Onboard.io Implementation MCP Server
Automate and manage customer onboarding via Onboard.io — track launch plans, tasks, and progress directly from your AI agent.
Vinkius AI Gateway suporta streamable HTTP e SSE.
Funciona com todos os agentes de IA que você já usa
…e qualquer cliente compatível com MCP
Onboard.io MCP Server: veja o seu AI Agent em ação
Capacidades integradas (10)
get_member_details
Get team member profile
get_onboarding_customer_details
Get customer profile info
get_plan_details
Get specific plan info
get_plan_progress_analytics
Get plan health metrics
get_task_details
Get specific task info
list_onboarding_customers
List onboarding customers
list_onboarding_plans
List all implementation plans
list_plan_comments
List plan collaboration comments
list_plan_tasks
List onboarding tasks
list_team_members
io. List onboarding team members
O que esse conector desbloqueia
Connect your Onboard.io account to your AI agent and streamline your customer implementation and onboarding workflows through natural conversation and real-time project tracking.
What you can do
- Launch Plan Oversight — List all active customer implementation plans and retrieve detailed progress and metadata.
- Task Management — Access all tasks and milestones associated with specific plans and check their assignments and due dates.
- Customer Monitoring — List and inspect profiles for all customer accounts currently in the onboarding phase.
- Team Collaboration — View internal team members and specialists assigned to your onboarding projects.
- Communication Tracking — Retrieve a history of discussion and internal comments for any launch plan.
- Progress Analytics — Fetch high-level health metrics and percent-complete stats for your implementation workflows.
- Deep Inspection — Fetch complete metadata for specific plans, tasks, or customers using their unique IDs.
How it works
1. Subscribe to this server
2. Enter your Onboard.io API Key (Bearer Token)
3. Start managing your implementation workflows from Claude, Cursor, or any MCP client
Who is this for?
- Implementation Managers — quickly check task statuses or plan progress without opening the onboarding portal.
- Customer Success Leads — monitor onboarding health and team assignments through natural language.
- Operations Teams — automate the retrieval of customer profiles and project comments for status reporting.
Perguntas frequentes
Dê aos seus agentes de IA o poder do Onboard.io
Acesse o Onboard.io e mais de 2.000 servidores MCP — prontos para seus agentes usarem, agora mesmo. Sem código cola. Sem integrações customizadas. Apenas plugue o Vinkius AI Gateway e deixe seus agentes trabalharem.
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