• USER DATA
  • TEAM DATA
  • WORKSPACE DATA
  • HUMAN ACTION

How to manage workspace users and teams with your AI

Connect Ideanote to your agent to get instant visibility into your workspace structure. You can query your setup without clicking through menus.

Ask AI about this page

Short answer

How can I see my Ideanote users and teams?

Your agent uses specific tools to pull real-time lists of everyone in your workspace and how they are grouped. You'll get a clear breakdown of your current organizational structure. This guide shows you how to pull those details.

The outcomes

What you can pull from Ideanote

Your agent acts as a bridge to your Ideanote data.

USER DATA

Identify all users

The AI pulls a full list of people in your workspace. You'll see exactly who has access.

TEAM DATA

Check team groupings

Get a clear view of how your teams are organized. This helps you see which groups exist.

WORKSPACE DATA

Audit workspace details

The agent can list your workspaces to give you a high-level view of your environment.

HUMAN ACTION

Manual management

The AI only reads data. You still need to log in to Ideanote to add or remove people.

The workflow

What your AI does when the request arrives.

The agent translates your natural language questions into specific data requests.

  1. Identify the request

    Your agent determines if you are asking for people, groups, or workspace info.

    list_userslist_teamslist_workspaces

  2. Fetch user lists

    The agent pulls the current roster of people from your Ideanote account.

    list_users

  3. Retrieve team structures

    The agent looks up the specific teams you have created.

    list_teams

  4. Map workspaces

    The agent gathers details about your various workspaces.

    list_workspaces

Try it

Copy these to start.

Use these prompts to get moving.

Starting points

These are basic questions. You can swap in specific team names or workspace IDs once you know them.

Ideanote Connector

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

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

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Ideanote capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "ideanote-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BWYewvrvTyvmhGVnvdgetTOoKYPORyWSNGxnGYwF/mcp"
    }
  }
}
Copy into chat04

  • Who are all the users in my Ideanote workspace?

  • List all the teams currently set up in Ideanote.

  • Show me a list of my Ideanote workspaces.

  • Which users belong to the Marketing team?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Ideanote once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure. Once connected, you can use any of the prompts above.

Connect Ideanote to your AI

FAQ

Common questions

  • 01

    Can the AI add new users to my workspace?

    No. This MCP only has tools to list existing users, teams, and workspaces.

  • 02

    Can I delete a team using my agent?

    No. The agent cannot modify or delete any data in Ideanote.

  • 03

    Does the AI see my private Ideanote ideas?

    No. The current tools are limited to workspace composition and user lists.

  • 04

    How often does the user list update?

    The list is pulled in real time whenever you ask your agent to run the tool.

  • 05

    Can I use this with Claude?

    Yes, you can use this with any MCP-compatible client like Claude or Cursor.

  • More questions about Ideanote? The Connector page answers them. See everything the Ideanote Connector can do

Connect Ideanote to Claude, Cursor, ChatGPT & more