Onboard MCP

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Morning stand-up brief— Ask "What projects need attention today?" and get a short brief vialist_active_projects,find_blocked_tasks, andsummarize_onboarding_status.

QBR and exec prep— Pull KPI health and account risks withget_kpi_dashboard,get_customer_workspace_context, andidentify_project_risksbefore external validation.

Post-call follow-up— Map notes to tasks and drafts usingrecommend_next_steps,create_tasks(preview), anddraft_customer_email, then apply only after review.

Launch week tracking— Surface blockers and owners withget_project_context,find_blocked_tasks, andassign_ownerfor stand-ups and rollups.

MCPCustomer Success MCP & Customer Onboarding AIIntroduction to MCPMCP setupConnecting to Onboard MCPSecurity & permissions (MCP)MCP tools, prompts, and discoveryMCP use cases — AI agentsExample workflowsAutomation platforms & MCPOttie — ChatGPT / Codex pet

For search-oriented overviews (Customer Success MCP, customer onboarding automation, client onboarding AI agents), seeCustomer Success MCP & Customer Onboarding AI.

Product language:sayProjectto customers; OpenAPI still uses tagMapfor filters (Introduction).
- Pick one client—Claude Desktop,Amazon Quick, orCursor(all clients).
- One API key or OAuth connector—Security & permissions (MCP).
- One agent, one job— Expand after the first workflow sticks (MCP use cases — AI agents).
- Human gates— Confirm in Onboard before customer-visible sends.

Use MCP alongside REST and webhooks for pipelines; seeAutomation platforms & MCPfor Zapier/Make/n8n/Workato.
- Introduction to MCP— concepts and Projects vsMap
- MCP setup— production URLs and API key
- Connecting to Onboard MCP— OAuth, Inspector, Client ID
- Security & permissions (MCP)— who gets access
- MCP tools, prompts, and discovery— full catalog
- MCP use cases — AI agents·Example workflows
- MCP desktop clients— per-client guides

Also:Customer Success MCP hub·Ottie pet·Security checklist·API Reference

Customer Success MCP & Customer Onboarding AIUse Onboard MCP for customer success, customer onboarding automation, and client onboarding AI agents—live projects, blockers, KPIs, and safe writes from Claude, ChatGPT, Cursor, and more.

What teams do with itGuardrailsWhat you getRolloutLearning path

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Send transactional email, run campaigns and automations, manage contacts and audit deliverability — 54 annotated tools.

Projects, tasks and communication built for AI

Interact with and manage your Bitrix24 CRM instance through a powerful set of tools.

The Bitrix24 MCP Server is designed to connect external systems to Bitrix24. It provides AI agents with standardized access to Bitrix24 features and data via the Model Context Protocol (MCP). The MCP server enables external AI systems to interact with Bitrix24 modules through a single standardized interface. You can connect the Bitrix24 MCP Server to the AI model you already use and manage Bitrix24 directly from it. The MCP server allows actions to be performed and data to be retrieved strictly within the access rights configured in your Bitrix24: the AI agent receives only the information and capabilities that are explicitly requested and authorized. Interaction with the Tasks module is supported (the list of supported modules and available actions is gradually expanding).

Allow your agents to launch personalized outbound campaigns

A powerful, production-ready Model Context Protocol (MCP) server for Zammad - the open-source helpdesk and ticket system.

Enables seamless integration with communication platform that allows you to reach your customers globally across any channel.

Turn AI tools into your email marketing assistant.

Turn an AI tool into your smart email engine