generated: '2026-07-21'
method: searched
status: published
source: https://support.myworkboard.com/en/collections/19633939-mcp-server
docs:
- https://support.myworkboard.com/en/articles/15080469-workboard-mcp-integration-overview
- https://support.myworkboard.com/en/articles/15080137-connect-an-ai-client-to-workboard-mcp
- https://support.myworkboard.com/en/articles/15080146-workboard-mcp-available-tools
server:
  name: workboard
  transport: http
  url: https://www.myworkboard.com/wb/mcp
  authentication:
  - type: oauth2
    notes: 'Register an app in WorkBoard to obtain client_id/client_secret; user authenticates via browser
      login and grants scope permissions. Claude Desktop redirect URI: https://claude.ai/api/mcp/auth_callback.'
  - type: bearer
    notes: 'Personal Access Token generated from WorkBoard Settings -> Custom Integrations -> App tab;
      shown once, passed as "Authorization: Bearer <token>"; cannot be reused for other WorkBoard APIs.
      Tokens are verified and discarded per request.'
  clients_documented:
  - Claude Desktop
  - ChatGPT
  - Cursor
  - Workato
  - custom tools
  security: MCP access is scoped to each user's authorization.
tools:
- name: get_current_user
  description: Returns your WorkBoard profile and account info
- name: get_user_context
  description: Returns a user's profile, org info, and settings
- name: get_my_direct_reports
  description: Returns your direct and dotted-line reports
- name: get_org_structure
  description: Returns the full organization hierarchy and reporting structure
- name: get_managed_teams
  description: Returns teams you manage or co-manage
- name: search
  description: Unified search across users, okrs, action_items, workstreams, and biz_reviews
- name: get_current_date
  description: Provides today's date in user's timezone for relative time expressions
- name: get_team_objectives
  description: Returns all active objectives for a team
- name: get_team_objectives_filtered
  description: Returns team objectives with filters - by RAG status, date range, closed objectives, or
    category
- name: get_objective_key_results
  description: Returns all key results for an objective
- name: get_key_result_details
  description: Returns detailed info for a KR including current and target values
- name: get_key_result_graph_data
  description: Returns historical progress data for a KR
- name: get_objective_alignment
  description: Displays alignment mapping for objectives
- name: get_object_relations
  description: Returns all relationships for a key result or objective
- name: kr_relationship_map
  description: Returns the alignment map for a key result
- name: get_objective_financials
  description: Returns budget, spend, and forecast data linked to an objective
- name: update_key_result
  description: Updates a key result's latest or selected value, confidence and narrative
- name: add_objective_comment
  description: Adds a comment to an objective or one of its key results
- name: get_objective_comments
  description: Returns comments on an objective or key result
- name: search_scorecards
  description: Searches scorecards by name or owner
- name: scorecard_get
  description: Retrieves a Scorecard with its metadata and access lists
- name: scorecard_list_columns
  description: Lists the columns on a Scorecard
- name: scorecard_create_columns
  description: Creates one or more new columns on a Scorecard
- name: scorecard_remove_column
  description: Removes a single column from a Scorecard
- name: scorecard_rename
  description: Changes the Scorecard's display name
- name: scorecard_get_csv
  description: Exports a Scorecard's full content as a CSV table
- name: scorecard_create_automation
  description: Creates a Scorecard pre-populated from a team or result-owner filter
- name: scorecard_get_automation_teams
  description: Lists the teams whose Key Results / KPIs feed the Scorecard's auto-populated rows
- name: scorecard_set_automation_teams
  description: Replaces the full set of teams driving a Scorecard's automation
- name: scorecard_set_org_shared
  description: Sets whether a Scorecard is shared with the whole organization
- name: scorecard_add_to_collections
  description: Adds scorecards to collections (additive operation)
- name: scorecard_find_collections
  description: Finds collections by name
- name: scorecard_get_columns_catalog
  description: Retrieves the catalogue of available Scorecard column types
- name: get_my_kpis
  description: Returns all active KPIs where you are the owner or co-owner
- name: create_kpi
  description: Creates a new KPI (metric)
- name: list_kpis
  description: Lists active KPIs, filterable by owner/team/cadence
- name: get_kpi_details
  description: Full config, ownership, monitoring bounds, and current value for one KPI
- name: get_kpi_data
  description: Returns the logged data points (measurements) for a KPI
- name: get_latest_kpi_data
  description: Most recent data point within the KPI's current cadence window
- name: get_kpi_trend
  description: Aggregated trend for a KPI over a date range
- name: get_team_kpis
  description: All active KPIs a given team is responsible for
- name: update_kpi
  description: Update fields on an existing KPI (name, description, owner, measurement type, cadence)
- name: log_kpi_data
  description: Logs a new value against a KPI
- name: get_kpi_comments
  description: Returns comments on a KPI
- name: add_kpi_comment
  description: Adds a comment to a KPI
- name: update_kpi_comment
  description: Edits an existing KPI comment
- name: get_workstream_action_items
  description: Returns all actions for one or more workstreams
- name: get_action_item_comments
  description: Returns comments on a specific action
- name: create_activity
  description: Creates a new action with optional owner, due date, priority, and workstream
- name: update_activity
  description: Updates fields on an existing action (state, owner, due date, priority, rating)
- name: add_activity_comment
  description: Adds a comment to an action
- name: add_activity_links
  description: Attaches one or more URLs to an action
- name: create_workstream
  description: Creates a new workstream for a team
- name: rbr_create_biz_review
  description: Creates a new Biz Review
- name: rbr_get_biz_review
  description: Retrieves a Biz Review with its metadata
- name: rbr_update_biz_review
  description: Updates fields on an existing Biz Review (name, description, etc.)
- name: rbr_set_biz_review_collections
  description: Sets the Collections a Biz Review belongs to
- name: rbr_create_kr_tray
  description: Creates a Key Results tray on a Biz Review
- name: rbr_get_kr_tray
  description: Retrieves a Key Results tray with its attached Key Results
- name: rbr_update_kr_tray
  description: Updates fields on an existing KR tray
- name: rbr_add_kr_tray_items
  description: Appends Key Results to an existing KR tray
- name: rbr_create_objective_tray
  description: Creates an Objective tray on a Biz Review
- name: rbr_get_objective_tray
  description: Retrieves an Objective tray with its attached Objectives
- name: rbr_update_objective_tray
  description: Updates fields on an existing Objective tray
- name: rbr_add_objective_tray_items
  description: Appends Objectives to an existing Objective tray
- name: rbr_create_text_tray
  description: Creates a Text tray on a Biz Review
- name: rbr_get_text_tray
  description: Retrieves a Text tray with its HTML body
- name: rbr_update_text_tray
  description: Updates fields on an existing Text tray
- name: rbr_create_kpi_tray
  description: Creates a KPIs tray on a Biz Review
- name: rbr_get_kpi_tray
  description: Retrieves a KPIs tray with its attached KPIs
- name: rbr_update_kpi_tray
  description: Updates fields on an existing KPI tray
- name: rbr_add_kpi_tray_items
  description: Appends KPIs to an existing KPI tray
- name: rbr_remove_kpi_tray_items
  description: Detaches specific KPIs from an existing KPI tray
- name: get_meeting
  description: Returns a single meeting's details, attendees, and agenda topics
- name: add_meeting_topic
  description: Adds a topic to a meeting's agenda
- name: update_meeting_topic
  description: Edits an existing meeting topic's text in place
- name: add_meeting_takeaway
  description: Adds a takeaway to a meeting
- name: update_meeting_takeaway
  description: Edits an existing meeting takeaway's text in place
- name: get_wobo_url
  description: Builds a direct WorkBoard link to any entity (objective, KR, team, action, workstream,
    etc.)
- name: add_to_favorites
  description: Adds an object to the current user's favourites (objectives, workstreams, teams, meetings,
    action items, business reviews)
deployment:
  mode: remote
  endpoint: https://www.myworkboard.com/wb/mcp
  verified: probed
  probe: gated
  checked: '2026-08-12'
  source: catalog MCP census