Onboard MCP
Connect your AI assistant to Onboard to monitor live onboarding projects, surface blocked tasks and risks, draft customer emails, and take action on tasks with role-based access and preview-first safety.
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Overview
MCPCustomer Success MCP & Customer Onboarding AIIntroduction to MCPMCP setupConnecting to Onboard MCPSecurity & permissions (MCP)MCP tools, prompts, and discoveryMCP use cases — AI agentsExample workflowsAutomation platforms & MCPOttie — ChatGPT / Codex pet Model Context Protocol for Onboard — operational AI for customer success and onboarding, with hosted tools, prompts, and desktop client setup. Connect Claude, Amazon Quick, Cursor, or other MCP clients once—then ask questions, run briefs, and draft updates against the same projects and customers your team already manages in Onboard.
Installation
Installation instructions are not available yet.
Configuration
Configuration example is not available yet.
Capabilities
- Morning stand-up brief
Ask "What projects need attention today?" and get a short brief via `list_active_projects`, `find_blocked_tasks`, and `summarize_onboarding_status`.
- QBR and exec prep
Pull KPI health and account risks with `get_kpi_dashboard`, `get_customer_workspace_context`, and `identify_project_risks` before external validation.
- Post-call follow-up
Map notes to tasks and drafts using `recommend_next_steps`, `create_tasks` (preview), and `draft_customer_email`, then apply only after review.
- Launch week tracking
Surface blockers and owners with `get_project_context`, `find_blocked_tasks`, and `assign_owner` for stand-ups and rollups.
Tags
- project-management
- communication
- customer-ops
- email-automation
- task-management
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