Tability MCP Server

Tability MCP Server is currently in beta

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.

What You Can Do

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 Claude, ChatGPT or Microsoft Teams/Copilot + Copilot Studio account

• A Tability workspace where you have enabled API access for your user account

Enabling API access in your workspace

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

1. Go to your workspace

2. Go to Settings > Users

3. Search for your user account (or the users that need access to MCP)

4. Click on their account

5. Update the settings API Access Enabled to Yes

Configuring Tability Remote MCP Server

Connector details

• Connector name: Tability

• Remote MCP server URL: https://mcp.tability.app/mcp

• OAuth Client ID: <depends on the client>

• Logo: use the logo below if necessary

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tability_logo_final_800x800.png

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Open

Claude configuration

1. Sign in to your Claude account

2. Go to Settings > Connectors

3. Click Add custom connector

4. Fill in the connector details

   1. Name: Tability

   2. Remote MCP server URL: https://mcp.tability.app/mcp?token=<personal api token>

   3. OAuth Client ID: a8e2418e33354fdf9f9b19c48663b12e30af3baa2408c74c

5. Save the connector

You can now start mentioning Tability in your prompts.

ChatGPT configuration

1. Sigin in to your ChatGPT account

2. Go to Settings > Apps > Advanced Settings

3. Turn on Developer Mode

4. Click Create app

5. Fill in the connector details

   1. Name: Tability

   2. Remote MCP server URL: https://mcp.tability.app/mcp

   3. Authentication: OAuth

   4. OAuth Client ID: 8aa2c286a7c04630303f47bc25db9270e796e7ff5f2c7698

6. 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.

1. Sign into your Copilot Studio account

2. Click on Create an agent

3. In the Tools section, click on Add tool

4. Select Model Context Protocol

5. Fill in the details

   1. Server name: Tability MCP Server

   2. Server Description: Talk to your OKRs in Tability via the official Remote MCP Server

   3. Server URL: https://mcp.tability.app/mcp

   4. Authentication: OAuth 2.0

   5. Authentication Type: Dynamic discovery

6. After creating your agent, click on Create connection

7. Complete the OAuth process

8. 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

1. In your agent config page, select the Channels tab

2. Click on Teams and Microsoft 365 Copilot

3. 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:

1. 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

2. Try asking: "Use Tability to show me who I am"

Claude/ChatGPT should respond with your Tability user profile information.

Available Tools

Tool	Description
tability_whoami	Get your user profile
tability_get_workspace	View workspace details
tability_list_plans	List all plans
tability_get_plan	Get plan details
tability_list_objectives_for_plan	List objectives in a plan
tability_list_outcomes_for_plan	List key results in a plan
tability_list_initiatives_for_plan	List initiatives in a plan
tability_create_checkin	Create a progress check-in
tability_search_plans	Search for plans
tability_search_outcomes	Search for key results

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 [email protected]