• STATUS
  • HISTORY
  • ACTION
  • SUMMARY

How to retrieve onboarding discussion history with your AI

Connect Onboard.io Implementation once. After that, your agent handles the heavy lifting of digging through plan logs and comments for you.

Ask AI about this page

Short answer

How can I see recent onboarding comments in my AI chat?

Your agent pulls specific plan details and the latest comment threads from Onboard.io. This gives you a clear view of where a customer stands without manual searching. You'll see exactly what happened in the following breakdown.

Where the data lands.

Contextual outcomes.

The AI organizes the information into these specific areas.

STATUS

Plan progress updates

The AI pulls the latest plan data to show you exactly where a customer is in their journey.

HISTORY

Discussion logs

Recent comments are gathered so you can see the specific feedback or blockers mentioned by users.

ACTION

Human intervention

The AI flags complex issues that require you to step in and talk to the customer directly.

SUMMARY

Progress snapshots

You get a condensed view of the most important recent activity for any specific plan.

The workflow

What your AI does when the request arrives.

The agent follows a direct path to find the information you asked for.

  1. Identify the plan

    The agent looks up the specific onboarding plan you're asking about to establish the right scope.

    get_plan_details

  2. Fetch comments

    It pulls the recent discussion history and internal notes tied to that plan.

    list_plan_comments

  3. Analyze progress

    The agent compares the plan details against the recent comments to spot trends or delays.

    get_plan_detailslist_plan_comments

  4. Report findings

    The agent presents the most relevant context in your chat window.

    list_plan_comments

Try it

Copy these to start.

Use these prompts to trigger the connection.

Starting points

These are basic starting lines. Swap out the plan names or IDs with your actual Onboard.io data.

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.

  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 — 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"
    }
  }
}
Copy into chat04

  • Show me the recent comments for the Acme Corp onboarding plan.

  • What is the current status of the Global Tech implementation plan?

  • Summarize the latest discussion history for plan ID 98765.

  • Are there any recent comments on the Enterprise rollout plan that I should know about?

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

Start here

Connect Onboard.io Implementation once, then ask.

Just follow the link to connect. Your credentials stay encrypted and private. You can find the full technical details on the Connector page.

Connect Onboard.io Implementation to your AI

FAQ

How this task behaves.

  • 01

    Can the AI post new comments to Onboard.io?

    No. The current tools only allow the AI to read plan details and existing comments.

  • 02

    Does the AI change the status of my plans?

    No. The AI can only retrieve information; it cannot modify plan data or change statuses.

  • 03

    Can I ask about multiple plans at once?

    Yes, as long as you provide the names or IDs for each plan in your prompt.

  • 04

    How recent is the discussion history?

    The AI retrieves the most recent comments available through the Onboard.io API.

  • 05

    Will the AI delete any of my onboarding data?

    No. This MCP is read-only for the tools provided.

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

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