# Onboard.io Implementation MCP > 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. ## Overview - **Category:** productivity - **Price:** Free - **Tags:** customer-onboarding, implementation, task-tracking, workflow-automation, launch-planning ## Description 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`. ## Tools ### 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 projects. ### list_onboarding_plans Retrieves a list of all implementation plans, allowing filtering by status (active/archived). ### list_plan_tasks Lists all tasks associated with a specific plan, showing dependencies between them. ## Prompt Examples **Prompt:** ``` List all our active onboarding plans. ``` **Response:** ``` Retrieving launch plans... I found 12 active implementations including 'Global Tech Rollout', 'Startup Alpha Onboarding', and 10 others. Would you like the progress summary for Global Tech? ``` **Prompt:** ``` What is the status of the 'API Integration' task in plan 'plan_98765'? ``` **Response:** ``` Checking task details... The 'API Integration' task is currently 'In Progress' and assigned to Sarah Miller. It is due this Friday. Shall I list the recent comments on this plan for more context? ``` **Prompt:** ``` Show me the health metrics for the 'Enterprise Launch' project. ``` **Response:** ``` Retrieving analytics... The 'Enterprise Launch' project has a health score of 85/100 and is 65% complete. There are currently no overdue tasks. Would you like to see the list of remaining milestones? ``` ## Capabilities ### 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. ## Use Cases ### The Weekly Status Report An Ops Engineer needs to compile a status report on 10 clients. Instead of running 10 separate reports and pasting data into a spreadsheet, they ask the agent to run list_onboarding_plans, then loop through each plan ID calling get_plan_progress_analytics for the metrics. The problem is solved in one prompt sequence. ### The Stuck Task Investigation A CS Lead notices a client's progress stalled. They ask the agent to check the tasks using list_plan_tasks, see that 'API Integration' is overdue, and then call get_task_details to find out who was assigned and why it failed. ### The Project Scope Review An Implementation Manager needs to know exactly what the original scope was. They ask for plan details using get_plan_details, then call list_plan_comments to review all prior discussions and agreements attached to that specific plan. ### Staffing Conflict Check The team is adding a new project but isn't sure who should be assigned. The manager uses list_team_members to see the available specialists, then checks get_member_details for credentials before assigning the role. ## Benefits - Check current plan status instantly. Instead of clicking through the Onboard.io dashboard, you can ask for a progress summary using list_onboarding_plans and get immediate results. - Know who's responsible for what. Use list_plan_tasks or get_task_details to verify task ownership and deadlines without digging into multiple project boards. - Audit client history fast. Pull all internal discussion points—comments, decisions, changes—using list_plan_comments, giving you full context on why a plan is stalled. - See the big picture health score. Skip manual calculations and use get_plan_progress_analytics to pull high-level metrics for leadership reports instantly. - Get customer details without logging in. Use get_onboarding_customer_details to verify client status right from your chat window, keeping your workflow focused. ## How It Works The bottom line is your AI client acts as a unified front-end, accessing project data that was previously siloed across multiple internal tools. 1. Subscribe to the Onboard.io server and enter your API Bearer Token. 2. Tell your AI agent what you need (e.g., 'What's the status of the Enterprise Launch plan?'). 3. The agent calls the correct tool, pulls the data from Onboard.io, and presents a plain-text summary. ## Frequently Asked Questions **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.