WorkBoard MCP Integration
WorkBoard's MCP integration lets you query and manage your WorkBoard data directly from your AI assistant - no context switching, no manual lookups.
Ask your AI assistant things like "What's at risk this quarter?" or "Create a task for Petar due Friday" and WorkBoard handles the rest.
What is MCP?
MCP (Model Context Protocol) is an open standard that lets AI assistants - Claude, ChatGPT, GitHub Copilot, and others - connect securely to external data sources and take actions on your behalf.
Instead of each AI tool needing a custom-built connection to WorkBoard, MCP provides one standardized connector that any compliant AI client can use. WorkBoard runs an MCP server at a single, secure URL. Any AI tool that supports MCP can connect to it, authenticate as you, and call WorkBoard tools on your behalf.
Supported AI Clients
The WorkBoard MCP server works with any MCP-compatible AI client, including:
Claude (Desktop and claude.ai)
ChatGPT (via custom action)
GitHub Copilot / VS Code
Cursor (AI code editor)
Workato (automation workflows)
Any custom agent or app you build
What You Can Do
What you ask | What WorkBoard MCP does |
"Show my key results" | Fetches your KRs with status and progress |
"How are my objectives doing?" | Retrieves your OKRs and KR rollups |
"What's Josh working on?" | Looks up the user and fetches their OKRs |
"What's at risk this quarter?" | Filters KRs by RAG status |
"Create a task for John due Friday" | Resolves the name, creates the action item |
"Add a comment to this KR" | Fetches the KR and posts your comment |
"Show me the org chart" | Returns the organizational reporting structure |
"Suggest OKRs for my team" | Pulls existing objectives; Generates AI-drafted OKRs suggestions |
"What's on my plate this week?" | Returns your action items and workstream tasks |
MCP Server URL
All connections use a single endpoint:
US-based customers: https://www.myworkboard.com/wb/mcp
EU-based customers: https://www.myworkboard.eu/wb/mcp
For complete setup instructions, see: Connect your AI client - Setup Guide