Onboard MCP

What is Onboard MCP?

Onboard MCP is an MCP server that connects AI assistants to an Onboard workspace, enabling teams to read, reason about, and act on live customer onboarding data with human approval before any writes. It is designed for customer onboarding teams juggling multiple projects, customers, and stakeholders.

How to use Onboard MCP?

Connect any MCP-compatible client (e.g., Claude Desktop, Cursor, Amazon Quick) to an Onboard workspace using OAuth 2.0 (hosted) or an API token. Once connected, ask natural language questions or invoke tools — all write operations default to preview mode and require confirmation. A valid Onboard subscription is required.

Key features of Onboard MCP

• Read live project data, tasks, KPIs, and inbox
• Generate structured risk reviews with owners and next steps
• Draft data-rich follow-up emails from project snapshots
• Detect blocked tasks and assign owners in one step
• Surface KPI dashboards for launch rates and velocity trends
• Launch project templates and create tasks with preview-first safety
• 27+ purpose-built tools covering the full onboarding lifecycle
• Custom automations via read_api_request and write_api_request tools

Use cases of Onboard MCP

• Morning digest: ask “what are my active projects and what’s blocked?” for a structured portfolio summary
• Risk reviews: run a weekly risk scan for any customer or project with prioritized mitigations
• Customer follow-ups: draft data-rich emails using live task progress, overdue items, and key contacts
• Quick task management: update status, assign owners, and post comments from a chat interface
• KPI reporting: pull launch rates, velocity trends, and overdue task metrics for exec updates or QBR prep

FAQ from Onboard MCP

Is Onboard MCP safe to use with my project data?

Yes. All write operations default to preview mode — nothing is written to your workspace until you confirm. This applies to task updates, comments, and project launches.

How do I authenticate with Onboard MCP?

You can authenticate using hosted OAuth 2.0 or an API token. The server supports both methods, and you connect via any MCP-compatible client.

What do I need to use Onboard MCP?

You need an active Onboard subscription (visit onboard.io) and an MCP-compatible client such as Claude Desktop, Cursor, or Amazon Quick.

Which data does Onboard MCP access?

It reads your live Onboard workspace data: projects, tasks, KPIs, and inbox. All writes require your explicit approval unless you use the write_api_request tool for custom automations.

Can I send feedback about the MCP experience?

Yes. Use the give_us_feedback tool to report bugs, request features, or share notes — it emails [email protected] with your message and contact email.