MCP (Model Context Protocol) is the open standard that lets AI assistants like Claude and ChatGPT talk to outside apps with real tools — not just web browsing. Once you connect 360Onboard as an MCP server, your AI can do almost anything a human can do in the platform: create flows, edit them, look at responses, list clients, even update billing. This guide walks you through the one-minute setup in Claude Desktop and shows the same connector works in any MCP-compatible app.
Why MCP Matters
Before MCP, hooking an AI agent into your SaaS meant building a custom integration for every model and every platform. MCP gives you one connector that any compatible AI can use — Claude Desktop, Claude on web, ChatGPT, Cursor, Codex, and anything else that ships MCP support. So once you wire 360Onboard up here, the same connection works everywhere.
Concretely, with the 360Onboard MCP connected, you can say things like:
- "Build a 4-step client onboarding flow for a marketing agency, including a questionnaire and an e-signature."
- "Show me all the responses to my AI SEO Client Onboarding flow this month."
- "Duplicate my standard flow and rename it for the new enterprise tier."
…and the AI does it. New flows are created as drafts and edits to a live flow are staged as pending changes — you still control publishing from the builder.
Step 1: Find Your MCP URL
Open 360Onboard and click Settings in the left sidebar. The Settings page has a row of tabs across the top:Agency Profile / Billing / Team Management / APIs, Webhooks & MCP / Email Settings / Custom Domains / Integrations / Login Settings.
Click APIs, Webhooks & MCP, then choose the MCP sub-tab (next to API Keys and Webhooks). You'll see a Model Context Protocol card with setup instructions for each supported client — there are tabs for Claude, Claude Desktop, ChatGPT, Cursor, Codex, and Custom.
Below the tabs is a Server URL box showing your endpoint (it looks like https://app.360onboard.com/api/mcp) with a Copy button on the right. Copy that URL — you'll paste it into your AI tool in a second. Sign-in is handled automatically via OAuth, so there's no API key to manage.
Step 2: Add 360Onboard as a Custom Connector in Claude Desktop
Open Claude Desktop and click into Customize (the row in the top-left). In the left rail you'll see Skills, Connectors, and a Personal plugins section — click Connectors.
The Connectors view shows your existing connectors grouped by Web, Desktop, and Not connected. To add 360Onboard, click the small + icon in the top-right of the Connectors column (right next to the search icon). From the menu, pick Add custom connector.
A dialog opens titled Add custom connector (with a small BETA badge). Fill in:
- Name — type
360Onboard - URL — paste the server URL you copied from Settings (
https://app.360onboard.com/api/mcp)
Leave Advanced settings collapsed unless you need to override headers. Click Add.
Step 3: Connect & Authorize the Workspace
You'll land back in the Connectors view with 360Onboard now listed under Not connected. Click it, then press Connect. A 360Onboard authorization page pops open in your browser titled Authorize 360onboard, telling you "Claude is requesting access to your 360onboard workspace" and showing the permissions being requested ("Use MCP tools to read and update your 360onboard data" and "Read MCP resources like workspace summaries and flow snapshots"). The signed-in email is shown above the permissions list.
Click the blue Allow access button. You can close that browser tab — Claude now has access. Back in Claude Desktop you'll see 360Onboard move up into the connected list with its full set of MCP tools available.
Step 4: Ask Claude to Build a Flow
Open a new Claude conversation and ask it something concrete. For a quick test: "Create a random flow in my 360Onboard workspace — include at least one questionnaire step."
Claude will start working. The first time it calls a 360Onboard tool, you'll get a one-time permission prompt — pick Always allow so it can create and edit flows without re-asking. Then it'll list your workspaces, pick one, and create the flow.
Step 5: See It Appear in 360Onboard
Switch over to 360Onboard, open the Flows page in the left sidebar, and the brand-new flow will be at the top of the list with whatever name Claude gave it (in the demo, "360onboard X Claude" with a Draft badge). Click Edit and you'll see the exact steps and questions the AI generated. Because new flows always come in as drafts, nothing is live until you open the builder and click Publish yourself.
Works with ChatGPT, Codex, Cursor — Any MCP-Compatible App
The same connector works everywhere MCP is supported. The 360Onboard Settings page has dedicated setup tabs for Claude, Claude Desktop, ChatGPT, Cursor, Codex, and Custom — each shows the exact paste-in steps for that tool. You only have to set up the connector once per AI app; from then on, asking your AI to manage 360Onboard is no different from asking it to write code or summarize an email.
What's Next?
- Build a flow end-to-end without AI — Build an Onboarding Flow with AI
- See every step type the AI can use — Every Step Type in 360Onboard
- Trigger automations between steps — Workflows in 360Onboard
- Or use our REST API directly — API Documentation