Oboard MCP Integration

What is MCP and Why Use It?

Model Context Protocol (MCP) is a standardized interface that connects AI assistants directly to external data sources and tools. Instead of manually exporting data or copying information between systems, MCP enables AI to query your Oboard workspace in real-time, accessing OKRs, check-ins, and progress data on demand.

Key Benefits:

• Real-time access: AI retrieves current data directly from Oboard without manual exports

• Automated reporting: Generate executive summaries, progress reports, and analytics instantly

• Context-aware analysis: AI understands your OKR structure and provides tailored insights

• Time savings: Eliminate manual data gathering and formatting tasks

Setup Instructions

Jira app with the Advanced plan

1. Create your Web App instance

   1. Go to app.oboard.io and create your Web instance.

2. Connect Web App to your Jira instance

   1. In the Web App, go to Settings → Integrations → Jira and link it to your Jira instance.

   2. This syncs your OKR data between the two.

3. Add users

   1. Go to Settings → Groups & Users and add the people who will use MCP.

   2. The Advanced Edition includes 10 Web App seats at no extra cost.

   3. If you need more, additional seats are available through a higher tier of the Web App subscription — this is billed separately from your Jira plan.

4. Connect your AI

   1. In the Web App, go to Settings → Integrations → MCP and copy your server URL. Then add it to your AI assistant (See Web app instructions down below)

Web app

To start, please ask your app admin to enable MCP in app settings.

Open

Claude (Desktop or Web)

1. Open Claude

2. Go to Settings > Connectors

3. Click “Add custom connector

4. Enter the name of the connector

5. Enter the URL for Oboard MCP server:

   https://mcp.oboard.io/mcp

6. Click Add

7. Authenticate the connection (Based on your in-app permissions

Open

ChatGPT

1. Open ChatGPT

2. Go Settings > Apps

3. Open “Advanced settings”

4. Enable developer mode

5. Go back to Apps

6. Click “Create app”

7. Enter connector Name

8. Paste Oboard MCP server URL

9. Checkmark “I understand and want to continue”

10. Click “Create”

Open

Open

Open

Open

Use Cases and Prompt Templates

Use Case 1 — Weekly OKR Summary

Prompt
Use the okr-weekly-progress skill
Workspace: [WS name]
Slack channel: #[channel name]
Schedule: [ time and cadence]

Skill:

Open

Use Case 2 — Exec Dashboard

Prompt
Fetch all OKRs from workspace workspace, interval interval, group group (optional). Pull their latest check-ins.

Output a one-pager with:

1. Header — workspace name, interval, review period

2. Progress by Key Result — table with columns: Key Result, start value, values per check-in period, target. Group KRs under their parent Objective: render the Objective as a highlighted header row spanning all columns, then list its KRs as indented rows below

3. Narrative summary — 2–3 sentences on overall trend and quarter-end status

4. Active Blockers — table with columns: Area, Blocker description

5. Projections — table with columns: Key Result, last value, projected next period range, target, On Track (Yes / No / Close / Possible)

6. Closing insight — 2 sentences on highest-leverage actions

Use Case 3 — Check-ins Report

Prompt
Fetch all OKRs from workspace workspace, interval interval. Pull their latest check-ins. Group results by team/group.

For each group, write three labeled paragraphs:

• Progress — achievements and forward movement since the last check-in

• Blockers — what is stuck, delayed, or at risk

• Plans — stated next steps and commitments

Close with a cross-team summary of top blockers and shared priorities. Format as a one-pager.

Use Case 4 — Alignment Check

Prompt
Fetch all OKRs from workspace workspace, interval interval.

Output a one-pager with:

1. Alignment table — columns: Element type, Title, Group, Alignment quality score (1–10), Recommendations
   Score each element on: vertical alignment — does it directly and measurably contribute to its parent's outcome? (4 pts) · outcome orientation — impact vs. activity (2 pts) · measurability — clear, verifiable success condition (2 pts) · scope fit — appropriate for its level (2 pts)
   Recommendations - per OKR: top 1–2 actions (rewrite, scope adjustment, or structural change)

2. Summary — alignment health narrative + 2–3 highest-risk structural gaps (e.g. KRs not moving parent objective, missing hierarchy levels, activity-based KRs)