This page lists all tools available through the WorkBoard MCP server. Tools are organised by category. Read tools fetch data; write tools create or update data.
This page lists all tools available through the WorkBoard MCP server. Tools are organised by category. Read tools fetch data; write tools create or update data.
This list changes over time. Tools may be added, updated, or deprecated as the tool set evolves. Always use the tools/list MCP command in your client to get the current tool schemas. To explore what's available in plain language, simply ask "Show me all available WorkBoard tools"
On this page: Users & Organization · Objectives & Key Results · Scorecards · KPIs · Actions & Workstreams · Business Reviews · Canvases · Meetings · Feedback · Utilities
Users & Organization
Name | What it does | Example prompt | Tool |
My Profile | Shows your WorkBoard profile and account details | "Who am I logged in as?" | get_current_user |
User Profile | Shows a person's profile, where they sit in the org, and their settings | "What organization is Alex in?" | get_user_context |
Direct Reports | Shows the people who report to you, including dotted-line reports | "Show me my direct reports" | get_my_direct_reports |
Org Chart | Shows how your organization is structured and who reports to whom | "Show me the org chart" | get_org_structure |
My Teams | Shows the teams you manage or co-manage | "Which teams do I manage?" | get_managed_teams |
People Search | Finds people by name or email | "Find John Smith" | search (users) |
Objectives & Key Results
Objectives
Name | What it does | Example prompt | Tool |
New Objective | Creates a new objective for you or your team | "Create a new objective called 'Grow enterprise ARR' for my team" | create_objective |
Team Objectives | Shows all of a team's active objectives | "Show my team's objectives" | get_team_objectives |
Filtered Team Objectives | Shows a team's objectives narrowed down by status (red, amber, green), dates, category, or closed objectives | "Show me all red objectives this quarter" | get_team_objectives_filtered |
Edit Objective | Changes details on an existing objective | "Update the description on this objective" | update_objective |
Objective Close-out | Closes out an objective when the work is done | "Close out the Q2 revenue objective" | close_objective |
Key Results
Name | What it does | Example prompt | Tool |
New Key Result | Adds a new key result (a measurable result) to an objective | "Add a key result to track monthly signups under this objective" | create_key_result |
Key Results List | Shows all of an objective's key results | "Show key results for the product objective" | get_objective_key_results |
Key Result Details | Shows a key result's details, including where it is today and its target | "What's the current vs. target value on the ARR KR?" | get_key_result_details |
Key Result Progress Chart | Shows how a key result's progress has changed over time | "Show me the progress trend for this KR" | get_key_result_graph_data |
Edit Key Result | Changes a key result's name, description, or custom fields | "Rename this key result to 'Grow enterprise ARR to $12M'" | edit_key_result |
Key Result Check-in | Updates the progress on a key result, along with your confidence and a short note | "Update the NPS KR to 42 with high confidence" | update_key_result |
Relationships & Alignment
Name | What it does | Example prompt | Tool |
Objective Alignment | Shows how an objective connects to other objectives | "What does this objective align to?" | get_objective_alignment |
Relationship Types | Shows the types of links you can create between objectives and key results | "What relationship types can I use between objectives?" | get_relationship_types |
Link OKRs | Links two objectives or key results together | "Link this KR as a dependency of the ARR objective" | create_object_relationship |
Unlink OKRs | Removes a link between two objectives or key results | "Remove the dependency between these two KRs" | remove_object_relationship |
View OKR Links | Shows everything an objective or key result is linked to | "What is this KR related to?" | get_object_relations |
Key Result Alignment Map | Shows how a key result connects to other teams' key results (above, below, and alongside it) | "How does this KR align with other teams' KRs?" | kr_relationship_map |
Similar OKRs | Finds objectives or key results that are similar to something you describe | "Are there any existing objectives similar to 'reduce cloud costs'?" | get_similar_objects |
Comments
Name | What it does | Example prompt | Tool |
Add OKR Comment | Adds a comment to an objective or one of its key results | "Comment on the revenue KR that we're on track" | add_objective_comment |
View OKR Comments | Shows the comments on an objective or key result | "What comments are on this objective?" | get_objective_comments |
Financials
Name | What it does | Example prompt | Tool |
Objective Financials | Shows the budget, spend, and forecast linked to an objective | "What's the budget for this objective?" | get_objective_financials |
Search
Name | What it does | Example prompt | Tool |
OKR Search | Finds objectives and key results by keyword | "Find objectives related to customer retention" | search (okrs) |
Scorecards
Name | What it does | Example prompt | Tool |
Scorecard Search | Finds scorecards by name or owner | "Find the Q2 scorecard" | search_scorecards |
Scorecard Details | Shows a scorecard's details and who has access to it | "Show me the Q2 scorecard details" | scorecard_get |
Scorecard from Link | Opens a scorecard from its ID or a link you paste in | "Show me this scorecard: [paste scorecard link]" | get_scorecard_by_id |
Column Catalog | Shows the types of columns you can add to a scorecard (for example Actual, Target, Owner, or Sparkline) | "What column types can I add to a scorecard?" | scorecard_get_columns_catalog |
View Scorecard Columns | Shows the columns on a scorecard | "What columns are on this scorecard?" | scorecard_list_columns |
Add Scorecard Columns | Adds one or more columns to a scorecard | "Add a Status column to this scorecard" | scorecard_create_columns |
Remove Scorecard Column | Removes a column from a scorecard | "Remove the Notes column from this scorecard" | scorecard_remove_column |
Scorecard Rename | Changes the name of a scorecard | "Rename this scorecard to Q3 Engineering Review" | scorecard_rename |
Scorecard CSV Export | Exports everything on a scorecard as a CSV file | "Export this scorecard to CSV" | scorecard_get_csv |
Automated Scorecard | Creates a scorecard that fills itself in based on the teams or owners you choose | "Create a scorecard for all KRs in the Sales team" | scorecard_create_automation |
View Scorecard Source Teams | Shows which teams' key results and KPIs are filling in a scorecard automatically | "Which teams are driving this scorecard?" | scorecard_get_automation_teams |
Change Scorecard Source Teams | Changes which teams fill in a scorecard automatically | "Set the Engineering and Product teams as the source for this scorecard" | scorecard_set_automation_teams |
Org-wide Scorecard Sharing | Shares a scorecard with your whole organization, or stops sharing it | "Make this scorecard visible to everyone" | scorecard_set_org_shared |
Collection Search | Finds scorecard collections by name | "Find the Q3 QBR collection" | scorecard_find_collections |
Add Scorecard to Collection | Adds a scorecard to one or more collections without removing it from any it is already in | "Add this scorecard to the Q3 QBR collection" | scorecard_add_to_collections |
KPIs
Name | What it does | Example prompt | Tool |
New KPI | Creates a new KPI to track a metric | "Create a KPI called Weekly Active Users owned by me, cadence weekly" | create_kpi |
My KPIs | Shows the active KPIs you own or co-own | "Show me my KPIs" | get_my_kpis |
KPI List | Shows active KPIs, which you can narrow down by owner, team, or how often they are updated | "List all KPIs owned by the Growth team" | list_kpis |
Team KPIs | Shows the active KPIs a team is responsible for | "What KPIs does the Sales team own?" | get_team_kpis |
KPI Details | Shows everything about a KPI: its setup, owners, target range, and current value | "Show me the details on the NPS KPI" | get_kpi_details |
KPI Data History | Shows all the values that have been logged for a KPI | "Show me all the data points logged for the ARR KPI" | get_kpi_data |
Latest KPI Value | Shows a KPI's most recent value for the current period | "What's the latest value on the churn KPI?" | get_latest_kpi_data |
KPI Trend | Shows how a KPI has trended over a date range | "How has the NPS KPI trended over the last 6 months?" | get_kpi_trend |
Edit KPI | Changes a KPI's details, such as its name, description, owner, measurement type, or how often it is updated | "Change the KPI name from NPS KPI to NPS KPI 2026" | update_kpi |
KPI Data Entry | Records a new value for a KPI | "Post 87 as this week's value for the NPS KPI" | log_kpi_data |
View KPI Comments | Shows the comments on a KPI | "What comments are on the churn KPI?" | get_kpi_comments |
Add KPI Comment | Adds a comment to a KPI | "Comment on the ARR KPI that we're tracking ahead of plan" | add_kpi_comment |
Edit KPI Comment | Edits a comment on a KPI | "Fix the typo in my last comment on the NPS KPI" | update_kpi_comment |
Actions & Workstreams
Name | What it does | Example prompt | Tool |
New Workstream | Creates a new workstream for a team | "Create a workstream for Q3 planning" | create_workstream |
New Action | Creates a new action, with an owner, due date, priority, and workstream if you want | "Create a task for Josh to review the deck, due Friday" | create_activity |
Bulk Action Creation | Creates several actions at once, each with its own owner, due date, or type | "Create three tasks for the launch: design review, QA sign-off, and rollout email" | bulk_create_activity |
Workstream Actions | Shows the actions in one or more workstreams | "What's in the Q3 launch workstream?" | get_workstream_action_items |
View Action Comments | Shows the comments on an action | "What comments are on this task?" | get_action_item_comments |
Action History | Shows what has recently changed on an action | "Show me the change history on this task" | get_action_item_history |
Edit Action | Changes an action's details, such as its owner, due date, priority, or status | "Move this action item's due date to next Friday" | update_activity |
Bulk Action Update | Updates several actions at once (status, owner, due date, priority, or rating) | "Mark all my overdue tasks as in progress" | bulk_update_activity |
Add Action Comment | Adds a comment to an action | "Comment on the task that we need a review first" | add_activity_comment |
Action Links | Attaches one or more links to an action | "Link the spec doc to this action" | add_activity_links |
Business Reviews
Biz Review
Name | What it does | Example prompt | Tool |
Business Review Search | Finds business reviews by name | "Find the Q3 business review" | search (biz_reviews) |
New Business Review | Creates a new business review | "Create a new Biz Review called Q2 Marketing Review" | rbr_create_biz_review |
Business Review Details | Shows a business review and its details | "Show me what's in my Q2 Marketing Biz Review" | rbr_get_biz_review |
Edit Business Review | Changes a business review's details, such as its name or description | "Rename my Q2 Marketing Review to Q2 GTM Review" | rbr_update_biz_review |
Set Business Review Collections | Chooses which collections a business review belongs to | "Add my Q2 GTM Review to the Q2 QBR collection" | rbr_set_biz_review_collections |
Tray operations
Name | What it does | Example prompt | Tool |
New Key Results Tray | Adds a section for key results to a business review | "Add a Key Results tray called Pipeline KRs to my Q2 GTM Review" | rbr_create_kr_tray |
View Key Results Tray | Shows a key results section and the key results in it | "What Key Results are in the Pipeline KRs tray?" | rbr_get_kr_tray |
Edit Key Results Tray | Changes the details of a key results section | "Rename the Pipeline KRs tray to Revenue KRs" | rbr_update_kr_tray |
Add Key Results to Tray | Adds key results to a key results section | "Add the ARR and new logo KRs to the Revenue KRs tray" | rbr_add_kr_tray_items |
New Objectives Tray | Adds a section for objectives to a business review | "Add an Objectives tray called Q2 Marketing Objectives to my Biz Review" | rbr_create_objective_tray |
View Objectives Tray | Shows an objectives section and the objectives in it | "What Objectives are in the Q2 Marketing Objectives tray?" | rbr_get_objective_tray |
Edit Objectives Tray | Changes the details of an objectives section | "Rename the Q2 Marketing Objectives tray to Q2 Growth Objectives" | rbr_update_objective_tray |
Add Objectives to Tray | Adds objectives to an objectives section | "Add the demand gen and brand awareness Objectives to the Q2 Growth Objectives tray" | rbr_add_objective_tray_items |
New Text Tray | Adds a text section to a business review | "Add a Text tray called Executive Summary to my Q2 GTM Review" | rbr_create_text_tray |
View Text Tray | Shows a text section and its content | "Show me what's in the Executive Summary text tray" | rbr_get_text_tray |
Edit Text Tray | Changes the details or content of a text section | "Update the Executive Summary with this quarter's highlights" | rbr_update_text_tray |
New KPIs Tray | Adds a section for KPIs to a business review | "Add a KPIs tray called Revenue KPIs to my Q2 GTM Review" | rbr_create_kpi_tray |
View KPIs Tray | Shows a KPIs section and the KPIs in it | "What KPIs are in the Revenue KPIs tray?" | rbr_get_kpi_tray |
Edit KPIs Tray | Changes the details of a KPIs section | "Rename the Revenue KPIs tray to Growth KPIs" | rbr_update_kpi_tray |
Add KPIs to Tray | Adds KPIs to a KPIs section | "Add the NPS and ARR KPIs to the Growth KPIs tray" | rbr_add_kpi_tray_items |
Remove KPIs from Tray | Removes KPIs from a KPIs section | "Remove the NPS KPI from the Growth KPIs tray" | rbr_remove_kpi_tray_items |
New Workstreams Tray | Adds a section for workstreams to a business review | "Add a workstreams tray to this business review" | rbr_create_workstreams_tray |
View Workstreams Tray | Shows a workstreams section and the workstreams in it | "Show me the workstreams tray on this business review" | rbr_get_workstreams_tray |
Edit Workstreams Tray | Changes the details of a workstreams section | "Rename this workstreams tray to 'Q3 Workstreams'" | rbr_update_workstreams_tray |
Add Workstreams to Tray | Adds workstreams to a workstreams section | "Add the GTM Refresh workstream to this tray" | rbr_add_workstreams_tray_items |
Remove Workstreams from Tray | Removes workstreams from a workstreams section | "Remove the GTM Refresh workstream from this tray" | rbr_remove_workstreams_tray_items |
Canvases
Name | What it does | Example prompt | Tool |
OKR Periods | Shows the OKR periods (quarters and years) set up for your organization | "What OKR periods are set up for FY26?" | get_periods |
New Planning Canvas | Creates a new OKR planning canvas for a team and period | "Create a planning canvas for the Sales team for Q2 FY26" | create_canvas |
My Canvases | Shows the OKR canvases you can access | "Show me my planning canvases" | get_all_canvases |
Canvas Sharing | Shares a canvas with a team so they can edit it | "Share this canvas with the Marketing team" | share_canvas |
Meetings
Name | What it does | Example prompt | Tool |
Meeting Search | Finds a meeting in WorkBoard, your Outlook calendar, or meeting transcripts by name, topic, attendee, or date | "Find my meeting about the pricing change last week" | search_meetings |
Meeting Details | Shows a meeting's details, who is attending, and the agenda | "Show me what's on the agenda for tomorrow's team meeting" | get_meeting |
New Agenda Topic | Adds a topic to a meeting's agenda | "Add a topic to review Q3 hiring plan" | add_meeting_topic |
Edit Agenda Topic | Edits a topic on a meeting agenda | "Update that agenda topic to say 'Q3 OKR and KPI review'" | update_meeting_topic |
New Meeting Takeaway | Adds a takeaway to a meeting | "Add a takeaway that we agreed to move the launch to August" | add_meeting_takeaway |
Edit Meeting Takeaway | Edits a meeting takeaway | "Update that takeaway to reflect the revised launch date" | update_meeting_takeaway |
Feedback
Name | What it does | Example prompt | Tool |
Feedback Badges | Shows the badges your organization uses for feedback | "What feedback badges can I give?" | list_feedback_badges |
Give Feedback | Gives feedback to one or more people, with an optional badge and a choice of who can see it | "Give Alex feedback that the launch deck was great work" | give_feedback |
Request Feedback | Asks one or more people for feedback | "Ask Jordan for feedback on my Q2 performance" | request_feedback |
View Feedback Given | Shows the feedback someone has given | "What feedback have I given this quarter?" | get_feedback_given |
View Feedback Received | Shows the feedback someone has received | "Show me the feedback I've received" | get_feedback_received |
View Feedback Requests Sent | Shows the feedback requests someone has sent | "What feedback requests am I waiting on?" | get_feedback_requests_sent |
View Feedback Requests Received | Shows the feedback requests someone has received | "Do I have any feedback requests to respond to?" | get_feedback_requests_received |
Feedback Summary | Shows how much feedback someone has given, received, and requested | "How much feedback have I given and received?" | get_feedback_counts |
Utilities
Name | What it does | Example prompt | Tool |
WorkBoard Link | Gives you a direct WorkBoard link to an objective, key result, team, action, workstream, and more | "Give me a link to that objective" | get_wobo_url |
Add to Favorites | Adds an objective, workstream, team, meeting, action, or business review to your favorites | "Add this meeting to my favourites" | add_to_favorites |
Custom Fields List | Shows the custom fields set up for objectives, key results, actions, or user profiles | "What custom fields are set up for objectives?" | list_custom_fields |
View Custom Field Values | Shows the custom field values on an objective, key result, action, or user profile | "What custom field values are set on this objective?" | get_custom_field_values |
Update Custom Field | Fills in or changes a custom field on an objective, key result, action, or user profile | "Set the Region field on this objective to EMEA" | set_custom_field_value |
Custom Field Search | Finds the items that have a particular custom field value | "Which objectives have Status set to At risk?" | list_objects_with_custom_field |
Key Result Tag Search | Finds key result tags by their exact name, so you can filter objectives or build scorecards by tag | "Build a scorecard of key results tagged Priority" | key_result_search_custom_tags |