# Onboard.io Implementation MCP for AI Agents AI Agent Connect > Onboard.io Implementation lets you manage customer onboarding projects through your AI agent. You can track launch plans, check task statuses, monitor team assignments, and pull health metrics without leaving your chat interface. It connects your Onboard.io account to your agent so you can get status updates or find specific customer profiles instantly. ## Overview - **Category:** productivity - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_q7IVsXY7kZ2RN8U6l3jOTniIjqOJ79ArdjJmw1UO/ai-agent-connect - **Tags:** customer-onboarding, implementation, task-tracking, workflow-automation, launch-planning ## Description Managing a customer launch is usually a mess of tabs. You're constantly jumping between your project management tool to see if a task is done, checking your team's availability, and hunting for the latest customer profile info. It's easy to lose the thread when you have dozens of active implementations running at once. This Connector changes that by bringing your Onboard.io data directly into your AI client. Instead of hunting for a specific plan's progress, you just ask your agent. You can pull high-level health metrics for an entire project or drill down into the specific comments left by your internal team. It makes the "where are we on this?" conversation much faster because the data is right there. Since Vinkius makes it easy to connect these types of tools, you can set this up in minutes and stop doing the manual data gathering that eats up your day. You get a clear view of who's doing what and what's actually getting finished, all through a natural conversation with your agent. You don't have to worry about missing a deadline or forgetting a follow-up because the status of every task is just one question away. It turns your AI agent into a project coordinator that stays updated with your actual Onboard.io data, so you can focus on actually getting your customers live rather than just reporting on it. ## Tools ### get_plan_progress_analytics Pull health scores and completion percentages. This helps you identify which implementations are falling behind. ### get_task_details Look up specific details like assignments and due dates for one task. This is useful for checking deadlines. ### list_onboarding_customers Get a list of all customers currently in the onboarding phase. This helps you see your active pipeline. ### list_team_members See everyone on the team who handles onboarding projects. Use this to see your internal resources. ### list_onboarding_plans Get a full list of all active customer implementation plans. Use this to see every project in progress. ### list_plan_tasks See every task for a specific onboarding plan. Use this to keep track of all remaining action items for a client. ### get_onboarding_customer_details Fetch specific profile info for customers currently onboarding. Use this to check a client's setup status. ### get_member_details See the profile and role of a specific team member. This helps you know who is responsible for a project. ### get_plan_details Get the full metadata and status for a single plan. Use this to see the complete picture of a customer's launch. ### list_plan_comments See internal and customer discussion comments on a plan. Use this to catch up on the latest team feedback. ## Prompt Examples **Prompt:** ``` List all our active onboarding plans. ``` **Response:** ``` ### Active Onboarding Plans | Plan Name | Status | Progress | | :--- | :--- | :--- | | **Global Tech Rollout** | In Progress | 65% | | **Startup Alpha** | Delayed | 20% | | **Enterprise Launch** | In Progress | 85% | Would you like to see the specific task list for any of these? ``` **Prompt:** ``` What is the status of the 'API Integration' task in plan 'plan_98765'? ``` **Response:** ``` ### Task Status: API Integration * **Status:** In Progress * **Assigned To:** Sarah Miller * **Due Date:** This Friday * **Notes:** Waiting on client credentials. Shall I fetch the latest comments for this plan to see if they've sent them yet? ``` **Prompt:** ``` Show me the health metrics for the 'Enterprise Launch' project. ``` **Response:** ``` ### Project Health: Enterprise Launch * **Health Score:** 85/100 * **Completion:** 65% * **Overdue Tasks:** 0 The project is currently on track. Would you like to see the remaining milestones? ``` ## Capabilities ### List all active implementation plans Get a complete overview of every customer project currently in the onboarding pipeline. ### Pull project health metrics Fetch completion percentages and health scores for specific customer launch plans. ### Retrieve customer profile details Access specific information for customers who are currently in the onboarding phase. ### View team member profiles See the roles and details of the specialists assigned to your onboarding projects. ### Check specific task statuses Look up assignments, due dates, and progress for individual tasks within a plan. ### Fetch plan collaboration comments Retrieve the history of internal and customer discussions for any given launch plan. ## Use Cases ### Status Reporting An Implementation Manager asks the agent for a health summary of all active plans to prepare for a leadership meeting. ### Task Triage A Project Lead uses list_plan_tasks to see what needs to be done for a specific client today. ### Customer Onboarding A Success Lead pulls get_onboarding_customer_details to check if a client has completed their setup steps. ### Team Coordination An Ops Lead uses list_plan_comments to catch up on the latest internal discussion for a delayed launch. ## Benefits - Stop manual status checking by using list_onboarding_plans to see every active project at once. - Get instant project health by pulling data with get_plan_progress_analytics for your weekly reports. - Know exactly who's working on what by using list_team_members and get_member_details. - Stay on top of deadlines by checking specific dates with get_task_details. - Keep all team communication in one place by fetching history via list_plan_comments. - Quickly identify stuck customers by using list_onboarding_customers to see everyone in the pipeline. ## How It Works The bottom line is you stop switching tabs to find onboarding project updates. 1. Subscribe to the Onboard.io Implementation MCP. 2. Provide your Onboard.io Bearer Token in your configuration. 3. Ask your agent to list plans or check task statuses. ## Frequently Asked Questions **How does Onboard.io Implementation help with customer success?** It lets you quickly check a customer's onboarding status and health scores without leaving your chat. You can see if they are stuck on specific tasks or if they are moving through the pipeline as expected. **Can I use Onboard.io Implementation to see team assignments?** Yes. You can ask your agent to list the team members or get the details of a specific person to see who is assigned to which onboarding project. **How do I get project health scores for my clients?** The Connector pulls real-time health metrics and completion percentages directly from Onboard.io. You can ask for a summary of a specific plan or a list of all active plans. **Can the Onboard.io Implementation MCP list all my active plans?** It can. You can ask your agent to show every active implementation plan, and it will return a list of the projects currently in the onboarding phase. **Is there a way to see internal comments on a launch plan?** Yes, you can retrieve the full history of internal and customer discussion comments for any launch plan to stay updated on team feedback. **Does Onboard.io Implementation help with task tracking?** It does. You can list all tasks for a specific plan or get the specific details for an individual task, including due dates and current assignments. **How do I get an Onboard.io API Key?** You can find your API key in the Onboard.io dashboard under Settings > API. This token is used for Bearer authentication. **Can I see internal comments on a plan?** Yes! Use the `list_plan_comments` tool with a specific Plan ID to retrieve the discussion history and internal notes for that implementation. **What progress metrics are available?** The `get_plan_progress_analytics` tool provides health scores, percent complete, and overview stats for your launch plans.