Mcp
Back to Platform

AI workflow examples

Patterns for using Onboard MCP with AI clients for CS and onboarding operations.

Patterns for CS and onboarding

MCP

MCP tools expose live projects and tasks; use these flows as prompts—then confirm in Onboard before anything customer-facing ships.

These examples assume you have completed MCP setup and use a client from MCP desktop clients. Wording in your AI product may differ; adapt prompts to your vocabulary.

Daily brief

Goal — Each morning, deliver a short daily brief on at-risk onboardings (stale tasks, blocked customers, upcoming renewals) for a CSM or onboarding manager.

Pattern — Ask the assistant to use MCP-backed tools to list projects or tasks filtered by owner or status, then synthesize the brief. Follow up in Onboard for any customer-facing change.

Meeting prep for a QBR

Goal — Before a quarterly review, pull project health, open risks, and recent discussion themes for one account.

Pattern — Provide the customer or project identifier in natural language, then ask for a structured outline (wins, risks, asks). Validate numbers against Onboard before sending externally.

Post-call follow-up

Goal — After an external meeting, capture action items and map them to existing Onboard tasks or new follow-ups.

Pattern — Paste your notes (sanitized) and ask the assistant to propose tasks with owners and due dates. Create or update work only after human confirmation.

Launch-week command center

Goal — During a go-live window, track dependencies across teams and surfaces blockers early.

Pattern — Use MCP to query tasks or milestones by label or phase, then ask for a prioritized “top five blockers” list for a stand-up.

Guardrails

  • Human in the loop — Let AI draft; humans commit customer-facing changes in Onboard.
  • Least data — Minimize pasting sensitive customer text into prompts; prefer IDs and fields the tools already expose.

How is this guide?

On this page

GuardrailsRelated