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Integrations

Nufinox integrates with external project management tools (Asana, Linear, GitHub, and GitLab) to sync tasks, and with Minimax for accounting.

Project Management - Asana

Connecting

  1. Go to Settings -> Connections
  2. In the Asana section, enter a connection name and your Asana personal access token. You can generate one in your Asana account under Profile -> Apps -> Developer apps
  3. Click Connect

Mapping Workspaces to Clients

Once connected, you need to tell Nufinox which Asana workspace corresponds to which client.

  1. On the Connections settings page, open your Asana connection
  2. Click Add mapping
  3. Enter the Workspace GID and select the corresponding client in Nufinox
  4. Save

You can add multiple mappings for different workspaces.

How Syncing Works

Each day, Nufinox fetches tasks from mapped Asana workspaces assigned to active Nufinox users. Tasks are upserted: new tasks are created, existing tasks are updated.

The task's external assignee is matched to an employee by comparing the Asana user's email to Nufinox user accounts linked to employees. If no match is found, Nufinox uses the employee linked to the user who owns the connection.


Project Management - Linear

Connecting

  1. Go to Settings -> Connections
  2. In the Linear section, enter a connection name and your Linear API key. Generate one in Linear under Settings -> API -> Personal API keys
  3. Click Connect

Mapping Teams to Clients

  1. On the Connections settings page, open your Linear connection
  2. Click Add mapping
  3. Enter the Team ID (for example ENG) and select the corresponding client in Nufinox
  4. Save

How Syncing Works

Nufinox fetches issues from each mapped Linear team, filtered to the connected user and users whose email matches Nufinox accounts linked to employees. Tasks are upserted daily.

For Linear issues, Nufinox also looks for attached pull request or merge request URLs and stores them in the task's Implementation link field.


Project Management - GitHub

Connecting

  1. Go to Settings -> Connections
  2. In the GitHub section, enter a connection name and a GitHub API token that can read issues in the repositories you want to sync
  3. Click Connect

Mapping Repositories to Clients

  1. On the Connections settings page, open your GitHub connection
  2. Click Add mapping
  3. Enter the repository path as owner/repo and select the corresponding client in Nufinox
  4. Save

How Syncing Works

Nufinox fetches issues from each mapped repository for active users that have a GitHub username configured in Nufinox. Pull requests returned by the GitHub issues API are skipped. Tasks are upserted daily.


Project Management - GitLab

Connecting

  1. Go to Settings -> Connections
  2. In the GitLab section, enter a connection name and a GitLab API token that can read issues in the projects you want to sync
  3. Click Connect

Mapping Projects to Clients

  1. On the Connections settings page, open your GitLab connection
  2. Click Add mapping
  3. Enter the project ID or full project path, such as 12345 or group/project, and select the corresponding client in Nufinox
  4. Save

How Syncing Works

Nufinox fetches issues from each mapped project for active users that have a GitLab username configured in Nufinox. Tasks are upserted daily.


Removing a Project Management Connection

Deleting a connection in Settings removes the connection and all tasks that were synced through it. Work logs attached to those tasks are deleted too. This is irreversible, so only remove a connection if you are sure.


Accounting - Minimax

Connecting

  1. Go to Settings -> Accounting
  2. Select Minimax as the provider
  3. Enter your Minimax credentials:
  4. Client ID and Client secret - from your Minimax API application
  5. Username and Password - your Minimax login credentials
  6. Organisation ID - your Minimax organisation ID
  7. Enter the Minimax configuration IDs for invoices:
  8. Report Template ID - the invoice report template to use
  9. Item ID - the line item definition for services
  10. VAT rate ID - the applicable VAT rate
  11. Save the connection

Using Minimax

Once connected, invoices for clients that have an Accounting customer ID set can be pushed to Minimax as draft invoices. See Invoices for details.


API Token (MCP)

Nufinox exposes a Model Context Protocol (MCP) endpoint that allows AI tools to query selected Nufinox records. To use it:

  1. Go to Settings -> API Token
  2. Click Generate token if no token exists, or Regenerate token to replace an existing token
  3. Copy the token and configure it in your MCP client
  4. The MCP server URL is https://app.nufinox.com/mcp

The endpoint exposes employees, clients, tasks, meetings, work logs, and invoices. It does not expose PTO, expenses, recurring expenses, payouts, or dashboard reports. Members only see their own work logs and meetings where they are a participant. Admins see everything exposed by the endpoint.

Regenerating a token invalidates the old token immediately.