Tability MCP Server
Using Tability MCP Server
Connect ChatGPT or Claude AI to your Tability account using the Model Context Protocol (MCP). This integration allows Claude, ChatGPT and any MCP-ready services to read your OKRs, check progress, and create check-ins directly through natural conversation.
What is MCP?
The Model Context Protocol (MCP) is an open standard that allows AI assistants like Claude and ChatGPT to securely connect to external tools and data sources.
With the Tability MCP server, you can access your goals, key results, and initiatives to help you stay on top of your OKRs.
Examples of usage
With the Tability MCP integration, you can ask your AI assistant to:
View your workspace, plans, and objectives
Check progress on key results
List initiatives and their status
Create check-ins with progress updates
Search across your OKRs
Manage team memberships
Example prompts:
"Show me all my active plans in Tability"
"What's the progress on our Q1 objectives?"
"Create a check-in for the revenue key result with a value of 150000"
"Who owns the customer satisfaction outcome?"
Prerequisites
A Tability workspace where you have enabled API access for your user account
How to enable API access for a user
In order to use MCP with a specific workspace, you will need to enable API access for that your user account in that workspace.
Contact your admin if you do not have access to the settings of your workspace
Go to your workspace
Go to Settings > Users
Search for your user account (or the users that need access to MCP)
Click on their account
Update the settings API Access Enabled to Yes
How to configure Tability Remote MCP Server
Connector details
We have different MCP server URL based on the cloud that you're using to access Tability.
US Cloud (default)
https://mcp.tability.app/mcp
EU Cloud
https://mcp-eu.tability.app/mcp
AU Cloud
https://mcp-au.tability.app/mcp
Connector name: Tability
Logo: use the logo below if necessary
Claude configuration
Sign in to your Claude account
Go to Settings > Connectors
Click Add custom connector
Fill in the connector details
Name: Tability
Remote MCP server URL: https://mcp.tability.app/mcp (or replace with appropriate cloud specific MCP server URL)
Save the connector
You can now start mentioning Tability in your prompts.
ChatGPT configuration
Sigin in to your ChatGPT account
Go to Settings > Apps > Advanced Settings
Turn on Developer Mode
Click Create app
Fill in the connector details
Name: Tability
Remote MCP server URL: https://mcp.tability.app/mcp (or replace with appropriate cloud specific MCP server URL)
Create the app
To access your Tability data, make sure that the Tability connector is listed in the tools available (click on the + in the prompt box).
Microsoft Copilot Studio configuration
How to create your custom agent
The Agent in Copilot Studio will use the same identity for all users — we recommend creating a custom user account in Tability to control the visibility of the data.
Sign into your Copilot Studio account
Click on Create an agent
In the Tools section, click on Add tool
Select Model Context Protocol
Fill in the details
Server name: Tability MCP Server
Server Description: Talk to your OKRs in Tability via the official Remote MCP Server
Server URL: https://mcp.tability.app/mcp
Authentication: OAuth 2.0
Authentication Type: Dynamic discovery
After creating your agent, click on Create connection
Complete the OAuth process
Click on Add and configure
You should now be able to test your agent (ex: "Who am I?")
How to publish to Teams and Copilot
In your agent config page, select the Channels tab
Click on Teams and Microsoft 365 Copilot
Click on Add channel
That's it! You will now be able to use your new agent connected to Tability MCP Server
Verifying the Connection
After connecting the server in Claude, ChatGPT or Copilot:
Look for the MCP tools icon in the chat interface (click on the + button), or click on the corresponding Custom Agent in Copilot or Teams
Try asking: "Use Tability to show me who I am"
Claude/ChatGPT should respond with your Tability user profile information.
Available Tools
The Tability MCP Server provides tools grouped by the type of object they work with.
User and workspace
tability_whoami
Get your user profile
tability_get_workspace
View workspace details
Agents
tability_list_agents
List workspace agents
tability_get_agent
Get a specific agent profile and its active work
tability_create_agent
Create a new agent profile
Memberships
tability_list_memberships
List workspace members
tability_get_membership
Get member details
tability_get_membership_manager
Get a member's manager
tability_get_membership_direct_reports
Get a member's direct reports
Plans
tability_list_plans
List plans
tability_get_plan
Get plan details
tability_get_plan_content
Get a plan's objectives, outcomes, initiatives, and latest check-ins
Objectives
tability_list_objectives_for_plan
List objectives in a plan
tability_get_objective
Get objective details
tability_search_objectives
Search objectives
Outcomes
tability_list_outcomes_for_plan
List outcomes in a plan
tability_list_outcomes_for_objective
List outcomes for an objective
tability_create_outcome
Create an outcome under an objective
tability_get_outcome
Get outcome details
tability_search_outcomes
Search outcomes
Initiatives
tability_list_initiatives_for_plan
List initiatives in a plan
tability_list_initiatives_for_outcome
List initiatives for an outcome
tability_get_initiative
Get initiative details
tability_create_initiative
Create an initiative for an outcome
tability_update_initiative
Update initiative fields except work_state
tability_search_initiatives
Search initiatives
Initiative comments and replies
tability_list_initiative_comments
List status comments for an initiative
tability_get_initiative_comment
Get initiative comment details
tability_create_initiative_comment
Create an initiative status comment and update work_state
tability_list_initiative_replies
List replies on an initiative comment
Check-ins
tability_list_checkins_for_outcome
List check-ins for an outcome
tability_get_checkin
Get check-in details
tability_create_checkin
Create a progress check-in
tability_list_checkin_comments
List comments on a check-in
Agent relationships
tability_list_agent_relationships_for_outcome
List agents linked to an outcome
tability_create_agent_relationship_for_outcome
Link an agent to an outcome
tability_list_agent_relationships_for_initiative
List agents linked to an initiative
tability_create_agent_relationship_for_initiative
Link an agent to an initiative
tability_get_agent_relationship
Get agent relationship details
tability_delete_agent_relationship
Remove an agent relationship
Search
tability_search_plans
Search plans
Example Conversations
Checking OKR Progress
You: What's the status of our Q1 2024 plan?
Claude: I'll look up your Q1 2024 plan. [Uses tability_search_plans and tability_list_outcomes_for_plan]
Your Q1 2024 plan has 3 objectives with 12 key results. Overall progress is 67%. Here's a summary...
Creating a Check-in
You: Update the MRR key result to $52,000 with a note that we closed the Acme deal
Claude: I'll create that check-in for you. [Uses tability_create_checkin]
Done! I've recorded a check-in for the MRR key result with a value of $52,000 and your note about the Acme deal.
Finding Ownership
You: Who is responsible for our customer satisfaction outcomes?
Claude: Let me search for customer satisfaction outcomes. [Uses tability_search_outcomes]
I found 2 outcomes related to customer satisfaction. The NPS score outcome is owned by Sarah, and the CSAT outcome is owned by Mike.
Troubleshooting
Support
If you encounter issues with the MCP integration:
Contact Tability support at support@tability.io
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