Onboard.io Implementation MCP. Track customer lifecycle data from any prompt.

You connect your AI agent right into Onboard.io, so you don't have to jump between dashboards just to get data. This server lets your agent manage client lifecycle workflows using natural language commands, keeping everything in one conversation. You’ll use it when you need to check customer plans, track specific milestones, see who owns what tasks, and pull progress analytics—all without ever opening the actual portal.

To start, your agent can get a list of all active implementation plans using list_onboarding_plans, which lets you filter for both active or archived statuses. Once you've got the plan ID, you can grab the full metadata using get_plan_details.

For tracking client status, your agent pulls core data and current stage details for a specific client account via get_onboarding_customer_details, letting you monitor their profile at any point in the pipeline. You've got list_onboarding_customers too; it lists every customer currently in the onboarding queue, and you can even paginate through large groups of accounts by specifying limits or offsets.

When you need to know how healthy a plan is, your agent runs metrics using get_plan_progress_analytics. This returns the health score and percentage completion for any given implementation plan. You'll also find that you can check out all the internal history attached to a specific plan ID by running list_plan_comments, which pulls every discussion note or communication thread.

Dealing with tasks is straightforward. Your agent lists all associated steps using list_plan_tasks, and what’s crucial here is it shows the dependencies between those tasks. For any single task, you get full status, assignment, and due date info by calling get_task_details using a specific task ID.

On the people side of things, your agent can pull the whole directory of internal staff assigned to onboarding projects with list_team_members. If you need details on one person, it uses get_member_details by pulling their full profile based on their ID. You'll also always be able to see which specialists are assigned to a plan by listing all team members connected to that project.

Basically, your agent can check the whole deal: you get the client’s current status with get_onboarding_customer_details, then you list every active plan using list_onboarding_plans. You'll grab the health score for a specific plan with get_plan_progress_analytics. If you need to dive into tasks, your agent first lists them all via list_plan_tasks and then gets deep details on any single task ID.

Need to know who’s working on it or what they missed? You check the assigned team members using list_team_members, pulling individual profiles with get_member_details. If you need to review history, your agent pulls all internal notes via list_plan_comments.