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.

117 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).
create_kpiChanges dataCreate a new kpi. Required: name, update interval, precision or measurement type. API summary: Create a KPI.
create_kpi_watchChanges dataCreate a new watch for a kpi. API summary: Watch a KPI.
create_outcome_taskChanges dataCreate a new task for a outcome. Required: message. API summary: Add a comment on an outcome.
create_pillar_aligned_pillarChanges dataCreate a new aligned pillar for a pillar. Required: target pillar ids or direction. API summary: Align other pillars to a pillar.
create_pillar_outcomeChanges dataCreate a new outcome for a pillar. Required: description, start value, current value, target value, unit of measurement or target completion date. API summary: Create an outcome under a pillar.
create_role_assignmentDeletesCreate a new role assignment. Required: subject kind, subject id or role. Destructive action; may require approval. API summary: Grant a role in a Space.
create_spaceChanges dataCreate a new space. Required: name. API summary: Create a Space or sub-Space.
create_strategyChanges dataCreate a new strategy. Required: name, strategy type or iteration cadence. API summary: Create a strategy.
create_strategy_pillarChanges dataCreate a new pillar for a strategy. Required: name. Search pillars first to avoid duplicates. API summary: Create a pillar in a strategy.
create_streamChanges dataCreate a new stream. API summary: Create a datastream.
create_tagChanges dataCreate a new tag. API summary: Add multiple tags to multiple metrics. Maximum tag list allowed is 50 per request. Only valid tags will be considered.
create_teamChanges dataCreate a new team. Required: team owner or team name. API summary: Create a new functional team or working group, and add Workstreams and team members.
create_userChanges dataCreate a new user. Required: email, first name or last name. API summary: Data-Admin: Create a user.
create_user_spm_provisioning_controller_assign_licenseChanges dataCreate a new user. Required: role keys. API summary: Grant or update an SPM licence.
create_workstreamChanges dataCreate a new workstream. API summary: Create a Workstream for a team.
delete_key_resultDeletesPermanently delete a key result by attribute id. Destructive action; may require approval. API summary: Clear a custom attribute value from a Key Result.
delete_kpiDeletesPermanently delete a kpi by kpi id. Destructive action; may require approval.
delete_kpi_watchesMoves moneyPermanently delete a watch by kpi id. Financial or irreversible action; may require approval. API summary: Stop watching a KPI.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete a KPI comment.
delete_metric_tagsMoves moneyPermanently delete a tag by metric id path. Financial or irreversible action; may require approval. API summary: Delete given tag lists mapped to the metric.
delete_objectiveDeletesPermanently delete a objective by attribute id. Destructive action; may require approval. API summary: Clear a custom attribute value from an Objective.
delete_outcome_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete a comment on an outcome.
delete_pillar_outcomeDeletesPermanently delete a outcome by outcome id. Destructive action; may require approval. API summary: Delete an outcome.
delete_role_assignmentDeletesPermanently delete a role assignment by assignment id. Destructive action; may require approval. API summary: Remove a role assignment.
delete_spaceDeletesPermanently delete a space by space id. Destructive action; may require approval. API summary: Archive a Space.
delete_strategyDeletesPermanently delete a strategy by strategy id. Destructive action; may require approval.
delete_strategy_aligned_pillarDeletesPermanently delete a aligned pillar by alignment id. Destructive action; may require approval. API summary: Remove a pillar alignment.
delete_strategy_pillarDeletesPermanently delete a pillar by pillar id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by attribute id. Destructive action; may require approval. API summary: Clear a custom attribute value from a Work Item.
delete_userDeletesPermanently delete a user by attribute id. Destructive action; may require approval. API summary: Clear a custom attribute value from a User.
delete_usersMoves moneyPermanently delete a user. Financial or irreversible action; may require approval. API summary: Revoke an SPM licence.
export_checkinsChanges dataExport checkins. API summary: Export check-in data as a single CSV.
get_action_itemGet one action item by `ai_id_path`.
get_custom_attribute_values_for_a_userGet one user by user id. API summary: Get custom attribute values for a User.
get_custom_attribute_values_for_a_work_itemGet one task by task id. API summary: Get custom attribute values for a Work Item.
get_goalGet one goal (objective) with its key results by `goal_id_path`.
get_goal_metricGet one metric for a goal by metric id path. API summary: List data for one metric (specified by the metricid parameter) associated with the goal specified by the goalid parameter.
get_key_resultGet one key result (metric) by `metric_id_path`, optionally with its data history.
get_key_result_2Get one key result by key result id. API summary: Get custom attribute values for a Key Result.
get_kpiGet one KPI's definition and bounds by `kpi_id`.
get_messageGet one message by message id. API summary: Get a KPI comment by id.
get_objectiveGet one objective by objective id. API summary: Get custom attribute values for an Objective.
get_pillar_outcomeGet one outcome for a pillar by outcome id. API summary: Get a single outcome.
get_strategyGet one strategy (vision, mission, dates) by `strategy_id`.
get_strategy_pillarGet one pillar for a strategy by pillar id. API summary: Get a pillar within a strategy.
get_tagGet one tag by tag id path. API summary: Returns the specified key result tag.
get_teamGet one team, including its members, by `team_id_path`.
get_userGet one user's profile by `user_id_path`.
get_user_goalGet one goal for a user by goal id path. API summary: Get a user's specific goal.
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_attribute_objectsList objects for a attribute. Results are paginated. API summary: List every object that has a value for a custom attribute.
list_definitionsList definitions. Optional filters: object type. API summary: List custom field definitions for the org.
list_goal_alignmentsList alignments for a goal. API summary: List aligned and dependent goals associated with the goal specified by the goalid parameter.
list_goal_pillarsList pillars for a goal. API summary: Get a Goal's associated strategies and pillars from WorkBoard Strategy. Note, the logged in user must have Data-Admin permission and have ac….
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_krtagsList krtags. Optional filters: metric ids. API summary: Returns all key result tags mapped to the given metrics in the system.
list_latestsList latests. API summary: Get the latest KPI data entry.
list_metric_tagsList tags for a metric. API summary: Returns all tags mapped to the given metric in the system.
list_outcome_tasksList tasks for a outcome. Results are paginated. API summary: List comments on an outcome.
list_pillar_alignedsList aligneds for a pillar. API summary: List pillars aligned to a pillar.
list_pillar_outcomesList outcomes for a pillar. API summary: List a pillar’s outcomes.
list_pillarsList pillars. Optional filters: objective ids. API summary: Pillars linked to objective ids.
list_publicsList publics. API summary: List public and owned strategies (slim).
list_role_assignmentsList role assignments.
list_rolesList roles. API summary: List the assignable SPM roles.
list_spacesList spaces. API summary: List the Space tree.
list_spm_licensed_usersList users. Results are paginated. API summary: List SPM-licensed users.
list_strategiesList strategies you can see.
list_strategies_strategy_controller_get_strategies_for_key_resulList strategies. Optional filters: krs. API summary: Strategies (with pillars) linked to key-result ids.
list_strategies_strategy_controller_get_strategies_for_objectiveList strategies. Optional filters: objectives. API summary: Strategies (with pillars) linked to objective ids.
list_strategy_linkedsList linkeds for a strategy. API summary: List strategies linked to a strategy.
list_strategy_pillarsList the pillars of a strategy by `strategy_id`.
list_streamsList streams. API summary: Get the details of datastreams to which the authenticated user has access.
list_tagsList tags. Optional filters: tag id. Results are paginated. API summary: Returns all metrics mapped to the given tagid.
list_tags_getList tags. Optional filters: id, status or group id. Results are paginated. API summary: Returns all key result tags in the system and allows for filtering tags by parameters.
list_team_action_itemsList the action items of one team by `team_id_path`.
list_team_workstreamsList workstreams for a team. API summary: Get all Workstreams belonging to the specified team.
list_teamsList teams, optionally filtered by `team_id` or `role`.
list_trendsList trends. Optional filters: start date, end date or update interval. API summary: Get KPI data trend analysis.
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`.
search_lookupsSearch lookups by type. Use this to find existing lookups before creating a new lookup. API summary: Reference lookups.
search_pillarsSearch pillars by search. Use this to find existing pillars before creating a new pillar. API summary: Search pillars by name.
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_hookDeletesUpdate an existing hook identified by webhook hash. Destructive action; may require approval. API summary: Update progress on Metrics using webhooks.
update_key_resultChanges dataUpdate an existing key result identified by attribute id. API summary: Update a custom attribute value on a Key Result.
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`.
update_kpiChanges dataUpdate an existing kpi identified by kpi id. Only the fields you pass are changed. API summary: Update a KPI.
update_kpi_dataVisible to othersUpdate an existing data identified by kpi id. Has effects visible outside this system. API summary: Update KPI data (creates a new versioned entry).
update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a KPI comment.
update_metric_tagsVisible to othersUpdate an existing tag identified by metric id path. Has effects visible outside this system. API summary: Add multiple tags to the given metric. Maximum tag list allowed is 50 per request. Only valid tags will be considered.
update_objectiveChanges dataUpdate an existing objective identified by attribute id. API summary: Update a custom attribute value on an Objective.
update_outcome_taskChanges dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Update a comment on an outcome.
update_pillar_outcomeChanges dataUpdate an existing outcome identified by outcome id. API summary: Update an outcome’s values.
update_sortsVisible to othersUpdate an existing sort identified by strategy id. Has effects visible outside this system. API summary: Reorder a strategy’s pillars.
update_spaceChanges dataUpdate an existing space identified by space id. Only the fields you pass are changed. API summary: Rename a Space.
update_strategyChanges dataUpdate an existing strategy identified by strategy id. Only the fields you pass are changed. API summary: Update a strategy.
update_strategy_pillarChanges dataUpdate an existing pillar identified by pillar id. Only the fields you pass are changed. API summary: Update a pillar (send only changed fields).
update_streamChanges dataUpdate an existing stream identified by stream id. API summary: Update the value(s) in your datastream.
update_task_custom_attributes_controller_set_work_item_attributeChanges dataUpdate an existing task identified by attribute id. API summary: Update a custom attribute value on a Work Item.
update_teamChanges dataUpdate an existing team identified by team id path. API summary: Update a team.
update_teamsVisible to othersUpdate an existing team. Only the fields you pass are changed. Has effects visible outside this system. API summary: Delete a team.
update_userChanges dataUpdate an existing user identified by user id path. API summary: Update a user and/or reactivate a user.
update_user_custom_attributes_controller_create_user_attribute_vChanges dataUpdate an existing user identified by attribute id. API summary: Create (set) a custom attribute value on a User.
update_usersVisible to othersUpdate an existing user. Only the fields you pass are changed. Has effects visible outside this system. API summary: Deactivate a user.
update_workstreamChanges dataUpdate an existing workstream identified by ws id path. Only the fields you pass are changed. API summary: Delete a Workstream with all its action items. A successful request will return a 204 code.

Set up in three steps

1
Pick the app
Create a free HeyMyApps 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 HeyMyApps 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?

HeyMyApps 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.