Integration · Projects & tasks

Connect Claude & ChatGPT to WorkBoard

Ask your AI how your team's goals are tracking, which action items are overdue, or to post this week's number on a key result in WorkBoard. It can read goals, key results, strategies and KPIs, create and update action items, and record progress and confidence. Status questions get answered without opening every goal.

Connect WorkBoard free

Free plan, no credit card. Takes about a minute.

Try asking

“How are the Sales team's goals tracking this quarter?”
The AI finds the team, lists its goals and reads the key results with their progress.
“Update the key result 'New ARR' to 420,000 with a short comment.”
It posts a progress update to the key result with the new value and your comment.
“Set my confidence on the onboarding key result to 6 and say why.”
It sets the confidence score on the key result with the comment you give.

What your AI can do

Goals and key results

List goals by team or owner, read key results and their history, create goals, and post progress and confidence updates.

Action items and workstreams

List, create and update action items, and see them per team or workstream with state, owner and due date.

Strategy and KPIs

Read strategies and their pillars, list KPIs and their values, record new values and read or post KPI comments.

“Which of my action items are due this week?”
It lists your action items filtered by due date, with state and priority.
“Create an action item to review the pricing page, due Friday, for Maria.”
It creates the action item with title, owner and due date. You can add team, workstream or priority too.
“Add this month's churn figure of 2.1% to the churn KPI.”
It finds the KPI and records the new value with an optional comment.

28 tools for WorkBoard

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_kpi_commentChanges dataPost a comment on a KPI by `kpi_id` with the `comment` text; it is visible to others who follow the KPI.
add_kpi_valueChanges dataRecord a new value for a KPI: pass `kpi_id`, `value` and an optional `comment` and `measured_at` (UNIX seconds, defaults to now).
create_action_itemChanges dataCreate an action item. Required: `ai_description` (the title); optionally owner, team, workstream, state, priority, effort and due date (UNIX timestamp).
create_goalsChanges dataCreate one or more goals. Pass `goals`, each with goal_name, goal_owner, goal_type (1 team, 2 personal), start and target dates and optional goal_metrics (key results).
get_action_itemGet one action item by `ai_id_path`.
get_goalGet one goal (objective) with its key results by `goal_id_path`.
get_key_resultGet one key result (metric) by `metric_id_path`, optionally with its data history.
get_kpiGet one KPI's definition and bounds by `kpi_id`.
get_strategyGet one strategy (vision, mission, dates) by `strategy_id`.
get_teamGet one team, including its members, by `team_id_path`.
get_userGet one user's profile by `user_id_path`.
list_action_itemsList action items. Filter by `ai_owner`, `ai_state` (0 done, 1 doing, 2 next, 4 pause), `priority` or `due_date_range`.
list_goalsList goals (objectives). Filter by `team_id`, `goal_owner_id`, `team_owner_id` or `goal_status`.
list_key_resultsList key results (metrics). Filter by `goal_id`, `team_id` or `metric_id`; set `include_metric_data` for progress history.
list_kpi_commentsList the comments on a KPI by `kpi_id`.
list_kpi_valuesList the recorded values of a KPI by `kpi_id`, optionally between `start_date` and `end_date`.
list_kpisList KPIs. Filter by `ids`, `status`, `owner_ids` or `team_responsible_ids`.
list_strategiesList strategies you can see.
list_strategy_pillarsList the pillars of a strategy by `strategy_id`.
list_team_action_itemsList the action items of one team by `team_id_path`.
list_teamsList teams, optionally filtered by `team_id` or `role`.
list_user_goalsList the goals a user owns or contributes to, by `user_id_path`.
list_usersGet users. Without a Data-Admin token this returns your own profile; admins can pass `user_id` (ID or email) or list everyone.
list_workstream_action_itemsList the action items in one workstream by `ws_id_path`.
list_workstreamsList workstreams, optionally filtered by `ws_id` or `ws_owner`.
set_key_result_confidenceVisible to othersSet the confidence score on a key result by `metric_id_path`, with `confidence_score` and a `confidence_comment`.
update_action_itemChanges dataUpdate an action item by `ai_id_path`, e.g. its state, owner, priority, due date or notes. Only the fields you pass change.
update_key_result_progressChanges dataPost a progress update to a key result: pass `metric_id_path` and the new value in `metric_data`, with an optional `metric_comment`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose WorkBoard from the app list.
2
Paste your key
Paste a WorkBoard Instant token. Log in to WorkBoard, open your profile and go to the Apps section, then click the Instant token link to generate a token and copy it. The token acts with your own WorkBoard permissions.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in WorkBoard?

The AI can read users, teams, goals, key results, action items, workstreams, strategies, strategy pillars, KPIs, KPI values and KPI comments. It can create goals and action items, update action items, post progress and confidence on key results, record KPI values and add KPI comments.

Does the AI see my WorkBoard credentials?

No. Your WorkBoard token is encrypted at rest and never shown to the AI. After you save it, it is not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Progress updates and KPI comments are visible to your colleagues, and they can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own WorkBoard account.

Whose data can the AI see in WorkBoard?

The Instant token acts with your own WorkBoard permissions, so the AI sees the goals, teams and action items you can see. Listing all users needs a Data-Admin token. Without it, the user lookup returns only your own profile.