Use the Onboard platform to connect to Onboard using APIs, MCP, AI agents, and integrations.

Onboard Platform ↔ Your AI workspace

MCP, REST, and docs—wired into the tools your team already uses.

Platform Overview

Onboard provides multiple ways to connect your product, automate workflows, and deliver customer-facing onboarding experiences.

This page gives a high-level map of the available offerings.

Onboard exposes REST APIs, webhooks, and MCP for AI clients, plus copy-ready assistant rules for Cursor, Claude, Windsurf, and Paperclip. Stable machine-readable entry points: llms.txt, OpenAPI JSON, and the AI and agents hub.

Onboard product & resources

Learn about the app: onboard.io
Pricing: onboard.io/pricing
Blog: onboard.io/blog
Brand style guide (logos, colors): Onboard on Brandfetch

Security & compliance

Onboard is SOC 2 Type 2 compliant. Policies, subprocessors, and trust materials live in our public Trust Center:

trust.onboard.io

More detail: Compliance & trust. For integration hardening, see the Security checklist.

Onboard REST API

Use the REST API for direct server-to-server integrations with full control over data flow and business logic.

API docs: API Reference
Auth details: Authentication

Webhooks

Use webhooks to receive event-driven updates from Onboard without polling.

Setup guide: Webhooks

MCP

Use MCP (Model Context Protocol) to connect AI-powered clients and tools to Onboard capabilities.

Overview: MCP
Introduction: Introduction to MCP
Setup (URLs, API key): MCP setup
Security (MCP): Security & permissions (MCP)
Workflows: AI workflow examples · MCP use cases — AI agents · Example workflows
Automation: Automation platforms & MCP
Amazon Quick: MCP on Amazon Quick
Desktop clients: MCP desktop clients

AI assistant rules

Use copy-ready rules for Cursor, Claude, Windsurf, and Paperclip when your team builds Onboard integrations in code.

Pack: AI assistant rules

Integrations

Use iPaaS tools (for example Zapier or Workato), Retool for low-code internal apps on the REST API, no-code connectors, and partner workflows to connect Onboard with your existing stack.

Integrations guide (iPaaS, Retool, AI rules): Integrations

Supporting Capabilities

Throughput guidance: Rate Limits
Data retrieval patterns: Pagination
Troubleshooting: Errors and Troubleshooting