• TASK DATA
  • PLAN LISTS
  • PLAN CONTEXT
  • HUMAN ACTION

How to track implementation task status with your AI

Connect Onboard.io to your agent to pull real-time updates on your implementation progress through chat.

Ask AI about this page

Short answer

How can I check my implementation status without the dashboard?

Your agent pulls specific task assignments, due dates, and milestones directly from Onboard.io. You get the exact status of your implementation plans through your chat interface. Here is how the data flows.

Status outcomes.

Where your data lands.

Your agent pulls specific data points to answer your questions.

TASK DATA

Individual task details

The AI pulls specific assignments and due dates for a single item. You get the exact context you need for one specific task.

PLAN LISTS

Full task lists

Your agent lists every task within a specific implementation plan. This gives you a bird's-eye view of the entire project status.

PLAN CONTEXT

Complete plan details

The AI retrieves the full scope and metadata of an implementation plan. Use this to understand the broader project constraints.

HUMAN ACTION

Manual dashboard updates

The AI only reads data. You still need to log into Onboard.io to change due dates, reassign tasks, or mark items as complete.

The workflow

What your AI does when you ask for status.

The agent acts as a bridge between your chat and the Onboard.io data.

  1. Identify the plan

    The agent looks up the specific implementation plan you are asking about to find the right context.

    get_plan_details

  2. Gather all tasks

    The agent pulls a list of every task associated with that plan to see what is pending or overdue.

    list_plan_tasks

  3. Inspect specific items

    The agent digs into a single task to find its specific assignee or deadline.

    get_task_details

  4. Report findings

    The agent translates the raw data from the tools into a plain English summary for you.

    get_plan_detailslist_plan_tasks

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

Swap the bracketed text for your actual Onboard.io plan names or task IDs.

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

  • What are the current tasks in the [Plan Name] implementation plan?

  • Who is assigned to the [Task ID] task and when is it due?

  • Give me a summary of all tasks in the [Plan Name] plan.

  • Show me the details for the task [Task ID].

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

Start here

Connect Onboard.io Implementation once, then ask.

One click connects your agent to your Onboard.io data. Your credentials stay encrypted and secure on our side.

Connect Onboard.io Implementation to your AI

FAQ

How the status tracking behaves.

  • 01

    Can my AI change a task due date?

    No. This connector only provides read access to your implementation data.

  • 02

    Can the AI assign a task to a new person?

    No. You must perform all assignments and edits directly within the Onboard.io dashboard.

  • 03

    Does the AI see all my Onboard.io plans?

    The AI can access any plan you have permission to view through the provided tools.

  • 04

    Can I ask about tasks in a specific plan?

    Yes. You can ask for task lists or specific details for any plan you identify.

  • 05

    Will the AI delete any of my implementation data?

    No. The tools available only allow the AI to retrieve information, never to delete or modify it.

  • 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