# Docs

- [Welcome to Onboard](/docs/welcome): Overview of the Onboard platform offerings and integration surfaces.
- Onboard REST API: REST guides & AI rules
  - [Getting Started](/docs/getting-started): Steps to get running with the Onboard API quickly.
  - [Authentication](/docs/authentication): Authenticate requests to the Onboard REST API using your API key.
  - [Pagination](/docs/pagination): Fetch large collections safely and efficiently.
  - [Rate Limits](/docs/rate-limits): Understand request limits and safe retry strategies.
  - [Errors and Troubleshooting](/docs/errors): Common API error patterns and how to resolve them.
  - AI & coding assistants
    - [AI assistant rules](/docs/ai-assistant-rules): Copy, download, or bundle Onboard integration rules for Cursor, Claude, Windsurf, and Paperclip.
- Onboard MCP: MCP guides
  - [MCP](/docs/mcp): Model Context Protocol — connect AI assistants and desktop clients to Onboard.
  - [MCP for customer teams](/docs/mcp-for-teams): What Onboard MCP is, what features it exposes, and how CS and onboarding teams use it day to day.
  - [Introduction to MCP](/docs/mcp-introduction-to-mcp): What Model Context Protocol is, why Onboard exposes it, and how it fits next to the REST API.
  - [MCP setup](/docs/mcp-setup): Hosted Onboard MCP — who can connect, API key, base URL, and HTTP endpoints (no trailing slash).
  - [Connecting to Onboard MCP](/docs/mcp-connecting): How to connect desktop tools, Claude, and the MCP Inspector to hosted Onboard MCP—URLs, API keys, OAuth Client ID from Integrations, and production reference.
  - [Security & permissions (MCP)](/docs/mcp-security-permissions): API keys, tenancy, and review practices for Onboard hosted MCP.
  - [AI workflow examples](/docs/mcp-ai-workflow-examples): Patterns for using Onboard MCP with AI clients for CS and onboarding operations.
  - [MCP use cases — AI agents](/docs/mcp-use-cases): Common AI agent patterns teams run against Onboard with MCP—Chief of Staff, setup, onboarding, review, reporting, opportunity, and risk.
  - [Example workflows](/docs/mcp-example-workflows): Playbooks that combine Onboard MCP with human review for leadership, launches, and follow-ups.
  - [Automation platforms & MCP](/docs/mcp-automation-platforms): How iPaaS tools (Zapier, Make, n8n, Workato) relate to Onboard REST and MCP.
  - Desktop clients
    - [MCP desktop clients](/docs/mcp-desktop-clients): Common desktop AI apps and clients that work well with Onboard MCP.
    - [MCP on Amazon Quick](/docs/mcp-amazon-quick): Connect Onboard hosted MCP to Amazon Quick (remote HTTP) with your API key and production URLs.
    - [MCP on Claude Desktop](/docs/mcp-claude-desktop): Use Anthropic Claude Desktop with Onboard’s hosted MCP server over HTTP/SSE.
    - [MCP on OpenAI Agent Builder](/docs/mcp-openai-agent-builder): Connect Onboard hosted MCP to OpenAI Agent Builder workflows with your API key and production SSE URL.
    - [MCP on Cursor](/docs/mcp-cursor): Configure Cursor to use Onboard MCP over the hosted HTTP/SSE endpoint.
    - [MCP on Raycast](/docs/mcp-raycast): Wire Raycast extensions or scripts to Onboard via the REST API; use MCP where Raycast supports it.
    - [MCP on Gemini](/docs/mcp-gemini): Connect Onboard hosted MCP to Gemini with your API key and production URLs.
    - [MCP on Perplexity](/docs/mcp-perplexity): Connect Onboard hosted MCP to Perplexity with your API key and production URLs.
    - [MCP on Alfred](/docs/mcp-alfred): Connect Alfred workflows to Onboard via the REST API; use MCP only where Alfred supports remote HTTP MCP.
    - [MCP on Windsurf](/docs/mcp-windsurf): Use Windsurf’s MCP integration with Onboard for engineering workflows against hosted MCP.
    - [MCP on Claude Code](/docs/mcp-claude-code): Connect Onboard hosted MCP to Claude Code with your API key and production URLs.
- Onboard Webhooks: Inbound events
  - [Webhooks](/docs): Receive event-driven updates from the Onboard platform.
  - [HMAC validation](/docs/hmac-validation): Verify webhook deliveries when Onboard POSTs JSON events to your HTTPS endpoint.
- Onboard Integrations: iPaaS & automation
  - [Integrations](/docs/integrations): API, webhooks, iPaaS, Retool, and no-code integration options.
- [Compliance & trust](/docs/compliance): Onboard security posture, SOC 2 Type 2, and where to find policies and attestations.
- [Security checklist](/docs/security-checklist): Practical checks for Onboard REST API, webhooks, and MCP integrations before go-live and in production.