Guide
How to connect TakeCare to Grok (grok.com)
At TakeCare we use Grok at grok.com, so we connected TakeCare to it. Now we can ask "what jobs are on this week?" in the same chat.
This guide shows you how. It covers adding the connector, signing in on TakeCare's own page, and which Grok plan you need before Grok can use it.
Grok currently limits custom connectors on free accounts. On free Grok the TakeCare connector adds and signs in, but Grok won't use it, so you need a paid SuperGrok or X Premium plan.
The connector uses MCP (Model Context Protocol). Using Claude instead? See How to connect TakeCare to Claude. Using Grok Bot instead? See How to connect TakeCare to Grok Bot.
What you need before you start
- A TakeCare login. Any provider login can read your data.
- A paid Grok or X plan. SuperGrok or X Premium. Grok currently limits custom connectors on free accounts: the connector adds and signs in, but Grok won't use it.
- The right TakeCare plan for saves. Saves need Professional, Team or an active free trial. On Free you can connect and read, but saves are refused.
- The right role. Owners and coordinators can save. Workers and Billing only get less (see "Who can do what").
- The "Allow assistant saves" switch. Saves stay off until you turn it on.
- A Grok account at grok.com.
You never paste your TakeCare password or a key into Grok. You sign in on TakeCare's own page.
Add TakeCare on grok.com
Use the address that matches your business. The steps below use the provider address.
| You are | Connector address |
|---|---|
| An NDIS or aged care provider, or a sole-trader support worker | https://itakecare.com.au/mcp/provider |
| A support coordinator | https://itakecare.com.au/mcp/coordinator |
| A family member, nominee, or interested party viewing someone's schedule | https://itakecare.com.au/mcp/guardian |
- Go to grok.com and open Connectors.
- Choose New Connector, then Custom.
- Name it TakeCare. In Server URL, paste
https://itakecare.com.au/mcp/provider.
- Click Add Connector. A popup opens. Sign in to TakeCare the way you usually do. Your password stays on TakeCare's page.
- You'll see Connect an assistant. Check that the page names Grok, then choose Approve. Choose Deny if you don't want that assistant using your account.
- In a new chat, click +, then Connectors, and make sure TakeCare is switched on. It shows under Connected as Added.
- Ask something like "What jobs are on this week?"
If you are a support coordinator, paste https://itakecare.com.au/mcp/coordinator as the Server URL instead. If you are a family member, nominee, or interested party, paste https://itakecare.com.au/mcp/guardian. Add each address as its own connector.
The family address shows the people whose schedule you can already view, and the upcoming shifts with times and the worker's name. Active schedule can change those shifts after a preview. View only cannot. It does not show worker phone numbers or notes.
Pick your business, and turn on saves if you want them
If you belong to more than one business, tell Grok which one to use. Use a provider business on the provider address, and a coordinator business on the coordinator address.
Reading works without this. To let Grok save:
- In TakeCare, go to Settings, then My coordinator details.
- Find the Assistant saves card.
- Turn on Allow assistant saves for this business.
Providers who don't have the My coordinator details page find the same switch on the business profile, in the Assistant saves card. You can turn it off any time.
What you can ask
Grok gets the same TakeCare tools as any connected assistant: open jobs, your roster, invoices, Ready to Invoice and your schedule, plus draft invoices, notes, tasks and invoice emails (with the right TakeCare plan and the switch on). The full list is in the Claude guide.
Try:
- "What jobs are on this week?"
- "What's ready to invoice for this month?"
- "Make a draft invoice for Sample Client's shift on Saturday."
Tell Grok your time zone so "today" matches what you see in TakeCare.
How the safety steps work
Nothing changes in TakeCare until you've seen a preview and confirmed it.
- Preview first. Grok shows exactly what would be saved.
- Confirm that preview. Typing "yes" on its own doesn't save anything.
- Check it in TakeCare. A new invoice stays a draft and isn't emailed.
Emailing an invoice takes two confirms. First the draft, then an email preview showing To, CC, BCC, the subject and the attached PDF. Nothing goes out until you confirm that too. Copies follow your business email preferences and the client. Your worker is only copied if your preferences already copy them.
Who can do what
- Owner or coordinator: reads and all saves (with the right TakeCare plan and the switch on).
- Worker: only their assigned jobs and clients, with no rates. They can clock their own shifts in and out, and save notes if Notes access is on.
- Billing only: reads clients, invoices and templates. No saves, no Jobs.
Grok or Grok Bot?
This guide is for Grok at grok.com. Grok Bot is a different chat, and it adds TakeCare its own way.
What about Tess?
Tess, the assistant inside TakeCare, can also help without leaving the app. On Professional, Team or a trial, Tess can preview an action and save it after you confirm. On Free, Tess does look-ups only. Tess doesn't send invoice emails; send those from TakeCare, or with your connected assistant after its email preview. Tess can send an unpaid reminder once you press Send reminder.
Use Tess when you're in TakeCare. Use Grok when you want TakeCare alongside your other work.
Troubleshooting
| Problem | What to try |
|---|---|
| The connector is added, you signed in, and Grok still can't use TakeCare | Grok currently limits custom connectors on free accounts. On free Grok the connector adds and signs in, but Grok won't use it. You need a paid SuperGrok or X Premium plan. |
| TakeCare is missing in a new chat | Click +, then Connectors, and switch TakeCare on. |
| Sign-in never starts | Check the address is exactly https://itakecare.com.au/mcp/provider, /mcp/coordinator, or /mcp/guardian. |
| "This approval link is incomplete" | Start sign-in again from Grok. Click Add Connector again if the popup has closed. |
| "This business cannot be used" | Ask it to list your businesses and pick the right type. |
| It says Professional or Team is required | Check the plan on that provider business. |
| The preview worked but the save was refused | Turn on Allow assistant saves for this business, then preview and save again. |
Still stuck? Use our contact form.
FAQ
Does Grok see my TakeCare password?
No. You sign in on TakeCare's page.
Does it work on a free Grok account?
Grok currently limits custom connectors on free accounts. The TakeCare connector adds and signs in, but Grok won't use it until you have a paid SuperGrok or X Premium plan.
Does it work on TakeCare Free?
You can connect and read. Saves need Professional, Team or an active trial.
Can I switch saves off later?
Yes. Turn off Allow assistant saves for this business under My coordinator details (providers who don't have that page use the business profile). To disconnect completely, turn TakeCare off under Connectors in Grok.
Get started
Create your account. Already on TakeCare? Open grok.com, add the connector, and ask "What jobs are on this week?"