Onboard.io Implementation MCP Connector for Claude

Connect your Onboard.io account to your AI agent and streamline your customer implementation and onboarding workflows through natural conversation and real-time project tracking.

What you can do

• Launch Plan Oversight — List all active customer implementation plans and retrieve detailed progress and metadata.
• Task Management — Access all tasks and milestones associated with specific plans and check their assignments and due dates.
• Customer Monitoring — List and inspect profiles for all customer accounts currently in the onboarding phase.
• Team Collaboration — View internal team members and specialists assigned to your onboarding projects.
• Communication Tracking — Retrieve a history of discussion and internal comments for any launch plan.
• Progress Analytics — Fetch high-level health metrics and percent-complete stats for your implementation workflows.
• Deep Inspection — Fetch complete metadata for specific plans, tasks, or customers using their unique IDs.

How it works

1. Subscribe to this server
2. Enter your Onboard.io API Key (Bearer Token)
3. Start managing your implementation workflows from Claude, Cursor, or any MCP client

Who is this for?

• Implementation Managers — quickly check task statuses or plan progress without opening the onboarding portal.
• Customer Success Leads — monitor onboarding health and team assignments through natural language.
• Operations Teams — automate the retrieval of customer profiles and project comments for status reporting.