How do I connect my Onboard.io account?

You need to provide your Onboard.io API Key, also known as a Bearer Token, during the setup process on Vinkius.

Which AI clients can I use with this MCP?

You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

Can I see specific task assignments?

Yes, the MCP allows your agent to retrieve task details, including who they are assigned to and their due dates.

Does this MCP work with real-time data?

Yes, the capabilities fetch live data directly from your Onboard.io account.

Can I track team member assignments?

Yes, you can list team members and see which specialists are assigned to specific onboarding projects.

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 capability 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 capability provides health scores, percent complete, and overview stats for your launch plans.

An astronaut overseeing a futuristic data hub

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Connect Onboardio Implementation to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Manage customer onboarding directly from your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 10 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-04

4 capabilities in this set.

Part of 10 available through Onboard.io.

01
List team members
This capability lists all team members involved in the onboarding process.
02
List onboarding plans
Use this to get a full list of all active implementation plans.
03
Get member details
This capability retrieves the specific profile information for a team member.
04
Get onboarding customer details
Get detailed profile information for a specific customer in the onboarding phase.

Capability set02 / 03

05-07

3 capabilities in this set.

Part of 10 available through Onboard.io.

05
Get plan details
This capability fetches comprehensive information for a specific implementation plan.
06
Get plan progress analytics
Retrieve health metrics and completion statistics for a specific plan.
07
Get task details
Get specific information regarding a single task within a plan.

Capability set03 / 03

08-10

3 capabilities in this set.

Part of 10 available through Onboard.io.

08
List onboarding customers
This capability provides a list of all customers currently undergoing onboarding.
09
List plan comments
Retrieve the history of internal comments and discussions for a launch plan.
10
List plan tasks
Use this to see all tasks and milestones associated with a specific plan.

Real work

What teams actually run

Quick Status Checks

Ask your agent for the status of a specific task to avoid logging into the dashboard.

Onboarding Health Audits

Request health scores and completion percentages to identify at-risk implementations.

Team Resource Management

Check which team members are assigned to specific customer accounts.

Context Gathering

Pull recent internal comments to understand the history of a customer's onboarding.

Automate a task

Put Onboard.io to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Onboard.io works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Onboard.io to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

881ms average. Fast in production.

Onboard.io is checked daily against the live service.

Daily averagePeak 1018ms

Oct 3Today

Fastest day: 727ms
Slowest day: 1018ms
14-day trend: Slowing+15%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Onboard.io, so you can see the experience inside your AI.

It does not authenticate your account with Onboard.io. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Onboard.io Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_q7IVsXY7kZ2RN8U6l3jOTniIjqOJ79ArdjJmw1UO/mcp

Claude Desktop

Follow the steps below to connect in seconds.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3Click Add and start a new chat — Onboard.io capabilities are ready to use.

Configuration · claude_desktop_config.jsonCopy

{
  "mcpServers": {
    "onboardio-implementation-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_q7IVsXY7kZ2RN8U6l3jOTniIjqOJ79ArdjJmw1UO/mcp"
    }
  }
}

Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Onboard.io in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Onboard.io owners hand off.

This MCP is designed for teams managing high-touch customer transitions and technical implementations.

01
Implementation Managers
They use the agent to check task statuses and plan progress without opening the portal.
02
Customer Success Leads
They monitor onboarding health and team assignments through natural language.
03
Operations Teams
They automate the retrieval of customer profiles and project comments for reporting.

FAQ

Questions Onboard.io owners ask.

01
How do I connect my Onboard.io account?
You need to provide your Onboard.io API Key, also known as a Bearer Token, during the setup process on Vinkius.
02
Which AI clients can I use with this MCP?
You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.
03
Can I see specific task assignments?
Yes, the MCP allows your agent to retrieve task details, including who they are assigned to and their due dates.
04
Does this MCP work with real-time data?
Yes, the capabilities fetch live data directly from your Onboard.io account.
05
Can I track team member assignments?
Yes, you can list team members and see which specialists are assigned to specific onboarding projects.
06
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.
07
Can I see internal comments on a plan?
Yes! Use the list_plan_comments capability with a specific Plan ID to retrieve the discussion history and internal notes for that implementation.
08
What progress metrics are available?
The get_plan_progress_analytics capability provides health scores, percent complete, and overview stats for your launch plans.

Explore

More in Productivity

Connect Onboard.io to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-04

List team members

List onboarding plans

Get member details

Get onboarding customer details

05-07

Get plan details

Get plan progress analytics

Get task details

08-10

List onboarding customers

List plan comments

List plan tasks

What teams actually run

Quick Status Checks

Onboarding Health Audits

Team Resource Management

Context Gathering

Building your own app? The connector is yours to use.

Onboard.io Connector

Claude Desktop

Implementation Managers

Customer Success Leads

Operations Teams

How do I connect my Onboard.io account?

Which AI clients can I use with this MCP?

Can I see specific task assignments?

Does this MCP work with real-time data?

Can I track team member assignments?

How do I get an Onboard.io API Key?

Can I see internal comments on a plan?

What progress metrics are available?

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