Welcome to Onboard
Overview of the Onboard platform offerings and integration surfaces.
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 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:
More detail: Compliance & trust.
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.
- Status: MCP (Coming Soon)
AI assistant rules
Use copy-ready rules for Cursor, Claude, and Windsurf 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
How is this guide?