About Onboard MCP
Onboard MCP connects Onboard workspaces to MCP clients such as Claude, ChatGPT, and Cursor, giving customer success teams access to live projects, KPIs, tasks, and document signing. It also provides prompts and preview-first writes.
Key features
- 01View live projects and KPIs
- 02Access tasks and Context Data
- 03Handle document signing
- 04Support preview-first writes
Use cases
- 01Check project progress from an AI workspace
- 02Review customer KPIs and tasks
- 03Handle document signing through MCP
MCP support
As an MCP server, it exposes workspace projects, KPIs, tasks, document signing, and Context Data to compatible clients, with preview-first writes.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://rest.onboard.io/mcp/sseclaude mcp add --transport sse viaonboard-onboard https://rest.onboard.io/mcp/sse{"mcpServers":{"viaonboard-onboard":{"type":"sse","url":"https://rest.onboard.io/mcp/sse"}}}Open in Cursor{"servers":{"viaonboard-onboard":{"type":"sse","url":"https://rest.onboard.io/mcp/sse"}}}Open in VS Code{"mcpServers":{"viaonboard-onboard":{"type":"sse","url":"https://rest.onboard.io/mcp/sse"}}}{"mcpServers":{"viaonboard-onboard":{"serverUrl":"https://rest.onboard.io/mcp/sse"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
https://rest.onboard.io/mcp/ssehttps://rest.onboard.io/mcp/rpcTools
Details
From the project READMEOnboard Platform
Onboard helps teams run structured customer onboarding—maps, tasks, automations, and visibility—in one place.
This repository is the public home for platform-related discussion and feedback. It does not contain proprietary application source code.
Documentation & trust
- Documentation: https://docs.onboard.io
- Trust Center: https://trust.onboard.io
- Website: https://onboard.io
- Web app: https://app.onboard.io
Onboard MCP
Connect Claude, ChatGPT / OpenAI Agent Builder, Cursor, Amazon Quick, or any MCP client to your Onboard workspace — live projects, KPIs, tasks, document signing, Context Data, and preview-first writes.
| Resource | Link |
|---|---|
| MCP docs (this repo) | docs/mcp/README.md |
| Product MCP guides | https://docs.onboard.io/docs/mcp |
| Connecting | https://docs.onboard.io/docs/mcp-connecting |
| Tools & prompts | https://docs.onboard.io/docs/mcp-tools |
| Desktop / AI clients | https://docs.onboard.io/docs/mcp-desktop-clients |
| Official MCP Registry | https://registry.modelcontextprotocol.io/v0.1/servers?search=io.github.viaonboard/onboard&version=latest |
| Hosted SSE URL | https://rest.onboard.io/mcp/sse |
| MCP Server Card | https://rest.onboard.io/.well-known/mcp/server-card.json |
Registry manifest: server.json · Marketplace metadata: marketplace.json
How to give feedback
- Use feedback controls on the docs site when available; items may appear in GitHub Discussions here.
- Open an Issue for bugs or requests. Do not paste API keys, webhook signing secrets, or customer PII.
Security
Report vulnerabilities per SECURITY.md, not via public issues.
Purpose: public coordination and feedback for the Onboard platform.
Comments
New to MCP?
From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.