@imboard.ai/mcp-server

Model Context Protocol (MCP) server for imboard — gives AI assistants read and write access to your boards, meetings, documents, reports, and dashboards through the imboard REST API.

Installation

npm install -g @imboard.ai/mcp-server

Or run directly with npx:

npx @imboard.ai/mcp-server

Configuration

The server requires two environment variables:

| Variable | Description | Example | | ---------------------- | -------------------- | ------------------------ | | IMBOARD_API_BASE_URL | imboard API base URL | https://app.imboard.ai | | IMBOARD_API_TOKEN | Personal API token | imb_pat_... |

Optional:

| Variable | Description | Default | | ----------- | ---------------------------------------------------- | ------- | | LOG_LEVEL | Logging verbosity (debug, info, warn, error) | info |

Getting an API Token

1. Log in to imboard
2. Go to Settings > API Tokens
3. Generate a new personal access token

Usage with Claude Code

Add the following to .mcp.json in your project root (or ~/.claude/settings.json under mcpServers for global access):

{
  "mcpServers": {
    "imboard": {
      "command": "npx",
      "args": ["@imboard.ai/mcp-server"],
      "env": {
        "IMBOARD_API_BASE_URL": "https://app.imboard.ai",
        "IMBOARD_API_TOKEN": "imb_pat_..."
      }
    }
  }
}

Usage with Claude Desktop (one-click, no Node required)

Non-technical users should not edit JSON or install Node. Instead, ship them the Claude Desktop Extension — a single imboard.mcpb file. Claude Desktop bundles its own Node runtime, so the user just:

1. Downloads imboard.mcpb (the app serves it from the API Access page).
2. Double-clicks it → Claude Desktop shows an Install dialog for "I'mBoard".
3. Pastes a personal access token (imb_pat_…) into the token field.

The token is collected by Claude Desktop via the manifest's user_config field, so it is never baked into the artifact — the same .mcpb is safe to distribute to everyone.

Building the extension

pnpm run build:extension   # → dist/imboard.mcpb

This bundles the server, the mcpb/manifest.json, an icon, and the two runtime deps the esbuild bundle keeps external (@modelcontextprotocol/sdk, zod). The frontend serves a copy from packages/frontend/public/assets/imboard.mcpb; re-run and copy it over when the server or its deps change. (Automating this in CI is tracked as a follow-up.)

Available Tools

User & Profile

| Tool | Description | | ------------------- | -------------------------------------------------- | | get_me | Get the authenticated user's profile | | list_my_boards | List all board memberships and pending invites | | get_storage_usage | Get storage usage for unassigned email attachments |

Boards

| Tool | Description | | -------------------------- | ----------------------------------------------------------- | | list_boards | List boards the user has access to | | get_board | Get detailed board information | | create_board | Create a new board | | update_board | Update board details (name, description, settings) | | list_board_members | List members of a board | | get_board_member | Get details for a specific board member | | assign_member_roles | Assign roles, positions, and access types to a board member | | search_board_documents | Semantic search across all documents in a board | | list_board_action_items | List action items for a board | | update_board_action_item | Update action item status |

Meetings & Scheduling

| Tool | Description | | ----------------------- | ------------------------------------------------------- | | list_board_meetings | List meetings for a board | | get_meeting | Get details for a specific meeting | | create_meeting | Create a new meeting | | update_meeting | Update an existing meeting | | delete_meeting | Delete a meeting | | change_meeting_status | Change meeting status (draft, planned, scheduled, etc.) | | list_meeting_slots | List proposed time slots with vote tallies | | create_meeting_slot | Propose a new time slot | | vote_on_slot | Cast or update a vote on a proposed slot | | delete_meeting_slot | Remove a proposed time slot | | confirm_meeting_slot | Confirm a slot as the meeting's scheduled time |

Documents

| Tool | Description | | ------------------------- | ------------------------------------------ | | list_board_documents | List documents for a board | | get_document | Get metadata for a specific document | | create_document | Create a new document with initial version | | update_document | Update document details | | update_document_status | Change document status | | delete_document | Delete a document | | create_document_version | Create a new version of a document |

Reports & Dashboards

| Tool | Description | | -------------------------------- | -------------------------------------------------- | | list_board_reports | List reports for a board | | get_report | Get details for a specific report | | create_report | Create a new report | | update_report | Update report details | | promote_report_status | Promote report status (draft → review → published) | | create_followup_report | Create a follow-up report from an existing report | | list_report_dashboards | List dashboards under a report | | get_dashboard | Get details for a specific dashboard | | create_dashboard | Create a custom dashboard in a report | | create_dashboard_version | Create a new version of a dashboard | | update_dashboard_review_status | Update dashboard review status | | get_dashboard_chat | Get discussion comments on a dashboard | | post_dashboard_chat | Post a comment on a dashboard | | get_board_feedback | Get board-level feedback on a report | | post_board_feedback | Post board-level feedback | | trigger_report_audit | Trigger an AI audit of a report | | list_report_audits | List audit history for a report | | get_report_audit | Get details of a specific audit | | get_historical_metrics | Get historical KPI data for a dashboard | | get_metrics_comparison | Compare metrics across time periods |

Invites

| Tool | Description | | -------------------- | --------------------------------- | | list_board_invites | List pending invites for a board | | create_invite | Invite a user to a board by email | | accept_invite | Accept a board invite | | decline_invite | Decline a board invite | | retract_invite | Retract a sent invite |

Notifications

| Tool | Description | | ----------------------------- | --------------------------------------------- | | list_notifications | List notifications for the authenticated user | | mark_all_notifications_read | Mark all notifications as read | | mark_notification_read | Mark a single notification as read |

Action Items

| Tool | Description | | --------------------------- | ----------------------------------- | | list_my_action_items | List action items across all boards | | update_action_item_status | Update an action item's status |

Supporting Data

| Tool | Description | | ----------------------------- | ----------------------------------------------- | | get_board_audit_log | Get the audit trail for a board | | get_portfolio_data | Get portfolio data aggregated across all boards | | get_fx_rates | Get current foreign exchange rates | | list_unassigned_attachments | List email attachments awaiting assignment | | reject_attachment | Reject an unassigned email attachment |

Development

# Install dependencies
pnpm install

# Run in development mode (hot reload)
pnpm dev

# Build for production
pnpm build

# Run tests
pnpm test

# Type check
pnpm typecheck

# Lint
pnpm lint

License

MIT