• LIVE DATA
  • INDIVIDUAL
  • COMPANY
  • HUMAN

How to track team OKR progress with your AI

Connect Lattice to your agent to pull live goal data. Once connected, you can ask for status updates on any objective without opening the app.

Ask AI about this page

Short answer

How can I track OKR progress with my AI?

Your agent uses Lattice tools to pull specific goal details and list all active objectives. You get a real-time view of where your team stands against their targets. This breakdown shows you how to pull that data.

The outcomes.

Where your data lands.

Your agent handles the data retrieval so you can focus on the results.

LIVE DATA

Real-time goal status

The AI pulls the latest updates from Lattice. You see current progress numbers instead of stale spreadsheets.

INDIVIDUAL

Personal goal checks

Ask about specific people to see how their individual objectives are moving. It makes 1:1 prep much faster.

COMPANY

High-level visibility

Pull a full list of company-wide objectives to see how different departments align. It keeps the big picture in view.

HUMAN

Strategic adjustments

The AI identifies the numbers, but you decide how to pivot. You use the data to lead the actual coaching conversations.

The workflow

What your AI does when you ask for updates.

The agent acts as a bridge between your chat interface and your Lattice account.

  1. Scan objectives

    The agent looks through your entire Lattice workspace to find relevant targets.

    list_goals

  2. Fetch specifics

    Once a goal is identified, the agent pulls the exact metrics and descriptions for that item.

    get_goal

  3. Compare progress

    The agent looks at the current values against the target values to determine if a goal is on track.

    get_goal

  4. Summarize status

    The agent translates the raw data into a plain English update for you to read.

    list_goals

Try it

Copy these to start.

Use these prompts to begin interacting with your Lattice data.

Starting points

These are starting points. Swap out the names of the goals or people to match your actual Lattice setup.

Lattice Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_pzbu6Qay50ZSWtPMk8hojiH3XTlhliAMiLdbUj8T/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 — Lattice capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lattice-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_pzbu6Qay50ZSWtPMk8hojiH3XTlhliAMiLdbUj8T/mcp"
    }
  }
}
Copy into chat04

  • List all the active company goals in Lattice.

  • What is the current progress for the Q3 Revenue goal?

  • Show me the individual goals for Sarah Jenkins.

  • Which objectives are currently behind schedule?

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

Start here

Connect Lattice once, then ask.

Follow the link to link your account. Your credentials stay encrypted and secure, and you can start querying goals immediately.

Connect Lattice to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my OKRs?

    No. The AI can only read goal data. You must go into Lattice to edit or create any objectives.

  • 02

    Can it update progress numbers for me?

    No. The agent is read-only. It can report what the numbers are, but it cannot write new values to Lattice.

  • 03

    Does it see all my goals?

    Yes, it can access any goal that your Lattice permissions allow you to see.

  • 04

    Can I ask about specific team members?

    Yes, as long as those individuals have goals defined in Lattice.

  • 05

    Will it notify me when a goal is missed?

    The AI won't send you proactive alerts. You have to ask it for status updates or progress reports.

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

Connect Lattice to Claude, Cursor, ChatGPT & more