects in the Marketing Q4 portfolio? |
get_status_overview | Status updates across a project or portfolio. | Recent status updates for the launch portfolio? |
get_attachments | Attachments on a task. | Files attached to task T-001? |
get_user | A user profile. | Who is user u_001? |
get_me | The authenticated user. | Who am I in Asana? |
get_users | Users in the workspace. | How many users are in Asana? |
get_teams | Teams in the workspace. | How many teams are in Asana? |
Data flow during analysis
When you ask a question that maps to Asana, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Asana
U->>C: Ask a question about tasks and project data
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Asana card.
- Click Authorize with Asana.
- Sign in to Asana in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
clariBI requests Asana's default read scope, covering tasks, projects, teams, workspaces, users, and stories. No tasks, projects, or comments can be created or modified. Disconnect from Asana settings or from clariBI Settings.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Asana V1 MCP server has shut down" | Older connections still pointing at the V1 endpoint stop working as of May 11, 2026. | Disconnect and reconnect; the V2 server is now the default. |