Vinkius
Onboard.io Implementation

Track customer lifecycle data from any prompt.
Claude Claude
ChatGPT ChatGPT
Cursor Cursor
Gemini Gemini
Windsurf Windsurf
VS Code VS Code
JetBrains JetBrains
Vercel Vercel
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Works with every AI agent you already use

…and any MCP-compatible client

Onboard.io Implementation MCP on Cursor AI Code Editor MCP ClientOnboard.io Implementation MCP on Claude Desktop App MCP IntegrationOnboard.io Implementation MCP on OpenAI Agents SDK MCP CompatibleOnboard.io Implementation MCP on Visual Studio Code MCP Extension ClientOnboard.io Implementation MCP on GitHub Copilot AI Agent MCP IntegrationOnboard.io Implementation MCP on Google Gemini AI MCP IntegrationOnboard.io Implementation MCP on Lovable AI Development MCP ClientOnboard.io Implementation MCP on Mistral AI Agents MCP CompatibleOnboard.io Implementation MCP on Amazon AWS Bedrock MCP Support

Connect to your AI in seconds.

Onboard.io Implementation connects your AI agent directly to Onboard.io. It lets you check customer onboarding plans, track specific tasks and milestones, view team assignments, and pull progress analytics—all without opening the portal.

Manage entire client lifecycles from a single conversation.

What your AI can do

Get plan progress analytics

Calculates and returns health scores and percentage completion metrics for a given plan.

Get onboarding customer details

Pulls all core data and current stage details for a client account.

Get member details

Gets the full profile information for a specific team member by ID.

+ 7 more capabilities included
List all active plans

Retrieves a list of every current customer onboarding plan, providing high-level status summaries.

Check client progress metrics

Calculates and returns health scores or percentage completion for any specific implementation plan.

Get task assignments and due dates

Retrieves details on a single task, including its owner, current status, and required deadline.

Monitor customer profiles

Fetches the core profile information for any client currently in the onboarding pipeline.

View team roles on a project

Lists all internal staff and specialists assigned to manage an onboarding plan.

Review plan discussion history

Pulls a chronological list of all internal comments or communication notes attached to a specific plan ID.

Compatible AI Apps

OAuth 2.0 Compatible
Vinkius runs on Claude Claude
Vinkius runs on ChatGPT ChatGPT
Vinkius runs on Cursor Cursor
Vinkius runs on Gemini Gemini
Vinkius runs on VS Code VS Code
Vinkius runs on JetBrains JetBrains
Vinkius runs on Vercel Vercel
Vinkius runs on Zendesk Zendesk
+ any other MCP app
Included with Plan

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AI Agent

Onboard.io Implementation MCP Server: 10 Tools for Project Management

Use these tools to query every aspect of your client onboarding process—from listing all active plans to checking individual task assignments.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Onboard.io Implementation on Vinkius

Get Plan Progress Analytics

Calculates and returns health scores and percentage completion metrics for a given plan.

Get Onboarding Customer Details

Pulls all core data and current stage details for a client account.

Get Member Details

Gets the full profile information for a specific team member by ID.

Get Plan Details

Retrieves comprehensive metadata for one specific implementation plan ID.

Get Task Details

Provides full status, assignment, and due date information for a single task ID.

List Plan Comments

Fetches the historical discussion and internal comments tied to an onboarding plan ID.

List Onboarding Customers

Lists all customers in the onboarding pipeline, supporting pagination via limit/offset.

List Team Members

Retrieves the full directory of internal team members assigned to onboarding...

List Onboarding Plans

Retrieves a list of all implementation plans, allowing filtering by status...

List Plan Tasks

Lists all tasks associated with a specific plan, showing dependencies between them.

Connect to your AI in seconds. Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Claude AI

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Onboard.io Implementation integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on every call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Onboard.io Implementation, then connect any of our 5,000+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,000+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Every connection is secured and compliant automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog every week
Onboard.io Implementation MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Onboard.io. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Works with Claude, ChatGPT, Cursor, and more

The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.

This connection provides 10 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.

Checking client status used to mean juggling five different tabs just to get one answer.

Today, getting a full picture of an onboarding project means logging into the main dashboard, checking the task list for due dates, then switching over to the customer profile page to see their stage. If you need history, you have to find the right plan ID and manually pull up the comments. It's slow, it requires copy-pasting IDs, and it’s easy to miss something crucial.

With this MCP server, your AI agent handles the context switching. You just ask: 'What's the health status for Global Tech?' The agent runs get_plan_details, checks get_plan_progress_analytics, confirms the tasks with list_plan_tasks, and gives you one clean answer. It’s instant.

Onboard.io Implementation MCP Server: Get all plan context in a single prompt.

Manual reporting requires running multiple queries—one for tasks, one for customers, and another for comments—and then stitching the data together yourself. Every missing ID or wrong scope means the report is inaccurate, forcing you to start over.

Now, your AI client coordinates it all. You ask a question that covers the entire project lifecycle, and the agent calls multiple tools like list_onboarding_plans, get_task_details, and list_plan_comments sequentially. The result is accurate, complete context on demand.

What your AI can actually do with this

You connect your AI agent right into Onboard.io, so you don't have to jump between dashboards just to get data. This server lets your agent manage client lifecycle workflows using natural language commands, keeping everything in one conversation. You’ll use it when you need to check customer plans, track specific milestones, see who owns what tasks, and pull progress analytics—all without ever opening the actual portal.

To start, your agent can get a list of all active implementation plans using list_onboarding_plans, which lets you filter for both active or archived statuses. Once you've got the plan ID, you can grab the full metadata using get_plan_details.

For tracking client status, your agent pulls core data and current stage details for a specific client account via get_onboarding_customer_details, letting you monitor their profile at any point in the pipeline. You've got list_onboarding_customers too; it lists every customer currently in the onboarding queue, and you can even paginate through large groups of accounts by specifying limits or offsets.

When you need to know how healthy a plan is, your agent runs metrics using get_plan_progress_analytics. This returns the health score and percentage completion for any given implementation plan. You'll also find that you can check out all the internal history attached to a specific plan ID by running list_plan_comments, which pulls every discussion note or communication thread.

Dealing with tasks is straightforward. Your agent lists all associated steps using list_plan_tasks, and what’s crucial here is it shows the dependencies between those tasks. For any single task, you get full status, assignment, and due date info by calling get_task_details using a specific task ID.

On the people side of things, your agent can pull the whole directory of internal staff assigned to onboarding projects with list_team_members. If you need details on one person, it uses get_member_details by pulling their full profile based on their ID. You'll also always be able to see which specialists are assigned to a plan by listing all team members connected to that project.

Basically, your agent can check the whole deal: you get the client’s current status with get_onboarding_customer_details, then you list every active plan using list_onboarding_plans. You'll grab the health score for a specific plan with get_plan_progress_analytics. If you need to dive into tasks, your agent first lists them all via list_plan_tasks and then gets deep details on any single task ID.

Need to know who’s working on it or what they missed? You check the assigned team members using list_team_members, pulling individual profiles with get_member_details. If you need to review history, your agent pulls all internal notes via list_plan_comments.

Built · Hosted · Managed by Vinkius Onboard.io Implementation MCP Server - Plan & Customer Tracking
Server ID 019d75e5-823b-71bd-8839-5b4e010bd863
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Questions you might have

How do I check a plan's health score using the Onboard.io Implementation MCP Server? +

You use get_plan_progress_analytics to fetch this data. You just need the specific Plan ID, and the tool returns the calculated metrics like completion percentage or overall health rating.

Can I list all active plans using the Onboard.io Implementation MCP Server? +

Yes, use list_onboarding_plans. You can filter this list by status (like 'active') to quickly narrow down only the projects you need to review.

What is get_task_details used for in Onboard.io? +

get_task_details pulls everything about a single task: who owns it, when it's due, and its current status. This lets you verify if the assigned person still has ownership.

Do I need to know an ID to list customers using Onboard.io? +

No, use list_onboarding_customers. It retrieves a paginated list of all clients in the pipeline, so you don't have to track them manually.

What credentials do I need before running `list_onboarding_plans`? +

You must provide a valid API Key, which works as a Bearer Token. This key authenticates your agent against the Onboard.io platform so it knows who you are and what data you're allowed to see.

How does `list_plan_comments` handle discussion history? +

list_plan_comments pulls a chronological record of all internal notes and discussions for a given implementation plan ID. It lets your agent track who said what, and when, without you having to open the portal.

If I call `get_onboarding_customer_details`, what information should I expect? +

You get a complete profile dump for that customer account. This includes all foundational details about their status, contact info, and current place in the onboarding lifecycle.

When using `list_onboarding_customers`, what data points are returned? +

The tool returns a list of basic customer profiles, including identifiers and general status markers. You then use these IDs to call specific tools, like get_plan_details, for the deep context you need.

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

Built & Managed by Vinkius 30s setup 10 tools

We've already built the connector for Onboard.io Implementation. Just plug in your AI agents and start using Vinkius.

No hosting. No infrastructure. No complex setup.
All 10 tools are live and waiting. You're up and running in seconds.

Vinkius runs on Claude Claude
Vinkius runs on ChatGPT ChatGPT
Vinkius runs on Cursor Cursor
Vinkius runs on Gemini Gemini
Vinkius runs on Windsurf Windsurf
Vinkius runs on VS Code VS Code
Vinkius runs on JetBrains JetBrains
Vinkius runs on Vercel Vercel
+ other MCP clients

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